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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers
2,268
13F filers
2,321
New
148
Added
907
Reduced
964
Sold out
160
Shares held by filers
1,440,941,526

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
United Bank16,655$1.54M0.47%+9113F-HRTimeline
Ballast Rock Private Wealth LLC16,612$1.53M0.71%+1213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …16,559$1.53M0.21%+1,37513F-HRTimelineGroup
Athena Wealth Management, LLC16,551$1.53M1.14%+5,47713F-HRTimeline
FLC Capital Advisors16,528$1.53M0.25%+70713F-HRTimeline
NorthCrest Asset Manangement, LLC14,950$1.52M0.04%-87613F-HRTimeline
Venture Visionary Partners LLC16,443$1.52M0.04%-4,54713F-HRTimeline
AXQ CAPITAL, LP16,411$1.51M0.16%new13F-HRTimeline
44 WEALTH MANAGEMENT LLC16,377$1.51M0.5%-17113F-HRTimeline
Keating Financial Advisory Services, In…16,371$1.51M0.2%-89513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/16,358$1.51M0.13%+1,82713F-HRTimeline
New England Research & Management, Inc.16,325$1.51M0.59%new13F-HRTimeline
Next Capital Management LLC16,323$1.51M0.41%-60013F-HRTimeline
Compound Planning, Inc.16,315$1.51M0.04%-4,17713F-HRTimeline
Evercore Wealth Management, LLC16,285$1.5M0.02%-20813F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD16,264$1.5M0.2%-29013F-HRTimeline
TD Waterhouse Canada Inc.15,634$1.5M<0.01%-7,38413F-HRTimeline
Dynasty Wealth Management, LLC16,225$1.5M0.01%-3,53013F-HRTimeline
Portfolio Design Labs, LLC16,072$1.48M0.24%+1,41613F-HRTimeline
Integrated Investment Consultants, LLC16,065$1.48M0.29%-61413F-HRTimeline
INCEPTIONR LLC16,051$1.48M0.36%+7,69313F-HRTimeline
Mainstream Capital Management LLC16,030$1.48M0.89%-66313F-HRTimeline
Ninety One SA (Pty) Ltd15,999$1.48M0.08%-19,36313F-HRTimeline
LBP AM SA15,992$1.48M0.01%+1,22313F-HRTimeline
Fusion Capital, LLC15,934$1.47M0.34%+65613F-HRTimeline
Meriwether Wealth & Planning, LLC15,830$1.46M0.72%+18413F-HRTimeline
Avior Wealth Management, LLC15,829$1.46M0.04%-79113F-HRTimeline
Retirement Planning Group, LLC15,778$1.46M0.04%-1,13713F-HRTimeline
Garner Asset Management Corp15,707$1.45M0.47%+1,57813F-HRTimeline
Atlanta Consulting Group Advisors, LLC15,629$1.44M0.23%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.15,611$1.44M0.11%+1013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…15,608$1.44M0.01%-14,18513F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW15,538$1.43M0.19%-37613F-HRTimelineGroup
Chicago Capital, LLC15,527$1.43M0.03%-213F-HRTimeline
Blue Trust, Inc.15,516$1.43M0.02%+1,48013F-HRTimeline
MCF Advisors LLC15,450$1.43M0.05%-15613F-HRTimeline
POSTROCK PARTNERS LLC15,444$1.43M0.58%+36613F-HRTimeline
Everest Financial Group LLC15,442$1.42M0.19%-4813F-HRTimeline
Tranquilli Financial Advisor LLC15,329$1.41M0.76%-1213F-HRTimeline
Pure Financial Advisors, LLC15,319$1.41M0.02%-25213F-HRTimeline
WEALTH ALLIANCE, LLC15,285$1.41M0.12%-1,99813F-HRTimeline
ArrowMark Colorado Holdings LLC15,250$1.41M0.06%013F-HRTimeline
Wilson & Boucher Capital Management, LLC15,235$1.41M0.82%013F-HRTimeline
Neumann Capital Management, LLC15,232$1.41M0.93%-10013F-HRTimeline
Sienna Gestion15,330$1.4M0.08%-1,71013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,162$1.4M0.01%-1,62313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,136$1.4M0.05%-2,70713F-HRTimelineGroup
