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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,109 managers (2,149 13F filers) reported a position in SCHW shares at 2025-06-30, 1,507,888,937 shares in all. 217 filers opened a position and 104 filers sold out during the quarter.

Managers
2,109
13F filers
2,149
New
217
Added
873
Reduced
782
Sold out
104
Shares held by filers
1,507,888,937

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SHEETS SMITH WEALTH MANAGEMENT15,325$1.4M0.16%+7,35613F-HRTimeline
Brooklyn Investment Group15,295$1.4M0.18%+5,26113F-HR/ATimeline
COOKSON PEIRCE & CO INC15,262$1.39M0.06%+3,38313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,189$1.39M0.12%+1,57813F-HRTimeline
Neumann Capital Management, LLC15,132$1.38M0.43%-5813F-HRTimeline
First Dallas Securities Inc.15,109$1.38M0.54%-3,30813F-HRTimeline
Frisch Financial Group, Inc.15,092$1.38M0.34%+2913F-HRTimeline
POSTROCK PARTNERS LLC15,078$1.38M0.66%013F-HRTimeline
Glaxis Capital Management, LLC15,000$1.37M1.83%new13F-HRTimeline
Fusion Capital, LLC14,994$1.37M0.47%+84713F-HRTimeline
ING GROEP NV14,972$1.37M0.01%+6,16513F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA14,907$1.36M0.36%-5013F-HRTimeline
STANCE CAPITAL LLC14,882$1.36M0.51%new13F-HRTimeline
JNBA Financial Advisors14,855$1.36M0.13%-6813F-HRTimeline
GeoWealth Management, LLC14,848$1.35M0.05%+20213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,833$1.35M0.03%-3113F-HRTimeline
CENTRAL TRUST Co14,795$1.35M0.03%-18513F-HRTimeline
DAVIS R M INC14,707$1.34M0.02%-8513F-HRTimeline
Skylands Capital, LLC14,700$1.34M0.19%-19,90013F-HRTimeline
Checchi Capital Advisers, LLC14,688$1.34M0.09%+10013F-HRTimeline
Greystone Financial Group, LLC14,586$1.33M0.22%-8313F-HRTimeline
SCS Capital Management LLC14,574$1.33M0.01%+2,74413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC14,450$1.32M0.33%-33,90013F-HRTimeline
Fruth Investment Management14,456$1.32M0.36%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.14,435$1.32M0.09%+2,07013F-HRTimelineGroup
SMITH, MOORE & CO.14,435$1.32M0.11%+45713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…14,433$1.32M0.38%+48913F-HRTimeline
Uncommon Cents Investing LLC14,381$1.31M0.35%013F-HRTimeline
Tranquilli Financial Advisor LLC14,365$1.31M0.81%+2613F-HRTimeline
VestGen Advisors, LLC14,332$1.31M0.05%+90313F-HRTimeline
Aptus Capital Advisors, LLC14,330$1.31M0.01%-43813F-HRTimeline
Cooper Financial Group14,326$1.31M0.15%+7813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,313$1.31M0.03%+5,27713F-HRTimeline
RFG Advisory, LLC14,299$1.3M0.03%+3,34713F-HRTimeline
SAGE RHINO CAPITAL LLC14,260$1.3M0.28%+1013F-HRTimeline
Integrated Quantitative Investments LLC14,192$1.29M0.38%new13F-HRTimeline
Blue Trust, Inc.14,179$1.29M0.02%+3,17913F-HRTimeline
JT Stratford LLC14,138$1.29M0.2%+1,83513F-HRTimeline
Balefire, LLC14,017$1.28M0.28%-18,45413F-HRTimeline
IMS Capital Management14,002$1.28M0.6%-19913F-HRTimeline
Sigma Planning Corp13,936$1.27M0.04%+42013F-HRTimeline
HANCOCK WHITNEY CORP13,852$1.26M0.02%new13F-HRTimeline
Capital Investment Advisors, LLC13,846$1.26M0.02%+5,85013F-HR/ATimeline
Grantham, Mayo, Van Otterloo & Co. LLC13,843$1.26M<0.01%-1,76213F-HRTimeline
Leisure Capital Management13,828$1.26M0.48%+19813F-HRTimeline
Disciplined Investors, L.L.C.13,806$1.26M0.98%+4113F-HRTimeline
