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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,957 managers (1,997 13F filers) reported a position in SCHW shares at 2024-12-31, 1,497,386,491 shares in all. 151 filers opened a position and 108 filers sold out during the quarter.

Managers
1,957
13F filers
1,997
New
151
Added
707
Reduced
756
Sold out
108
Shares held by filers
1,497,386,491

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …12,978$961K0.23%+51913F-HRTimelineGroup
O'ROURKE & COMPANY, Inc12,958$959K0.47%+14213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,583$958K0.05%-6,08013F-HRTimelineGroup
DRW Securities, LLC12,896$954K0.06%+5,89113F-HRTimeline
HCR Wealth Advisors12,843$951K0.12%-13113F-HRTimeline
Nautilus Advisors LLC12,831$950K0.76%13F-HRTimeline
FLC Capital Advisors12,817$949K0.22%-55913F-HRTimeline
PROFFITT & GOODSON INC12,813$948K0.16%-2913F-HRTimeline
Knollwood Investment Advisory, LLC12,810$948K0.1%013F-HRTimeline
Granite Investment Partners, LLC12,791$947K0.04%013F-HRTimeline
Kingsview Wealth Management, LLC12,786$946K0.02%+6,03913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,633$935K0.61%+36513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC12,623$934K0.07%new13F-HRTimeline
United Bank12,606$933K0.39%+1,25413F-HRTimeline
Summit Asset Management, LLC12,602$933K0.16%013F-HRTimeline
West Financial Advisors, LLC12,600$933K0.18%013F-HRTimeline
Herold Advisors, Inc.12,597$932K0.2%+13813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,578$931K0.7%+3513F-HRTimeline
Stablepoint Partners, LLC12,486$924K0.17%+14113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding12,384$917K+5,154Timeline
CATALYST FINANCIAL PARTNERS LLC12,268$908K0.17%+7013F-HRTimeline
One Wealth Map LLC11,237$904K0.55%-99913F-HRTimeline
Vise Technologies, Inc.12,146$899K0.07%+7,26113F-HRTimeline
Peak Planning Group, LLC12,132$898K0.37%+1013F-HRTimeline
GTS SECURITIES LLC12,091$895K0.04%-16,30813F-HRTimeline
BURLING WEALTH PARTNERS, LLC12,080$894K0.18%13F-HRTimeline
Fusion Capital, LLC12,075$894K0.36%+3713F-HRTimeline
Lummis Asset Management, LP11,969$886K1.12%013F-HRTimeline
Oder Investment Management, LLC11,966$886K0.74%-3713F-HRTimeline
Arkadios Wealth Advisors11,864$878K0.05%+1,09913F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP11,844$877K0.35%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,823$875K0.04%-20313F-HRTimeline
SeaCrest Wealth Management, LLC11,760$870K0.09%-1,78813F-HRTimeline
Nilsine Partners, LLC11,666$863K0.09%-3,15413F-HRTimeline
BLALOCK WILLIAMS, LLC11,664$863K1%13F-HRTimeline
Lodestone Wealth Management LLC11,648$862K0.43%+3613F-HRTimeline
Lindbrook Capital, LLC11,647$862K0.08%+67513F-HRTimeline
Davidson Kahn Capital Management, LLC11,601$859K0.8%13F-HRTimeline
Thomasville National Bank11,573$857K0.06%+6713F-HRTimeline
Whitener Capital Management, Inc.11,530$853K0.24%+68013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC11,513$852K0.28%13F-HRTimeline
Integrated Wealth Concepts LLC11,511$852K0.01%-38113F-HRTimeline
CENTRAL TRUST Co11,509$852K0.02%+99113F-HRTimeline
CULLINAN ASSOCIATES INC11,500$851K0.05%-1,80013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC11,497$851K0.28%013F-HRTimeline
Mission Creek Capital Partners, Inc.11,443$847K0.18%-98413F-HRTimeline
Navalign, LLC11,431$846K0.25%-37413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp11,412$845K0.12%-5,06013F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…11,411$844K0.04%-50013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,390$843K0.23%-7,07213F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,361$841K0.23%-2513F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,328$838K0.03%-2,60713F-HRTimeline
BIT Capital GmbH11,296$836K0.07%new13F-HRTimeline
Institute for Wealth Management, LLC.11,288$835K0.1%-17313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,238$832K0.07%-2,28613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,236$832K0.16%+13013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,233$831K0.05%-1,41413F-HRTimelineGroup
Enterprise Bank & Trust Co11,213$830K0.27%+1,23113F-HRTimeline
Mutual Advisors, LLC10,938$826K0.02%-56613F-HRTimeline
Hutchens & Kramer Investment Management…11,141$825K0.45%-94813F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI11,134$824K0.02%-7,37413F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.11,122$823K0.15%+1,73513F-HRTimeline
