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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,957 managers (1,997 13F filers) reported a position in SCHW shares at 2024-12-31, 1,497,386,491 shares in all. 151 filers opened a position and 108 filers sold out during the quarter.

Managers
1,957
13F filers
1,997
New
151
Added
707
Reduced
756
Sold out
108
Shares held by filers
1,497,386,491

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Larson Financial Group LLC7,763$575K0.03%-99713F-HRTimeline
Sompo Asset Management Co., Ltd.7,720$571K0.1%-1,23013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP7,713$571K0.05%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC7,711$571K0.18%new13F-HRTimeline
Athena Investment Management7,708$570K0.33%013F-HRTimeline
Thompson David Blair7,702$570K0.42%13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.7,697$570K<0.01%-17813F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT7,686$569K0.07%013F-HRTimeline
Premier Path Wealth Partners, LLC7,677$568K0.09%-96413F-HRTimeline
AlphaQuest LLC7,531$557K0.07%+3,37013F-HRTimeline
N.E.W. Advisory Services LLC7,522$557K0.05%+12513F-HRTimeline
TRUST POINT INC.7,519$557K0.04%+1,15213F-HRTimeline
IHT Wealth Management, LLC7,514$556K0.02%+1313F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC7,494$555K0.35%-34913F-HRTimeline
Bryce Point Capital, LLC7,489$554K0.16%13F-HRTimeline
Sage Mountain Advisors LLC7,454$552K0.04%+31113F-HRTimeline
INTRUST BANK NA7,434$550K0.06%-30013F-HRTimeline
Old Port Advisors7,422$549K0.16%+10913F-HRTimeline
Arcataur Capital Management LLC7,398$548K0.18%+75013F-HRTimeline
Circle Wealth Management, LLC7,391$547K0.01%+9813F-HRTimeline
Joel Isaacson & Co., LLC7,378$546K0.02%+25613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,579$544K0.05%+74213F-HRTimeline
CVA Family Office, LLC7,335$543K0.09%+6,73913F-HRTimeline
Traynor Capital Management, Inc.7,303$541K0.04%+3613F-HRTimeline
RMR Wealth Builders7,292$540K0.06%-11613F-HR/ATimeline
Impact Capital Partners LLC7,276$538K0.19%13F-HRTimeline
COZAD ASSET MANAGEMENT INC7,273$538K0.05%-3413F-HRTimeline
Mayflower Financial Advisors, LLC7,210$534K0.08%-1613F-HRTimeline
Aspen Grove Capital, LLC7,191$532K0.11%+1713F-HRTimeline
Neo Ivy Capital Management7,197$532K0.11%new13F-HRTimeline
RW Investment Management LLC7,174$531K0.06%-9013F-HRTimeline
Verity Asset Management, Inc.7,164$530K0.3%+87313F-HRTimeline
Michels Family Financial, LLC7,100$525K0.48%13F-HRTimeline
GARRISON POINT ADVISORS, LLC7,055$522K0.25%013F-HRTimeline
Capital Investment Advisors, LLC7,027$520K0.01%+41213F-HRTimeline
Aspetuck Financial Management LLC7,027$520K0.41%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/7,007$519K0.07%+83513F-HRTimeline
Ellevest, Inc.7,006$519K0.03%+8913F-HRTimeline
SFMG, LLC6,979$517K0.04%-51,56313F-HRTimeline
Bahl & Gaynor LLC6,976$516K<0.01%013F-HRTimeline
Naviter Wealth, LLC6,947$514K0.06%new13F-HRTimeline
CAAS CAPITAL MANAGEMENT LP6,940$514K0.42%+2,58313F-HRTimeline
Beta Wealth Group, Inc.6,905$511K0.23%+213F-HRTimeline
Vivid Wealth Management, LLC6,894$510K0.26%-55813F-HRTimeline
Csenge Advisory Group6,881$509K0.03%-33113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,850$507K0.07%013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC6,850$507K0.08%-1,20013F-HRTimeline
NorthRock Partners, LLC6,849$507K0.02%-2,12813F-HR/ATimeline
Geller Advisors LLC6,842$506K0.03%-26913F-HRTimeline
Platform Technology Partners6,827$505K0.15%013F-HRTimeline
Trivium Point Advisory, LLC6,825$505K0.06%+95913F-HRTimeline
Bragg Financial Advisors, Inc6,821$505K0.02%013F-HRTimeline
WNY Asset Management, LLC6,818$505K0.06%-1,03213F-HRTimeline
Heritage Wealth Management, Inc.6,817$505K0.17%013F-HRTimeline
TAGStone Capital, Inc.6,801$503K0.25%+14613F-HRTimeline
Plante Moran Financial Advisors, LLC6,790$503K0.04%+6413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,770$501K0.02%+2,80013F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co6,721$497K0.04%013F-HRTimeline
Main Street Financial Solutions, LLC6,719$497K0.05%-7713F-HRTimeline
LCNB CORP6,709$497K0.18%-17313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,702$496K0.01%+3,42613F-HRTimelineGroup
Veltria Advisors Corp.6,679$494K0.21%+20313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,668$493K0.33%+5713F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding6,666$493K-730,417Timeline
