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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WEDBUSH SECURITIES INC16,998$1.6M0.05%-89413F-HRTimeline
HBW ADVISORY SERVICES LLC16,952$1.59M0.17%-1,12913F-HRTimeline
Next Capital Management LLC16,923$1.59M0.48%+60013F-HRTimeline
Retirement Planning Group, LLC16,915$1.59M0.05%+52013F-HRTimeline
RMR Capital Management, LLC16,845$1.58M1.14%013F-HRTimeline
Centiva Capital, LP16,837$1.58M0.07%+63413F-HRTimeline
Avidian Wealth Enterprises, LLC16,808$1.58M0.05%+10,82113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,785$1.58M0.02%+1,99513F-HRTimelineGroup
Trust Asset Management LLC16,781$1.58M0.11%013F-HRTimeline
Mainstream Capital Management LLC16,693$1.57M1.05%+7513F-HRTimeline
Integrated Investment Consultants, LLC16,679$1.57M0.33%-3,53713F-HRTimeline
Advyzon Investment Management, LLC16,664$1.57M0.14%-18513F-HRTimeline
Elmwood Wealth Management, Inc.16,663$1.57M0.43%+29913F-HRTimeline
Avior Wealth Management, LLC16,620$1.56M0.04%-1,56813F-HRTimeline
Ballast Rock Private Wealth LLC16,600$1.56M0.86%013F-HRTimeline
United Bank16,564$1.56M0.52%+5513F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD16,554$1.56M0.23%-19713F-HR/ATimeline
44 WEALTH MANAGEMENT LLC16,548$1.56M0.54%+8,73213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,545$1.55M0.03%+13,73413F-HRTimelineGroup
Evercore Wealth Management, LLC16,493$1.55M0.02%-153,18313F-HRTimeline
Guardian Asset Advisors, LLC16,417$1.54M0.9%-2,42113F-HRTimeline
Koshinski Asset Management, Inc.16,264$1.53M0.1%+3,23313F-HRTimeline
CENTRAL TRUST Co16,237$1.53M0.03%+30613F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC16,229$1.53M0.85%+11,26413F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC16,066$1.51M0.02%-4,25013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP16,027$1.51M0.17%+25013F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.16,000$1.5M0.19%new13F-HRTimelineGroup
BLALOCK WILLIAMS, LLC15,979$1.5M1.16%+56013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW15,914$1.5M0.23%-56813F-HRTimelineGroup
Clear Harbor Asset Management, LLC15,876$1.49M0.1%+26513F-HRTimeline
FLC Capital Advisors15,821$1.49M0.27%+41613F-HRTimeline
NorthCrest Asset Manangement, LLC15,826$1.48M0.05%-3,18413F-HRTimeline
Schonfeld Strategic Advisors LLC15,784$1.48M0.01%-271,06913F-HRTimeline
Safe Harbor Fiduciary, LLC15,747$1.48M1.41%+39013F-HRTimeline
B. Riley Wealth Advisors, Inc.15,896$1.48M0.1%-1,95913F-HRTimeline
Focus Financial Network, Inc.15,677$1.47M0.05%-1,08513F-HRTimeline
Meriwether Wealth & Planning, LLC15,646$1.47M0.81%-86013F-HRTimeline
MCF Advisors LLC15,606$1.47M0.06%+3,28613F-HRTimeline
J. L. Bainbridge & Co., Inc.15,601$1.47M0.13%013F-HRTimeline
Pure Financial Advisors, LLC15,571$1.46M0.02%+63713F-HRTimeline
Chicago Capital, LLC15,529$1.46M0.04%+2513F-HRTimeline
Everest Financial Group LLC15,490$1.46M0.24%-1913F-HRTimeline
Canopy Partners, LLC15,460$1.45M0.5%-37913F-HRTimeline
Tranquilli Financial Advisor LLC15,341$1.44M0.84%-27513F-HRTimeline
Neumann Capital Management, LLC15,332$1.44M0.42%+41013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…15,298$1.44M0.24%-24913F-HRTimeline
Y-Intercept (Hong Kong) Ltd15,297$1.44M0.03%-334,42013F-HRTimeline
Fusion Capital, LLC15,278$1.44M0.39%-20113F-HRTimeline
ArrowMark Colorado Holdings LLC15,250$1.43M0.04%013F-HRTimeline
