Skip to content
Disclosery

SCHW CHARLES SCHWAB CORP (THE)

Follow

COM (common), issuer CIK 316709

2,133 managers (2,176 13F filers) reported a position in SCHW shares at 2025-09-30, 1,458,727,889 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
2,133
13F filers
2,176
New
155
Added
933
Reduced
763
Sold out
117
Shares held by filers
1,458,727,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Chicago Capital, LLC15,429$1.47M0.04%-20013F-HRTimeline
Cove Street Capital, LLC15,424$1.47M1.92%-24413F-HRTimeline
Wilson & Boucher Capital Management, LLC15,420$1.47M0.97%-3,48013F-HRTimeline
Tranquility Partners, LLC15,407$1.47M0.5%-1,69413F-HRTimeline
CENTRAL TRUST Co15,326$1.46M0.03%+53113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT15,325$1.46M0.17%013F-HRTimeline
Oak Thistle LLC15,325$1.46M0.22%new13F-HRTimeline
COOKSON PEIRCE & CO INC15,324$1.46M0.06%+6213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,250$1.46M0.01%+1,56813F-HRTimelineGroup
ArrowMark Colorado Holdings LLC15,250$1.46M0.03%-60013F-HRTimeline
VestGen Advisors, LLC15,225$1.45M0.05%+89313F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,190$1.45M0.08%-61113F-HRTimeline
Portfolio Design Labs, LLC15,144$1.45M0.25%new13F-HRTimeline
POSTROCK PARTNERS LLC15,078$1.44M0.64%013F-HRTimeline
Westover Capital Advisors, LLC15,062$1.44M0.27%+5,69113F-HRTimeline
South Dakota Investment Council15,056$1.44M0.03%-1,00013F-HRTimeline
Neumann Capital Management, LLC15,032$1.44M0.42%-10013F-HRTimeline
Blackstone Inc.in group Blackstone Inc.15,022$1.43M0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
GREENHAVEN ASSOCIATES INC15,000$1.43M0.02%-5,00013F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.15,000$1.43M0.09%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,981$1.43M0.03%+14813F-HRTimeline
Foundations Investment Advisors, LLC14,928$1.43M0.02%-2,27913F-HRTimeline
Aptus Capital Advisors, LLC14,922$1.42M0.01%+59213F-HRTimeline
Continuum Advisory, LLC14,915$1.42M0.15%-1,35813F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA14,807$1.41M0.34%-10013F-HRTimeline
JNBA Financial Advisors14,805$1.41M0.13%-5013F-HRTimeline
Fusion Capital, LLC14,936$1.41M0.41%-5813F-HRTimeline
VELA Investment Management, LLC14,785$1.41M0.41%-8,41113F-HRTimeline
Verity Asset Management, Inc.14,750$1.41M0.46%+7,55913F-HRTimeline
NorthRock Partners, LLC14,740$1.41M0.03%+5,35713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,721$1.41M0.1%-46813F-HRTimeline
Frisch Financial Group, Inc.14,719$1.41M0.33%-37313F-HRTimeline
DAVIS R M INC14,707$1.4M0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP14,543$1.39M0.15%+9,04813F-HRTimeline
Torrey Growth & Income Advisors14,512$1.39M0.41%13F-HRTimeline
Fruth Investment Management14,456$1.38M0.37%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC14,450$1.38M0.32%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…14,445$1.38M0.38%+1213F-HRTimeline
Uncommon Cents Investing LLC14,400$1.37M0.34%+1913F-HRTimeline
Greystone Financial Group, LLC14,371$1.37M0.21%-21513F-HRTimeline
STANCE CAPITAL LLC14,365$1.37M0.5%-51713F-HRTimeline
SMITH, MOORE & CO.14,144$1.35M0.1%-29113F-HRTimeline
Balefire, LLC14,112$1.35M0.27%+9513F-HRTimeline
SAGE RHINO CAPITAL LLC14,102$1.35M0.26%-15813F-HRTimeline
HighVista Strategies LLC14,100$1.35M0.33%-2,20013F-HRTimeline
Whelan Financial14,007$1.34M0.42%+6,22613F-HRTimeline
