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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,285 managers (2,334 13F filers) reported a position in SCHW shares at 2025-12-31, 1,456,288,068 shares in all. 149 filers opened a position and 96 filers sold out during the quarter.

Managers
2,285
13F filers
2,334
New
149
Added
945
Reduced
831
Sold out
96
Shares held by filers
1,456,288,068

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Van Diest Capital, LLC10,877$1.09M1.62%13F-HRTimeline
Tranquility Partners, LLC10,846$1.08M0.39%-4,56113F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV10,801$1.08M0.62%+3113F-HRTimeline
J.W. COLE ADVISORS, INC.31,038$1.08M0.03%+1,31613F-HRTimeline
MIdWestOne Financial Group, Inc.10,773$1.08M0.12%-77413F-HRTimeline
Hutchens & Kramer Investment Management…10,697$1.07M0.37%+61413F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,637$1.06M0.3%013F-HRTimeline
Future Fund LLC10,627$1.06M0.34%-1,44913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…10,220$1.06M0.01%+14013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC10,609$1.06M0.06%+1,83313F-HRTimelineGroup
HighVista Strategies LLC10,601$1.06M0.27%-3,49913F-HRTimeline
Cordgrass Capital Advisors, LLC10,576$1.06M0.25%+9413F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC10,569$1.06M0.94%+34513F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC10,529$1.05M0.06%013F-HRTimeline
Navalign, LLC10,522$1.05M0.26%+30813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10,467$1.05M0.1%+93713F-HRTimeline
Sovereign's Capital Management, LLC10,447$1.04M0.63%-1,23013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,439$1.04M0.32%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,436$1.04M0.03%+1,65113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,401$1.04M0.03%+1,25113F-HRTimelineGroup
SJS Investment Consulting Inc.10,397$1.04M0.13%-44613F-HRTimeline
Burns Matteson Capital Management, LLC10,389$1.04M0.42%-45613F-HRTimeline
Circle Wealth Management, LLC10,339$1.03M0.02%+16013F-HRTimeline
Fulton Bank, N.A.10,291$1.03M0.04%+1,71913F-HRTimeline
Sage Mountain Advisors LLC10,243$1.02M0.05%+78213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,224$1.02M0.04%-1,95013F-HRTimeline
Independence Bank of Kentucky10,185$1.02M0.13%-45413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC10,182$1.02M0.07%013F-HRTimeline
Polymer Capital Management (US) LLC10,151$1.01M0.13%+4,24013F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,149$1.01M0.03%-79013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,140$1.01M0.01%+4913F-HRTimeline
Advisor Resource Council9,610$1.01M0.36%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH9,874$1M0.01%+34513F-HRTimelineGroup
Variant Private Wealth, LLC10,011$1M1.04%-7413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,000$999K0.01%013F-HRTimelineGroup
BigSur Wealth Management LLC10,000$999K0.24%013F-HRTimeline
Ironwood Financial, llc9,803$999K0.17%+113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,994$999K0.07%+21613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…9,941$993K0.18%+40613F-HRTimeline
Belpointe Asset Management LLC9,939$993K0.04%+1,43313F-HRTimeline
Empirical Asset Management, LLC28,896$989K0.28%+2,21813F-HRTimeline