Octavia Wealth Advisors, LLC6,663$493K0.06%-76413F-HRTimeline
Centurion Wealth Management LLC6,659$493K0.15%-46613F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,652$492K0.03%013F-HRTimeline
Legacy Financial Advisors, Inc.6,638$491K0.08%+2,28113F-HRTimeline
5T Wealth, LLC6,630$491K0.27%13F-HRTimeline
Crescent Grove Advisors, LLC6,620$490K0.05%-70013F-HRTimeline
MCF Advisors LLC6,608$489K0.03%-49913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,601$489K0.01%+513F-HRTimelineGroup
Rehmann Capital Advisory Group6,598$488K0.03%-18113F-HRTimeline
Intrepid Financial Planning Group LLC6,572$486K0.21%013F-HRTimeline
Ausdal Financial Partners, Inc.6,562$486K0.04%+2,06213F-HRTimeline
Carson Advisory Inc.6,557$485K0.34%013F-HRTimeline
Everhart Financial Group, Inc.6,539$484K0.1%+1,05013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,527$483K0.01%-1,94113F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP6,442$477K0.07%-8713F-HRTimeline
New Hampshire Trust6,439$477K0.1%-7213F-HRTimeline
MORTON COMMUNITY BANK6,423$475K0.13%-2,20913F-HRTimeline
Cornerstone Wealth Management, LLC6,419$475K0.03%-55213F-HRTimeline
BSW Wealth Partners6,401$474K0.07%+55413F-HRTimeline
WESBANCO BANK INC6,372$472K0.02%+2,12013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,341$469K0.04%-40213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC6,310$467K0.17%+1,39613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,304$467K0.01%13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,268$464K0.49%13F-HRTimeline
Coastwise Capital Group, LLC6,258$463K0.37%+20813F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…6,258$463K0.07%new13F-HRTimelineGroup
EVOKE WEALTH, LLC6,251$463K0.01%+29913F-HRTimeline
Gladstone Institutional Advisory LLC6,247$462K0.02%+12413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,247$462K0.01%-27813F-HRTimeline
Mason & Associates Inc6,233$461K0.11%013F-HRTimeline
Family Legacy, Inc.6,300$460K0.16%-1013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,198$459K0.04%-97413F-HRTimeline
Strategic Financial Services, Inc.6,184$458K0.03%013F-HRTimeline
Journey Advisory Group, LLC6,144$453K0.05%013F-HRTimeline
Petrus Trust Company, LTA6,106$452K0.04%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,098$451K0.1%+65113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC6,081$450K0.21%-99013F-HRTimeline
Wealth Quarterback LLC6,074$450K0.21%+9713F-HRTimeline
Alpha Family Trustin group Alpha Family Trust6,070$449K0.25%013F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC6,069$449K0.06%+25113F-HRTimeline
Meridian Wealth Management, LLC6,056$448K0.02%-3,75913F-HRTimeline
AVALON CAPITAL MANAGEMENT6,046$447K0.14%-9113F-HRTimeline
GWN SECURITIES INC.5,445$444K0.12%13F-HRTimeline
Marathon Mission, Inc.5,998$444K0.3%+14413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,992$444K0.09%+17213F-HRTimeline
Moser Wealth Advisors, LLC5,960$441K0.23%-6513F-HRTimeline
Proficio Capital Partners LLC5,959$441K0.04%new13F-HR/ATimeline
L2 Asset Management, LLC5,943$440K0.1%-66013F-HRTimeline
MATHER GROUP, LLC.5,919$438K0.01%+2113F-HRTimeline
SS&H Financial Advisors, Inc.5,899$437K0.16%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,870$434K0.01%-27613F-HRTimelineGroup
Tempus Wealth Planning, LLC5,860$434K0.13%-36013F-HRTimeline
Kiely Wealth Advisory Group, Inc.5,326$432K0.28%013F-HRTimeline
WESPAC Advisors SoCal, LLC5,805$430K0.1%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,794$429K0.06%+56813F-HR/ATimeline
Principle Wealth Partners LLC5,777$428K0.03%+15013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC5,768$427K0.23%013F-HRTimeline
Sand Hill Global Advisors, LLC5,748$425K0.02%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,741$425K0.14%+213F-HRTimeline
Diligent Investors, LLC5,735$424K0.1%013F-HRTimeline
R Squared Ltd5,711$423K0.41%13F-HRTimeline
Edge Capital Group, LLC5,625$416K0.02%+30413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …5,606$415K0.02%+5,60213F-HRTimelineGroup
Haverford Trust Co5,599$414K<0.01%-3,49513F-HRTimeline
Bank of Marin5,598$414K0.33%-19213F-HRTimeline
Quadrant Private Wealth Management, LLC5,596$414K0.1%-10213F-HRTimeline
