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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,133 managers (2,176 13F filers) reported a position in SCHW shares at 2025-09-30, 1,458,727,889 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
2,133
13F filers
2,176
New
155
Added
933
Reduced
763
Sold out
117
Shares held by filers
1,458,727,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Herold Advisors, Inc.9,355$893K0.21%+1,40013F-HRTimeline
Crumly & Associates Inc.9,302$888K0.19%+27513F-HRTimeline
Venture Visionary Partners LLC9,293$887K0.03%+33813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,250$883K0.12%-13913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,150$874K0.02%+90613F-HRTimelineGroup
RiverFront Investment Group, LLC9,114$870K0.02%-5913F-HRTimeline
Premier Path Wealth Partners, LLC9,076$866K0.11%+33713F-HRTimeline
One Capital Management, LLC9,025$862K0.03%-13313F-HRTimeline
Kearns & Associates LLC9,000$859K0.46%013F-HRTimeline
Joel Isaacson & Co., LLC8,968$856K0.03%+1,50613F-HRTimeline
EntryPoint Capital, LLC8,968$856K0.33%new13F-HRTimeline
Canvas Wealth Advisors, LLC9,070$853K0.16%-3313F-HRTimeline
SUTTON PLACE INVESTORS LLC8,918$851K0.49%+5813F-HRTimeline
MANCHESTER FINANCIAL INC8,884$848K0.17%-7213F-HRTimeline
Main Street Financial Solutions, LLC8,856$846K0.05%+2,02813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC8,848$845K0.04%+21413F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,848$845K0.13%-77813F-HRTimeline
Keel Point, LLC8,837$844K0.05%+13513F-HRTimeline
Weaver Capital Management LLC8,824$842K0.18%-20413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,785$839K0.02%+1,05613F-HRTimeline
Advyzon Investment Management, LLC8,781$838K0.14%+5,15013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,776$838K0.05%-3313F-HRTimelineGroup
Keebeck Wealth Management8,767$837K0.1%+65413F-HRTimeline
Capital Investment Advisors, LLC8,725$833K0.01%-5,12113F-HRTimeline
Quadcap Wealth Management, LLC8,679$829K0.1%+1513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,672$828K0.03%+3,00813F-HRTimelineGroup
Alta Advisers Ltdin group Alta Advisers Ltd8,670$828K0.25%013F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC8,659$827K0.06%new13F-HRTimeline
N.E.W. Advisory Services LLC8,637$825K0.07%+213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,623$823K0.03%-2013F-HRTimelineGroup
TCI Wealth Advisors, Inc.8,615$823K0.05%-4,17813F-HRTimeline
Cypress Wealth Services, LLC8,611$822K0.13%+913F-HRTimeline
Avondale Wealth Management8,600$821K0.44%013F-HRTimeline
Fulton Bank, N.A.8,572$818K0.03%+24713F-HRTimeline
SkyView Investment Advisors, LLC8,539$815K0.1%-14913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,519$813K0.06%+43313F-HRTimeline
Belpointe Asset Management LLC8,506$812K0.03%+2,36413F-HRTimeline
HMV Wealth Advisors, LLC8,491$811K0.45%013F-HRTimeline
GTS SECURITIES LLC8,484$810K0.03%+4,01413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,473$809K0.02%+7513F-HRTimelineGroup
VIAWEALTH, LLC8,380$800K0.44%-82813F-HRTimeline
Neo Ivy Capital Management8,380$800K0.2%new13F-HRTimeline
Ridgewood Investments LLC8,377$800K0.34%-1,15013F-HRTimeline
Oregon Pacific Wealth Management, LLC8,357$798K0.69%-7013F-HRTimeline