Farther Finance Advisors, LLC11,076$820K0.03%-16,27413F-HRTimeline
NAVELLIER & ASSOCIATES INC11,055$818K0.1%+2,95513F-HRTimeline
Nabity-Jensen Investment Management Inc11,008$815K0.62%-9413F-HRTimeline
Cynosure Group, LLC10,987$813K0.12%-49313F-HRTimeline
Shira Ridge Wealth Management10,974$812K0.4%013F-HRTimeline
American Money Management, LLC10,951$810K0.16%-68,29813F-HRTimeline
Modern Wealth Management, LLC10,912$808K0.03%+5,93913F-HR/ATimeline
SJS Investment Consulting Inc.10,827$801K0.14%+55213F-HRTimeline
Bridgefront Capital, LLC10,781$798K0.27%new13F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP10,724$794K1.87%+37913F-HRTimelineGroup
Sunbelt Securities, Inc.10,689$790K0.07%-26113F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV10,670$790K0.61%+3213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,662$789K0.05%-25113F-HRTimeline
Capricorn Fund Managers Ltd10,665$788K0.35%new13F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC10,591$784K0.08%-7,00013F-HRTimeline
Gemmer Asset Management LLC10,565$782K0.08%+8113F-HRTimeline
JERICHO FINANCIAL, LLP10,548$781K0.57%13F-HRTimeline
Mystic Asset Management, Inc.10,495$777K0.21%+54113F-HRTimeline
Variant Private Wealth, LLC10,452$774K0.74%13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,439$773K0.3%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO10,331$765K0.05%+42113F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.10,305$763K0.25%-72813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…10,193$754K0.17%+1,91213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,140$750K0.07%-5713F-HRTimeline
MANGROVE PARTNERS IM, LLC10,126$749K0.09%new13F-HRTimeline
Avalon Trust Co10,120$749K0.05%+12013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…10,082$745K0.01%13F-HRTimelineGroup
Canvas Wealth Advisors, LLC10,070$745K0.19%-1,35213F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC10,036$743K0.06%-1513F-HRTimeline
Oak Thistle LLC10,015$741K0.22%-11,84913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,000$740K0.01%013F-HRTimelineGroup
BigSur Wealth Management LLC10,000$740K0.21%013F-HRTimeline
Belpointe Asset Management LLC11,354$739K0.04%+95813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,974$738K0.01%-1,54013F-HRTimelineGroup
Faithward Advisors, LLC9,953$737K0.13%-86713F-HRTimeline
BANK OF STOCKTON9,935$735K0.22%-39413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC9,914$734K0.34%-3,85013F-HRTimeline
OPINICUS CAPITAL, INC.9,892$732K0.62%-2,14613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,885$732K0.08%+1,19113F-HRTimeline
Clean Yield Group9,873$731K0.23%013F-HRTimeline
RFG Advisory, LLC9,837$728K0.02%+1,97813F-HRTimeline
Ironwood Financial, llc9,802$725K0.15%-20013F-HRTimeline
Clarius Group, LLC9,799$725K0.05%+5113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,778$724K0.07%-91713F-HRTimeline
NORDEN GROUP LLC9,752$722K0.08%+1,78213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,742$719K0.06%-880,03713F-HRTimeline
Westmount Partners, LLC9,687$717K0.22%-36713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9,618$712K0.03%+43613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,590$710K0.02%-45813F-HRTimelineGroup
United Community Bankin group United Community Bank9,580$709K0.28%-27013F-HRTimelineGroup
Northwest Bank & Trust Co8,556$708K0.52%-6013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,543$706K0.05%-6213F-HRTimelineGroup
Marcum Wealth, LLC9,503$703K0.06%-20613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,495$703K0.17%-34613F-HRTimeline
Retirement Planning Group, LLC9,493$703K0.04%+19113F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,478$701K0.14%-12313F-HRTimeline
Kennebec Savings Bank9,642$701K0.71%-30013F-HRTimeline
Westover Capital Advisors, LLC9,412$697K0.15%-8,75013F-HRTimeline
VIAWEALTH, LLC9,383$694K0.42%-66513F-HRTimeline
CASTLEARK MANAGEMENT LLC9,360$693K0.02%013F-HRTimeline
Crumly & Associates Inc.9,332$691K0.19%-9313F-HRTimeline
CX Institutional9,298$688K0.03%+19813F-HRTimeline
Keene & Associates, Inc.9,296$688K0.55%-2513F-HRTimeline
Oregon Pacific Wealth Management, LLC9,295$688K0.67%13F-HRTimeline
Graypoint LLC9,279$687K0.04%+45113F-HRTimeline
One Capital Management, LLC9,248$684K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,246$684K<0.01%+1,28713F-HRTimelineGroup
Blue Trust, Inc.9,205$681K0.01%-10,31213F-HR/ATimeline