Indivisible Partners15,040$1.39M0.08%+1,48613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH15,028$1.39M0.37%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,818$1.37M0.01%+1,53313F-HRTimelineGroup
Montecito Bank & Trust14,777$1.36M0.2%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA14,767$1.36M0.29%013F-HRTimeline
Belpointe Asset Management LLC14,749$1.36M0.04%+1,77513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,731$1.36M0.02%-3,74213F-HRTimeline
Canopy Partners, LLC14,651$1.35M0.41%-80913F-HRTimeline
JNBA Financial Advisors14,643$1.35M0.1%+5213F-HRTimeline
Checchi Capital Advisers, LLC14,640$1.35M0.09%+38613F-HRTimeline
Peak Asset Management, LLC14,563$1.34M0.2%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,521$1.34M0.13%013F-HRTimeline
B. Riley Wealth Advisors, Inc.14,792$1.34M0.07%-1,10413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…14,476$1.34M0.33%-2213F-HRTimeline
Frisch Financial Group, Inc.14,403$1.33M0.23%-6413F-HRTimeline
Uncommon Cents Investing LLC14,400$1.33M0.29%013F-HRTimeline
Paragon Private Wealth Management, LLC14,356$1.32M0.35%+1,42713F-HRTimeline
Gladstone Institutional Advisory LLC14,316$1.32M0.04%+41413F-HRTimeline
Quantitative Investment Management, LLC14,257$1.31M0.14%new13F-HRTimeline
South Dakota Investment Council14,256$1.31M0.02%+40013F-HRTimeline
Fruth Investment Management14,245$1.31M0.31%013F-HRTimeline
Mutual Advisors, LLC14,124$1.3M0.02%+1,57813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC14,088$1.3M0.75%+56113F-HRTimeline
CENTRAL TRUST Co14,059$1.3M0.02%-2,17813F-HRTimeline
Ausdal Financial Partners, Inc.14,058$1.3M0.05%+21113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC14,049$1.3M0.01%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC14,046$1.3M0.02%+5,88613F-HRTimeline
HCR Wealth Advisors14,040$1.3M0.12%+35213F-HRTimeline
Everhart Financial Group, Inc.13,894$1.28M0.08%-19113F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.13,855$1.28M0.23%+1,47513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,820$1.28M0.02%+7,77813F-HRTimeline
Nautilus Advisors LLC12,338$1.27M0.75%013F-HRTimeline
Legacy Financial Advisors, Inc.13,756$1.27M0.15%-9713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC13,743$1.27M0.31%+10,66413F-HRTimelineGroup
PROFUND ADVISORS LLC13,700$1.26M0.03%-69713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,685$1.26M0.19%-1,61313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…13,670$1.26M0.04%-14613F-HRTimelineGroup
Sowell Financial Services LLC13,600$1.25M0.04%+44713F-HRTimeline
Headlands Technologies LLC13,591$1.25M0.13%+10,76313F-HRTimeline
Nicholas Hoffman & Company, LLC.13,578$1.25M0.03%+5013F-HRTimeline
Vertrix Wealth Management, LLC13,469$1.24M0.42%+1,52413F-HRTimeline
PVG ASSET MANAGEMENT CORP13,439$1.24M0.72%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC13,433$1.24M0.12%-8013F-HRTimeline
BIP Wealth, LLC13,383$1.23M0.04%+7413F-HRTimeline
Leisure Capital Management13,373$1.23M0.39%-2213F-HRTimeline
Strong Retirement Solutions LLC13,364$1.23M0.74%+1,46413F-HRTimeline
Hardy Reed LLC13,305$1.23M0.08%-8713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,258$1.22M0.06%-1,13413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC13,252$1.22M0.06%+1,58213F-HRTimelineGroup
Directional Asset Management13,231$1.22M1.16%-32813F-HRTimeline