Independence Bank of Kentucky13,735$1.25M0.18%-1,12013F-HRTimeline
VCI Wealth Management LLC13,734$1.25M0.44%+1,26813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,728$1.25M-39Timeline
Koshinski Asset Management, Inc.13,708$1.25M0.09%+51213F-HRTimeline
Qtron Investments LLC13,698$1.25M0.16%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,682$1.25M0.01%+5,33713F-HRTimelineGroup
Garner Asset Management Corp13,583$1.24M0.57%-1,93813F-HRTimeline
FLC Capital Advisors13,573$1.24M0.26%+75613F-HRTimeline
Edgestream Partners, L.P.13,467$1.23M0.03%+9,51413F-HRTimeline
Smartleaf Asset Management LLC13,592$1.22M0.11%-2,18113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,330$1.22M0.84%+11013F-HRTimeline
SUMITOMO LIFE INSURANCE CO13,315$1.21M0.08%-77413F-HRTimeline
TWO SIGMA SECURITIES, LLC13,245$1.21M0.15%+8,90913F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC13,059$1.19M0.07%013F-HRTimeline
Worth Asset Management, LLC13,052$1.19M0.59%new13F-HRTimeline
HCR Wealth Advisors13,045$1.19M0.14%+78813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC13,039$1.19M0.13%+33813F-HRTimeline
Hardy Reed LLC13,018$1.19M0.1%-14113F-HRTimeline
R Squared Ltd12,994$1.19M0.65%new13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…13,171$1.18M0.02%-30513F-HRTimelineGroup
HAMEL ASSOCIATES, INC.12,945$1.18M0.4%013F-HRTimeline
Arax Advisory Partners3,516$1.18M0.05%+1,21513F-HRTimeline
Knollwood Investment Advisory, LLC12,810$1.17M0.11%013F-HRTimeline
TCI Wealth Advisors, Inc.12,793$1.17M0.08%-213F-HRTimeline
Granite Investment Partners, LLC12,791$1.17M0.06%013F-HRTimeline
BLALOCK WILLIAMS, LLC12,786$1.17M1.17%+45613F-HRTimeline
PROFFITT & GOODSON INC12,765$1.16M0.18%+2113F-HRTimeline
Destination Wealth Management12,741$1.16M0.03%-97113F-HRTimeline
Costello Asset Management, INC12,740$1.16M0.44%+2613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding12,713$1.16M-3,237Timeline
Capricorn Fund Managers Ltd12,701$1.16M0.55%-22413F-HRTimeline
Stablepoint Partners, LLC12,677$1.16M0.2%+44813F-HRTimeline
Avestar Capital, LLC12,635$1.15M0.08%+2,51713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC12,623$1.15M0.09%013F-HRTimeline
West Financial Advisors, LLC12,600$1.15M0.2%013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD12,598$1.15M0.3%-6,48313F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC12,533$1.14M0.7%013F-HRTimeline
Advisors Asset Management, Inc.12,503$1.14M0.02%-4,60613F-HR/ATimeline
Delaney Dennis R12,500$1.14M0.59%+5,14513F-HRTimeline
Nautilus Advisors LLC12,481$1.14M0.84%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC12,473$1.14M0.73%+10013F-HRTimeline
Interval Partners, LP12,424$1.13M0.03%-162,45113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH12,409$1.13M0.36%+67513F-HRTimeline
Portside Wealth Group, LLC12,337$1.13M0.17%+93413F-HRTimeline
EQUITABLE TRUST CO12,233$1.12M0.06%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC12,214$1.11M0.25%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,173$1.11M0.05%+11813F-HRTimeline
One Wealth Map LLC11,536$1.11M0.61%+29913F-HRTimeline
BIP Wealth, LLC12,133$1.11M0.07%-4,55613F-HRTimeline
Mutual Advisors, LLC11,396$1.11M0.03%+3713F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.12,107$1.1M0.21%+41513F-HRTimeline
Hodges Capital Management Inc.12,096$1.1M0.11%-4,08513F-HRTimeline