Arete Wealth Advisors, LLC5,589$414K0.03%+64013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,568$412K0.03%-7,72513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,559$411K0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd5,536$410K0.01%-97,48913F-HRTimelineGroup
LGT Fund Management Co Ltd.5,504$407K0.04%-2,33513F-HRTimeline
TWO SIGMA SECURITIES, LLC5,495$407K0.07%-23,44613F-HRTimeline
Perpetual Ltdin group Perpetual Ltd5,492$406K<0.01%-30313F-HRTimelineGroup
ENZI WEALTH5,039$406K0.15%+3913F-HRTimeline
Pure Financial Advisors, LLC5,487$406K0.01%+713F-HRTimeline
Capital A Wealth Management, LLC5,486$406K0.67%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,482$406K0.01%-1,16313F-HRTimelineGroup
CoreCap Advisors, LLC5,473$405K0.02%-2,48413F-HRTimeline
KRS Capital Management, LLC5,472$405K0.29%-39213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,469$405K0.03%-1,81413F-HRTimeline
Addison Advisors LLC5,460$404K0.11%013F-HRTimeline
KEYVANTAGE WEALTH, LLC5,456$404K0.29%13F-HRTimeline
Yarbrough Capital, LLC5,454$404K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,424$401K0.01%+43713F-HRTimeline
PFG Investments, LLC5,423$401K0.02%-22913F-HRTimeline
Western Pacific Wealth Management, LP5,415$401K0.32%+1,13013F-HRTimeline
Relyea Zuckerberg Hanson LLC5,413$401K0.05%+14813F-HRTimeline
NEVILLE RODIE & SHAW INC5,400$400K0.03%-5013F-HRTimeline
Rosenberg Matthew Hamilton5,403$400K0.1%-2513F-HRTimeline
Olistico Wealth, LLC5,379$398K0.23%+213F-HRTimeline
DAGCO, INC.5,375$398K0.13%+37513F-HRTimeline
PRIVATE TRUST CO NA5,368$397K0.04%+30913F-HRTimeline
Alliance Wealth Advisors, LLC5,365$397K0.23%+713F-HRTimeline
CFO4Life Group, LLC5,305$393K0.07%-27113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,300$392K0.09%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,290$392K0.14%-1,31913F-HRTimeline
Avantax Planning Partners, Inc.5,293$392K0.01%-27613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,288$391K0.01%-92,22313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC5,285$391K0.02%+29913F-HRTimeline
Cannell & Spears LLC5,273$390K0.01%+44813F-HRTimeline
Greykasell Wealth Strategies, Inc.5,236$388K0.22%13F-HRTimeline
CNB Bank5,218$386K0.18%-11513F-HRTimeline
Trace Wealth Advisors, LLC5,200$385K0.34%13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…5,199$385K0.08%-4,71113F-HRTimeline
Leonteq Securities AG5,161$382K0.04%-8,04713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,154$381K0.05%013F-HRTimeline
Sky Investment Group LLC5,145$381K0.07%013F-HRTimeline
Hexagon Capital Partners LLC5,131$380K0.07%-13913F-HRTimeline
River Wealth Advisors LLC5,119$379K0.05%+913F-HRTimeline
Obermeyer Wealth Partners5,111$378K0.02%013F-HRTimeline
Advisory Alpha, LLC5,103$378K0.01%-50113F-HRTimeline
Virtue Capital Management, LLC5,099$377K0.08%-7513F-HRTimeline
BBR PARTNERS, LLC5,081$376K0.03%+8113F-HRTimeline
J.W. COLE ADVISORS, INC.5,075$376K0.02%+1,70613F-HRTimeline
Simplicity Wealth,LLC5,072$375K0.08%+1,46513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC5,041$373K0.04%-12313F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,035$373K0.01%-3,87413F-HRTimeline
Exchange Capital Management, Inc.5,023$372K0.06%+32613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC5,016$371K0.26%+23513F-HRTimeline
Viewpoint Capital Management LLC5,000$370K0.19%013F-HRTimeline
First Interstate Bank4,972$368K0.02%-57,07913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,970$368K0.23%+97013F-HRTimelineGroup
Gray Wealth Management Inc.4,962$367K0.14%-37513F-HRTimeline
Keel Point, LLC4,957$367K0.03%-10713F-HRTimeline
PharVision Advisers, LLC4,950$366K0.31%13F-HRTimeline
GC Wealth Management RIA, LLC4,921$364K0.06%-4,84713F-HRTimeline
Operose Advisors LLC4,913$364K0.12%-8,38913F-HRTimeline
Hopwood Financial Services, Inc.4,906$363K0.28%13F-HRTimeline
HHM Wealth Advisors, LLC4,880$361K0.05%+2,00013F-HRTimeline
Aljian Capital Management, LLC4,871$361K0.08%+513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,865$360K0.01%-73613F-HRTimeline
Procyon Advisors, LLC4,848$359K0.02%+1,41113F-HRTimeline
Peoples Bank/KS4,830$357K0.25%-10013F-HRTimeline
Sonora Investment Management Group, LLC4,809$356K0.03%-16013F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,806$356K0.02%new13F-HR/ATimeline
B.O.S.S. Retirement Advisors, LLC4,803$355K0.1%new13F-HRTimeline