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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers
2,268
13F filers
2,321
New
148
Added
907
Reduced
964
Sold out
160
Shares held by filers
1,440,941,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SJS Investment Consulting Inc.10,497$969K0.11%+9513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,488$968K0.01%+20113F-HRTimeline
Supplemental Annuity Collective Trust o…10,485$967K0.25%-82413F-HRTimeline
Crumly & Associates Inc.10,479$967K0.19%+11513F-HRTimeline
CERTUITY, LLC10,461$965K0.05%-62313F-HRTimeline
OXFORD ASSET MANAGEMENT LLP10,392$959K0.47%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Citizens National Bank Trust Department10,382$958K0.14%+21713F-HRTimeline
OpenArc Corporate Advisory, LLC10,371$957K0.01%-1,16713F-HRTimeline
Circle Wealth Management, LLC10,368$957K0.01%-93113F-HRTimeline
VIMA LLC10,351$955K0.93%13F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.10,295$950K0.11%-2,14013F-HRTimeline
SANDERS MORRIS HARRIS LLC10,250$946K0.55%+5,50013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC10,216$943K0.15%+15013F-HRTimeline
Hutchens & Kramer Investment Management…10,210$942K0.25%-39313F-HRTimeline
Mezzasalma Advisors, LLC10,196$941K0.19%-78,37113F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,144$936K0.25%-49313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,140$936K0.01%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…10,109$933K0.15%+3513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,091$931K0.04%-89513F-HRTimelineGroup
Stonebridge Financial Group, LLC/CA10,085$930K0.13%13F-HRTimeline
Variant Private Wealth, LLC10,075$930K1.05%+3313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC10,069$929K0.06%-11313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,000$923K0.01%013F-HRTimelineGroup
BigSur Wealth Management LLC10,000$923K0.22%013F-HRTimeline
GC Wealth Management RIA, LLC9,959$919K0.05%-1,87613F-HRTimeline
PDS Planning, Inc9,936$917K0.05%-14513F-HRTimeline
Independence Wealth Advisors, LLC9,927$916K0.46%+6213F-HRTimeline
Drucker Wealth 3.0, LLC9,924$916K0.14%-1,02813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC9,923$916K0.26%+5813F-HRTimeline
Premier Path Wealth Partners, LLC9,897$913K0.11%-1,71613F-HRTimeline
Herold Advisors, Inc.9,905$913K0.18%+37313F-HRTimeline
Ark Wealth Advisors LLC9,889$912K0.81%+32113F-HRTimeline
First Dallas Securities Inc.9,852$909K0.3%+313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,835$907K0.02%+74413F-HRTimelineGroup
Tranquility Partners, LLC9,789$903K0.31%-1,08313F-HRTimeline
SWEENEY & MICHEL, LLC8,254$888K0.23%+92113F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH9,805$888K0.01%-6913F-HRTimelineGroup
Engineers Gate Manager LP9,620$888K0.01%-303,02113F-HRTimeline
EntryPoint Capital, LLC9,602$886K0.22%new13F-HRTimeline
NAVELLIER & ASSOCIATES INC9,555$882K0.07%+3,05513F-HRTimeline
DIVERSIFIED MANAGEMENT INC9,537$880K0.19%-47,69113F-HRTimeline
Sovereign's Capital Management, LLC9,517$878K0.59%-21013F-HRTimeline
Tailwinds Wealth, LLC9,493$876K0.52%+5,71413F-HRTimeline
Old Peak Finance LLC9,480$875K0.42%+14213F-HRTimeline
Miller Global Investments, LLC9,470$874K0.72%013F-HRTimeline
CASTLEARK MANAGEMENT LLC9,360$864K0.02%-494,69313F-HRTimeline
One Capital Management, LLC9,183$863K0.02%013F-HRTimeline
Waterloo Capital, L.P.9,340$862K0.05%+44313F-HRTimeline
TRUST POINT INC.9,322$860K0.07%-19013F-HRTimeline
FORBES J M & CO LLP9,283$857K0.07%-28013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO9,258$854K0.09%new13F-HRTimelineGroup
Torrey Growth & Income Advisors9,181$851K0.29%013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,037$849K0.03%+28513F-HRTimeline
Robertson Stephens Wealth Management, L…9,149$844K0.02%-1613F-HRTimeline
SYON CAPITAL LLC9,146$844K0.04%-2,76213F-HRTimeline
Independence Bank of Kentucky9,123$842K0.09%-43713F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC370$841K0.2%-5,53413F-HRTimeline
Kesler, Norman & Wride, LLC9,089$839K0.13%+17313F-HRTimeline
Peak Planning Group, LLC9,047$835K0.19%-2,83413F-HRTimeline
LMG Wealth Partners, LLC9,013$832K0.13%new13F-HRTimeline
West Financial Advisors, LLC9,000$830K0.13%013F-HRTimeline
Kearns & Associates LLC9,000$830K0.39%013F-HRTimeline
Kathmere Capital Management, LLC8,914$823K0.04%-1,31313F-HRTimeline