PDS Planning, Inc9,862$985K0.07%-35813F-HRTimeline
FIRST AMERICAN TRUST, FSB9,834$982K0.07%new13F-HRTimeline
Balboa Wealth Partners9,831$982K0.16%-3113F-HRTimeline
Nilsine Partners, LLC9,779$977K0.08%+31013F-HRTimeline
Legacy Capital Group California, Inc.9,777$977K0.24%+25713F-HRTimeline
First Bank & Trust9,774$977K0.16%+7,04413F-HRTimeline
OpenArc Corporate Advisory, LLC9,772$976K0.02%13F-HRTimeline
Canandaigua National Trust Co of Florida9,769$976K0.61%+2313F-HRTimeline
Fullerton Fund Management Co Ltd.9,701$969K0.04%new13F-HRTimeline
Vigilare Wealth Management9,699$969K0.33%-1,42613F-HRTimeline
Hillsdale Investment Management Inc.9,680$967K0.03%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC9,537$953K0.22%13F-HRTimeline
Avise Financial Cooperative, Inc.9,506$950K0.86%13F-HRTimeline
FORBES J M & CO LLP9,502$949K0.08%-1,80013F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.9,500$949K0.06%-5,50013F-HRTimeline
Crumly & Associates Inc.9,491$948K0.2%+18913F-HRTimeline
Miller Global Investments, LLC9,474$947K0.86%13F-HRTimeline
Hedges Asset Management LLC9,400$939K0.66%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,395$939K0.13%+14513F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC9,368$936K0.33%-2413F-HRTimeline
Herold Advisors, Inc.9,348$934K0.21%-713F-HRTimeline
NOVEM GROUP9,327$932K0.11%-57613F-HRTimeline
Old Peak Finance LLC9,277$927K0.57%13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.9,257$925K0.23%+1,95713F-HRTimeline
RiverFront Investment Group, LLC9,143$913K0.02%+2913F-HRTimeline
Torrey Growth & Income Advisors9,132$912K0.32%-5,38013F-HRTimeline
MRWM Advisors, LLC9,125$912K0.49%+3,24613F-HRTimeline
One Capital Management, LLC9,115$911K0.03%+9013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,100$909K0.04%-32413F-HRTimeline
Keebeck Wealth Management9,099$909K0.1%+33213F-HRTimeline
Ark Wealth Advisors LLC9,081$907K0.98%13F-HRTimeline
TWO SIGMA SECURITIES, LLC9,064$906K0.12%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC9,014$901K0.49%+9613F-HRTimeline
Kearns & Associates LLC9,000$899K0.46%013F-HRTimeline
Kera Capital Partners, Inc.8,647$899K0.11%+1,76613F-HRTimeline
Joel Isaacson & Co., LLC8,974$897K0.03%+613F-HRTimeline
Canvas Wealth Advisors, LLC8,946$894K0.15%-12413F-HRTimeline
Avondale Wealth Management8,900$889K0.46%+30013F-HRTimeline
MANCHESTER FINANCIAL INC8,884$888K0.17%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,860$885K0.13%+1213F-HRTimeline
Apriem Advisors8,846$884K0.08%+1,04813F-HRTimeline
SeaCrest Wealth Management, LLC8,650$882K0.09%-96813F-HRTimeline
Virtue Capital Management, LLC8,659$879K0.14%+97313F-HR/ATimeline
FUKOKU MUTUAL LIFE INSURANCE Co8,777$877K0.06%+2,84913F-HRTimeline
Cypress Wealth Services, LLC8,689$868K0.12%+7813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,661$865K0.02%+18813F-HRTimelineGroup
AlphaGrep UK Ltd8,660$865K0.29%13F-HRTimeline
Modern Wealth Management, LLC8,646$864K0.02%+1,83513F-HRTimeline
N.E.W. Advisory Services LLC8,639$863K0.06%+213F-HRTimeline
Quadcap Wealth Management, LLC8,622$861K0.1%-5713F-HRTimeline
Independence Wealth Advisors, LLC8,611$860K0.48%13F-HRTimeline
Capital Investment Advisors, LLC8,604$860K0.01%-12113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,566$856K0.06%+4713F-HRTimeline
