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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,994 managers (2,033 13F filers) reported a position in SCHW shares at 2025-03-31, 1,521,902,394 shares in all. 184 filers opened a position and 137 filers sold out during the quarter.

Managers
1,994
13F filers
2,033
New
184
Added
894
Reduced
669
Sold out
137
Shares held by filers
1,521,902,394

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Keebeck Wealth Management8,113$635K0.09%-75713F-HRTimeline
Advisor Resource Council12,149$633K0.05%new13F-HRTimeline
Everhart Financial Group, Inc.8,041$629K0.09%+1,50213F-HRTimeline
Howard Capital Management, LLC8,037$629K0.02%-1,04413F-HRTimeline
First Western Trust Bank8,031$629K0.03%-1,02113F-HRTimeline
Legacy Capital Wealth Partners, LLC8,005$627K0.15%-5513F-HRTimeline
Capital Investment Advisors, LLC7,996$626K0.01%+96913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,988$625K0.01%+1,28613F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC7,986$625K0.06%+12913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,969$624K0.08%+28313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,942$622K0.01%013F-HRTimeline
Compass Advisory Group LLC7,875$616K0.21%-50013F-HRTimeline
Veracity Capital LLC7,859$615K0.24%-14613F-HRTimeline
Western Wealth Management, LLC7,839$614K0.04%-1,15413F-HRTimeline
Jackson Creek Investment Advisors LLC7,833$613K0.19%new13F-HRTimeline
Premier Path Wealth Partners, LLC7,817$612K0.1%+14013F-HRTimeline
One Wealth Advisors, LLC7,773$608K0.09%new13F-HRTimeline
Sompo Asset Management Co., Ltd.7,720$604K0.11%013F-HRTimeline
Boltwood Capital Management7,717$604K0.18%-9513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP7,713$604K0.06%013F-HRTimeline
Athena Investment Management7,708$603K0.37%013F-HRTimeline
Good Life Advisors, LLC7,669$600K0.04%-90413F-HRTimeline
Capital Advantage, Inc.8,109$600K0.11%013F-HRTimeline
Noble Wealth Management PBC7,650$599K0.41%-1,07513F-HRTimeline
Parkside Financial Bank & Trust7,646$599K0.08%-44113F-HRTimeline
HARBOUR INVESTMENTS, INC.7,607$595K0.02%-21113F-HRTimeline
Unified Investment Management7,603$595K0.7%-70313F-HRTimeline
N.E.W. Advisory Services LLC7,584$594K0.05%+6213F-HRTimeline
CVA Family Office, LLC7,558$592K0.09%+22313F-HRTimeline
Stokes Family Office, LLC7,551$591K0.07%-23013F-HRTimeline
Versor Investments LP7,500$587K0.1%new13F-HRTimeline
RMR Wealth Builders7,493$587K0.06%+20113F-HRTimeline
Old Port Advisors7,483$586K0.17%+6113F-HRTimeline
GTS SECURITIES LLC7,456$584K0.03%-4,63513F-HRTimeline
Heritage Wealth Management, Inc.7,414$580K0.2%+59713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,256$580K0.06%+67713F-HRTimeline
Circle Wealth Management, LLC7,391$579K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC7,385$578K0.03%+713F-HRTimeline
IHT Wealth Management, LLC7,356$576K0.02%-15813F-HRTimeline
Delaney Dennis R7,355$576K0.31%new13F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC7,552$575K0.35%+5813F-HRTimeline
Legacy Financial Advisors, Inc.7,311$572K0.1%+67313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.7,300$571K0.18%-3,00513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC7,291$571K0.19%-1,16313F-HR/ATimeline
COZAD ASSET MANAGEMENT INC7,274$569K0.06%+113F-HRTimeline
Modern Wealth Management, LLC7,258$568K0.02%-3,65413F-HR/ATimeline
Bahl & Gaynor LLC7,242$567K<0.01%+26613F-HRTimeline
Total Wealth Planning & Management, Inc.7,235$566K0.58%-60113F-HRTimeline
Ausdal Financial Partners, Inc.7,213$565K0.04%+65113F-HRTimeline
Michels Family Financial, LLC7,205$564K0.51%+10513F-HRTimeline
INTRUST BANK NA7,194$563K0.06%-24013F-HRTimeline
RW Investment Management LLC7,174$562K0.07%013F-HRTimeline
BayBridge Capital Group, LLC7,119$557K0.4%-12,42213F-HRTimeline
Impact Capital Partners LLC7,053$552K0.2%-22313F-HRTimeline
NEVILLE RODIE & SHAW INC7,050$552K0.04%+1,65013F-HRTimeline
Traynor Capital Management, Inc.7,020$549K0.05%-28313F-HRTimeline
Naviter Wealth, LLC7,043$548K0.07%+9613F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.6,980$546K0.35%+3,84013F-HRTimeline
Ellevest, Inc.6,970$546K0.04%-3613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,962$545K0.56%+69413F-HRTimeline
Bridgewater Advisors Inc.6,679$543K0.05%new13F-HRTimeline
Arcataur Capital Management LLC6,933$543K0.18%-46513F-HRTimeline
