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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,285 managers (2,334 13F filers) reported a position in SCHW shares at 2025-12-31, 1,456,288,068 shares in all. 149 filers opened a position and 96 filers sold out during the quarter.

Managers
2,285
13F filers
2,334
New
149
Added
945
Reduced
831
Sold out
96
Shares held by filers
1,456,288,068

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GPM Growth Investors, Inc.32,738$3.27M1.27%-94013F-HRTimeline
Finer Wealth Management, Inc.32,702$3.27M1.58%+69813F-HRTimeline
Compass Wealth Management LLC32,649$3.26M0.81%-71613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding32,589$3.26M+2,020Timeline
GM Advisory Group, LLC32,523$3.25M0.13%-2,56113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding31,335$3.24M+3,433Timeline
Modus Advisors, LLC32,355$3.23M0.85%-15,08413F-HRTimeline
BEACON FINANCIAL GROUP32,191$3.22M0.32%-15513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC32,187$3.22M0.54%+1513F-HRTimeline
CWA Asset Management Group, LLC31,902$3.19M0.11%+81513F-HRTimeline
Strata Wealth Advisors, LLC31,818$3.18M0.88%+113F-HRTimeline
Main Street Research LLC31,782$3.18M0.18%-2,31613F-HRTimeline
Sterling Investment Advisors, Ltd.31,571$3.15M0.58%-65013F-HRTimeline
Roundview Capital LLC31,543$3.15M0.19%-3,37113F-HRTimeline
Chaney Capital Management, Inc.31,480$3.15M1.09%+29413F-HRTimeline
Vise Technologies, Inc.31,083$3.11M0.06%+9,94013F-HRTimeline
Maia Wealth LLC32,651$3.1M0.53%-1,33613F-HRTimeline
Mraz, Amerine & Associates, Inc.30,923$3.09M0.46%-19913F-HRTimeline
Scott & Selber, Inc.30,912$3.09M0.77%-1,14813F-HRTimeline
SIGNATUREFD, LLC30,887$3.09M0.05%+1,01313F-HRTimeline
Kidder Stephen W30,875$3.08M0.87%+12,08013F-HRTimeline
AlphaQuest LLC30,862$3.08M0.17%+22,51613F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC30,857$3.08M0.26%-84513F-HRTimelineGroup
LGT Fund Management Co Ltd.30,577$3.07M0.24%013F-HRTimeline
Pacific Capital Partners Ltd30,670$3.06M3.25%+7,74613F-HRTimeline
Stenger Family Office, LLC30,578$3.06M0.63%+1,65013F-HRTimeline
Iowa State Bank30,266$3.02M0.57%+36013F-HRTimeline
Chicago Partners Investment Group LLC29,448$3.01M0.07%-89813F-HRTimeline
Coastline Trust Co30,030$3M0.28%-27013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MOUNT VERNON ASSOCIATES INC /MD/29,800$2.98M2%013F-HRTimeline
CAPITAL ADVISORS INC/OK29,753$2.97M0.05%-10413F-HRTimeline
Capital Investment Advisory Services, L…29,725$2.97M0.21%-41813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT29,718$2.97M0.05%+3,42013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC29,659$2.96M0.02%-255,74613F-HRTimeline
Kozak & Associates, Inc.29,511$2.96M0.57%-64513F-HRTimeline
OSTRUM ASSET MANAGEMENT29,269$2.92M0.14%-5,62013F-HRTimeline
Royal Palms Capital LLC29,089$2.91M3.45%13F-HRTimeline
Cypress Capital, LLC29,070$2.9M0.81%+11,37813F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…29,001$2.9M1.58%-75013F-HRTimeline
Strategic Wealth Partners, Ltd.28,996$2.9M0.2%+4,27113F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC28,920$2.89M0.06%-20013F-HRTimeline
Cetera Trust Company, N.A28,855$2.88M1.54%+35013F-HRTimeline
Accuvest Global Advisors28,747$2.87M2.12%+24,98713F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.28,736$2.87M2.29%-313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC28,730$2.87M0.04%-4,94413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…28,503$2.85M0.26%-78913F-HRTimelineGroup