Parkside Financial Bank & Trust8,553$854K0.06%+33713F-HRTimeline
TCI Wealth Advisors, Inc.8,546$854K0.05%-6913F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,521$851K0.39%13F-HRTimeline
SFMG, LLC8,501$849K0.06%+1,97313F-HRTimeline
HMV Wealth Advisors, LLC8,491$848K0.42%013F-HRTimeline
Ethos Financial Group, LLC8,465$846K0.06%+56613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,449$844K0.03%-22313F-HRTimelineGroup
Bridgefront Capital, LLC8,414$841K0.21%-3,60913F-HRTimeline
QVR LLC8,382$837K0.59%new13F-HRTimeline
Klingman & Associates, LLC8,292$828K0.04%+9313F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,277$827K0.02%+25313F-HRTimeline
Ramirez Asset Management, Inc.8,268$826K0.11%013F-HRTimeline
SkyView Investment Advisors, LLC8,248$825K0.1%-29113F-HRTimeline
Net Worth Advisory Group8,181$817K0.17%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,132$812K0.03%-49113F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC8,115$811K0.26%+25413F-HRTimeline
Oregon Pacific Wealth Management, LLC8,105$810K0.84%-25213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,078$807K0.06%+36513F-HRTimeline
MATHER GROUP, LLC.8,068$806K0.01%+84213F-HRTimeline
MITCHELL SINKLER & STARR/PA8,042$803K0.36%013F-HRTimeline
Kennebec Savings Bank8,037$803K0.69%013F-HRTimeline
Sigma Planning Corp8,020$801K0.02%-3,18713F-HRTimeline
Verity Asset Management, Inc.7,998$799K0.34%-6,75213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,913$796K0.05%+41413F-HRTimeline
West Family Investments, Inc.7,939$793K0.19%013F-HRTimeline
Qsemble Capital Management, LP7,906$790K0.07%new13F-HRTimeline
Accredited Investors Inc.7,882$787K0.04%+45013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.7,879$787K0.23%13F-HRTimelineGroup
Compass Advisory Group LLC7,875$787K0.21%013F-HRTimeline
Tactive Advisors, LLC7,860$785K0.23%+3,20713F-HRTimeline
Bragg Financial Advisors, Inc7,845$784K0.03%-4613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,830$782K0.04%+54513F-HRTimeline
44 WEALTH MANAGEMENT LLC7,816$781K0.26%+8913F-HRTimeline
Kathmere Capital Management, LLC7,794$779K0.05%+70713F-HRTimeline
Performance Wealth Partners, LLC7,789$778K0.02%new13F-HRTimeline
LCNB CORP7,788$778K0.26%+17913F-HRTimeline
Boltwood Capital Management7,781$777K0.2%-7013F-HRTimeline
Weaver Capital Management LLC7,773$777K0.16%-1,05113F-HRTimeline
HARBOUR INVESTMENTS, INC.7,750$774K0.02%+13013F-HRTimeline
Western Wealth Management, LLC7,741$773K0.04%+4713F-HRTimeline
VIAWEALTH, LLC7,740$773K0.43%-64013F-HRTimeline
One Wealth Advisors, LLC7,730$772K0.09%+15413F-HRTimeline
CVA Family Office, LLC7,729$772K0.09%-4613F-HRTimeline
Athena Investment Management7,708$770K0.39%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,706$770K0.02%+99713F-HRTimeline
NorthRock Partners, LLC7,701$769K0.01%-7,03913F-HRTimeline
NEVILLE RODIE & SHAW INC7,610$760K0.05%+33013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,585$758K0.04%-66113F-HRTimeline
First Western Trust Bank7,584$758K0.04%-19713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments7,552$755K0.04%new13F-HRTimelineGroup
Old Port Advisors7,544$754K0.19%+3613F-HRTimeline
TRUST POINT INC.7,530$752K0.06%+12413F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,522$752K0.06%-27713F-HRTimeline
