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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,994 managers (2,033 13F filers) reported a position in SCHW shares at 2025-03-31, 1,521,902,394 shares in all. 184 filers opened a position and 137 filers sold out during the quarter.

Managers
1,994
13F filers
2,033
New
184
Added
894
Reduced
669
Sold out
137
Shares held by filers
1,521,902,394

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SMITH, MOORE & CO.13,978$1.09M0.1%-71713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…13,944$1.09M0.33%+3113F-HRTimeline
Quantitative Investment Management, LLC13,826$1.08M0.1%-3,47613F-HRTimeline
LexAurum Advisors, LLC13,789$1.08M0.21%-1,08713F-HRTimeline
Disciplined Investors, L.L.C.13,765$1.08M0.97%-22913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,767$1.08M-184Timeline
Destination Wealth Management13,712$1.07M0.03%-59413F-HRTimeline
Qtron Investments LLC13,698$1.07M0.16%013F-HRTimeline
Leisure Capital Management13,630$1.07M0.44%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,611$1.07M0.11%+3,83313F-HRTimeline
Sigma Planning Corp13,516$1.06M0.03%+4,96513F-HRTimeline
WEALTH ALLIANCE, LLC13,441$1.05M0.13%+5,42513F-HRTimeline
VestGen Advisors, LLC13,429$1.05M0.05%13F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …13,400$1.05M0.04%-90013F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…13,476$1.05M0.02%+3,39413F-HRTimelineGroup
Matisse Capital13,270$1.04M0.55%-25013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,220$1.03M0.77%+113F-HRTimeline
Koshinski Asset Management, Inc.13,196$1.03M0.09%-45513F-HRTimeline
Hardy Reed LLC13,159$1.03M0.09%-6613F-HRTimeline
Wolf Group Capital Advisors13,140$1.03M0.35%new13F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC13,059$1.02M0.07%-8113F-HRTimeline
Dynamic Advisor Solutions LLC13,037$1.02M0.03%new13F-HRTimeline
HAMEL ASSOCIATES, INC.12,945$1.01M0.34%-45013F-HRTimeline
Capricorn Fund Managers Ltd12,925$1.01M0.54%+2,26013F-HRTimeline
Canandaigua National Trust Co of Florida12,842$1.01M0.89%-24913F-HRTimeline
FLC Capital Advisors12,817$1M0.23%013F-HRTimeline
Knollwood Investment Advisory, LLC12,810$1M0.11%013F-HRTimeline
TCI Wealth Advisors, Inc.12,795$1M0.08%-69213F-HRTimeline
Granite Investment Partners, LLC12,791$1M0.05%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,758$999K0.74%+18013F-HRTimeline
PROFFITT & GOODSON INC12,744$998K0.16%-6913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,737$997K0.05%-10,28013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc12,728$996K0.49%-23013F-HRTimeline
Costello Asset Management, INC12,714$995K0.4%+12,27913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC12,701$994K0.18%+43313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC12,623$988K0.08%013F-HRTimeline
Summit Asset Management, LLC12,602$986K0.17%013F-HRTimeline
West Financial Advisors, LLC12,600$986K0.19%013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd12,550$982K0.02%+8,85413F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC12,533$981K0.66%-10013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,506$979K0.05%+92313F-HRTimelineGroup
Nautilus Advisors LLC12,481$977K0.81%-35013F-HRTimeline
VCI Wealth Management LLC12,466$976K0.41%-1,90613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC12,417$972K0.33%+90413F-HRTimeline
Integrated Wealth Concepts LLC12,398$971K0.01%+88713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC12,373$969K0.65%+7,35713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,365$968K0.07%+2,82213F-HRTimelineGroup
BLALOCK WILLIAMS, LLC12,330$965K1.08%+66613F-HRTimeline
JT Stratford LLC12,303$963K0.17%-1,44013F-HRTimeline
Svenska Handelsbanken AB (publ)12,275$961K0.96%new13F-HRTimeline
HCR Wealth Advisors12,257$960K0.12%-58613F-HRTimeline
EQUITABLE TRUST CO12,233$958K0.05%-1,27113F-HRTimeline
Stablepoint Partners, LLC12,229$957K0.17%-25713F-HRTimeline
Peak Planning Group, LLC12,152$951K0.4%+2013F-HRTimeline
LANARK FINANCIAL, INC.12,092$946K0.08%+12,08113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,055$944K0.05%+23213F-HRTimeline
CULLINAN ASSOCIATES INC11,900$932K0.07%+40013F-HRTimeline
COOKSON PEIRCE & CO INC11,879$930K0.05%new13F-HRTimeline
Oder Investment Management, LLC11,850$928K0.79%-11613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,835$926K0.08%+59713F-HRTimeline
SCS Capital Management LLC11,830$926K0.01%new13F-HR/ATimeline
