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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BEACON FINANCIAL GROUP32,296$3.04M0.3%+10513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE32,071$3.01M0.45%-33,02013F-HRTimeline
Compass Wealth Management LLC31,969$3M0.74%-68013F-HRTimeline
Harfst & Associates, Inc.31,942$3M0.54%-1,02613F-HRTimeline
Strata Wealth Advisors, LLC31,831$2.99M0.82%+1313F-HRTimeline
Chaney Capital Management, Inc.31,707$2.98M1.05%+22713F-HRTimeline
GILL CAPITAL PARTNERS, LLC31,664$2.98M0.86%-1,99913F-HRTimeline
CAPITAL ADVISORS INC/OK31,652$2.97M0.05%+1,89913F-HRTimeline
Sterling Investment Advisors, Ltd.31,421$2.95M0.53%-15013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…31,685$2.95M0.04%+13,08413F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG31,329$2.94M0.05%-3,67513F-HRTimelineGroup
Broderick Brian C31,262$2.94M0.54%+7,88813F-HRTimeline
Oak Thistle LLC31,203$2.93M0.28%+10,72913F-HRTimeline
Mraz, Amerine & Associates, Inc.30,923$2.91M0.43%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.30,729$2.89M0.23%new13F-HRTimeline
Westview Management dba Westview Invest…30,612$2.88M1.5%-2,18113F-HRTimeline
Scott & Selber, Inc.30,573$2.87M0.74%-33913F-HRTimeline
Iowa State Bank30,251$2.84M0.52%-1513F-HRTimeline
Notis-McConarty Edward30,185$2.84M1.41%+3,64013F-HR/ATimeline
J. Goldman & Co LP29,997$2.82M0.13%new13F-HRTimeline
Concentric Capital Strategies, LP29,970$2.82M0.25%-83,53013F-HRTimeline
Seneca House Advisors29,965$2.82M1.12%-16,63013F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/29,800$2.8M1.98%013F-HRTimeline
Parsonex Advisory Services, Inc.29,798$2.8M2.74%+2,86313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…29,793$2.8M0.02%new13F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…29,697$2.79M1.53%+69613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT29,657$2.79M0.05%-6113F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC29,547$2.78M0.26%-1,31013F-HRTimelineGroup
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…29,486$2.77M0.25%13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC29,135$2.74M0.01%+6,30913F-HRTimelineGroup
BAYVIEW ASSET MANAGEMENT, LLC28,977$2.72M2.27%new13F-HRTimeline
LGT Fund Management Co Ltd.28,943$2.72M0.12%-1,63413F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC28,920$2.72M0.05%013F-HRTimeline
WealthPlan Investment Management, LLC28,843$2.71M0.15%+9,81013F-HRTimeline
Capital Investment Advisory Services, L…28,771$2.7M0.2%-95413F-HRTimeline
EPG Wealth Management LLC28,762$2.7M0.73%+47313F-HRTimeline
Cypress Capital, LLC28,756$2.7M0.77%-31413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC28,708$2.7M0.39%+6,59713F-HRTimelineGroup
Tema ETFs LLC28,650$2.69M0.18%+14713F-HRTimeline
Kozak & Associates, Inc.27,695$2.68M0.52%-1,81613F-HRTimeline
Dakota Wealth Management28,493$2.68M0.06%-9,07113F-HR/ATimeline
Valeo Financial Advisors, LLC28,345$2.66M0.06%-6,68613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT28,252$2.66M0.5%-10,31213F-HRTimeline
L2 Asset Management, LLC28,244$2.65M0.25%+5,68913F-HRTimeline
Wynn Capital, LLC28,120$2.64M1.36%+10313F-HRTimeline
Martin Capital Advisors, LLP28,119$2.64M1.67%-21413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC28,106$2.64M0.42%+1,65513F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL28,087$2.64M0.06%-25013F-HRTimeline