AlphaQuest LLC8,346$797K0.05%+1,46213F-HRTimeline
Ramirez Asset Management, Inc.8,268$789K0.11%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,246$787K0.05%-32913F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd8,241$787K0.16%-1,19413F-HRTimelineGroup
Ninety One SA (Pty) Ltd8,199$785K0.04%new13F-HR/ATimeline
Parkside Financial Bank & Trust8,216$784K0.06%+15113F-HRTimeline
Klingman & Associates, LLC8,199$783K0.04%-33613F-HRTimeline
JERICHO FINANCIAL, LLP8,161$779K0.47%-71813F-HRTimeline
L2 Asset Management, LLC8,083$772K0.11%+41313F-HRTimeline
TOWNSQUARE CAPITAL LLC8,051$769K0.12%-2,79113F-HRTimeline
MITCHELL SINKLER & STARR/PA8,042$768K0.35%-10013F-HRTimeline
Kennebec Savings Bank8,037$767K0.7%-1,60513F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,024$766K0.02%+1,48813F-HRTimeline
OKABENA INVESTMENT SERVICES INC8,006$764K0.15%-4,20813F-HRTimeline
Badgley Phelps Wealth Managers, LLC7,979$762K0.02%-10013F-HRTimeline
West Family Investments, Inc.7,939$758K0.17%+7913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD7,900$754K<0.01%-8,31213F-HRTimelineGroup
Ethos Financial Group, LLC7,899$754K0.06%-48213F-HRTimeline
Bragg Financial Advisors, Inc7,891$753K0.02%+97013F-HRTimeline
Compass Advisory Group LLC7,875$752K0.21%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC7,861$750K0.26%13F-HRTimeline
Boltwood Capital Management7,851$750K0.2%+7213F-HRTimeline
PITCAIRN COin group PITCAIRN CO7,800$745K0.06%-2,10613F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC7,799$745K0.07%+2,53613F-HRTimeline
Apriem Advisors7,798$744K0.07%-54013F-HRTimeline
Citizens National Bank Trust Department7,785$743K0.13%-28013F-HRTimeline
ARQ WEALTH ADVISORS, LLC7,785$743K0.22%new13F-HRTimeline
First Western Trust Bank7,781$743K0.03%-11613F-HRTimeline
CVA Family Office, LLC7,775$742K0.1%+113F-HRTimeline
44 WEALTH MANAGEMENT LLC7,727$738K0.25%-3,31413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP7,713$736K0.05%013F-HRTimeline
Athena Investment Management7,708$736K0.38%013F-HRTimeline
Empirical Asset Management, LLC26,678$735K0.2%new13F-HRTimeline
Western Wealth Management, LLC7,694$735K0.04%-12513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,660$731K0.01%+99013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,628$728K0.05%+81513F-HRTimeline
Clarius Group, LLC7,627$728K0.04%-3,17413F-HRTimeline
HARBOUR INVESTMENTS, INC.7,620$727K0.02%+2413F-HRTimeline
LCNB CORP7,609$726K0.25%013F-HRTimeline
One Wealth Advisors, LLC7,576$723K0.09%-1113F-HRTimeline
Astoria Portfolio Advisors LLC.7,645$717K0.19%+3,26513F-HRTimeline
Old Port Advisors7,508$717K0.18%-15113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,499$716K0.05%+3,40613F-HRTimeline
IHT Wealth Management, LLC7,488$715K0.02%+28513F-HRTimeline
Accredited Investors Inc.7,432$710K0.04%+20513F-HRTimeline
LEE DANNER & BASS INC7,419$708K0.05%new13F-HRTimeline
Heritage Wealth Management, Inc.7,408$707K0.21%-613F-HRTimeline
TRUST POINT INC.7,406$707K0.06%+2413F-HRTimeline
Jackson Creek Investment Advisors LLC7,338$701K0.2%-38913F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,339$701K0.12%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.7,300$697K0.19%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,285$695K0.04%-1,67113F-HRTimeline
