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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers
2,268
13F filers
2,321
New
148
Added
907
Reduced
964
Sold out
160
Shares held by filers
1,440,941,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Ellevest, Inc.6,510$598K0.07%-75413F-HRTimeline
Rehmann Capital Advisory Group6,481$598K0.03%-66413F-HRTimeline
Landmark Wealth Management, LLC6,454$595K0.14%+513F-HRTimeline
AlphaCore Capital LLC6,454$595K0.01%+6613F-HRTimeline
Family Legacy, Inc.6,424$593K0.16%+1213F-HRTimeline
Jackson Creek Investment Advisors LLC5,613$591K0.2%-1,57613F-HRTimeline
Soltis Investment Advisors LLC6,337$585K0.03%+55013F-HRTimeline
Smith Thornton Advisors LLC5,710$585K0.26%+79913F-HRTimeline
Basecamp Wealth Advisors LLC6,327$584K0.11%013F-HRTimeline
COZAD ASSET MANAGEMENT INC6,323$583K0.04%-58913F-HRTimeline
Balboa Wealth Partners6,322$583K0.08%-2,07913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,312$582K0.18%+4013F-HRTimeline
Kera Capital Partners, Inc.6,285$580K0.06%-1,83413F-HRTimeline
FMB WEALTH MANAGEMENT6,272$579K0.21%+313F-HRTimeline
Cornerstone Wealth Management, LLC6,270$578K0.02%+41613F-HRTimeline
Virtue Capital Management, LLC6,216$574K0.08%-65513F-HRTimeline
GARRISON POINT ADVISORS, LLC6,215$573K0.23%-42513F-HRTimeline
KRS Capital Management, LLC6,206$573K0.27%+5113F-HRTimeline
Strategic Financial Services, Inc.6,199$572K0.03%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT7,079$571K0.01%-5,72913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,173$570K0.03%-47,62013F-HRTimeline
KINTRA WEALTH, LLC5,134$565K0.03%+1,88113F-HRTimeline
E Fund Management Co., Ltd.6,117$564K0.01%-5513F-HRTimeline
RMR Wealth Builders6,099$563K0.03%-19513F-HRTimeline
Severin Investments, LLC6,094$562K0.42%+26113F-HRTimeline
Greykasell Wealth Strategies, Inc.6,081$561K0.2%+13613F-HRTimeline
Deseret Mutual Benefit Administrators6,080$561K0.18%-21713F-HRTimeline
Rothschild Capital Partners, LLC6,077$561K0.12%+713F-HRTimeline
Alpha Family Trustin group Alpha Family Trust6,070$560K0.23%013F-HRTimelineGroup
Sand Hill Global Advisors, LLC6,045$558K0.02%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…6,031$556K0.19%+1,90413F-HRTimeline
PFG Advisors6,030$556K0.03%-53313F-HRTimeline
Beta Wealth Group, Inc.6,010$555K0.21%+10113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,002$554K0.05%-2113F-HRTimeline
Arista Wealth Management, LLC6,000$554K0.06%-10313F-HRTimeline
PCM Encore, LLC5,980$552K0.1%-60013F-HRTimeline
WNY Asset Management, LLC5,978$552K0.05%+14513F-HRTimeline
Sound Income Strategies, LLC5,939$548K0.02%+4,08413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,930$547K0.04%+3,00013F-HRTimelineGroup
SJBENEN ADVISORY, LLC5,800$545K0.32%013F-HRTimeline
Mission Creek Capital Partners, Inc.5,898$544K0.1%-1,36513F-HRTimeline
SS&H Financial Advisors, Inc.5,899$544K0.14%13F-HRTimeline
WESPAC Advisors SoCal, LLC5,876$542K0.1%+7113F-HRTimeline
Mayflower Financial Advisors, LLC5,870$542K0.05%-213F-HRTimeline
LMR Partners LLPin group LMR Partners LLP5,865$541K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC5,862$541K0.02%-33413F-HRTimeline
Greenfield Savings Bank5,858$541K0.21%-18013F-HRTimeline
Gambit Capital Management, LLC5,856$540K0.32%-4313F-HRTimeline