Tema ETFs LLC28,503$2.85M0.22%-8413F-HRTimeline
Edgestream Partners, L.P.28,356$2.83M0.08%-6,33013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL28,337$2.83M0.06%-1,52713F-HRTimeline
Martin Capital Advisors, LLP28,333$2.83M1.66%+29513F-HRTimeline
EPG Wealth Management LLC28,289$2.83M0.76%+1,31813F-HRTimeline
Hudson Canyon Capital Management28,215$2.82M1.65%013F-HRTimeline
HANCOCK WHITNEY CORP28,178$2.82M0.05%+8,41713F-HRTimeline
Xcel Wealth Management, LLC28,171$2.81M0.72%013F-HRTimeline
Wynn Capital, LLC28,017$2.8M1.36%-22513F-HRTimeline
Ballentine Partners, LLC27,451$2.74M0.04%+1,15013F-HRTimeline
HBK Sorce Advisory LLC26,048$2.74M0.06%-1,64313F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC27,110$2.71M2.94%-20013F-HRTimeline
POWER WEALTH MANAGEMENT LLC27,057$2.7M0.95%-73013F-HRTimeline
Delaney Dennis R26,953$2.69M1.35%+7,18813F-HRTimeline
GROUP ONE TRADING LLC26,939$2.69M0.08%-36,68913F-HRTimeline
Parsonex Advisory Services, Inc.26,935$2.69M1.72%+94613F-HRTimeline
CENTAURUS FINANCIAL, INC.26,843$2.68M0.12%-10,31213F-HRTimeline
Notis-McConarty Edward26,545$2.65M1.23%+9,49513F-HRTimeline
NORDEN GROUP LLC26,500$2.65M0.26%+1,49313F-HRTimeline
Cape Investment Advisory, Inc.26,472$2.64M0.81%-7413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC26,451$2.64M0.41%+72313F-HRTimeline
Juno Financial Group LLC25,935$2.59M1.04%13F-HRTimeline
Simmons Bankin group Simmons Bank25,828$2.58M0.17%+22,69413F-HRTimelineGroup
UMB Bank, n.a.25,647$2.56M0.03%+1,96613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Columbia Asset Management25,630$2.56M0.46%-35113F-HRTimeline
DRW Securities, LLC25,582$2.56M0.19%-5,81813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC25,485$2.55M0.07%-17613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…25,483$2.55M0.48%+32813F-HRTimeline
Convergence Investment Partners, LLC25,356$2.53M0.5%+4,43813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP25,221$2.52M0.02%-84213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC25,215$2.52M0.05%+1,03113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC25,131$2.51M0.04%+10,15013F-HR/ATimeline
Texas Yale Capital Corp.25,115$2.51M0.08%013F-HRTimeline
Horizon Investment Services, LLC25,077$2.51M0.9%+2,46313F-HRTimeline
Greenline Partners, LLC25,066$2.5M0.29%+73013F-HRTimeline
Frank, Rimerman Advisors LLC24,890$2.49M0.16%+4,07513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…24,830$2.48M0.78%-25013F-HRTimeline
Aspen Investment Management Inc24,721$2.47M0.75%+35713F-HRTimeline
Qtron Investments LLC24,698$2.47M0.32%-1,32113F-HRTimeline
JFS WEALTH ADVISORS, LLC24,626$2.46M0.14%+10713F-HRTimeline
VALLEY NATIONAL ADVISERS INC24,632$2.46M0.34%-66313F-HRTimeline
Cannon Capital Management, Inc.24,316$2.43M2.14%13F-HRTimeline
Ascent Wealth Partners, LLC24,248$2.42M0.28%+4113F-HRTimeline
ASPIRIANT, LLC24,245$2.42M0.07%+43213F-HRTimeline
SageView Advisory Group, LLC24,102$2.41M0.08%-3,49613F-HRTimeline
K.J. Harrison & Partners Inc23,943$2.39M0.32%013F-HRTimeline
3Chopt Investment Partners, LLC23,886$2.39M0.53%+85313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC23,755$2.37M0.02%-3,03413F-HRTimelineGroup
Campbell & CO Investment Adviser LLC23,619$2.36M0.11%-11,78113F-HRTimeline
SVB WEALTH LLC23,576$2.36M0.14%-1,77313F-HRTimeline
Broderick Brian C23,374$2.34M0.44%+10,10413F-HRTimeline