Coppell Advisory Solutions LLC11,388$925K0.13%+9,24913F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC11,793$923K0.6%-16,69413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,734$919K0.29%+34413F-HRTimeline
MIdWestOne Financial Group, Inc.11,710$917K0.13%-7,23113F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.11,692$915K0.17%+57013F-HRTimeline
Lodestone Wealth Management LLC11,687$915K0.49%+3913F-HRTimeline
Mutual Advisors, LLC11,359$908K0.03%+42113F-HRTimeline
Enterprise Bank & Trust Co11,596$908K0.35%+38313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,576$906K0.1%-8,23213F-HRTimelineGroup
Lindbrook Capital, LLC11,554$904K0.08%-9313F-HRTimeline
Sunbelt Securities, Inc.11,502$900K0.08%+81313F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,457$897K0.18%+22113F-HRTimeline
SeaCrest Wealth Management, LLC11,453$897K0.1%-30713F-HRTimeline
Perpetual Ltdin group Perpetual Ltd11,449$896K0.01%+5,95713F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,416$894K0.25%+5513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…11,411$893K0.05%013F-HRTimeline
Portside Wealth Group, LLC11,403$893K0.15%new13F-HR/ATimeline
Mystic Asset Management, Inc.11,386$891K0.24%+89113F-HRTimeline
Burns Matteson Capital Management, LLC11,386$891K0.48%-1,95113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC11,355$889K0.42%+1,44113F-HRTimeline
Davidson Kahn Capital Management, LLC11,350$888K0.69%-25113F-HRTimeline
Thomasville National Bank11,346$888K0.06%-22713F-HRTimeline
Navalign, LLC11,311$885K0.25%-12013F-HRTimeline
FORBES J M & CO LLP11,300$885K0.09%+7,10013F-HRTimeline
Institute for Wealth Management, LLC.11,285$883K0.11%-313F-HRTimeline
Palisade Asset Management, LLC11,269$882K0.09%-15,39113F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,056$865K0.03%-27213F-HRTimeline
Nabity-Jensen Investment Management Inc11,032$864K0.69%+2413F-HRTimeline
Cynosure Group, LLC11,024$863K0.12%+3713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP11,018$862K0.21%-82613F-HRTimeline
Robertson Stephens Wealth Management, L…11,007$862K0.03%+2,91913F-HRTimeline
Blue Trust, Inc.11,000$861K0.01%+1,79513F-HRTimeline
Shira Ridge Wealth Management10,975$859K0.43%+113F-HRTimeline
Aspen Grove Capital, LLC10,956$858K0.16%+3,76513F-HRTimeline
RFG Advisory, LLC10,952$857K0.02%+1,11513F-HRTimeline
One Wealth Map LLC11,237$842K0.56%013F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV10,707$838K0.62%+3713F-HRTimeline
Hutchens & Kramer Investment Management…10,671$835K0.46%-47013F-HRTimeline
Dynasty Wealth Management, LLC10,667$835K0.01%new13F-HRTimeline
Balboa Wealth Partners10,656$834K0.2%+2,53513F-HRTimeline
Herold Advisors, Inc.10,638$833K0.18%-1,95913F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,637$833K0.27%-86013F-HRTimeline
Gemmer Asset Management LLC10,603$830K0.08%+3813F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC10,591$829K0.08%013F-HRTimeline
American Money Management, LLC10,565$827K0.16%-38613F-HRTimeline
SJS Investment Consulting Inc.10,539$825K0.14%-28813F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC10,506$822K0.92%new13F-HRTimeline
Variant Private Wealth, LLC10,486$821K0.88%+3413F-HRTimeline
PITCAIRN COin group PITCAIRN CO10,477$820K0.05%+14613F-HRTimelineGroup
BANK OF STOCKTON10,470$820K0.26%+53513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,439$817K0.32%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,388$813K0.05%-27413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,377$812K0.05%-85613F-HRTimelineGroup
Eschler Asset Management LLPin group Eschler Asset Management LLP10,345$810K2%-37913F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC10,342$810K0.05%+1,65413F-HRTimeline
TOWER TRUST & INVESTMENT Co9,930$808K0.65%13F-HRTimeline
Marcum Wealth, LLC10,319$808K0.07%+81613F-HRTimeline
Graypoint LLC10,270$804K0.05%+99113F-HRTimeline
Avestar Capital, LLC10,118$792K0.08%+2,07913F-HRTimeline
Venture Visionary Partners LLC10,044$786K0.03%+2,24613F-HRTimeline
JERICHO FINANCIAL, LLP10,040$786K0.57%-50813F-HRTimeline
Brooklyn Investment Group10,034$785K0.17%+93913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC10,029$785K0.06%-713F-HRTimeline
Anson Funds Management LPin group Anson Funds Management LP10,000$783K0.19%new13F-HR/ATimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,000$783K0.01%013F-HRTimelineGroup
BigSur Wealth Management LLC10,000$783K0.21%013F-HRTimeline
Faithward Advisors, LLC9,953$779K0.14%013F-HRTimeline
DIVERSIFIED TRUST CO9,927$777K0.02%+1,71213F-HRTimeline
