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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,285 managers (2,334 13F filers) reported a position in SCHW shares at 2025-12-31, 1,456,288,068 shares in all. 149 filers opened a position and 96 filers sold out during the quarter.

Managers
2,285
13F filers
2,334
New
149
Added
945
Reduced
831
Sold out
96
Shares held by filers
1,456,288,068

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HM PAYSON & CO17,342$1.73M0.02%+10613F-HRTimeline
WEALTH ALLIANCE, LLC17,312$1.73M0.17%+90013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,264$1.72M0.03%+1,38113F-HRTimeline
Keating Financial Advisory Services, In…17,214$1.72M0.23%13F-HRTimeline
Perpetual Ltdin group Perpetual Ltd17,206$1.72M0.02%+1,72513F-HRTimelineGroup
Embree Financial Group17,134$1.71M0.21%+45513F-HRTimeline
Daytona Street Capital LLC16,860$1.68M1.31%13F-HRTimeline
Advyzon Investment Management, LLC16,849$1.68M0.2%+8,06813F-HRTimeline
RMR Capital Management, LLC16,845$1.68M1.21%-4013F-HRTimeline
Trust Asset Management LLC16,781$1.68M0.11%-46313F-HRTimeline
Cooper Financial Group16,766$1.68M0.18%+46613F-HRTimeline
Focus Financial Network, Inc.16,762$1.67M0.06%-2,08713F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD16,751$1.67M0.25%13F-HRTimeline
Mainstream Capital Management LLC16,618$1.66M1.09%-38713F-HRTimeline
Whelan Financial16,607$1.66M0.52%+2,60013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …16,606$1.66M0.27%+78113F-HRTimelineGroup
Ballast Rock Private Wealth LLC16,600$1.66M1.04%13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.16,564$1.65M0.04%new13F-HRTimelineGroup
United Bank16,509$1.65M0.56%+2613F-HRTimeline
Meriwether Wealth & Planning, LLC16,506$1.65M0.93%-74313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,492$1.65M0.06%-38513F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW16,482$1.65M0.24%-25413F-HRTimelineGroup
Retirement Planning Group, LLC16,395$1.64M0.05%-28413F-HRTimeline
Elmwood Wealth Management, Inc.16,364$1.63M0.52%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,664$1.63M0.11%+19013F-HRTimelineGroup
Next Capital Management LLC16,323$1.63M0.52%-10,51713F-HRTimeline
Nicholas Hoffman & Company, LLC.16,203$1.62M0.04%-63113F-HRTimeline
Centiva Capital, LP16,203$1.62M0.1%-19,89213F-HRTimeline
Aptus Capital Advisors, LLC16,187$1.62M0.01%+1,26513F-HRTimeline
Montecito Bank & Trust16,177$1.62M0.26%-1613F-HRTimeline
Integrated Wealth Concepts LLC16,043$1.6M0.02%-8,47213F-HRTimeline
CENTRAL TRUST Co15,931$1.59M0.03%+60513F-HRTimeline
Canopy Partners, LLC15,839$1.58M0.52%-1013F-HRTimeline
FineMark National Bank & Trust15,815$1.58M0.05%-80613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15,777$1.58M0.17%+1,23413F-HRTimeline
Portfolio Design Labs, LLC15,689$1.57M0.26%+54513F-HRTimeline
S-Bank Fund Management Ltd15,650$1.56M0.2%-40813F-HRTimeline
Tranquilli Financial Advisor LLC15,616$1.56M0.91%+16313F-HRTimeline
Clear Harbor Asset Management, LLC15,611$1.56M0.11%+9013F-HRTimeline
J. L. Bainbridge & Co., Inc.15,601$1.56M0.13%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…15,547$1.55M0.26%-40713F-HRTimeline
Everest Financial Group LLC15,509$1.55M0.35%13F-HRTimeline
Capricorn Fund Managers Ltd15,506$1.55M0.37%+1,88913F-HRTimeline
Chicago Capital, LLC15,504$1.55M0.04%+7513F-HRTimeline
Fusion Capital, LLC15,479$1.55M0.43%+54313F-HRTimeline