Wilson & Boucher Capital Management, LLC15,235$1.43M0.95%-1513F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,221$1.43M0.07%+11513F-HRTimeline
Icon Wealth Advisors, LLC15,675$1.43M0.09%+9,94913F-HRTimeline
Richard Bernstein Advisors LLC15,195$1.43M0.04%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,184$1.43M0.23%-1,42213F-HRTimelineGroup
Sovran Advisors, LLC15,543$1.42M0.11%+95413F-HRTimeline
Advisors Asset Management, Inc.15,124$1.42M0.02%+2,31113F-HRTimeline
S-Bank Fund Management Ltd15,089$1.42M0.21%-56113F-HRTimeline
POSTROCK PARTNERS LLC15,078$1.42M0.66%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH15,028$1.41M0.43%+2,05813F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd15,008$1.41M0.05%-45,00413F-HRTimelineGroup
LEE DANNER & BASS INC14,819$1.39M0.09%+60013F-HRTimeline
Montecito Bank & Trust14,777$1.39M0.23%-1,40013F-HRTimeline
LBP AM SA14,769$1.39M0.02%-160,20513F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA14,767$1.39M0.39%-4013F-HRTimeline
Portside Wealth Group, LLC14,747$1.39M0.19%+63713F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,717$1.38M0.09%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC14,692$1.38M0.02%+1,28013F-HRTimeline
Portfolio Design Labs, LLC14,656$1.38M0.24%-1,03313F-HRTimeline
Parrish Capital LLC14,644$1.38M1.23%+75213F-HRTimeline
Ducere Wealth Management LLC14,606$1.37M0.55%+8,41613F-HRTimeline
JNBA Financial Advisors14,591$1.37M0.11%-8513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/14,531$1.37M0.13%+4,06413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,521$1.36M0.15%+10813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…14,498$1.36M0.38%-6113F-HRTimeline
Frisch Financial Group, Inc.14,467$1.36M0.28%-27913F-HRTimeline
Uncommon Cents Investing LLC14,400$1.35M0.31%013F-HRTimeline
PROFUND ADVISORS LLC14,397$1.35M0.05%-2,97913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,392$1.35M0.07%-2013F-HRTimeline
INSIGHT 2811, INC.14,261$1.34M0.58%-1913F-HRTimeline
Checchi Capital Advisers, LLC14,254$1.34M0.09%+1,30113F-HRTimeline
Fruth Investment Management14,245$1.34M0.33%-7013F-HRTimeline
LECAP ASSET MANAGEMENT LTD14,203$1.33M0.5%+8,13013F-HRTimeline
Triad Wealth Partners, LLC14,191$1.33M0.11%+96413F-HRTimeline
Dynamic Technology Lab Private Ltd14,175$1.33M0.22%-1,14513F-HRTimeline
Garner Asset Management Corp14,129$1.33M0.52%-17513F-HRTimeline
Everhart Financial Group, Inc.14,085$1.32M0.11%+1,87313F-HRTimeline
Blue Trust, Inc.14,036$1.32M0.02%+1,13113F-HRTimeline
Clearstead Trust, LLC13,929$1.31M0.21%-4013F-HRTimeline
Gladstone Institutional Advisory LLC13,902$1.31M0.05%+2,07213F-HRTimeline
South Dakota Investment Council13,856$1.3M0.02%013F-HRTimeline
Legacy Financial Advisors, Inc.13,853$1.3M0.18%-1,29513F-HRTimeline
Ausdal Financial Partners, Inc.13,847$1.3M0.06%+14513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…13,816$1.3M0.05%new13F-HRTimelineGroup
BLUE JEAN FINANCIAL LLC13,791$1.3M1.07%-37513F-HRTimeline
HCR Wealth Advisors13,688$1.29M0.13%-7413F-HRTimeline
Avestar Capital, LLC13,649$1.28M0.09%+66513F-HRTimeline
Directional Asset Management13,559$1.27M1.16%-54413F-HRTimeline
Indivisible Partners13,554$1.27M0.11%-65813F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC13,550$1.27M0.3%013F-HRTimeline
