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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,109 managers (2,149 13F filers) reported a position in SCHW shares at 2025-06-30, 1,507,888,937 shares in all. 217 filers opened a position and 104 filers sold out during the quarter.

Managers
2,109
13F filers
2,149
New
217
Added
873
Reduced
782
Sold out
104
Shares held by filers
1,507,888,937

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
One Capital Management, LLC9,158$836K0.03%+213F-HRTimeline
Eaton Financial Holdings Company, LLC9,124$833K0.26%new13F-HRTimeline
SeaCrest Wealth Management, LLC9,108$831K0.09%-2,34513F-HRTimeline
Weaver Capital Management LLC9,028$824K0.2%+613F-HRTimeline
Crumly & Associates Inc.9,027$824K0.2%-18313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…9,010$822K0.16%+44313F-HRTimeline
Nilsine Partners, LLC9,007$822K0.08%-14513F-HRTimeline
Kearns & Associates LLC9,000$821K0.47%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,956$817K0.06%+3,57113F-HRTimeline
MANCHESTER FINANCIAL INC8,956$817K0.17%-11713F-HRTimeline
Venture Visionary Partners LLC8,955$817K0.03%-1,08913F-HRTimeline
Dynasty Wealth Management, LLC8,895$812K0.01%-1,77213F-HRTimeline
JERICHO FINANCIAL, LLP8,879$810K0.53%-1,16113F-HRTimeline
Legacy Wealth Asset Management, LLC8,867$809K0.21%-6913F-HRTimeline
SUTTON PLACE INVESTORS LLC8,860$808K0.49%+18313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/8,838$806K0.09%+21813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,809$804K0.06%+3,54113F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC8,794$802K0.05%+21413F-HRTimeline
Premier Path Wealth Partners, LLC8,739$797K0.11%+92213F-HRTimeline
Keel Point, LLC8,702$794K0.05%+2,06013F-HRTimeline
Sunbelt Securities, Inc.10,689$791K0.07%-81313F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd8,670$791K0.28%013F-HRTimelineGroup
Quadcap Wealth Management, LLC8,664$791K0.1%+13613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,643$789K0.03%+31613F-HRTimelineGroup
N.E.W. Advisory Services LLC8,635$788K0.08%+1,05113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC8,634$788K0.04%-38513F-HRTimeline
Cypress Wealth Services, LLC8,602$785K0.14%+28913F-HRTimeline
Avondale Wealth Management8,600$785K0.44%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,575$782K0.06%-3513F-HRTimeline
SkyView Investment Advisors, LLC8,688$782K0.11%-9013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,086$782K0.07%+83013F-HRTimeline
Klingman & Associates, LLC8,535$779K0.04%+2,74813F-HRTimeline
Bordeaux Wealth Advisors LLC8,495$775K0.1%+18213F-HRTimeline
HMV Wealth Advisors, LLC8,491$775K0.51%013F-HRTimeline
Oregon Pacific Wealth Management, LLC8,427$769K0.73%-86013F-HRTimeline
Ironwood Financial, llc9,802$767K0.16%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,398$766K0.02%-11813F-HRTimelineGroup
Ethos Financial Group, LLC8,381$765K0.07%new13F-HRTimeline
NINE MASTS CAPITAL Ltd8,362$763K0.3%new13F-HRTimeline
Apriem Advisors8,338$761K0.08%+20713F-HRTimeline
Modern Wealth Management, LLC8,330$760K0.02%+1,07213F-HR/ATimeline
Fulton Bank, N.A.8,325$760K0.03%-68813F-HRTimeline
TWINBEECH CAPITAL LP8,272$755K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,244$752K0.02%+2,01213F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT9,659$751K0.02%-26,83513F-HRTimeline
Virtue Capital Management, LLC8,188$747K0.14%+1,98913F-HRTimeline
MITCHELL SINKLER & STARR/PA8,142$743K0.36%013F-HRTimeline
Keebeck Wealth Management8,113$740K0.1%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,079$737K0.02%-25413F-HRTimeline
Citizens National Bank Trust Department8,065$736K0.15%-56013F-HRTimeline
Parkside Financial Bank & Trust8,065$736K0.08%+41913F-HRTimeline
Herold Advisors, Inc.7,955$726K0.15%-2,68313F-HRTimeline
Aspen Grove Capital, LLC7,926$723K0.12%-3,03013F-HRTimeline
First Western Trust Bank7,897$721K0.03%-13413F-HRTimeline
Compass Advisory Group LLC7,875$719K0.23%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,869$718K0.07%-1,13813F-HRTimeline
West Family Investments, Inc.7,860$717K0.19%+3,43913F-HRTimeline
Paragon Private Wealth Management, LLC7,834$715K0.28%+2,80513F-HRTimeline
Western Wealth Management, LLC7,819$713K0.04%-2013F-HRTimeline
Whelan Financial7,781$710K0.26%+1,87513F-HRTimeline
Boltwood Capital Management7,779$710K0.2%+6213F-HRTimeline