Hudson Canyon Capital Management28,052$2.64M1.61%-16313F-HRTimeline
Royal Palms Capital LLC28,034$2.63M2.61%-1,05513F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.27,907$2.62M2.33%-82913F-HRTimeline
Simmons Bankin group Simmons Bank27,871$2.62M0.18%+2,04313F-HRTimelineGroup
Advisory Services Network, LLC27,698$2.6M0.03%+10,01913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC27,630$2.6M0.07%-9,80813F-HRTimeline
Integrated Wealth Concepts LLC27,619$2.6M0.02%+11,57613F-HRTimeline
Juno Financial Group LLC27,581$2.59M1.02%+1,64613F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC27,360$2.57M2.91%+25013F-HRTimeline
Cetera Trust Company, N.A27,355$2.57M1.45%-1,50013F-HRTimeline
Van Diest Capital, LLC27,296$2.57M2.02%+16,41913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC27,041$2.54M0.03%-1,68913F-HRTimeline
Maia Wealth LLC26,949$2.53M0.43%-5,70213F-HRTimeline
Signal Advisors Wealth, LLC26,945$2.53M0.17%new13F-HRTimeline
NORDEN GROUP LLC26,851$2.52M0.24%+35113F-HRTimeline
SummitTX Capital, L.P.26,841$2.52M0.08%new13F-HRTimeline
MASTERINVEST Kapitalanlage GmbH26,798$2.52M0.26%-25,25813F-HRTimeline
CENTAURUS FINANCIAL, INC.26,772$2.52M0.12%-7113F-HRTimeline
Xcel Wealth Management, LLC26,671$2.51M0.7%-1,50013F-HRTimeline
Ballentine Partners, LLC26,546$2.49M0.03%-90513F-HRTimeline
Coastline Trust Co26,498$2.49M0.25%-3,53213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Roberts Wealth Advisors, LLC26,365$2.48M0.63%+3,40413F-HRTimeline
Horizon Investment Services, LLC26,099$2.45M0.85%+1,02213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC25,848$2.43M0.05%+63313F-HRTimelineGroup
Westover Capital Advisors, LLC25,827$2.43M0.45%+4,39813F-HRTimeline
Machina Capital S.A.S.25,790$2.42M0.48%-7,83113F-HRTimeline
Columbia Asset Management25,712$2.42M0.46%+8213F-HRTimeline
JT Stratford LLC25,689$2.41M0.31%+6,36013F-HRTimeline
Dempze Nancy E25,643$2.41M1.32%+5,38213F-HRTimeline
Ascent Wealth Partners, LLC25,625$2.41M0.28%+1,37713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC25,431$2.39M0.07%-5413F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…25,431$2.39M0.38%-5213F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding25,322$2.38M+23,072Timeline
Aspen Investment Management Inc25,277$2.38M0.73%+55613F-HRTimeline
Cape Investment Advisory, Inc.25,252$2.37M0.79%-1,22013F-HRTimeline
3Chopt Investment Partners, LLC25,233$2.37M0.54%+1,34713F-HRTimeline
UMB Bank, n.a.25,032$2.35M0.03%-61513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Yale Capital Corp.24,824$2.33M0.07%-29113F-HRTimeline
Qtron Investments LLC24,709$2.32M0.31%+1113F-HRTimeline
Arax Advisory Partners24,694$2.32M0.07%-8,55813F-HRTimeline
Cannon Capital Management, Inc.24,692$2.32M1.89%+37613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,557$2.31M+4,321Timeline
Greenline Partners, LLC24,336$2.29M0.25%-73013F-HRTimeline
SageView Advisory Group, LLC24,328$2.29M0.08%+22613F-HRTimeline
VALLEY NATIONAL ADVISERS INC24,235$2.28M0.29%-39713F-HRTimeline
PINNACLE ASSOCIATES LTD24,113$2.27M0.03%+2,25413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise24,114$2.27M0.09%+6,06713F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC24,060$2.26M0.84%-2,99713F-HRTimeline
JFS WEALTH ADVISORS, LLC23,989$2.25M0.13%-63713F-HRTimeline
DIVERSIFIED TRUST CO23,916$2.25M0.04%+12,85213F-HRTimeline
AVISO WEALTH MANAGEMENT23,792$2.24M1.01%+63213F-HRTimeline