IMS Capital Management14,002$1.34M0.62%013F-HRTimeline
Bellwether Advisors, LLC13,983$1.33M0.22%+11,62013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,870$1.32M+142Timeline
Brooklyn Investment Group14,706$1.32M0.18%-58913F-HR/ATimeline
Leisure Capital Management13,630$1.3M0.45%-19813F-HRTimeline
Capricorn Fund Managers Ltd13,617$1.3M0.44%+91613F-HRTimeline
Koshinski Asset Management, Inc.13,615$1.3M0.09%-9313F-HRTimeline
Destination Wealth Management13,560$1.29M0.04%+81913F-HRTimeline
BLALOCK WILLIAMS, LLC13,557$1.29M1.13%+77113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC13,505$1.29M0.16%+46613F-HRTimeline
Garner Asset Management Corp13,463$1.29M0.52%-12013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC13,460$1.29M<0.01%-38313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,406$1.28M0.83%+7613F-HRTimeline
Hardy Reed LLC13,374$1.28M0.09%+35613F-HRTimeline
Drucker Wealth 3.0, LLC13,370$1.28M0.23%-4,34313F-HRTimeline
Blue Trust, Inc.13,364$1.28M0.01%-81513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,333$1.27M0.72%+80013F-HRTimeline
Portside Wealth Group, LLC13,326$1.27M0.18%+98913F-HRTimeline
RFG Advisory, LLC13,307$1.27M0.03%-99213F-HRTimeline
Broderick Brian C13,270$1.27M0.24%+10,09013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC13,258$1.27M0.03%-36,39013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…13,219$1.26M0.14%new13F-HR/ATimelineGroup
HCR Wealth Advisors13,540$1.26M0.13%+49513F-HRTimeline
FLC Capital Advisors13,116$1.25M0.24%-45713F-HRTimeline
Ausdal Financial Partners, Inc.13,112$1.25M0.06%+7,03013F-HRTimeline
HAMEL ASSOCIATES, INC.13,050$1.25M0.38%+10513F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC13,010$1.24M0.07%-4913F-HRTimeline
Checchi Capital Advisers, LLC13,000$1.24M0.09%-1,68813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,967$1.24M0.76%+2,23513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding12,954$1.24M+241Timeline
Elefante Mark B12,925$1.23M0.79%+5,98513F-HRTimeline
SUMITOMO LIFE INSURANCE CO12,848$1.23M0.04%-46713F-HRTimeline
Granite Investment Partners, LLC12,791$1.22M0.07%013F-HRTimeline
Costello Asset Management, INC12,741$1.22M0.41%+113F-HRTimeline
PROFFITT & GOODSON INC12,724$1.21M0.17%-4113F-HRTimeline
Knollwood Investment Advisory, LLC12,698$1.21M0.11%-11213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH12,623$1.21M0.36%+21413F-HRTimeline
BIP Wealth, LLC12,605$1.2M0.06%+47213F-HRTimeline
West Financial Advisors, LLC12,600$1.2M0.2%013F-HRTimeline
SHELL ASSET MANAGEMENT CO12,553$1.2M0.12%-15,30213F-HRTimeline
Avestar Capital, LLC12,491$1.19M0.09%-14413F-HRTimeline
DIVERSIFIED TRUST CO12,454$1.19M0.02%+2,51813F-HRTimeline
Nautilus Advisors LLC12,431$1.19M0.8%-5013F-HRTimeline
Atom Investors LP12,383$1.18M0.09%new13F-HRTimeline
Dynamic Technology Lab Private Ltd12,335$1.18M0.2%-14,27513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC12,265$1.17M0.53%+57013F-HRTimeline
Larson Financial Group LLC12,248$1.17M0.04%+5,87013F-HRTimeline
Stablepoint Partners, LLC12,237$1.17M0.19%-44013F-HRTimeline
EQUITABLE TRUST CO12,206$1.17M0.05%-2713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,174$1.16M0.05%+113F-HRTimeline
First Dallas Securities Inc.12,161$1.16M0.43%-2,94813F-HRTimeline
Paragon Private Wealth Management, LLC12,126$1.16M0.38%+4,29213F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.12,125$1.16M0.21%+1813F-HRTimeline
