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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV10,837$1.02M0.54%+3613F-HRTimeline
S&G Foundation10,837$1.02M0.05%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,824$1.02M0.03%+67513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC10,787$1.01M0.08%-74813F-HRTimeline
One Wealth Map LLC11,059$1.01M0.49%-68313F-HRTimeline
Investor's Fiduciary Advisor Network, L…10,777$1.01M0.31%-1,43413F-HRTimeline
SAGE RHINO CAPITAL LLC10,755$1.01M0.19%-27013F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC10,713$1.01M<0.01%new13F-HRTimeline
Future Fund LLC10,696$1.01M0.35%+6913F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,637$1000K0.27%013F-HRTimeline
Hutchens & Kramer Investment Management…10,603$996K0.31%-9413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,591$995K0.03%+6,96213F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.10,543$991K0.17%+2,66413F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC10,536$990K0.06%+713F-HRTimeline
Navalign, LLC10,509$988K0.25%-1313F-HRTimeline
Keebeck Wealth Management10,487$986K0.11%+1,38813F-HRTimeline
Fulton Bank, N.A.10,483$985K0.03%+19213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,439$981K0.31%013F-HRTimeline
SJS Investment Consulting Inc.10,402$978K0.12%+513F-HRTimeline
Crumly & Associates Inc.10,364$974K0.2%+87313F-HRTimeline
NorthRock Partners, LLC10,322$970K0.02%+2,62113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…10,220$969K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,287$967K0.01%+2,53713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,285$967K0.07%+29113F-HRTimeline
Kathmere Capital Management, LLC10,227$961K0.06%+2,43313F-HRTimeline
OPAL CAPITAL LLC10,211$960K0.17%+8,24413F-HRTimeline
RiverFront Investment Group, LLC10,193$958K0.01%+1,05013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC10,182$957K0.07%013F-HRTimeline
Citizens National Bank Trust Department10,165$955K0.16%+2,65513F-HRTimeline
HighPoint Advisor Group LLC10,149$954K0.04%-35,93113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,140$953K0.01%013F-HRTimeline
PDS Planning, Inc10,081$947K0.06%+21913F-HRTimeline
Leonard Rickey Investment Advisors P.L.…10,074$947K0.16%+13313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC10,066$946K0.18%new13F-HRTimeline
Variant Private Wealth, LLC10,042$944K1.14%+3113F-HRTimeline
INTREPID FAMILY OFFICE LLC10,000$940K0.82%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,000$940K0.01%013F-HRTimelineGroup
BigSur Wealth Management LLC10,000$940K0.26%013F-HRTimeline
Independence Wealth Advisors, LLC9,865$927K0.49%+1,25413F-HRTimeline
Gateway Wealth Partners, LLC9,862$927K0.04%new13F-HRTimeline
HBK INVESTMENTS L P9,856$926K0.01%new13F-HRTimeline
First Dallas Securities Inc.9,849$926K0.34%-1,04813F-HRTimeline
Avise Financial Cooperative, Inc.9,830$924K0.76%+32413F-HRTimeline
Ironwood Financial, llc9,803$921K0.16%013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH9,874$919K0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC9,753$917K0.04%+1,92313F-HRTimeline
Sovereign's Capital Management, LLC9,727$914K0.67%-72013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC9,865$906K0.29%+49713F-HRTimeline
Ethos Financial Group, LLC9,612$903K0.07%+1,14713F-HRTimeline
Accuvest Global Advisors9,584$901K0.84%-19,16313F-HRTimeline
Bright Futures Wealth Management, LLC.9,574$900K0.62%new13F-HRTimeline
Ark Wealth Advisors LLC9,568$899K0.89%+48713F-HRTimeline
FORBES J M & CO LLP9,563$899K0.08%+6113F-HRTimeline
Independence Bank of Kentucky9,560$898K0.11%-62513F-HRTimeline
Advisor Resource Council9,533$896K0.35%-7713F-HRTimeline
Herold Advisors, Inc.9,532$896K0.2%+18413F-HRTimeline
TRUST POINT INC.9,512$894K0.08%+1,98213F-HRTimeline
Miller Global Investments, LLC9,470$890K0.82%-413F-HRTimeline
Bain Capital Public Equity, LPin group Bain Capital Life Sciences In…9,425$886K4.93%new13F-HRTimelineGroup
Old Peak Finance LLC9,338$878K0.51%+6113F-HRTimeline
SAX WEALTH ADVISORS, LLC8,752$874K0.04%-34813F-HRTimeline
TCI Wealth Advisors, Inc.9,263$871K0.05%+71713F-HRTimeline
Davidson Kahn Capital Management, LLC9,234$868K0.46%-1,78313F-HRTimeline
One Capital Management, LLC9,183$863K0.02%+6813F-HRTimeline
Canandaigua National Trust Co of Florida9,166$861K0.69%-60313F-HRTimeline