NEVILLE RODIE & SHAW INC7,280$695K0.05%+23013F-HRTimeline
Bahl & Gaynor LLC7,255$693K<0.01%+1613F-HRTimeline
MATHER GROUP, LLC.7,226$690K0.01%+58813F-HRTimeline
Gemmer Asset Management LLC7,188$686K0.06%-2,77013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,170$684K0.01%+13713F-HRTimelineGroup
Unified Investment Management7,158$683K0.68%-59813F-HRTimeline
Inscription Capital, LLC7,151$683K0.07%+4,18513F-HRTimeline
Rehmann Capital Advisory Group7,120$680K0.04%+52513F-HRTimeline
Kathmere Capital Management, LLC7,087$677K0.05%+93513F-HRTimeline
PFG Investments, LLC7,066$675K0.04%+1,11513F-HRTimeline
Avalon Trust Co7,040$672K0.04%+4013F-HRTimeline
CMG Global Holdings, LLC7,121$672K0.33%+1313F-HRTimeline
Unique Wealth Strategies, LLC7,028$671K0.26%-39713F-HRTimeline
Noble Wealth Management PBC7,025$671K0.36%13F-HRTimeline
Naviter Wealth, LLC7,011$669K0.08%+6413F-HRTimeline
Ellevest, Inc.7,001$668K0.1%-15513F-HRTimeline
Stokes Family Office, LLC6,968$665K0.06%-24813F-HRTimeline
COZAD ASSET MANAGEMENT INC6,926$661K0.05%+113F-HRTimeline
INTRUST BANK NA6,915$660K0.05%013F-HRTimeline
Quantbot Technologies LP6,902$659K0.02%-67,81113F-HRTimeline
MJP ASSOCIATES INC /ADV6,902$659K0.09%-19613F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,897$658K0.04%013F-HRTimeline
Pointe Capital Management LLC6,884$657K0.32%013F-HRTimeline
Kera Capital Partners, Inc.6,881$657K0.1%+4,50813F-HRTimeline
RW Investment Management LLC6,865$655K0.07%-25913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,175$654K0.05%013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC6,850$654K0.09%013F-HRTimeline
Platform Technology Partners6,847$654K0.16%-32513F-HRTimeline
GARRISON POINT ADVISORS, LLC6,815$651K0.27%-4013F-HRTimeline
Modern Wealth Management, LLC6,811$650K0.01%-1,51913F-HRTimeline
MCF Advisors LLC6,783$648K0.04%+5913F-HRTimeline
Bridgewater Advisors Inc.6,859$646K0.04%+34513F-HRTimeline
Traynor Capital Management, Inc.6,768$646K0.04%-34713F-HRTimeline
Mayflower Financial Advisors, LLC6,763$646K0.08%+3613F-HRTimeline
Arcataur Capital Management LLC6,758$645K0.19%-8013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC6,758$645K0.36%-4,22313F-HRTimeline
AXQ CAPITAL, LP6,752$645K0.25%-2,62913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,741$644K0.37%+413F-HRTimeline
Palacios Wealth Management, LLC6,723$642K0.42%+43813F-HRTimeline
Bank of Marin6,711$641K0.45%+24913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,709$641K0.02%+2713F-HRTimeline
TAGStone Capital, Inc.6,697$639K0.25%+1313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,659$636K0.22%+33413F-HRTimelineGroup
5T Wealth, LLC6,634$633K0.28%+413F-HRTimeline
Cassaday & Co Wealth Management LLC6,587$629K0.01%+7513F-HRTimeline
Coign Capital Advisors LLC6,581$628K0.35%new13F-HRTimeline
Carson Advisory Inc.6,557$626K0.34%013F-HRTimeline
Aspetuck Financial Management LLC6,552$626K0.43%-2513F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC6,550$625K0.33%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,543$625K0.01%+57713F-HRTimelineGroup
Sowell Financial Services LLC6,539$624K0.02%-30713F-HRTimeline
Sunpointe, LLC6,535$624K0.23%+1,82313F-HRTimeline
SFMG, LLC6,528$623K0.04%+20213F-HRTimeline