Chesley Taft & Associates LLC23,320$2.33M0.09%-28913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,287$2.33M0.03%-20813F-HRTimelineGroup
Mach-1 Financial Group, LLC23,198$2.32M0.48%new13F-HRTimeline
AVISO WEALTH MANAGEMENT23,160$2.31M0.97%+2,51013F-HRTimeline
OKABENA INVESTMENT SERVICES INC23,115$2.31M0.44%+15,10913F-HRTimeline
CAXTON ASSOCIATES LLP23,108$2.31M0.05%+19,08513F-HRTimeline
IKE Capital, LLC22,974$2.3M2%13F-HRTimeline
LANARK FINANCIAL, INC.22,967$2.29M0.17%+11,85713F-HRTimeline
Roberts Wealth Advisors, LLC22,961$2.29M0.6%+10513F-HRTimeline
Brooklyn Investment Group22,554$2.28M0.11%+7,84813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22,866$2.28M0.01%+7,61613F-HRTimelineGroup
1ST SOURCE BANK22,862$2.28M0.12%-50813F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC22,857$2.28M1.02%-51713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,826$2.28M0.01%+45513F-HRTimelineGroup
LOM Asset Management Ltd22,771$2.28M0.66%+85013F-HRTimeline
Alpha Cubed Investments, LLC22,740$2.27M0.08%-2,96113F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP22,662$2.26M0.03%-50713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Diversified Investment Strategies, LLC22,637$2.26M1.48%-47513F-HRTimeline
SPWM Advisors LLC22,605$2.26M2.16%13F-HRTimeline
L2 Asset Management, LLC22,555$2.25M0.3%+14,47213F-HRTimeline
WOLFF WIESE MAGANA LLC22,486$2.25M1.23%+4,58613F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC22,287$2.23M1.1%-30413F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP22,128$2.21M0.1%+4,76313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC22,111$2.21M0.34%+2,24113F-HRTimelineGroup
Dynamic Advisor Solutions LLC22,045$2.2M0.07%-2,36613F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding22,029$2.2M+2,155Timeline
Pine Valley Investments Ltd Liability Co22,014$2.2M0.11%-43613F-HRTimeline
RATIONAL ADVISORS, INC.22,000$2.2M0.23%+18,50013F-HRTimeline
PINNACLE ASSOCIATES LTD21,859$2.18M0.03%-1,52713F-HRTimeline
Pettee Investors, Inc.21,807$2.18M1.22%-35013F-HRTimeline
Riverwater Partners LLC21,694$2.17M0.84%-8613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC21,541$2.15M0.03%-29313F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC21,536$2.15M0.14%-86,06513F-HRTimeline
Professional Financial Advisors, LLC21,512$2.15M0.44%+1413F-HRTimeline
Westover Capital Advisors, LLC21,429$2.14M0.39%+6,36713F-HRTimeline
Prime Capital Investment Advisors, LLC21,412$2.14M0.03%-55913F-HRTimeline
Csenge Advisory Group21,394$2.14M0.1%+1,75513F-HRTimeline
Elevated Private Wealth, LLC21,387$2.14M2.22%13F-HRTimeline
GTS SECURITIES LLC21,378$2.14M0.07%+12,89413F-HRTimeline
ING GROEP NV21,368$2.13M0.01%-126,60913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP21,271$2.13M0.53%-82713F-HRTimelineGroup
Sunbelt Securities, Inc.21,210$2.12M0.14%+3613F-HRTimeline
Smartleaf Asset Management LLC20,943$2.11M0.08%+1,93713F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…20,928$2.09M0.43%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP20,797$2.08M0.03%+7713F-HRTimelineGroup
Ninety One SA (Pty) Ltd20,756$2.07M0.09%+12,55713F-HRTimeline
Compound Planning, Inc.20,651$2.06M0.06%+2,16113F-HRTimeline
CITY HOLDING CO20,571$2.06M0.25%+58113F-HRTimeline
OLD NATIONAL BANCORP /IN/20,488$2.05M0.03%-1,29913F-HRTimeline
Oak Thistle LLC20,474$2.05M0.28%+5,14913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC20,316$2.03M0.03%+13813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC20,269$2.03M0.56%+3,64513F-HRTimeline