BLALOCK WILLIAMS, LLC15,419$1.54M1.23%+1,86213F-HRTimeline
FLC Capital Advisors15,405$1.54M0.28%+2,28913F-HRTimeline
Safe Harbor Fiduciary, LLC15,357$1.53M1.36%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,327$1.53M0.11%+60613F-HRTimeline
Dynamic Technology Lab Private Ltd15,320$1.53M0.35%+2,98513F-HRTimeline
Wilson & Boucher Capital Management, LLC15,250$1.52M1%-17013F-HRTimeline
ArrowMark Colorado Holdings LLC15,250$1.52M0.03%013F-HRTimeline
Legacy Financial Advisors, Inc.15,148$1.51M0.21%-2,86013F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,106$1.51M0.08%-8413F-HRTimeline
POSTROCK PARTNERS LLC15,078$1.51M0.65%013F-HRTimeline
Sovran Advisors, LLC14,589$1.5M0.13%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…14,990$1.5M<0.01%-8,051,90113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.14,941$1.49M0.05%+9,94913F-HRTimeline
Pure Financial Advisors, LLC14,934$1.49M0.02%+4,94913F-HRTimeline
Neumann Capital Management, LLC14,922$1.49M0.43%-11013F-HRTimeline
Paragon Private Wealth Management, LLC14,843$1.48M0.46%+2,71713F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA14,807$1.48M0.36%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,790$1.48M0.02%+7,62013F-HRTimelineGroup
Frisch Financial Group, Inc.14,746$1.47M0.33%+2713F-HRTimeline
DAVIS R M INC14,707$1.47M0.03%013F-HRTimeline
JNBA Financial Advisors14,676$1.47M0.13%-12913F-HRTimeline
Greystone Financial Group, LLC14,653$1.46M0.23%+28213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…14,559$1.45M0.39%+11413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,413$1.44M0.16%-91213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,412$1.44M0.07%-2,33513F-HRTimeline
STANCE CAPITAL LLC14,404$1.44M0.53%+3913F-HRTimeline
Uncommon Cents Investing LLC14,400$1.44M0.35%013F-HRTimeline
Fruth Investment Management14,315$1.43M0.39%-14113F-HRTimeline
Garner Asset Management Corp14,304$1.43M0.55%+84113F-HRTimeline
INSIGHT 2811, INC.14,280$1.43M0.63%new13F-HRTimeline
VELA Investment Management, LLC14,273$1.43M0.39%-51213F-HR/ATimeline
Balefire, LLC14,243$1.42M0.28%+13113F-HRTimeline
LEE DANNER & BASS INC14,219$1.42M0.1%+6,80013F-HRTimeline
Indivisible Partners14,212$1.42M0.15%13F-HRTimeline
Fideuram Asset Management (Ireland) dac17,813$1.42M0.11%13F-HRTimeline
BLUE JEAN FINANCIAL LLC14,166$1.42M1.15%13F-HRTimeline
Portside Wealth Group, LLC14,110$1.41M0.19%+78413F-HRTimeline
Directional Asset Management14,103$1.41M1.24%13F-HRTimeline
Pallas Capital Advisors LLC13,993$1.4M0.05%-1,58413F-HRTimeline
Clearstead Trust, LLC13,969$1.4M0.22%+12,54713F-HRTimeline
Sowell Financial Services LLC13,949$1.39M0.05%+7,41013F-HRTimeline
Parrish Capital LLC13,892$1.39M1.26%13F-HRTimeline
Financial Enhancement Group LLC13,609$1.39M0.18%new13F-HRTimeline
South Dakota Investment Council13,856$1.38M0.03%-1,20013F-HRTimeline
Continuum Advisory, LLC13,772$1.38M0.14%-1,14313F-HRTimeline
HCR Wealth Advisors13,762$1.38M0.14%+22213F-HRTimeline
Capital Planning Advisors, LLC13,736$1.37M0.18%+2,08113F-HRTimeline
SG Trading Solutions, LLC13,705$1.37M0.32%13F-HRTimeline
Ausdal Financial Partners, Inc.13,702$1.37M0.06%+59013F-HRTimeline
Larson Financial Group LLC13,647$1.36M0.05%+1,39913F-HRTimeline
Leisure Capital Management13,589$1.36M0.45%-4113F-HRTimeline