CVA Family Office, LLC7,774$709K0.1%+21613F-HRTimeline
Unified Investment Management7,756$708K0.76%+15313F-HRTimeline
RMR Wealth Builders7,732$705K0.06%+23913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,729$705K0.02%+3,24313F-HRTimeline
Jackson Creek Investment Advisors LLC7,727$705K0.19%-10613F-HRTimeline
Sompo Asset Management Co., Ltd.7,720$704K0.12%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP7,713$704K0.06%013F-HRTimeline
Athena Investment Management7,708$703K0.39%013F-HRTimeline
NAVELLIER & ASSOCIATES INC7,700$703K0.09%013F-HRTimeline
L2 Asset Management, LLC7,670$700K0.11%+1,10013F-HRTimeline
Old Port Advisors7,659$699K0.19%+17613F-HRTimeline
CMG Global Holdings, LLC7,108$696K0.37%+51313F-HRTimeline
LCNB CORP7,609$694K0.24%+80013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,596$693K0.02%-1113F-HRTimeline
One Wealth Advisors, LLC7,587$692K0.1%-18613F-HRTimeline
Blueshift Asset Management, LLC7,510$685K0.21%new13F-HRTimeline
Joel Isaacson & Co., LLC7,462$681K0.03%+7713F-HRTimeline
Dempze Nancy E7,455$680K0.39%new13F-HRTimeline
Unique Wealth Strategies, LLC7,425$677K0.28%-93013F-HRTimeline
Heritage Wealth Management, Inc.7,414$676K0.22%013F-HRTimeline
TRUST POINT INC.7,382$674K0.06%+1,56913F-HRTimeline
Exchange Capital Management, Inc.7,365$672K0.1%+62513F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,339$670K0.12%-1,54413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.7,300$666K0.19%013F-HRTimeline
Bahl & Gaynor LLC7,239$660K<0.01%-313F-HRTimeline
Accredited Investors Inc.7,227$659K0.04%new13F-HRTimeline
Stokes Family Office, LLC7,216$658K0.07%-33513F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,212$658K0.04%-1,00013F-HRTimeline
IHT Wealth Management, LLC7,203$657K0.02%-15313F-HRTimeline
Verity Asset Management, Inc.7,191$656K0.31%-7,73313F-HRTimeline
Total Wealth Planning & Management, Inc.7,188$656K0.57%-4713F-HRTimeline
Csenge Advisory Group7,419$655K0.03%+53313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,175$655K0.05%-2,52113F-HRTimeline
Platform Technology Partners7,172$654K0.17%+30013F-HRTimeline
Ellevest, Inc.7,156$653K0.1%+18613F-HRTimeline
TAGStone Capital, Inc.6,684$651K0.27%+2013F-HRTimeline
RW Investment Management LLC7,124$650K0.07%-5013F-HRTimeline
Traynor Capital Management, Inc.7,115$649K0.05%+9513F-HRTimeline
BayBridge Capital Group, LLC7,107$648K0.42%-1213F-HRTimeline
MJP ASSOCIATES INC /ADV7,098$648K0.1%+4,41013F-HRTimeline
Whalen Wealth Management Inc.7,089$647K0.41%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC7,078$646K0.2%-21313F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,049$643K0.08%+21613F-HRTimeline
NEVILLE RODIE & SHAW INC7,050$643K0.05%013F-HRTimeline
Persistent Asset Partners Ltd7,043$643K0.56%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,033$642K0.01%+60613F-HRTimelineGroup
Michels Family Financial, LLC7,010$640K0.55%-19513F-HRTimeline
Beta Wealth Group, Inc.7,008$639K0.23%+10213F-HRTimeline
Avalon Trust Co7,000$639K0.05%-1,32013F-HRTimeline
Bridgewater Advisors Inc.6,514$638K0.05%-16513F-HRTimeline
Proficio Capital Partners LLC6,950$634K0.04%+56513F-HRTimeline
Naviter Wealth, LLC6,947$634K0.08%-9613F-HRTimeline
Elefante Mark B6,940$633K0.48%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC6,925$632K0.06%-34913F-HR/ATimeline
Bragg Financial Advisors, Inc6,921$631K0.02%-313F-HRTimeline
INTRUST BANK NA6,915$631K0.06%-27913F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,897$629K0.04%013F-HRTimeline
Pointe Capital Management LLC6,884$628K0.33%+13813F-HRTimeline
AlphaQuest LLC6,884$628K0.06%+6,32513F-HRTimeline
GARRISON POINT ADVISORS, LLC6,855$625K0.29%013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC6,850$625K0.09%013F-HRTimeline
Sowell Financial Services LLC6,846$625K0.03%+4313F-HRTimeline
Arcataur Capital Management LLC6,838$624K0.19%-9513F-HRTimeline
Main Street Financial Solutions, LLC6,828$623K0.05%+30513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,813$622K0.05%+4,00813F-HRTimeline
Impact Capital Partners LLC6,787$619K0.2%-26613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,737$615K0.38%+7813F-HRTimeline
Mayflower Financial Advisors, LLC6,727$614K0.09%+3613F-HRTimeline
MCF Advisors LLC6,724$613K0.04%+8913F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …6,702$611K0.03%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,682$610K0.02%-7413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,670$609K0.01%-19213F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,638$606K0.58%-32413F-HRTimeline