Inscription Capital, LLC7,496$542K0.09%13F-HRTimeline
Bragg Financial Advisors, Inc6,924$542K0.02%+10313F-HRTimeline
Arete Wealth Advisors, LLC6,929$542K0.04%+1,34013F-HRTimeline
Beta Wealth Group, Inc.6,906$541K0.19%+113F-HRTimeline
Voleon Capital Management LP6,903$540K0.04%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,897$540K0.03%+24513F-HRTimeline
Aspetuck Financial Management LLC6,877$538K0.46%-15013F-HRTimeline
Platform Technology Partners6,872$538K0.16%+4513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,862$537K0.01%+61513F-HRTimeline
GARRISON POINT ADVISORS, LLC6,855$537K0.26%-20013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC6,850$536K0.08%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,848$536K0.22%-1,46613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,835$535K0.01%+23413F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…6,833$535K0.09%+84113F-HRTimeline
LCNB CORP6,809$533K0.2%+10013F-HRTimeline
Sowell Financial Services LLC6,803$533K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC6,769$530K0.05%-2113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,756$529K0.02%-1,02813F-HRTimeline
Pointe Capital Management LLC6,746$528K0.31%-1,79513F-HRTimeline
Exchange Capital Management, Inc.6,740$528K0.09%+1,71713F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co6,721$526K0.04%013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd6,719$526K0.26%+2,01013F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …6,702$525K0.03%+1,09613F-HRTimelineGroup
Csenge Advisory Group6,886$524K0.03%+513F-HRTimeline
Mayflower Financial Advisors, LLC6,691$524K0.08%-51913F-HRTimeline
CMG Global Holdings, LLC6,595$523K0.34%-6,02413F-HRTimeline
TAGStone Capital, Inc.6,664$522K0.26%-13713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,659$521K0.35%-913F-HRTimeline
Keel Point, LLC6,642$520K0.04%+1,68513F-HRTimeline
MCF Advisors LLC6,635$519K0.04%+2713F-HRTimeline
5T Wealth, LLC6,626$519K0.3%-413F-HRTimeline
Crescent Grove Advisors, LLC6,620$518K0.05%013F-HRTimeline
NorthRock Partners, LLC6,595$516K0.02%-25413F-HRTimeline
L2 Asset Management, LLC6,570$514K0.11%+62713F-HRTimeline
Procyon Advisors, LLC6,567$514K0.03%+1,71913F-HRTimeline
Carson Advisory Inc.6,557$513K0.35%013F-HRTimeline
Cornerstone Wealth Management, LLC6,551$513K0.03%+13213F-HRTimeline
Rehmann Capital Advisory Group6,541$512K0.03%-5713F-HRTimeline
Main Street Financial Solutions, LLC6,523$511K0.04%-19613F-HRTimeline
EVOKE WEALTH, LLC6,467$506K0.01%+21613F-HRTimeline
Leonteq Securities AG6,447$504K0.04%+1,28613F-HRTimeline
Larson Financial Group LLC6,433$504K0.02%-1,33013F-HRTimeline
WNY Asset Management, LLC6,432$503K0.06%-38613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,427$503K0.01%+55713F-HRTimelineGroup
Proficio Capital Partners LLC6,385$500K0.04%+42613F-HRTimeline
Intrepid Financial Planning Group LLC6,302$493K0.23%-27013F-HRTimeline
Family Legacy, Inc.6,300$493K0.17%013F-HRTimeline
Cassaday & Co Wealth Management LLC6,300$493K0.01%+1,80013F-HRTimeline
Centurion Wealth Management LLC6,659$493K0.15%013F-HRTimeline
SFMG, LLC6,295$493K0.04%-68413F-HRTimeline
New Hampshire Trust6,277$491K0.11%-16213F-HRTimeline
Octavia Wealth Advisors, LLC6,274$491K0.06%-38913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,232$488K0.01%+67313F-HRTimelineGroup
Mason & Associates Inc6,232$488K0.12%-113F-HRTimeline
Virtue Capital Management, LLC6,199$485K0.06%+1,10013F-HRTimeline
Meridian Wealth Management, LLC6,192$485K0.02%+13613F-HRTimeline
MATHER GROUP, LLC.6,185$484K0.01%+26613F-HRTimeline
Strategic Financial Services, Inc.6,184$484K0.03%013F-HRTimeline
Telos Capital Management, Inc.6,166$483K0.05%-1,59813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,157$482K0.1%+5913F-HRTimeline
Wealth Quarterback LLC6,109$478K0.27%+3513F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,076$476K0.01%+65213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,071$475K0.02%+5,88013F-HRTimelineGroup
Alpha Family Trustin group Alpha Family Trust6,070$475K0.28%013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,059$474K0.01%+3,14313F-HRTimeline
Connor, Clark & Lunn Investment Managem…6,049$474K<0.01%-7,37213F-HRTimeline
Heartland Bank & Trust Co6,038$473K0.24%-2,06013F-HRTimeline
Bank of Marin6,036$472K0.6%+43813F-HRTimeline