CERTUITY, LLC12,103$1.16M0.08%+8,90413F-HRTimeline
SMART Wealth LLC12,085$1.15M0.44%+9,01913F-HRTimeline
Future Fund LLC12,076$1.15M0.41%+2,41513F-HRTimeline
Bridgefront Capital, LLC12,023$1.15M0.34%-24,30913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,007$1.15M0.06%+2,16313F-HRTimelineGroup
Summit Asset Management, LLC12,002$1.15M0.18%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,970$1.14M0.06%-29,51813F-HRTimelineGroup
CULLINAN ASSOCIATES INC11,900$1.14M0.07%013F-HRTimeline
Oder Investment Management, LLC11,855$1.13M0.81%+30713F-HRTimeline
Legacy Wealth Asset Management, LLC11,843$1.13M0.27%+2,97613F-HRTimeline
Robertson Stephens Wealth Management, L…11,788$1.13M0.03%+39713F-HRTimeline
Lodestone Wealth Management LLC11,757$1.12M0.5%+3413F-HRTimeline
One Wealth Map LLC11,742$1.12M0.6%+20613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,743$1.12M0.01%+70613F-HRTimelineGroup
Virtue Capital Management, LLC7,686$1.12M0.18%-50213F-HR/ATimeline
Everhart Financial Group, Inc.11,687$1.12M0.11%+2,50413F-HRTimeline
Sovereign's Capital Management, LLC11,677$1.11M0.6%+5513F-HRTimeline
Capital Planning Advisors, LLC11,655$1.11M0.15%new13F-HRTimeline
Hodges Capital Management Inc.11,646$1.11M0.1%-45013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,599$1.11M0.27%+4313F-HRTimeline
Mystic Asset Management, Inc.11,551$1.1M0.25%013F-HRTimeline
MIdWestOne Financial Group, Inc.11,547$1.1M0.13%+9713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,535$1.1M0.08%013F-HRTimeline
SIMPLEX TRADING, LLC11,497$1.1M0.02%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,474$1.09M0.37%-52813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC11,345$1.08M0.62%-1,12813F-HRTimeline
Dempze Nancy E11,342$1.08M0.59%+3,88713F-HRTimeline
FORBES J M & CO LLP11,302$1.08M0.09%+213F-HRTimeline
EVOKE WEALTH, LLC11,297$1.08M0.02%+1,83113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,291$1.08M0.19%-30013F-HRTimeline
O'ROURKE & COMPANY, Inc11,284$1.08M0.45%-77313F-HRTimeline
Thomasville National Bank11,278$1.08M0.07%+7413F-HRTimeline
Palisade Asset Management, LLC11,249$1.07M0.1%+2013F-HRTimeline
Institute for Wealth Management, LLC.11,220$1.07M0.11%-4213F-HRTimeline
Sigma Planning Corp11,207$1.07M0.03%-2,72913F-HRTimeline
Howard Capital Management, LLC11,203$1.07M0.01%+35413F-HRTimeline
FINANCIAL CONSULATE, INC11,187$1.07M0.15%new13F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL11,150$1.06M0.49%-22513F-HRTimeline
Vigilare Wealth Management11,125$1.06M0.37%+1,10113F-HRTimeline
LANARK FINANCIAL, INC.11,110$1.06M0.08%+1,41513F-HRTimeline
Cynosure Group, LLC11,090$1.06M0.11%+2413F-HR/ATimeline
United Community Bankin group United Community Bank11,045$1.05M0.33%+1,20613F-HRTimelineGroup
Nabity-Jensen Investment Management Inc11,039$1.05M0.73%013F-HRTimeline
Davidson Kahn Capital Management, LLC11,037$1.05M0.59%-29313F-HRTimeline
BANK OF STOCKTON11,023$1.05M0.3%+43013F-HRTimeline
Shira Ridge Wealth Management10,976$1.05M0.44%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,942$1.04M0.27%-6,19513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC10,939$1.04M0.03%-80313F-HRTimeline
Mutual Advisors, LLC11,014$1.04M0.02%-38213F-HRTimeline
Stone Summit Wealth LLC10,900$1.04M0.3%new13F-HRTimeline
Burns Matteson Capital Management, LLC10,845$1.04M0.43%-23713F-HRTimeline