ASPIRIANT, LLC23,700$2.23M0.06%-54513F-HRTimeline
LOM Asset Management Ltd23,611$2.22M0.64%+84013F-HRTimeline
Kiker Wealth Management, LLC23,283$2.19M1.04%new13F-HRTimeline
Chesley Taft & Associates LLC23,239$2.18M0.09%-8113F-HRTimeline
Element Squared LLC23,180$2.18M1.23%new13F-HRTimeline
Smartleaf Asset Management LLC23,257$2.16M0.08%+2,31413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…23,001$2.16M0.69%-1,82913F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC22,968$2.16M0.98%+11113F-HRTimeline
CITY HOLDING CO22,948$2.16M0.27%+2,37713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.23,123$2.15M0.38%+9,99613F-HRTimeline
Havemeyer Place LP22,788$2.14M0.25%+10,90613F-HRTimeline
K.J. Harrison & Partners Inc22,743$2.14M0.35%-1,20013F-HRTimeline
Diversified Investment Strategies, LLC22,635$2.13M1.36%-213F-HRTimeline
TD Waterhouse Canada Inc.23,018$2.12M0.01%-25,67913F-HRTimeline
Bridgewater Associates, LP22,594$2.12M0.01%-307,45313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC22,417$2.12M0.14%+9,42713F-HRTimeline
WOLFF WIESE MAGANA LLC22,548$2.12M1.17%+6213F-HRTimeline
Dynamic Advisor Solutions LLC22,366$2.1M0.07%+32113F-HRTimeline
Pine Valley Investments Ltd Liability Co22,070$2.07M0.1%+5613F-HRTimeline
1ST SOURCE BANK22,004$2.07M0.11%-85813F-HRTimeline
HBK Sorce Advisory LLC23,228$2.06M0.04%-2,82013F-HRTimeline
Professional Financial Advisors, LLC21,791$2.05M0.42%+27913F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding21,714$2.04M+14,803Timeline
Riverwater Partners LLC21,685$2.04M0.68%-913F-HRTimeline
Keystone Financial Services21,677$2.04M0.6%+1,51513F-HRTimeline
Sunbelt Securities, Inc.21,505$2.02M0.13%+29513F-HRTimeline
Weaver C. Barksdale & Associates, Inc.21,462$2.02M1.92%+1,24713F-HRTimeline
Modus Advisors, LLC21,415$2.01M0.55%-10,94013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP21,373$2.01M0.5%+10213F-HRTimelineGroup
Whitener Capital Management, Inc.21,269$2M0.46%+1,34613F-HRTimeline
Pettee Investors, Inc.21,807$2M1.03%013F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC21,109$1.98M0.54%+3,10913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.21,063$1.98M0.02%-130,66713F-HRTimelineGroup
Venture Visionary Partners LLC20,990$1.97M0.07%+1,86113F-HRTimeline
IKE Capital, LLC20,944$1.97M1.11%-2,03013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,799$1.95M0.01%-4,42213F-HRTimelineGroup
RiverPark Advisors, LLCin group RiverPark Advisors, LLC20,777$1.95M0.71%-2,12513F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/20,768$1.95M0.03%+28013F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC20,577$1.93M0.14%-95913F-HRTimeline
SPWM Advisors LLC21,394$1.93M1.67%-1,21113F-HRTimeline
Compound Planning, Inc.20,492$1.93M0.06%-15913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC20,456$1.92M0.42%-30,57613F-HRTimeline
Bank Pictet & Cie (Europe) AG20,355$1.91M0.04%+1,14813F-HRTimeline
Caldwell Trust Co20,348$1.91M0.17%+27013F-HRTimeline
Moors & Cabot, Inc.20,334$1.91M0.08%+11313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC20,329$1.91M0.52%+6013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…20,214$1.9M0.18%+72513F-HRTimelineGroup
ING GROEP NV20,131$1.89M0.01%-1,23713F-HRTimeline
Garde Capital, Inc.19,934$1.87M0.11%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,884$1.87M0.12%+4,22013F-HRTimelineGroup