Robertson Stephens Wealth Management, L…9,165$861K0.02%-2,83513F-HRTimeline
71 West Capital Partners9,160$861K0.04%+2,83813F-HRTimeline
Torrey Growth & Income Advisors9,181$858K0.36%+4913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,124$857K0.04%-1,10013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,091$854K0.02%+43013F-HRTimelineGroup
Tactive Advisors, LLC9,091$854K0.24%+1,23113F-HRTimeline
Capital Investment Advisors, LLC9,047$850K0.01%+44313F-HR/ATimeline
MRWM Advisors, LLC9,009$847K0.46%-11613F-HRTimeline
West Financial Advisors, LLC9,000$846K0.14%-3,60013F-HRTimeline
Kearns & Associates LLC9,000$846K0.46%013F-HRTimeline
Kesler, Norman & Wride, LLC8,916$838K0.14%+2,73713F-HRTimeline
Avondale Wealth Management8,900$836K0.41%013F-HRTimeline
Waterloo Capital, L.P.8,897$836K0.06%+3,24613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,006$832K0.06%+2,35013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.8,851$832K0.21%-40613F-HRTimeline
RFG Advisory, LLC8,829$830K0.02%-3,02413F-HRTimeline
SUTTON PLACE INVESTORS LLC8,818$829K0.45%-19613F-HRTimeline
MANCHESTER FINANCIAL INC8,812$828K0.16%-7213F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,797$827K0.13%-6313F-HRTimeline
Nilsine Partners, LLC9,096$826K0.06%-68313F-HRTimeline
Hyperion Capital Advisors LP8,767$824K0.4%-89,11313F-HRTimeline
SMART Wealth LLC8,760$823K0.24%-2,33613F-HRTimeline
Oregon Pacific Wealth Management, LLC8,747$822K0.86%+64213F-HRTimeline
AlphaGrep UK Ltd8,745$822K0.24%+8513F-HRTimeline
Joel Isaacson & Co., LLC8,731$820K0.03%-24313F-HRTimeline
Cypress Wealth Services, LLC8,703$818K0.12%+1413F-HRTimeline
Quadcap Wealth Management, LLC8,667$815K0.09%+4513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,647$813K0.06%+8113F-HRTimeline
Turtle Creek Wealth Advisors, LLC8,643$812K0.06%+1,12113F-HRTimeline
N.E.W. Advisory Services LLC8,641$812K0.06%+213F-HRTimeline
Modern Wealth Management, LLC8,752$808K0.01%+10613F-HRTimeline
Parkside Financial Bank & Trust8,575$806K0.06%+2213F-HRTimeline
Legacy Capital Group California, Inc.8,545$803K0.31%-1,23213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,521$801K0.37%013F-HRTimeline
Klingman & Associates, LLC8,417$791K0.04%+12513F-HRTimeline
Balboa Wealth Partners8,401$790K0.13%-1,43013F-HRTimeline
SFMG, LLC8,364$786K0.05%-13713F-HRTimeline
INCEPTIONR LLC8,358$785K0.19%new13F-HRTimeline
CVA Family Office, LLC8,344$784K0.08%+61513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8,339$784K0.05%-3,49213F-HRTimeline
Ramirez Asset Management, Inc.8,313$781K0.09%+4513F-HRTimeline
Polymer Capital Management (US) LLC8,263$777K0.12%-1,88813F-HRTimeline
HMV Wealth Advisors, LLC8,249$775K0.36%-24213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,198$770K0.03%+6613F-HRTimelineGroup
Cassaday & Co Wealth Management LLC8,160$767K0.02%+1,45713F-HRTimeline
Kera Capital Partners, Inc.8,119$763K0.09%-52813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,078$759K0.06%013F-HRTimeline
Platform Technology Partners8,078$759K0.15%+1,10213F-HRTimeline
IHT Wealth Management, LLC8,074$759K0.02%+84313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,070$758K0.01%+1,43813F-HRTimelineGroup
SeaCrest Wealth Management, LLC8,061$758K0.08%-58913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,045$756K0.02%-40413F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA8,042$756K0.35%013F-HRTimeline
Boltwood Capital Management8,037$755K0.19%+25613F-HRTimeline
Kennebec Savings Bank8,037$755K0.68%013F-HRTimeline
Farringdon Capital, Ltd.8,028$754K0.17%+4,14113F-HRTimeline
TOWNSQUARE CAPITAL LLC8,024$754K0.17%+67713F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,022$754K0.02%-25513F-HRTimeline
SMITH, MOORE & CO.8,011$753K0.05%-4,00213F-HRTimeline
Net Worth Advisory Group7,992$751K0.16%-18913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,985$750K0.05%+7213F-HRTimeline
OKABENA INVESTMENT SERVICES INC7,963$748K0.14%-15,15213F-HRTimeline
Capital Markets Trading UK LLP7,962$748K0.67%+5,39113F-HRTimeline
Bramshill Investments, LLC7,953$747K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,953$747K0.02%+24713F-HR/ATimeline
ORSER CAPITAL MANAGEMENT, LLC7,936$746K0.49%+1,31513F-HRTimeline
Intrepid Financial Planning Group LLC7,927$745K0.3%+2,12513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,584$738K0.04%-113F-HR/ATimeline