Marathon Mission, Inc.5,998$470K0.33%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,981$468K0.07%+18713F-HRTimeline
Whelan Financial5,906$462K0.18%new13F-HRTimeline
SS&H Financial Advisors, Inc.5,899$462K0.17%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,899$462K0.04%-29913F-HRTimeline
AVALON CAPITAL MANAGEMENT5,871$460K0.13%-17513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,818$455K0.06%-25113F-HRTimeline
TRUST POINT INC.5,813$455K0.04%-1,70613F-HRTimeline
WESPAC Advisors SoCal, LLC5,805$454K0.12%013F-HRTimeline
SWEENEY & MICHEL, LLC6,496$454K0.2%13F-HRTimeline
Klingman & Associates, LLC5,787$453K0.03%+1,70413F-HRTimeline
Principle Wealth Partners LLC5,777$452K0.03%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC5,768$452K0.24%013F-HRTimeline
Tempus Wealth Planning, LLC5,768$451K0.13%-9213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,748$450K0.01%+26613F-HRTimelineGroup
Sand Hill Global Advisors, LLC5,748$450K0.02%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,745$450K0.13%+413F-HRTimeline
Diligent Investors, LLC5,735$449K0.11%013F-HRTimeline
Belpointe Asset Management LLC5,721$448K0.02%-5,63313F-HRTimeline
Moser Wealth Advisors, LLC5,710$447K0.23%-25013F-HRTimeline
Journey Advisory Group, LLC5,694$446K0.04%-45013F-HRTimeline
JTC Employer Solutions Trustee Ltd5,670$444K0.04%+3,32013F-HRTimeline
WESBANCO BANK INC5,639$441K0.02%-73313F-HRTimeline
Relyea Zuckerberg Hanson LLC5,635$441K0.06%+22213F-HRTimeline
Haverford Trust Co5,598$438K<0.01%-113F-HRTimeline
Parcion Private Wealth LLC5,548$434K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA5,536$433K0.04%+16813F-HRTimeline
Veltria Advisors Corp.5,524$432K0.28%-1,15513F-HRTimeline
LGT Fund Management Co Ltd.5,504$431K0.04%013F-HRTimeline
New Century Financial Group, LLC5,491$430K0.5%-10,73413F-HRTimeline
Capital A Wealth Management, LLC5,486$429K0.45%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL5,478$429K0.08%new13F-HRTimeline
KRS Capital Management, LLC5,475$429K0.34%+313F-HRTimeline
Addison Advisors LLC5,475$429K0.12%+1513F-HRTimeline
Aviso Financial Inc.5,465$428K0.02%+1,25813F-HRTimeline
Root Financial Partners, LLC5,463$428K0.05%-10,88313F-HRTimeline
Yarbrough Capital, LLC5,454$427K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC5,439$426K0.02%+15413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,433$425K0.05%+27913F-HRTimeline
Western Pacific Wealth Management, LP5,415$424K0.38%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,412$424K0.11%+86813F-HRTimelineGroup
Waterloo Capital, L.P.5,406$423K0.04%+2,55013F-HRTimeline
Rosenberg Matthew Hamilton5,403$423K0.11%013F-HRTimeline
Apexium Financial, LP5,401$423K0.03%+1,12313F-HRTimeline
PFG Investments, LLC5,401$423K0.03%-2213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,385$422K0.04%-18313F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC5,382$421K0.03%+57613F-HRTimeline
Olistico Wealth, LLC5,380$421K0.26%+113F-HRTimeline
DAGCO, INC.5,375$421K0.14%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,358$419K0.13%+6813F-HRTimeline
Operose Advisors LLC5,345$418K0.14%+43213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,345$418K0.03%-12413F-HRTimeline
Optas, LLC5,338$418K0.07%+63013F-HRTimeline
Alliance Wealth Advisors, LLC /UT5,311$416K0.11%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,300$415K0.1%013F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC5,166$414K0.16%-3,95013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding5,268$412K-7,116Timeline
Delta Investment Management, LLC5,257$412K0.08%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.5,236$410K0.22%013F-HRTimeline
Quadrant Private Wealth Management, LLC5,222$409K0.1%-37413F-HRTimeline
CNB Bank5,218$408K0.21%013F-HRTimeline
HHM Wealth Advisors, LLC5,216$408K0.05%+33613F-HRTimeline
OPINICUS CAPITAL, INC.5,210$408K0.36%-4,68213F-HRTimeline
GC Wealth Management RIA, LLC5,207$408K0.07%+28613F-HRTimeline
Trace Wealth Advisors, LLC5,200$407K0.36%013F-HRTimeline
BSW Wealth Partners5,185$406K0.06%-1,21613F-HRTimeline
Sky Investment Group LLC5,145$403K0.07%013F-HRTimeline
Gladstone Institutional Advisory LLC5,137$402K0.02%-1,11013F-HRTimeline
Affinity Capital Advisors, LLC5,210$401K0.08%+1,68913F-HRTimeline
ENZI WEALTH5,000$397K0.16%-3913F-HRTimeline