Clarius Group, LLC9,870$773K0.05%+7113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,854$771K0.01%-12013F-HRTimelineGroup
Ironwood Financial, llc9,802$767K0.16%013F-HRTimeline
Sovereign's Capital Management, LLC9,766$764K0.45%+1,26313F-HRTimeline
United Community Bankin group United Community Bank9,697$759K0.28%+11713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,696$759K0.07%-4613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,315$758K0.29%+18513F-HRTimeline
Clean Yield Group9,673$757K0.25%-20013F-HRTimeline
Kennebec Savings Bank9,642$755K0.8%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,589$751K0.15%+11113F-HRTimeline
Bridgefront Capital, LLC9,530$746K0.22%-1,25113F-HRTimeline
Retirement Planning Group, LLC9,521$745K0.03%+2813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,447$740K0.07%-69313F-HRTimeline
Westover Capital Advisors, LLC9,425$738K0.16%+1313F-HRTimeline
VIAWEALTH, LLC9,383$735K0.45%013F-HRTimeline
PDS Planning, Inc9,382$734K0.06%+1,17013F-HRTimeline
CASTLEARK MANAGEMENT LLC9,360$733K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC9,291$727K0.21%+5,05313F-HRTimeline
Oregon Pacific Wealth Management, LLC9,287$727K0.73%-813F-HRTimeline
Pure Financial Advisors, LLC9,274$726K0.02%+3,78713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,257$725K0.14%new13F-HRTimeline
NOVEM GROUP9,219$722K0.1%+1,31513F-HRTimeline
Crumly & Associates Inc.9,210$721K0.2%-12213F-HRTimeline
One Capital Management, LLC9,156$717K0.02%-9213F-HRTimeline
Nilsine Partners, LLC9,152$716K0.08%-2,51413F-HRTimeline
MANCHESTER FINANCIAL INC9,073$710K0.16%013F-HRTimeline
Legacy Advisors, LLC9,038$707K0.07%+53113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,036$707K0.02%+2,73213F-HRTimeline
Weaver Capital Management LLC9,022$706K0.19%+11913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC9,019$706K0.04%013F-HRTimeline
Fulton Bank, N.A.9,013$706K0.03%+4,73313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,007$705K0.08%-87813F-HRTimeline
HENNESSY ADVISORS INC9,000$705K0.02%-5,90013F-HRTimeline
Kearns & Associates LLC9,000$705K0.46%013F-HRTimeline
Legacy Wealth Asset Management, LLC8,936$700K0.19%-12113F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,883$695K0.15%-3,19713F-HRTimeline
Canvas Wealth Advisors, LLC9,050$693K0.18%-1,02013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,610$690K0.06%+13513F-HRTimeline
ING GROEP NV8,807$689K<0.01%new13F-HRTimeline
SkyView Investment Advisors, LLC8,778$687K0.1%+60713F-HRTimeline
Brookwood Investment Group LLC8,774$687K0.12%13F-HRTimeline
Future Fund LLC8,764$686K0.88%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC8,677$679K0.46%+14013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd8,670$679K0.29%+3,70013F-HRTimelineGroup
Citizens National Bank Trust Department8,625$675K0.14%+10013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/8,620$675K0.09%+1,61313F-HRTimeline
Avondale Wealth Management8,600$673K0.42%013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,580$672K0.05%+2,23913F-HRTimeline
J.W. COLE ADVISORS, INC.8,548$669K0.02%+3,47313F-HRTimeline
Quadcap Wealth Management, LLC8,528$668K0.1%+4313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,516$667K0.02%-1,07413F-HRTimelineGroup
HMV Wealth Advisors, LLC8,491$665K0.53%013F-HRTimeline
Mission Creek Capital Partners, Inc.8,491$665K0.16%-2,95213F-HRTimeline
Sage Mountain Advisors LLC8,461$662K0.05%+1,00713F-HRTimeline
Leonard Rickey Investment Advisors P.L.…8,567$659K0.14%-1,62613F-HRTimeline
Unique Wealth Strategies, LLC8,355$654K0.3%-51913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,345$653K<0.01%-90113F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC8,333$652K0.02%+51113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,327$652K0.03%-1,29113F-HRTimelineGroup
Hara Capital LLC8,327$652K0.44%-71513F-HRTimeline
Avalon Trust Co8,320$651K0.05%-1,80013F-HRTimeline
Bordeaux Wealth Advisors LLC8,313$651K0.12%+43713F-HRTimeline
Cypress Wealth Services, LLC8,313$651K0.13%+213F-HRTimeline
Raab & Moskowitz Asset Management LLC8,267$647K0.16%+6613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.8,216$643K<0.01%+51913F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…8,215$643K0.3%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.8,212$643K0.03%new13F-HRTimeline
NAVELLIER & ASSOCIATES INC7,700$642K0.09%-3,35513F-HRTimeline
Capital Management Associates, Inc8,150$638K0.14%+4,08813F-HRTimeline
MITCHELL SINKLER & STARR/PA8,142$637K0.18%+20013F-HRTimeline
Apriem Advisors8,131$637K0.07%+20213F-HRTimeline