Avondale Wealth Management8,900$821K0.33%013F-HRTimeline
HighPoint Advisor Group LLC8,888$820K0.03%-1,26113F-HRTimeline
Davidson Kahn Capital Management, LLC8,876$819K0.35%-35813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,871$818K0.05%+88613F-HRTimeline
Scharf Investments, LLC8,859$817K0.03%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.8,845$816K0.03%-3,18013F-HRTimelineGroup
Quadcap Wealth Management, LLC8,822$814K0.08%+15513F-HRTimeline
TCI Wealth Advisors, Inc.8,816$813K0.04%-44713F-HRTimeline
MANCHESTER FINANCIAL INC8,812$813K0.14%013F-HRTimeline
Joel Isaacson & Co., LLC8,812$813K0.02%+8113F-HRTimeline
Modern Wealth Management, LLC8,810$813K0.01%+5813F-HRTimeline
SUTTON PLACE INVESTORS LLC8,808$813K0.39%-1013F-HRTimeline
Hyperion Capital Advisors LP8,767$809K0.36%013F-HRTimeline
Fullerton Fund Management Co Ltd.8,742$807K0.05%+3,36713F-HRTimeline
MRWM Advisors, LLC8,741$807K0.33%-26813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,740$806K0.01%-1,48013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,721$805K0.04%+1,16913F-HRTimelineGroup
Hedges Asset Management LLC8,700$803K0.53%13F-HRTimeline
N.E.W. Advisory Services LLC8,677$801K0.05%+3613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.8,659$799K0.18%-19213F-HRTimeline
Oregon Pacific Wealth Management, LLC8,598$793K0.74%-14913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,573$791K0.03%-55113F-HRTimeline
Bright Futures Wealth Management, LLC.8,569$791K0.51%-1,00513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,567$790K0.33%+4613F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,566$790K0.11%-23113F-HRTimeline
TOWNSQUARE CAPITAL LLC8,508$785K0.14%+48413F-HRTimeline
Capital Investment Advisors, LLC8,504$785K0.01%-54313F-HRTimeline
Boltwood Capital Management8,460$781K0.18%+42313F-HRTimeline
Sigma Planning Corp8,448$779K0.02%-10,07313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,423$777K0.09%+7,30613F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC8,411$776K0.01%+45813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,389$774K0.04%-25813F-HRTimeline
Parkside Financial Bank & Trust8,386$774K0.05%-18913F-HRTimeline
Legacy Capital Group California, Inc.8,323$768K0.23%-22213F-HRTimeline
Nilsine Partners, LLC8,319$768K0.05%-77713F-HRTimeline
Ramirez Asset Management, Inc.8,307$766K0.08%-613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,261$762K0.03%+6313F-HRTimelineGroup
HMV Wealth Advisors, LLC8,249$761K0.3%013F-HRTimeline
CVA Family Office, LLC8,211$758K0.07%-13313F-HRTimeline
Sterling Investment Counsel, LLC8,158$753K0.18%+1,46613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC8,149$752K0.04%+4,78413F-HRTimeline
Sky Investment Group LLC8,145$752K0.12%+1,26013F-HRTimeline
R Squared Ltd8,099$747K0.39%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd8,094$747K<0.01%+1,75413F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
RFG Advisory, LLC8,084$746K0.01%-74513F-HRTimeline
JB Capital LLC8,082$746K0.03%-10,50113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,078$745K0.05%013F-HRTimeline
IHT Wealth Management, LLC8,056$743K0.02%-1813F-HRTimeline
Verity Asset Management, Inc.8,048$743K0.28%+22913F-HRTimeline
Bramshill Investments, LLC8,048$743K0.06%+9513F-HRTimeline
MITCHELL SINKLER & STARR/PA8,042$742K0.31%013F-HRTimeline
Kennebec Savings Bank8,037$742K0.6%013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC8,029$741K0.38%+31913F-HRTimeline
Intrepid Financial Planning Group LLC8,027$741K0.25%+10013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC8,015$740K0.51%+2,35113F-HRTimeline
Klingman & Associates, LLC7,948$733K0.03%-46913F-HRTimeline
MATHER GROUP, LLC.7,944$733K0.01%+40113F-HRTimeline
Optas, LLC7,937$732K0.1%+1,16913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,888$728K0.02%-15713F-HRTimelineGroup
Cypress Wealth Services, LLC7,888$728K0.09%-81513F-HRTimeline
OKABENA INVESTMENT SERVICES INC7,881$727K0.13%-8213F-HRTimeline
Western Wealth Management, LLC7,868$726K0.02%+15813F-HRTimeline
Tactive Advisors, LLC7,858$725K0.18%-1,23313F-HRTimeline
Platform Technology Partners7,850$724K0.12%-22813F-HRTimeline
Net Worth Advisory Group7,828$722K0.18%-16413F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,760$716K0.04%-88313F-HRTimeline
DUTCH ASSET Corp7,750$715K0.36%013F-HRTimeline