SJS Investment Consulting Inc.10,843$1.04M0.14%+36413F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC10,780$1.03M0.01%-240,36213F-HRTimelineGroup
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV10,770$1.03M0.62%+3013F-HRTimeline
Capital Advantage, Inc.10,768$1.03M0.15%-32013F-HRTimeline
NAVELLIER & ASSOCIATES INC10,755$1.03M0.1%+3,05513F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP10,724$1.02M0.76%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC10,694$1.02M0.04%+4,63213F-HRTimeline
Independence Bank of Kentucky10,639$1.02M0.13%-3,09613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,637$1.02M0.3%013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC10,529$1.01M0.06%013F-HRTimeline
Cordgrass Capital Advisors, LLC10,482$1M0.25%+43613F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,439$997K0.3%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …10,394$992K0.04%+3,69213F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC10,365$990K0.09%+43913F-HRTimelineGroup
TOWER TRUST & INVESTMENT Co10,291$982K0.66%-9413F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC10,224$976K0.87%+10013F-HRTimeline
PDS Planning, Inc10,220$976K0.07%+64013F-HRTimeline
Navalign, LLC10,214$975K0.26%-21613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC10,182$972K0.07%-2,44113F-HRTimeline
Circle Wealth Management, LLC10,179$972K0.02%+46013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,091$963K0.01%013F-HRTimeline
Variant Private Wealth, LLC10,085$963K0.89%-12113F-HRTimeline
Hutchens & Kramer Investment Management…10,083$963K0.38%-57713F-HRTimeline
American Money Management, LLC10,049$959K0.16%+3513F-HRTimeline
Advisors Asset Management, Inc.10,020$957K0.02%-2,48313F-HR/ATimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,000$955K0.01%013F-HRTimelineGroup
BigSur Wealth Management LLC10,000$955K0.23%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…10,080$954K0.01%new13F-HRTimeline
Pure Financial Advisors, LLC9,985$953K0.02%+24813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,975$952K0.29%+24013F-HRTimeline
NOVEM GROUP9,903$945K0.11%+39413F-HRTimeline
Balboa Wealth Partners9,862$942K0.16%-1,31513F-HRTimeline
Ironwood Financial, llc9,802$936K0.17%013F-HRTimeline
SYON CAPITAL LLC9,780$934K0.05%+4,97813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,778$934K0.07%+14713F-HRTimeline
Canandaigua National Trust Co of Florida9,746$930K0.74%-61513F-HRTimeline
Hillsdale Investment Management Inc.9,680$924K0.03%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH9,529$923K0.01%-89,33313F-HRTimelineGroup
Matisse Capital9,625$919K0.41%-2,38513F-HRTimeline
PFG Advisors9,625$919K0.04%-1,985,31113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…9,535$910K0.17%+52513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/9,530$910K0.09%+69213F-HRTimeline
Legacy Capital Group California, Inc.9,520$909K0.23%new13F-HRTimeline
Nilsine Partners, LLC9,469$904K0.08%+46213F-HRTimeline
Sage Mountain Advisors LLC9,461$903K0.05%-49513F-HRTimeline
SeaCrest Wealth Management, LLC9,618$902K0.1%+51013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,424$900K0.05%+63013F-HRTimeline
Hedges Asset Management LLC9,400$897K0.69%-10013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC9,392$897K0.35%-1313F-HRTimeline
Integrated Quantitative Investments LLC9,370$895K0.25%-4,82213F-HRTimeline