New Age Alpha Advisors, LLC13,200$1.22M0.05%new13F-HRTimeline
Foundations Investment Advisors, LLC13,151$1.21M0.01%-1,54113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,083$1.21M0.58%-15013F-HRTimeline
T. Rowe Price Investment Management, In…13,078$1.21M<0.01%013F-HRTimeline
Clearstead Trust, LLC13,064$1.21M0.16%-86513F-HRTimeline
Hillsdale Investment Management Inc.13,050$1.2M0.03%+1,57013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,046$1.2M0.03%-5,68713F-HRTimelineGroup
Koshinski Asset Management, Inc.13,040$1.2M0.06%-3,22413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC13,010$1.2M0.07%013F-HRTimeline
DAVIS R M INC12,947$1.19M0.02%+10213F-HRTimeline
American Money Management, LLC12,893$1.19M0.17%-113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC12,886$1.19M0.29%+1,53513F-HRTimeline
BANK OF STOCKTON12,810$1.18M0.33%+8813F-HRTimeline
Granite Investment Partners, LLC12,810$1.18M0.06%013F-HRTimeline
Costello Asset Management, INC12,784$1.18M0.35%+313F-HRTimeline
Avestar Capital, LLC12,744$1.18M0.07%-90513F-HRTimeline
Parrish Capital LLC12,722$1.17M1.13%-1,92213F-HRTimeline
Knollwood Investment Advisory, LLC12,698$1.17M0.1%013F-HRTimeline
GSA CAPITAL PARTNERS LLP12,671$1.17M0.07%+10,10013F-HRTimeline
PROFFITT & GOODSON INC12,655$1.17M0.16%+12413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,630$1.17M0.12%+1,44213F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC12,622$1.16M0.17%+61813F-HRTimeline
KELLEHER FINANCIAL ADVISORS12,620$1.16M0.17%+6,30713F-HRTimeline
SUMITOMO LIFE INSURANCE CO12,619$1.16M0.02%-67613F-HRTimeline
Stablepoint Partners, LLC12,611$1.16M0.16%+16313F-HRTimeline
BIRINYI ASSOCIATES INC12,607$1.16M0.28%+1,32613F-HRTimeline
Fiduciary Alliance LLC12,602$1.16M0.08%+61513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC12,543$1.16M0.01%-298,78113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,539$1.16M0.03%-50,17913F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC12,536$1.16M0.54%+1,08913F-HRTimeline
GREENHAVEN ASSOCIATES INC12,500$1.15M0.01%013F-HRTimeline
HAMEL ASSOCIATES, INC.12,494$1.15M0.32%-45013F-HRTimeline
One Wealth Map LLC10,991$1.15M0.54%-6813F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC12,416$1.15M0.86%new13F-HRTimeline
VELA Investment Management, LLC12,410$1.15M0.28%-1613F-HR/ATimeline
OPAL CAPITAL LLC12,395$1.14M0.2%+2,18413F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd12,332$1.14M0.07%013F-HRTimelineGroup
Legacy Wealth Asset Management, LLC12,265$1.13M0.25%+8413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC12,153$1.12M0.12%+45913F-HRTimeline
Diametric Capital, LP12,134$1.12M0.12%new13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC12,098$1.12M0.23%+5413F-HRTimeline
Keebeck Wealth Management12,015$1.11M0.11%+1,52813F-HRTimeline
XXI WEALTH, LLC12,000$1.11M0.51%+1713F-HRTimeline
Total Wealth Planning & Management, Inc.11,974$1.1M0.8%+99513F-HRTimeline
71 West Capital Partners11,902$1.1M0.04%+2,74213F-HRTimeline
CULLINAN ASSOCIATES INC11,900$1.1M0.08%013F-HRTimeline
Mystic Asset Management, Inc.11,898$1.1M0.23%-17413F-HRTimeline
Summit Asset Management, LLC11,895$1.1M0.14%013F-HRTimeline
Lodestone Wealth Management LLC11,871$1.1M0.39%+4113F-HRTimeline
Howard Capital Management, LLC11,801$1.09M0.01%+6,19213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC11,775$1.09M0.44%-45013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC11,697$1.08M0.17%-20,81313F-HRTimeline