Destination Wealth Management13,552$1.35M0.04%-813F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC13,550$1.35M0.31%-90013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,517$1.35M0.06%-3,60113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,476$1.35M0.84%+7013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC13,460$1.34M<0.01%013F-HRTimeline
Foundations Investment Advisors, LLC13,412$1.34M0.02%-1,51613F-HRTimeline
Catalyst Funds Management Pty Ltd13,400$1.34M0.31%+7,80013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC13,388$1.34M0.15%-11713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,333$1.33M0.72%013F-HRTimeline
EntryPoint Capital, LLC13,272$1.33M0.52%+4,30413F-HRTimeline
Triad Wealth Partners, LLC13,227$1.32M0.13%new13F-HRTimeline
Northwest & Ethical Investments L.P.13,101$1.32M0.03%-5,41913F-HR/ATimeline
AXQ CAPITAL, LP13,163$1.32M0.3%+6,41113F-HRTimeline
Wealth Enhancement Trust Services, Inc.13,144$1.31M0.17%13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.13,127$1.31M0.2%+9,20613F-HRTimeline
Hardy Reed LLC13,090$1.31M0.09%-28413F-HRTimeline
VICUS CAPITAL13,085$1.31M0.1%+7,13013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC13,067$1.31M0.07%+5713F-HRTimeline
Koshinski Asset Management, Inc.13,031$1.3M0.08%-58413F-HRTimeline
SUMITOMO LIFE INSURANCE CO13,005$1.3M0.04%+15713F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,990$1.3M0.77%+2313F-HRTimeline
Avestar Capital, LLC12,984$1.3M0.09%+49313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH12,970$1.3M0.37%+34713F-HRTimeline
Checchi Capital Advisers, LLC12,953$1.29M0.09%-4713F-HRTimeline
Blue Trust, Inc.12,905$1.29M0.01%-45913F-HRTimeline
American Money Management, LLC12,904$1.29M0.2%+2,85513F-HRTimeline
GC Wealth Management RIA, LLC12,878$1.29M0.05%-16,16713F-HRTimeline
Advisors Asset Management, Inc.12,813$1.28M0.02%+2,79313F-HR/ATimeline
Granite Investment Partners, LLC12,810$1.28M0.08%+1913F-HRTimeline
Integrated Quantitative Investments LLC12,800$1.28M0.27%+3,43013F-HRTimeline
Costello Asset Management, INC12,743$1.27M0.42%+213F-HRTimeline
HAMEL ASSOCIATES, INC.12,730$1.27M0.38%-32013F-HRTimeline
BIP Wealth, LLC12,700$1.27M0.04%+9513F-HRTimeline
Knollwood Investment Advisory, LLC12,698$1.27M0.12%013F-HRTimeline
West Financial Advisors, LLC12,600$1.26M0.21%013F-HRTimeline
SYON CAPITAL LLC12,600$1.26M0.06%+2,82013F-HRTimeline
CERTUITY, LLC12,518$1.25M0.08%+41513F-HRTimeline
GREENHAVEN ASSOCIATES INC12,500$1.25M0.02%-2,50013F-HRTimeline
PROFFITT & GOODSON INC12,454$1.24M0.17%-27013F-HRTimeline
XXI WEALTH, LLC12,404$1.24M0.75%13F-HRTimeline
Nautilus Advisors LLC12,366$1.24M0.81%-6513F-HRTimeline
One Wealth Map LLC11,742$1.23M0.63%013F-HRTimeline
Stablepoint Partners, LLC12,349$1.23M0.19%+11213F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.12,340$1.23M0.22%+21513F-HRTimeline
BANK OF STOCKTON12,328$1.23M0.35%+1,30513F-HRTimeline
MCF Advisors LLC12,320$1.23M0.07%+5,53713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC12,240$1.22M0.53%-2513F-HRTimeline
Brookwood Investment Group LLC12,236$1.22M0.15%+8,05413F-HRTimeline
Everhart Financial Group, Inc.12,212$1.22M0.11%+52513F-HRTimeline
Investor's Fiduciary Advisor Network, L…12,211$1.22M0.26%+73713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,102$1.21M0.01%+35913F-HRTimelineGroup
Mystic Asset Management, Inc.12,072$1.21M0.27%+52113F-HRTimeline
Legacy Wealth Asset Management, LLC12,065$1.21M0.3%+22213F-HRTimeline