SkyView Investment Advisors, LLC7,838$737K0.1%-41013F-HRTimeline
Verity Asset Management, Inc.7,819$735K0.31%-17913F-HRTimeline
Bragg Financial Advisors, Inc7,815$734K0.02%-3013F-HRTimeline
Heartland Bank & Trust Co7,808$734K0.17%+29413F-HRTimeline
One Wealth Advisors, LLC7,769$730K0.09%+3913F-HRTimeline
DUTCH ASSET Corp7,750$728K0.49%+1,50013F-HRTimeline
LCNB CORP7,747$728K0.24%-4113F-HRTimeline
VIAWEALTH, LLC7,740$727K0.4%013F-HRTimeline
NEVILLE RODIE & SHAW INC7,735$727K0.05%+12513F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC7,710$725K0.45%+4,58113F-HRTimeline
Western Wealth Management, LLC7,710$725K0.03%-3113F-HR/ATimeline
Athena Investment Management7,708$724K0.38%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC7,706$724K0.24%-40913F-HRTimeline
Old Port Advisors7,684$722K0.17%+14013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments7,552$710K0.04%013F-HRTimelineGroup
SWEENEY & MICHEL, LLC7,333$710K0.21%+11513F-HRTimeline
MATHER GROUP, LLC.7,543$709K0.01%-52513F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…7,500$705K0.21%new13F-HRTimelineGroup
NOVEM GROUP7,479$703K0.08%-1,84813F-HRTimeline
Unified Investment Management7,389$694K0.71%+33713F-HRTimeline
Compass Advisory Group LLC7,375$693K0.19%-50013F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,367$692K0.05%+50113F-HRTimeline
Vigilare Wealth Management7,363$692K0.23%-2,33613F-HRTimeline
First Western Trust Bank7,328$689K0.03%-25613F-HRTimeline
Larry Mathis Financial Planning, LLC7,286$685K0.61%013F-HRTimeline
Accredited Investors Inc.7,286$685K0.04%-59613F-HRTimeline
Versant Capital Management, Inc7,270$683K0.07%+1,78813F-HRTimeline
Ellevest, Inc.7,264$683K0.09%+1613F-HRTimeline
Mission Creek Capital Partners, Inc.7,263$683K0.14%+3,38813F-HRTimeline
Coign Capital Advisors LLC7,238$680K0.36%+41813F-HRTimeline
Jackson Creek Investment Advisors LLC7,189$676K0.2%-2113F-HRTimeline
Rehmann Capital Advisory Group7,145$672K0.03%-13813F-HRTimeline
Gryphon Financial Partners LLC7,131$670K0.07%+1,46313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,041$662K0.05%+87913F-HRTimeline
Naviter Wealth, LLC7,032$661K0.08%+2113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,029$661K0.03%+5013F-HRTimeline
Inscription Capital, LLC7,015$659K0.07%-29013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC6,968$655K0.09%+21813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6,947$653K0.01%+3,60813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Relyea Zuckerberg Hanson LLC6,917$650K0.07%+94813F-HRTimeline
PFG Investments, LLC6,915$650K0.03%-913F-HRTimeline
COZAD ASSET MANAGEMENT INC6,912$650K0.05%-1413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,897$648K0.04%013F-HRTimeline
Sky Investment Group LLC6,885$647K0.11%+60013F-HRTimeline
Oslo Pensjonsforsikring AS6,874$646K0.1%+1,89913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,849$644K0.38%+4613F-HRTimeline
Bahl & Gaynor LLC6,827$642K<0.01%-42813F-HRTimeline
Arcataur Capital Management LLC6,818$641K0.18%-1013F-HRTimeline
Virtue Capital Management, LLC6,871$639K0.1%-1,78813F-HRTimeline
Vann Equity Management LLC6,792$638K0.45%13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd6,770$636K0.23%013F-HRTimelineGroup
Optas, LLC6,768$636K0.1%+5113F-HRTimeline
Sompo Asset Management Co., Ltd.6,760$635K0.12%+2,90013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP6,734$633K0.02%+1,68413F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC6,729$632K0.36%-12013F-HRTimeline
TAGStone Capital, Inc.6,726$632K0.22%+1613F-HRTimeline
Aspetuck Financial Management LLC6,721$632K0.43%+16413F-HRTimeline
Stokes Family Office, LLC6,708$630K0.07%-48513F-HRTimeline
Sterling Investment Counsel, LLC6,692$629K0.18%+1,96213F-HRTimeline
RW Investment Management LLC6,686$628K0.06%13F-HRTimeline
Kingsview Wealth Management, LLC6,661$626K0.01%-31,58413F-HRTimeline
Apriem Advisors6,648$625K0.06%-2,19813F-HRTimeline
GARRISON POINT ADVISORS, LLC6,640$624K0.28%-17513F-HRTimeline
Delta Investment Management, LLC6,639$624K0.11%+86013F-HRTimeline
CMG Global Holdings, LLC6,628$623K0.3%+29413F-HRTimeline
LVW Advisors, LLC6,612$621K0.06%+3,58613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,597$620K0.19%+14513F-HRTimeline