Polymer Capital Management (US) LLC11,623$1.07M0.16%+3,36013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,547$1.07M0.06%+3,20813F-HRTimeline
Portland Global Advisors LLC11,534$1.06M0.1%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,497$1.06M0.02%new13F-HRTimeline
VICUS CAPITAL11,487$1.06M0.07%-4113F-HRTimeline
HBK INVESTMENTS L P11,483$1.06M0.01%+1,62713F-HR/ATimeline
Capital Advantage, Inc.11,472$1.06M0.13%-20913F-HRTimeline
Hodges Capital Management Inc.11,446$1.06M0.07%-2513F-HRTimeline
SHELTON CAPITAL MANAGEMENT11,375$1.05M0.02%-93,68313F-HRTimeline
Aprio Wealth Management, LLC11,325$1.04M0.05%+23313F-HRTimeline
Icon Wealth Advisors, LLC11,325$1.04M0.06%-4,35013F-HRTimeline
Palisade Asset Management, LLC11,277$1.04M0.1%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,212$1.03M0.06%+92713F-HRTimeline
TOWER TRUST & INVESTMENT Co11,205$1.03M0.63%+21413F-HRTimeline
Thomasville National Bank11,203$1.03M0.06%13F-HRTimeline
Machina Capital S.A.S.11,190$1.03M0.16%-14,60013F-HRTimeline
SAGE RHINO CAPITAL LLC11,164$1.03M0.17%+40913F-HRTimeline
United Community Bankin group United Community Bank11,155$1.03M0.32%+613F-HRTimelineGroup
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL11,150$1.03M0.39%013F-HRTimeline
Pallas Capital Advisors LLC11,125$1.03M0.03%-95113F-HRTimeline
Nabity-Jensen Investment Management Inc11,100$1.02M0.63%013F-HRTimeline
PRIVATE TRUST CO NA11,029$1.02M0.08%-70413F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,004$1.02M0.03%-6413F-HRTimeline
FIRST AMERICAN TRUST, FSB11,004$1.02M0.06%-313F-HRTimeline
FINANCIAL CONSULATE, INC10,994$1.01M0.11%-22713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,987$1.01M0.23%-46213F-HRTimeline
Avise Financial Cooperative, Inc.10,985$1.01M0.72%+1,15513F-HRTimeline
Oder Investment Management, LLC10,951$1.01M0.68%-3813F-HRTimeline
Stone Summit Wealth LLC10,900$1.01M0.26%013F-HRTimeline
Institute for Wealth Management, LLC.10,886$1M0.09%-15913F-HRTimeline
Ironwood Financial, llc9,803$1M0.16%013F-HRTimeline
Shira Ridge Wealth Management10,876$1M0.35%-12513F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV10,875$1M0.57%+3813F-HRTimeline
RiverFront Investment Group, LLC10,864$1M0.01%+67113F-HRTimeline
Ethos Financial Group, LLC9,593$1M0.07%-1913F-HRTimeline
NorthRock Partners, LLC10,851$1M0.01%+52913F-HRTimeline
S&G Foundation10,837$1000K0.05%013F-HRTimeline
Future Fund LLC10,834$1000K0.29%+13813F-HRTimeline
Rothschild Wealth LLC10,779$995K0.08%+5,60813F-HRTimeline
Advisor Resource Council9,857$992K0.33%+32413F-HRTimeline
Cooper Financial Group10,739$991K0.08%-7,45813F-HRTimeline
Revisor Wealth Management LLC10,720$989K0.24%-30813F-HRTimeline
Van Diest Capital, LLC10,687$986K0.88%-16,60913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,685$986K0.04%+93213F-HRTimeline
O'ROURKE & COMPANY, Inc10,676$985K0.34%-33313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC10,662$984K0.07%-12513F-HRTimeline
EQUITABLE TRUST CO10,632$981K0.04%-1,10113F-HRTimeline
Wealth Enhancement Trust Services, Inc.10,599$978K0.11%-2,53413F-HR/ATimeline
Navalign, LLC10,587$977K0.23%+7813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,199$977K0.06%+1,19313F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC10,536$972K0.05%013F-HRTimeline