LRT Capital Management, LLC19,876$1.87M1.74%new13F-HRTimeline
Frank, Rimerman Advisors LLC19,784$1.86M0.12%-5,10613F-HRTimeline
COOKSON PEIRCE & CO INC19,771$1.86M0.08%+1,97613F-HRTimeline
Dynasty Wealth Management, LLC19,755$1.86M0.02%-30813F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding19,671$1.85M-2,358Timeline
BROWN, LISLE/CUMMINGS, INC.19,629$1.84M0.46%+28513F-HRTimeline
Csenge Advisory Group19,473$1.83M0.08%-1,92113F-HRTimeline
Wedmont Private Capital18,905$1.83M0.06%+83513F-HRTimeline
Arjuna Capital19,353$1.82M0.46%+1,19113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,182$1.8M0.06%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC19,092$1.79M0.56%+27413F-HRTimeline
Performance Wealth Partners, LLC19,029$1.79M0.05%+11,24013F-HRTimeline
CIDEL ASSET MANAGEMENT INC18,969$1.78M0.1%+94113F-HRTimeline
TLWM18,919$1.78M0.32%+67813F-HRTimeline
Prime Capital Investment Advisors, LLC18,813$1.77M0.02%-2,59913F-HRTimeline
Zullo Investment Group, Inc.18,807$1.77M0.67%-52113F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP18,772$1.76M0.12%-1,01813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC18,754$1.76M0.13%+3,42713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,733$1.76M0.04%+8,33213F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC18,729$1.76M0.4%+1,07813F-HRTimeline
JB Capital LLC18,583$1.75M0.07%-21,58413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co18,560$1.74M0.08%-1,59613F-HRTimelineGroup
Sigma Planning Corp18,521$1.74M0.05%+10,50113F-HRTimeline
RBF Capital, LLC18,500$1.74M0.09%013F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC18,473$1.74M0.03%+1,20913F-HRTimeline
WT Wealth Management18,230$1.71M0.51%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…18,229$1.71M0.06%-62,65013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC18,215$1.71M0.01%-5,54013F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd18,210$1.71M0.03%+1,00413F-HRTimelineGroup
Cooper Financial Group18,197$1.71M0.17%+1,43113F-HRTimeline
Lummis Asset Management, LP18,232$1.69M1.01%-80613F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP18,000$1.69M0.02%new13F-HRTimelineGroup
SVB WEALTH LLC17,972$1.69M0.11%-5,60413F-HRTimeline
BANK OF HAWAII17,953$1.69M0.09%-21313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,843$1.68M0.05%+1,35113F-HR/ATimelineGroup
Shepherd Street Advisors LLC17,843$1.68M1.65%+22013F-HRTimeline
Whelan Financial17,830$1.68M0.52%+1,22313F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC17,771$1.67M0.03%-1,97513F-HRTimeline
GROUPAMA ASSET MANAGMENT17,676$1.66M0.02%-16,63413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,058$1.65M0.02%-3,48313F-HRTimeline
Providence Wealth Advisors, LLC17,699$1.65M1.05%+14113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.17,487$1.64M0.19%+5313F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC17,331$1.63M1.59%+6,76213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,308$1.63M0.03%-64713F-HRTimeline
Daytona Street Capital LLC17,190$1.63M1.25%+33013F-HRTimeline
WEALTH ALLIANCE, LLC17,283$1.62M0.16%-2913F-HRTimeline
Keating Financial Advisory Services, In…17,266$1.62M0.26%+5213F-HRTimeline
Larson Financial Group LLC17,261$1.62M0.05%+3,61413F-HRTimeline
HM PAYSON & CO17,244$1.62M0.02%-9813F-HRTimeline
Embree Financial Group17,194$1.62M0.19%+6013F-HRTimeline
Sienna Gestion17,040$1.6M0.1%-133,59713F-HRTimeline