TD Waterhouse Canada Inc.6,741$622K<0.01%+4,79013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,479$619K0.07%-1513F-HRTimeline
Centurion Wealth Management LLC6,462$617K0.14%+16213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,452$616K0.2%+2,17313F-HRTimeline
Marathon Mission, Inc.6,368$608K0.36%-6913F-HRTimeline
WADDELL & ASSOCIATES, LLC6,367$608K0.05%+1,04413F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,311$603K0.2%+313F-HRTimeline
Family Legacy, Inc.6,300$601K0.18%013F-HRTimeline
Quotient Wealth Partners, LLC6,281$600K0.02%+15613F-HRTimeline
SWEENEY & MICHEL, LLC6,520$600K0.2%+1213F-HRTimeline
BSW Wealth Partners6,258$597K0.07%+83313F-HRTimeline
New Hampshire Trust6,240$596K0.12%013F-HRTimeline
Strategic Financial Services, Inc.6,199$592K0.03%+1513F-HRTimeline
Fiduciary Alliance LLC6,130$585K0.04%+1,09813F-HRTimeline
RMR Wealth Builders6,119$584K0.05%-1,61313F-HRTimeline
USA FINANCIAL FORMULAS6,096$582K0.1%-3,76813F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC6,091$582K0.05%013F-HRTimeline
Baader Bank Aktiengesellschaft6,096$581K0.05%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Alpha Family Trustin group Alpha Family Trust6,070$580K0.27%013F-HRTimelineGroup
Principle Wealth Partners LLC5,984$571K0.03%+9413F-HRTimeline
Avidian Wealth Enterprises, LLC5,984$571K0.02%+57013F-HRTimeline
Relyea Zuckerberg Hanson LLC5,980$571K0.06%+2913F-HRTimeline
VICUS CAPITAL5,955$569K0.04%new13F-HRTimeline
Mason & Associates Inc5,932$566K0.11%-30013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co5,928$566K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC5,924$566K0.03%-52913F-HRTimeline
Crescent Grove Advisors, LLC5,920$565K0.05%-24913F-HRTimeline
Polymer Capital Management (US) LLC5,911$564K0.07%+1,12413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,902$563K0.03%-5613F-HRTimelineGroup
SS&H Financial Advisors, Inc.5,899$563K0.17%013F-HRTimeline
Heartland Bank & Trust Co5,893$563K0.23%-6413F-HRTimeline
MRWM Advisors, LLC5,879$561K0.32%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,875$561K0.1%+97913F-HRTimeline
OXFORD ASSET MANAGEMENT LLP5,870$560K0.18%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KMG FIDUCIARY PARTNERS, LLC5,856$559K0.04%+5613F-HRTimeline
Journey Advisory Group, LLC5,844$558K0.04%+15013F-HRTimeline
WNY Asset Management, LLC5,843$558K0.05%-48813F-HRTimeline
Sivia Capital Partners, LLC5,829$556K0.16%+1,27613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,828$556K0.13%+2513F-HRTimeline
Gryphon Financial Partners LLC5,828$556K0.06%+66013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,818$555K0.06%-313F-HRTimeline
NINE MASTS CAPITAL Ltd5,809$555K0.25%-2,55313F-HRTimeline
Beta Wealth Group, Inc.5,807$554K0.22%-1,20113F-HRTimeline
WESPAC Advisors SoCal, LLC5,805$554K0.11%013F-HRTimeline
Intrepid Financial Planning Group LLC5,802$554K0.21%-50013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC5,783$552K0.25%+1513F-HRTimeline
Plante Moran Financial Advisors, LLC5,766$550K0.03%-1213F-HRTimeline
Sand Hill Global Advisors, LLC5,748$549K0.02%013F-HRTimeline
Diligent Investors, LLC5,735$548K0.14%013F-HRTimeline
Optas, LLC5,728$547K0.09%+31913F-HRTimeline
Icon Wealth Advisors, LLC5,715$546K0.04%-1713F-HRTimeline