Dempze Nancy E20,261$2.02M1.05%+8,91913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,236$2.02M-1,650Timeline
Weaver C. Barksdale & Associates, Inc.20,215$2.02M2.12%-2,13313F-HRTimeline
Moors & Cabot, Inc.20,221$2.02M0.09%-18713F-HRTimeline
Integrated Investment Consultants, LLC20,216$2.02M0.4%+72913F-HR/ATimeline
Elefante Mark B20,185$2.02M1.24%+7,26013F-HRTimeline
Keystone Financial Services20,162$2.01M0.61%-20713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co20,156$2.01M0.12%-1,11113F-HRTimelineGroup
Caldwell Trust Co20,078$2.01M0.18%+7213F-HRTimeline
Dynasty Wealth Management, LLC20,063$2M0.02%+2,27713F-HRTimeline
Whitener Capital Management, Inc.19,923$1.99M0.45%+1,44213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,861$1.98M0.09%+29713F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP19,790$1.98M0.12%-24,33813F-HRTimelineGroup
LETKO, BROSSEAU & ASSOCIATES INC19,746$1.97M0.03%013F-HRTimeline
NorthCrest Asset Manangement, LLC19,010$1.97M0.04%-4813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC19,572$1.96M0.05%+6,31413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…19,489$1.95M0.19%-8,26613F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.19,344$1.93M0.48%+22513F-HRTimeline
Zullo Investment Group, Inc.19,328$1.93M0.71%-5113F-HRTimeline
JT Stratford LLC19,329$1.93M0.25%+2,25813F-HRTimeline
Bank Pictet & Cie (Europe) AG19,207$1.92M0.04%+1,12313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,182$1.92M0.06%013F-HRTimeline
Venture Visionary Partners LLC19,129$1.91M0.06%+9,83613F-HRTimeline
Lummis Asset Management, LP19,038$1.9M1.17%-50813F-HRTimeline
WealthPlan Investment Management, LLC19,033$1.9M0.12%+13,66913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding18,851$1.88M+4,981Timeline
Guardian Asset Advisors, LLC18,838$1.88M0.98%+58113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC18,818$1.88M0.6%-10013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…18,601$1.87M0.02%-1,21613F-HRTimelineGroup
FORA Capital, LLC11,904$1.87M0.23%new13F-HRTimeline
RBF Capital, LLC18,500$1.85M0.08%013F-HR/ATimeline
Wedmont Private Capital18,070$1.84M0.06%+47413F-HRTimeline
Providence Wealth Advisors, LLC17,558$1.83M1.14%+13213F-HRTimeline
TLWM18,241$1.82M0.33%-52213F-HRTimeline
Avior Wealth Management, LLC18,188$1.82M0.06%-2,38613F-HRTimeline
BANK OF HAWAII18,166$1.81M0.09%013F-HRTimeline
Arjuna Capital18,162$1.81M0.44%+14213F-HRTimeline
HBW ADVISORY SERVICES LLC18,081$1.81M0.2%+1,29213F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise18,047$1.8M0.06%-2,50613F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC18,028$1.8M0.13%013F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC18,000$1.8M0.44%-17,00013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,955$1.79M0.04%+76913F-HRTimeline
WEDBUSH SECURITIES INC17,892$1.79M0.05%+1,62613F-HRTimeline
B. Riley Wealth Advisors, Inc.17,855$1.78M0.08%-94513F-HRTimeline
COOKSON PEIRCE & CO INC17,795$1.78M0.07%+2,47113F-HRTimeline
CenterBook Partners LP17,749$1.77M0.09%-41,64613F-HRTimeline
Advisory Services Network, LLC17,679$1.77M0.02%-8,48313F-HRTimeline
MBM WEALTH CONSULTANTS, LLC17,651$1.76M0.42%+13713F-HRTimeline
Shepherd Street Advisors LLC17,623$1.76M1.69%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.17,434$1.74M0.2%+1,38913F-HRTimeline
PROFUND ADVISORS LLC17,376$1.74M0.05%-5,15813F-HRTimeline