Heartland Bank & Trust Co7,514$751K0.32%+1,62113F-HRTimeline
Citizens National Bank Trust Department7,510$750K0.13%-27513F-HRTimeline
T. Rowe Price Investment Management, In…7,427$743K<0.01%new13F-HR/ATimeline
TOWNSQUARE CAPITAL LLC7,347$734K0.16%-70413F-HRTimeline
Athena Wealth Management, LLC7,345$734K0.71%13F-HRTimeline
Essex LLC7,320$731K0.13%+3,36213F-HRTimeline
Inscription Capital, LLC7,305$730K0.07%+15413F-HRTimeline
J. Team Financial, Inc.7,294$729K0.73%+1,78413F-HRTimeline
Larry Mathis Financial Planning, LLC7,286$728K0.64%13F-HRTimeline
Rehmann Capital Advisory Group7,283$728K0.04%+16313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,275$727K0.24%+61613F-HRTimelineGroup
Bahl & Gaynor LLC7,255$725K<0.01%013F-HRTimeline
Ellevest, Inc.7,248$724K0.1%+24713F-HRTimeline
IHT Wealth Management, LLC7,231$723K0.02%-25713F-HRTimeline
MJP ASSOCIATES INC /ADV7,229$722K0.09%+32713F-HRTimeline
Jackson Creek Investment Advisors LLC7,210$720K0.21%-12813F-HRTimeline
Stokes Family Office, LLC7,193$719K0.07%+22513F-HRTimeline
Heritage Wealth Management, Inc.7,179$717K0.2%-22913F-HRTimeline
Keel Point, LLC7,126$712K0.04%-1,71113F-HRTimeline
Sunpointe, LLC7,108$710K0.24%+57313F-HRTimeline
ARWA LLC7,081$707K0.41%13F-HRTimeline
Unified Investment Management7,052$705K0.71%-10613F-HRTimeline
Bridgewater Advisors Inc.6,915$704K0.05%+5613F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,039$703K0.11%-30013F-HRTimeline
Naviter Wealth, LLC7,011$700K0.09%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,979$697K0.04%-1,86913F-HRTimeline
Platform Technology Partners6,976$697K0.15%+12913F-HRTimeline
COZAD ASSET MANAGEMENT INC6,926$692K0.05%013F-HRTimeline
PFG Investments, LLC6,924$692K0.03%-14213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding6,911$690K+4,753Timeline
MOGY JOEL R INVESTMENT COUNSEL INC6,897$689K0.04%013F-HRTimeline
SWEENEY & MICHEL, LLC7,218$689K0.2%+69813F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,866$686K0.05%+3,49213F-HR/ATimeline
INTRUST BANK NA6,857$685K0.06%-5813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC6,849$684K0.38%+9113F-HRTimeline
Arcataur Capital Management LLC6,828$682K0.2%+7013F-HRTimeline
Coign Capital Advisors LLC6,820$681K0.36%+23913F-HRTimeline
GARRISON POINT ADVISORS, LLC6,815$681K0.3%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,803$680K0.39%+6213F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd6,770$676K0.25%-1,90013F-HRTimelineGroup
JERICHO FINANCIAL, LLP6,758$675K0.41%-1,40313F-HRTimeline
AUXIER ASSET MANAGEMENT LLC6,750$674K0.09%-10013F-HRTimeline
Optas, LLC6,717$671K0.1%+98913F-HRTimeline
TAGStone Capital, Inc.6,710$670K0.25%+1313F-HRTimeline
Cassaday & Co Wealth Management LLC6,703$670K0.01%+11613F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd6,698$669K0.24%-1,54313F-HRTimelineGroup
PFG Advisors6,683$668K0.03%-2,94213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,656$665K0.05%-51913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,632$663K0.01%+8913F-HRTimelineGroup
ORSER CAPITAL MANAGEMENT, LLC6,621$662K0.37%+7113F-HRTimeline
FMB WEALTH MANAGEMENT6,609$660K0.26%new13F-HRTimeline
NAVELLIER & ASSOCIATES INC6,600$659K0.07%-4,15513F-HRTimeline
CMG Global Holdings, LLC6,334$658K0.29%-78713F-HRTimeline