Nicholas Hoffman & Company, LLC.13,528$1.27M0.03%-2,67513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,527$1.27M0.81%+5113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC13,513$1.27M0.15%+12513F-HRTimeline
Leisure Capital Management13,395$1.26M0.44%-19413F-HRTimeline
Hardy Reed LLC13,392$1.26M0.09%+30213F-HRTimeline
Capital Planning Advisors, LLC13,385$1.26M0.18%-35113F-HRTimeline
BIP Wealth, LLC13,309$1.25M0.05%+60913F-HRTimeline
SUMITOMO LIFE INSURANCE CO13,295$1.25M0.03%+29013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,285$1.25M0.01%+1,18313F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC13,233$1.24M0.67%-10013F-HR/ATimeline
Sowell Financial Services LLC13,153$1.24M0.05%-79613F-HRTimeline
Wealth Enhancement Trust Services, Inc.13,133$1.23M0.15%-1113F-HRTimeline
T. Rowe Price Investment Management, In…13,078$1.23M<0.01%+5,65113F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC13,010$1.22M0.08%-5713F-HRTimeline
PVG ASSET MANAGEMENT CORP13,439$1.22M0.72%+11,08713F-HRTimeline
Belpointe Asset Management LLC12,974$1.22M0.04%+3,03513F-HRTimeline
HAMEL ASSOCIATES, INC.12,944$1.22M0.35%+21413F-HRTimeline
Paragon Private Wealth Management, LLC12,929$1.22M0.38%-1,91413F-HRTimeline
American Money Management, LLC12,894$1.21M0.19%-1013F-HRTimeline
DAVIS R M INC12,845$1.21M0.02%-1,86213F-HRTimeline
Granite Investment Partners, LLC12,810$1.2M0.07%013F-HRTimeline
Fiduciary Alliance LLC11,987$1.2M0.07%+5,78213F-HRTimeline
Costello Asset Management, INC12,781$1.2M0.42%+3813F-HRTimeline
BANK OF STOCKTON12,722$1.2M0.37%+39413F-HRTimeline
Knollwood Investment Advisory, LLC12,698$1.19M0.12%013F-HRTimeline
Mutual Advisors, LLC12,546$1.18M0.03%+1,05213F-HRTimeline
PROFFITT & GOODSON INC12,531$1.18M0.18%+7713F-HRTimeline
GREENHAVEN ASSOCIATES INC12,500$1.17M0.02%013F-HRTimeline
Stablepoint Partners, LLC12,448$1.17M0.17%+9913F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.12,435$1.17M0.16%-136,54913F-HRTimeline
VELA Investment Management, LLC12,426$1.17M0.3%-1,84713F-HR/ATimeline
Ramsay, Stattman, Vela & Price, Inc.12,380$1.16M0.23%+4013F-HRTimeline
Nautilus Advisors LLC12,338$1.16M0.8%-2813F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd12,332$1.16M0.09%new13F-HRTimelineGroup
Bridgefront Capital, LLC12,268$1.15M0.29%+3,85413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,234$1.15M0.03%+1,79813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC12,225$1.15M0.5%-1513F-HRTimeline
Legacy Wealth Asset Management, LLC12,181$1.14M0.28%+11613F-HRTimeline
Pallas Capital Advisors LLC12,076$1.13M0.04%-1,91713F-HRTimeline
Mystic Asset Management, Inc.12,072$1.13M0.26%013F-HRTimeline
Empirical Asset Management, LLC12,070$1.13M0.3%-16,82613F-HRTimeline
CenterBook Partners LP12,070$1.13M0.06%-5,67913F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC12,044$1.13M0.24%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,025$1.13M0.04%+1,08013F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC12,004$1.13M0.16%-313F-HRTimeline
XXI WEALTH, LLC11,983$1.13M0.64%-42113F-HRTimeline
Vertrix Wealth Management, LLC11,945$1.12M0.41%13F-HRTimeline
SYON CAPITAL LLC11,908$1.12M0.06%-69213F-HRTimeline
EVOKE WEALTH, LLC11,902$1.12M0.02%-5713F-HRTimeline
CULLINAN ASSOCIATES INC11,900$1.12M0.09%013F-HRTimeline
Strong Retirement Solutions LLC11,900$1.12M0.78%new13F-HRTimeline
Summit Asset Management, LLC11,895$1.12M0.16%-713F-HRTimeline