O'ROURKE & COMPANY, Inc12,057$1.1M0.51%-67113F-HRTimeline
Matisse Capital12,010$1.1M0.52%-1,26013F-HRTimeline
Enterprise Bank & Trust Co12,006$1.1M0.41%+41013F-HRTimeline
Summit Asset Management, LLC12,002$1.1M0.18%-60013F-HRTimeline
Investor's Fiduciary Advisor Network, L…12,002$1.09M0.41%-3,43313F-HRTimeline
CULLINAN ASSOCIATES INC11,900$1.09M0.07%013F-HRTimeline
Notis-McConarty Edward11,895$1.09M0.53%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,742$1.07M0.03%+68613F-HRTimeline
Lodestone Wealth Management LLC11,723$1.07M0.52%+3613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC11,695$1.07M0.52%+34013F-HRTimeline
Sovereign's Capital Management, LLC11,622$1.06M0.57%+1,85613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,591$1.06M0.2%+13413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,556$1.05M0.28%+14013F-HRTimeline
Mystic Asset Management, Inc.11,551$1.05M0.25%+16513F-HRTimeline
Oder Investment Management, LLC11,548$1.05M0.8%-30213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,535$1.05M0.09%-30013F-HRTimeline
INVESTMENT HOUSE LLC11,500$1.05M0.05%new13F-HRTimeline
MIdWestOne Financial Group, Inc.11,450$1.04M0.14%-26013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…11,411$1.04M0.05%013F-HR/ATimeline
Robertson Stephens Wealth Management, L…11,391$1.04M0.04%+38413F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL11,375$1.04M0.46%-4,70013F-HRTimeline
Davidson Kahn Capital Management, LLC11,330$1.03M0.66%-2013F-HRTimeline
FORBES J M & CO LLP11,300$1.03M0.09%013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd11,277$1.03M0.01%-17213F-HRTimelineGroup
Institute for Wealth Management, LLC.11,262$1.03M0.11%-2313F-HRTimeline
Palisade Asset Management, LLC11,229$1.02M0.1%-4013F-HRTimeline
Thomasville National Bank11,204$1.02M0.07%-14213F-HRTimeline
Balboa Wealth Partners11,177$1.02M0.2%+52113F-HRTimeline
Polar Asset Management Partners Inc.11,100$1.01M0.03%new13F-HRTimeline
Capital Advantage, Inc.11,088$1.01M0.16%+2,97913F-HRTimeline
Burns Matteson Capital Management, LLC11,082$1.01M0.49%-30413F-HRTimeline
Cynosure Group, LLC11,066$1.01M0.11%+4213F-HRTimeline
44 WEALTH MANAGEMENT LLC11,041$1.01M0.36%new13F-HRTimeline
Nabity-Jensen Investment Management Inc11,039$1.01M0.74%+713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,037$1.01M0.01%+1,18313F-HRTimelineGroup
Kidder Stephen W11,025$1.01M0.3%new13F-HRTimeline
Simplicity Wealth,LLC10,996$1M0.04%+6,30013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC10,981$1M0.6%-81213F-HRTimeline
Shira Ridge Wealth Management10,976$1M0.46%+113F-HRTimeline
Florida Trust Wealth Management Co10,948$999K0.03%+7,37013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,868$992K0.02%+2,88013F-HRTimelineGroup
Howard Capital Management, LLC10,849$990K0.01%+2,81213F-HRTimeline
TOWNSQUARE CAPITAL LLC10,842$989K0.1%-129,10913F-HRTimeline
AIA Group Ltdin group AIA Group Ltd10,814$987K0.02%-1,73613F-HRTimelineGroup
Clarius Group, LLC10,801$985K0.06%+93113F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV10,740$980K0.67%+3313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,732$979K0.7%-2,02613F-HRTimeline
Hutchens & Kramer Investment Management…10,660$972K0.45%-1113F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,637$971K0.3%013F-HRTimeline