Peak Planning Group, LLC12,047$1.2M0.34%new13F-HRTimeline
SMITH, MOORE & CO.12,013$1.2M0.09%-2,13113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC12,007$1.2M0.19%+71613F-HRTimeline
Robertson Stephens Wealth Management, L…12,000$1.2M0.03%+21213F-HRTimeline
EVOKE WEALTH, LLC11,959$1.19M0.02%+66213F-HRTimeline
Summit Asset Management, LLC11,902$1.19M0.17%-10013F-HRTimeline
CULLINAN ASSOCIATES INC11,900$1.19M0.08%013F-HRTimeline
Havemeyer Place LP11,882$1.19M0.23%13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …11,868$1.19M0.04%+1,47413F-HRTimelineGroup
Thompson David Blair11,869$1.19M0.68%13F-HRTimeline
RFG Advisory, LLC11,853$1.18M0.02%-1,45413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,831$1.18M0.05%+6,17913F-HRTimeline
Gladstone Institutional Advisory LLC11,830$1.18M0.04%+1,13613F-HRTimeline
Lodestone Wealth Management LLC11,791$1.18M0.48%+3413F-HRTimeline
Capital Advantage, Inc.11,721$1.17M0.16%+95313F-HRTimeline
GSA CAPITAL PARTNERS LLP11,672$1.17M0.1%+8,43013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD11,627$1.16M0.01%+3,72713F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,599$1.16M0.28%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,584$1.16M0.07%-42313F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC11,535$1.15M0.09%013F-HRTimeline
Mutual Advisors, LLC11,494$1.15M0.02%+48013F-HRTimeline
Hodges Capital Management Inc.11,471$1.15M0.1%-17513F-HRTimeline
Aprio Wealth Management, LLC11,010$1.14M0.07%+6,85013F-HRTimeline
Palisade Asset Management, LLC11,249$1.12M0.11%013F-HRTimeline
Premier Path Wealth Partners, LLC11,241$1.12M0.15%+2,16513F-HRTimeline
Howard Capital Management, LLC11,239$1.12M0.01%+3613F-HRTimeline
Revisor Wealth Management LLC10,982$1.12M0.3%+5,41013F-HRTimeline
EQUITABLE TRUST CO11,206$1.12M0.05%-1,00013F-HRTimeline
FINANCIAL CONSULATE, INC11,193$1.12M0.15%+613F-HRTimeline
O'ROURKE & COMPANY, Inc11,193$1.12M0.43%-9113F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL11,150$1.11M0.49%013F-HRTimeline
Nabity-Jensen Investment Management Inc11,109$1.11M0.75%+7013F-HRTimeline
Thomasville National Bank11,102$1.11M0.07%-17613F-HRTimeline
SMART Wealth LLC11,096$1.11M0.34%-98913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,067$1.11M0.09%+70213F-HRTimelineGroup
Drucker Wealth 3.0, LLC11,065$1.11M0.19%-2,30513F-HRTimeline
DIVERSIFIED TRUST CO11,064$1.11M0.02%-1,39013F-HRTimeline
Oder Investment Management, LLC11,047$1.1M0.8%-80813F-HRTimeline
Institute for Wealth Management, LLC.11,031$1.1M0.12%-18913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC11,029$1.1M0.65%-31613F-HRTimeline
United Community Bankin group United Community Bank11,025$1.1M0.42%-2013F-HRTimelineGroup
SAGE RHINO CAPITAL LLC11,025$1.1M0.21%-3,07713F-HRTimeline
Davidson Kahn Capital Management, LLC11,017$1.1M0.57%-2013F-HRTimeline
Shira Ridge Wealth Management11,001$1.1M0.44%+2513F-HRTimeline
Astoria Portfolio Advisors LLC.11,831$1.1M0.25%+4,18613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC10,975$1.1M0.31%+1,00013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,945$1.09M0.04%-6,06913F-HRTimelineGroup
Total Wealth Planning & Management, Inc.10,929$1.09M0.87%13F-HRTimeline
TOWER TRUST & INVESTMENT Co10,901$1.09M0.69%+61013F-HRTimeline
Stone Summit Wealth LLC10,900$1.09M0.3%013F-HRTimeline
First Dallas Securities Inc.10,897$1.09M0.41%-1,26413F-HRTimeline