Peak Planning Group, LLC11,881$1.12M0.31%-16613F-HRTimeline
Northwest & Ethical Investments L.P.12,004$1.12M0.03%-1,09713F-HRTimeline
Astoria Portfolio Advisors LLC.12,284$1.11M0.24%+45313F-HRTimeline
GC Wealth Management RIA, LLC11,835$1.11M0.05%-1,04313F-HRTimeline
Lodestone Wealth Management LLC11,830$1.11M0.44%+3913F-HR/ATimeline
EQUITABLE TRUST CO11,733$1.1M0.05%+52713F-HRTimeline
PRIVATE TRUST CO NA11,733$1.1M0.1%+6,15413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC11,694$1.1M0.13%+2,29913F-HRTimeline
Capital Advantage, Inc.11,681$1.1M0.14%-4013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC11,670$1.1M0.06%+1,06113F-HRTimelineGroup
Premier Path Wealth Partners, LLC11,613$1.09M0.14%+37213F-HRTimeline
Mach-1 Financial Group, LLC11,594$1.09M0.38%-11,60413F-HRTimeline
OpenArc Corporate Advisory, LLC11,538$1.08M0.02%+1,76613F-HRTimeline
VICUS CAPITAL11,528$1.08M0.08%-1,55713F-HRTimeline
Hillsdale Investment Management Inc.11,480$1.08M0.03%+1,80013F-HRTimeline
Hodges Capital Management Inc.11,471$1.08M0.09%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,449$1.08M0.27%-15013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC11,447$1.08M0.55%+41813F-HRTimeline
Cordgrass Capital Advisors, LLC11,426$1.07M0.25%+85013F-HRTimeline
GTS SECURITIES LLC11,382$1.07M0.04%-9,99613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC11,351$1.07M0.3%+37613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC11,350$1.07M0.02%-8,22213F-HRTimeline
Supplemental Annuity Collective Trust o…11,309$1.06M0.3%new13F-HRTimeline
Circle Wealth Management, LLC11,299$1.06M0.02%+96013F-HRTimeline
BIRINYI ASSOCIATES INC11,281$1.06M0.29%new13F-HRTimeline
Palisade Asset Management, LLC11,277$1.06M0.11%+2813F-HRTimeline
FINANCIAL CONSULATE, INC11,221$1.05M0.13%+2813F-HRTimeline
DRW Securities, LLC11,192$1.05M0.06%-14,39013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…11,188$1.05M0.13%new13F-HR/ATimelineGroup
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL11,150$1.05M0.44%013F-HRTimeline
United Community Bankin group United Community Bank11,149$1.05M0.35%+12413F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT12,808$1.04M0.01%-238,10013F-HRTimeline
Nabity-Jensen Investment Management Inc11,100$1.04M0.72%-913F-HRTimeline
Aprio Wealth Management, LLC11,092$1.04M0.06%+8213F-HRTimeline
CERTUITY, LLC11,084$1.04M0.07%-1,43413F-HRTimeline
Athena Wealth Management, LLC11,074$1.04M0.85%+3,72913F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,068$1.04M0.04%-3,87313F-HRTimeline
Institute for Wealth Management, LLC.11,045$1.04M0.11%+1413F-HRTimeline
Revisor Wealth Management LLC11,028$1.04M0.29%+4613F-HRTimeline
O'ROURKE & COMPANY, Inc11,009$1.03M0.41%-18413F-HRTimeline
FIRST AMERICAN TRUST, FSB11,007$1.03M0.07%+1,17313F-HRTimeline
Shira Ridge Wealth Management11,001$1.03M0.41%013F-HRTimeline
TOWER TRUST & INVESTMENT Co10,991$1.03M0.68%+9013F-HRTimeline
Oder Investment Management, LLC10,989$1.03M0.79%-5813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,986$1.03M0.06%-8,87513F-HRTimelineGroup
Total Wealth Planning & Management, Inc.10,979$1.03M0.82%+5013F-HRTimeline
Drucker Wealth 3.0, LLC10,952$1.03M0.18%-11313F-HRTimeline
Stone Summit Wealth LLC10,900$1.02M0.29%013F-HRTimeline
Tranquility Partners, LLC10,872$1.02M0.39%+2613F-HRTimeline