BANK OF STOCKTON10,593$967K0.29%+12313F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC10,529$961K0.07%+50013F-HRTimeline
SJS Investment Consulting Inc.10,479$956K0.15%-6013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,439$952K0.33%013F-HRTimeline
Navalign, LLC10,430$952K0.26%-88113F-HRTimeline
TOWER TRUST & INVESTMENT Co10,385$947K0.67%+45513F-HRTimeline
Canandaigua National Trust Co of Florida10,361$945K0.67%-2,48113F-HRTimeline
Graypoint LLC10,260$936K0.05%-1013F-HRTimeline
Variant Private Wealth, LLC10,206$931K0.97%-28013F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC10,124$924K0.9%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,091$921K0.01%-21,29713F-HRTimeline
Cordgrass Capital Advisors, LLC10,046$917K0.25%+75513F-HRTimeline
Vigilare Wealth Management10,024$915K0.34%new13F-HRTimeline
American Money Management, LLC10,014$914K0.16%-55113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,000$912K0.01%013F-HRTimelineGroup
BigSur Wealth Management LLC10,000$912K0.23%013F-HRTimeline
MARK ASSET MANAGEMENT LP10,000$912K0.11%new13F-HRTimeline
Gemmer Asset Management LLC9,958$909K0.08%-64513F-HRTimeline
Sage Mountain Advisors LLC9,956$908K0.06%+1,49513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,951$908K0.04%-2,55513F-HRTimelineGroup
DIVERSIFIED TRUST CO9,936$907K0.02%+913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,926$906K0.09%+5,33113F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO9,906$904K0.06%-57113F-HR/ATimelineGroup
USA FINANCIAL FORMULAS9,864$900K0.15%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,844$898K0.06%-53313F-HRTimelineGroup
United Community Bankin group United Community Bank9,839$898K0.31%+14213F-HRTimelineGroup
Retirement Planning Group, LLC9,780$892K0.04%+25913F-HRTimeline
Canvas Wealth Advisors, LLC9,103$891K0.18%+5313F-HRTimeline
LANARK FINANCIAL, INC.9,695$891K0.07%-2,39713F-HRTimeline
Pure Financial Advisors, LLC9,737$888K0.02%+46313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,735$888K0.3%+42013F-HRTimeline
Circle Wealth Management, LLC9,719$887K0.02%+2,32813F-HRTimeline
Clean Yield Group9,673$883K0.26%013F-HRTimeline
Future Fund LLC9,661$881K0.39%+89713F-HRTimeline
Kennebec Savings Bank9,642$880K0.86%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,631$879K0.07%+18413F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,626$878K0.15%+3713F-HRTimeline
PDS Planning, Inc9,580$874K0.07%+19813F-HRTimeline
Ridgewood Investments LLC9,527$869K0.38%-4,75613F-HRTimeline
Bryce Point Capital, LLC9,510$868K0.73%new13F-HRTimeline
NOVEM GROUP9,509$868K0.11%+29013F-HRTimeline
Hedges Asset Management LLC9,500$867K0.7%-10,50013F-HRTimeline
EVOKE WEALTH, LLC9,466$864K0.02%+2,99913F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd9,435$861K0.19%+2,71613F-HRTimelineGroup
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC9,405$858K0.4%+1,85313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,389$857K0.15%+13213F-HRTimeline
AXQ CAPITAL, LP9,381$856K0.28%new13F-HRTimeline
NorthRock Partners, LLC9,383$856K0.02%+2,78813F-HR/ATimeline
Westover Capital Advisors, LLC9,371$855K0.17%-5413F-HRTimeline
Headlands Technologies LLC9,360$854K0.1%-13,07813F-HRTimeline
VIAWEALTH, LLC9,208$840K0.5%-17513F-HRTimeline
Everhart Financial Group, Inc.9,183$838K0.1%+1,14213F-HRTimeline
RiverFront Investment Group, LLC9,173$837K0.02%new13F-HRTimeline