MATHER GROUP, LLC.6,638$606K0.01%+45313F-HRTimeline
5T Wealth, LLC6,630$605K0.31%+413F-HRTimeline
Rehmann Capital Advisory Group6,595$602K0.04%+5413F-HRTimeline
Aspetuck Financial Management LLC6,577$600K0.45%-30013F-HRTimeline
SWEENEY & MICHEL, LLC6,508$599K0.21%+1213F-HRTimeline
Carson Advisory Inc.6,557$598K0.38%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,536$596K0.02%+46013F-HRTimeline
Veltria Advisors Corp.6,524$595K0.4%+1,00013F-HRTimeline
Cassaday & Co Wealth Management LLC6,512$594K0.01%+21213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,494$593K0.08%+51313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,489$592K0.01%-34613F-HRTimelineGroup
Bank of Marin6,462$590K0.44%+42613F-HRTimeline
Cornerstone Wealth Management, LLC6,453$589K0.04%-9813F-HRTimeline
Marathon Mission, Inc.6,437$587K0.37%+43913F-HRTimeline
Wellington Capital Management, Inc.6,390$583K0.87%13F-HRTimeline
Larson Financial Group LLC6,378$582K0.02%-5513F-HRTimeline
WNY Asset Management, LLC6,331$578K0.06%-10113F-HRTimeline
SFMG, LLC6,326$577K0.04%+3113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,325$577K0.21%-1,89013F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.6,308$576K0.22%-54013F-HRTimeline
CTC Alternative Strategies, Ltd.6,302$575K0.5%new13F-HRTimeline
Intrepid Financial Planning Group LLC6,302$575K0.24%013F-HRTimeline
Centurion Wealth Management LLC6,300$575K0.16%-35913F-HRTimeline
Family Legacy, Inc.6,300$575K0.19%013F-HRTimeline
Palacios Wealth Management, LLC6,285$573K0.47%new13F-HRTimeline
Commonwealth Retirement Investments LLC6,255$571K0.22%-28,39113F-HRTimeline
New Hampshire Trust6,240$569K0.12%-3713F-HRTimeline
Mason & Associates Inc6,232$569K0.13%013F-HRTimeline
Strategic Financial Services, Inc.6,184$564K0.03%013F-HRTimeline
Crescent Grove Advisors, LLC6,169$563K0.05%-45113F-HRTimeline
Kathmere Capital Management, LLC6,152$561K0.04%+2,55713F-HRTimeline
Belpointe Asset Management LLC6,142$560K0.02%+42113F-HRTimeline
Quotient Wealth Partners, LLC6,125$559K0.02%+1,53213F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC6,091$556K0.05%-4,50013F-HRTimeline
Ausdal Financial Partners, Inc.6,082$555K0.04%-1,13113F-HRTimeline
Alpha Family Trustin group Alpha Family Trust6,070$554K0.27%013F-HRTimelineGroup
Waterloo Capital, L.P.6,062$553K0.04%+65613F-HRTimeline
Gladstone Institutional Advisory LLC6,062$553K0.02%+92513F-HRTimeline
Nebula Research & Development LLC6,045$552K0.05%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,966$544K0.01%+21813F-HRTimelineGroup
Wealth Quarterback LLC5,964$544K0.26%-14513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,958$544K0.02%-11313F-HRTimelineGroup
Heartland Bank & Trust Co5,957$544K0.25%-8113F-HRTimeline
Relyea Zuckerberg Hanson LLC5,951$543K0.06%+31613F-HRTimeline
PFG Investments, LLC5,951$543K0.03%+55013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co5,928$541K0.03%-79313F-HRTimeline
SS&H Financial Advisors, Inc.5,899$538K0.18%013F-HRTimeline
Principle Wealth Partners LLC5,890$537K0.03%+11313F-HRTimeline
Revisor Wealth Management LLC5,754$535K0.19%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,821$531K0.07%+313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,819$530K0.01%+1,01913F-HRTimelineGroup
WESPAC Advisors SoCal, LLC5,805$530K0.12%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,803$529K0.14%+5813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,800$529K0.04%-9913F-HRTimeline
Plante Moran Financial Advisors, LLC5,778$527K0.04%-99113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC5,768$526K0.28%013F-HRTimeline
Aviso Financial Inc.5,765$526K0.02%+30013F-HRTimeline
Sand Hill Global Advisors, LLC5,748$524K0.02%013F-HRTimeline
Diligent Investors, LLC5,735$523K0.12%013F-HRTimeline
Icon Wealth Advisors, LLC5,732$523K0.04%+1,04413F-HRTimeline
Journey Advisory Group, LLC5,694$520K0.04%013F-HRTimeline
Octavia Wealth Advisors, LLC5,692$519K0.06%-58213F-HRTimeline
Tempus Wealth Planning, LLC5,681$518K0.13%-8713F-HRTimeline
AVALON CAPITAL MANAGEMENT5,677$518K0.14%-19413F-HRTimeline
JTC Employer Solutions Trustee Ltd5,670$517K0.05%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,664$517K0.02%+62013F-HRTimelineGroup