VIAWEALTH, LLC7,740$714K0.36%013F-HRTimeline
Heartland Bank & Trust Co7,723$713K0.15%-8513F-HRTimeline
SFMG, LLC7,723$713K0.04%-64113F-HRTimeline
TRED AVON FAMILY WEALTH, LLC7,707$711K0.22%+113F-HRTimeline
Bridgewater Advisors Inc.6,706$710K0.04%-4613F-HRTimeline
Bragg Financial Advisors, Inc7,687$709K0.02%-12813F-HRTimeline
Old Port Advisors7,686$709K0.14%+213F-HRTimeline
Shum Financial Group, Inc.7,677$708K0.43%+1,36913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,643$705K0.05%new13F-HRTimeline
Proficio Capital Partners LLC7,549$697K0.03%new13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…7,533$695K0.54%+96513F-HRTimeline
LCNB CORP7,528$695K0.21%-21913F-HRTimeline
Triad Wealth Partners, LLC6,548$693K0.04%-7,64313F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,482$690K0.02%-54013F-HRTimeline
VestGen Advisors, LLC7,479$690K0.02%+1,14913F-HRTimeline
Carson Advisory Inc.7,468$689K0.32%+91113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,452$688K0.04%-13213F-HRTimeline
Unified Investment Management7,401$683K0.64%+1213F-HRTimeline
Coign Capital Advisors LLC7,385$681K0.31%+14713F-HRTimeline
Compass Advisory Group LLC7,375$680K0.16%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,365$680K0.02%+1,39113F-HRTimelineGroup
Cambria Investment Management, L.P.7,348$678K0.03%+1,18713F-HRTimeline
Opal Wealth Advisors, LLC7,324$676K0.15%+2,90713F-HRTimeline
Naviter Wealth, LLC7,321$676K0.06%+28913F-HRTimeline
Vigilare Wealth Management7,308$674K0.21%-5513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,304$674K0.01%-9,24113F-HRTimelineGroup
Larry Mathis Financial Planning, LLC7,286$672K0.51%013F-HR/ATimeline
Accredited Investors Inc.7,286$672K0.03%013F-HRTimeline
Vann Equity Management LLC7,190$663K0.4%+39813F-HRTimeline
ADVISORTRUST PARTNERS, LLC7,177$662K0.23%+1,03013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC7,175$662K0.17%+2,83013F-HRTimeline
Argentarii, LLC6,137$661K0.2%+3,78013F-HRTimeline
NOVEM GROUP7,125$657K0.07%-35413F-HRTimeline
Leonteq Securities AG7,109$656K0.04%+61113F-HRTimeline
Relyea Zuckerberg Hanson LLC7,077$653K0.05%+16013F-HR/ATimeline
MOR Wealth Management, LLC7,070$652K0.26%+3,29513F-HRTimeline
S-Bank Fund Management Ltd7,035$649K0.09%-8,05413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,029$649K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,986$646K0.17%+1,15313F-HRTimeline
AUXIER ASSET MANAGEMENT LLC6,993$645K0.09%+2513F-HRTimeline
Defiance ETFs, LLC6,725$644K0.01%+1,15213F-HRTimeline
Western Pacific Wealth Management, LP6,960$642K0.58%+1,54513F-HRTimeline
Arcataur Capital Management LLC6,922$639K0.16%+10413F-HRTimeline
Goldstein Advisors, LLC6,916$638K0.06%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,924$638K0.22%-3,85313F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,897$636K0.04%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,889$636K0.05%+76413F-HRTimelineGroup
Oslo Pensjonsforsikring AS6,874$634K0.07%013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP6,873$634K0.03%+13913F-HRTimeline
TAGStone Capital, Inc.6,869$634K0.2%+14313F-HRTimeline
Bahl & Gaynor LLC6,827$630K<0.01%013F-HRTimeline
Marathon Mission, Inc.6,802$628K0.31%+22513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,792$627K0.17%+19513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd6,770$625K0.14%013F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC6,765$624K0.32%-8413F-HRTimeline
Blueshift Asset Management, LLC6,763$624K0.14%new13F-HRTimeline
Heritage Wealth Management, Inc.6,733$621K0.15%new13F-HRTimeline
Aspetuck Financial Management LLC6,721$620K0.37%013F-HRTimeline
Gryphon Financial Partners LLC6,718$620K0.05%-41313F-HRTimeline
Journey Advisory Group, LLC6,717$620K0.05%+2,66313F-HRTimeline
WealthPLAN Partners, LLC6,691$617K0.12%+57613F-HRTimeline
Accurate Wealth Management, LLC5,986$617K0.06%-13513F-HRTimeline
RW Investment Management LLC6,686$617K0.05%013F-HRTimeline
J. Team Financial, Inc.6,684$617K0.6%+34113F-HRTimeline
Weaver Capital Management LLC6,535$614K0.14%013F-HRTimeline
Apriem Advisors6,648$613K0.05%013F-HRTimeline
PFG Investments, LLC6,639$613K0.02%-27613F-HRTimeline
CMG Global Holdings, LLC6,585$608K0.26%-4313F-HRTimeline
Sompo Asset Management Co., Ltd.6,560$605K0.1%-20013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,490$599K0.03%+16913F-HRTimeline