Chapman Investment Management, LLC9,170$679K0.5%-13,15413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,130$676K0.26%-1,09813F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC9,116$675K0.29%-13313F-HRTimeline
Brooklyn Investment Group9,095$673K0.2%+52713F-HRTimeline
Howard Capital Management, LLC9,081$672K0.01%+63213F-HRTimeline
MANCHESTER FINANCIAL INC9,073$672K0.15%-51413F-HRTimeline
Legacy Wealth Asset Management, LLC9,057$670K0.18%-14413F-HRTimeline
First Western Trust Bank9,052$670K0.03%+7913F-HRTimeline
Hara Capital LLC9,042$669K0.42%-57013F-HR/ATimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC9,019$667K0.04%013F-HRTimeline
Continuum Advisory, LLC9,002$666K0.09%+44813F-HRTimeline
Kearns & Associates LLC9,000$666K0.43%013F-HRTimeline
Western Wealth Management, LLC8,993$666K0.04%-56613F-HR/ATimeline
Weaver Capital Management LLC8,903$659K0.19%+2,43713F-HRTimeline
Unique Wealth Strategies, LLC8,874$657K0.29%new13F-HRTimeline
Keebeck Wealth Management8,870$656K0.09%013F-HRTimeline
Index Fund Advisors, Inc.8,847$655K0.04%+14313F-HRTimeline
Noble Wealth Management PBC8,725$646K0.45%13F-HRTimeline
SIMON QUICK ADVISORS, LLC8,688$643K0.04%+22113F-HRTimeline
OXFORD ASSET MANAGEMENT LLP8,601$637K0.29%-2,70813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avondale Wealth Management8,600$636K0.41%-3,10013F-HRTimeline
Good Life Advisors, LLC8,573$634K0.05%-1,92313F-HRTimeline
Vest Financial, LLC8,556$633K0.01%+1,67213F-HRTimeline
Sigma Planning Corp8,551$633K0.02%+90913F-HRTimeline
Pointe Capital Management LLC8,541$632K0.36%+1,01113F-HR/ATimeline
SUTTON PLACE INVESTORS LLC8,537$632K0.37%+26913F-HRTimeline
Citizens National Bank Trust Department8,525$631K0.13%-93013F-HRTimeline
Legacy Advisors, LLC8,507$630K0.06%+1,11013F-HRTimeline
Sovereign's Capital Management, LLC8,503$629K0.4%13F-HRTimeline
HMV Wealth Advisors, LLC8,491$628K0.63%13F-HRTimeline
Quadcap Wealth Management, LLC8,485$628K0.09%-13713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,475$627K0.06%+2713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,454$626K0.23%-42113F-HRTimeline
Compass Advisory Group LLC8,375$620K0.22%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,314$615K0.25%-52613F-HRTimeline
Cypress Wealth Services, LLC8,311$615K0.12%+28513F-HRTimeline
Unified Investment Management8,306$615K0.7%13F-HRTimeline
DIVERSIFIED TRUST CO8,215$608K0.01%+96213F-HRTimeline
PDS Planning, Inc8,212$608K0.05%+50313F-HRTimeline
Raab & Moskowitz Asset Management LLC8,201$607K0.15%new13F-HRTimeline
SkyView Investment Advisors, LLC8,171$605K0.1%new13F-HRTimeline
CAXTON ASSOCIATES LP8,147$603K0.02%new13F-HRTimeline
Balboa Wealth Partners8,121$601K0.14%-4,88213F-HRTimeline
Capital Advantage, Inc.8,109$600K0.11%new13F-HRTimeline
Heartland Bank & Trust Co8,098$599K0.33%-32313F-HRTimeline
Robertson Stephens Wealth Management, L…8,088$599K0.02%-6,16613F-HRTimeline
Parkside Financial Bank & Trust8,087$598K0.08%-8013F-HRTimeline
Strategic Blueprint, LLC8,065$597K0.04%-1,20813F-HRTimeline
Legacy Capital Wealth Partners, LLC8,060$596K0.15%-23013F-HRTimeline
Avestar Capital, LLC8,039$595K0.05%+1,33913F-HRTimeline
WEALTH ALLIANCE, LLC8,016$593K0.07%-10,49313F-HRTimeline
Veracity Capital LLC8,005$592K0.22%+8913F-HRTimeline
MYDA Advisors LLC8,000$592K0.17%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,942$588K0.01%-20013F-HRTimeline
MITCHELL SINKLER & STARR/PA7,942$588K0.16%-40013F-HRTimeline
Apriem Advisors7,929$587K0.07%+21113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,921$586K0.01%-24,70513F-HR/ATimelineGroup
NOVEM GROUP7,904$585K0.09%13F-HRTimeline
Paradigm Capital Management, LLC/NV7,875$583K0.54%-40013F-HRTimeline
Bordeaux Wealth Advisors LLC7,876$583K0.09%-4113F-HR/ATimeline
Sheaff Brock Investment Advisors, LLC7,857$581K0.05%013F-HRTimeline
Total Wealth Planning & Management, Inc.7,836$580K0.57%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,822$579K0.01%+70313F-HRTimeline
HARBOUR INVESTMENTS, INC.7,818$579K0.02%+20613F-HRTimeline
Boltwood Capital Management7,812$578K0.18%-5013F-HRTimeline
Vanguard Capital Wealth Advisors7,800$577K0.63%-1,65013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Venture Visionary Partners LLC7,798$577K0.02%-11,41613F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC7,784$576K0.02%-77713F-HRTimeline
Stokes Family Office, LLC7,781$576K0.06%-28913F-HRTimeline
Telos Capital Management, Inc.7,764$575K0.06%-1,45413F-HRTimeline