KLCM Advisors, Inc.5,824$537K0.04%-11113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,818$537K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton5,804$536K0.1%+15413F-HRTimeline
JERICHO FINANCIAL, LLP5,793$535K0.28%-27913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,786$534K0.01%-2,28413F-HRTimelineGroup
Forefront Wealth Partners, LLC5,777$533K0.17%+47313F-HRTimeline
Canvas Wealth Advisors, LLC5,773$533K0.07%-53313F-HRTimeline
LVW Advisors, LLC5,747$530K0.05%-86513F-HRTimeline
SteelPeak Wealth, LLC5,737$529K0.01%+2,81313F-HRTimeline
Diligent Investors, LLC5,735$529K0.12%+25013F-HRTimeline
First Bank & Trust5,733$529K0.08%-39113F-HRTimeline
Centurion Wealth Management LLC5,705$526K0.13%-41713F-HRTimeline
Mason & Associates Inc5,684$524K0.08%-10013F-HRTimeline
Haverford Trust Co5,679$524K<0.01%+85413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC5,675$524K0.07%-23,03313F-HRTimelineGroup
INTRUST BANK NA5,675$524K0.04%-9513F-HRTimeline
JTC Employer Solutions Trustee Ltd5,670$523K0.04%013F-HRTimeline
Sivia Capital Partners, LLC5,637$520K0.06%+3,33313F-HRTimeline
Unify Financial Advisors5,636$520K0.48%013F-HRTimeline
Baader Bank Aktiengesellschaft5,634$520K0.04%+70213F-HRTimeline
Traynor Capital Management, Inc.5,631$520K0.02%-8013F-HRTimeline
Prairie Wealth Advisors, Inc.0$519K0.12%new13F-HRTimelineAmount filed as zero, left out of ratios.
Biltmore Family Office, LLC5,625$519K0.07%-39313F-HRTimeline
Delta Investment Management, LLC5,590$516K0.08%-1,04913F-HRTimeline
BURLING WEALTH PARTNERS, LLC5,589$516K0.08%+213F-HRTimeline
Crescent Grove Advisors, LLC5,504$508K0.04%+5413F-HRTimeline
One Wealth Advisors, LLC5,491$507K0.06%-2,27813F-HRTimeline
ENZI WEALTH5,000$506K0.16%013F-HRTimeline
Willow Creek Capital Management, Inc.5,475$505K0.49%13F-HRTimeline
Meridian Wealth Management, LLC5,472$505K0.02%+17213F-HRTimeline
Pointe Capital Management LLC5,461$504K0.23%+19713F-HRTimeline
Keystone Financial Group5,456$503K0.03%+2,73713F-HRTimeline
BSW Wealth Partners5,451$503K0.06%+1,57413F-HRTimeline
Tempus Wealth Planning, LLC5,426$501K0.1%+4913F-HRTimeline
Quotient Wealth Partners, LLC5,416$500K0.01%-82413F-HRTimeline
Palacios Wealth Management, LLC5,404$499K0.29%-1213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC5,387$497K0.07%-83713F-HRTimeline
Cromwell Holdings LLC5,381$497K0.22%013F-HRTimeline
DAGCO, INC.5,378$496K0.09%+313F-HRTimeline
Alliance Wealth Advisors, LLC5,365$495K0.2%+2713F-HRTimeline
Williams Jones Wealth Management, LLC.5,351$494K0.01%+3613F-HRTimeline
Moss Adams Wealth Advisors LLC5,336$492K0.03%-32813F-HRTimeline
BlackDiamond Wealth Management, LLC4,551$491K0.2%+1,12913F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC5,325$491K0.5%new13F-HRTimeline
Parcion Private Wealth LLC5,321$491K0.03%-4113F-HRTimeline
Maridea Wealth Management LLC5,314$490K0.05%new13F-HRTimeline
Third View Private Wealth, LLC5,309$490K0.06%+2,48913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,300$489K0.12%013F-HRTimeline
OAKWORTH CAPITAL, INC.5,162$489K0.02%013F-HRTimeline
Root Financial Partners, LLC5,267$486K0.02%+39813F-HRTimeline
Addison Advisors LLC5,255$485K0.23%-21913F-HRTimeline
Ledyard National Bank5,240$483K0.04%-98613F-HRTimeline
CNB Bank5,228$482K0.19%-1213F-HRTimeline
Keel Point, LLC5,216$481K0.03%+3913F-HRTimeline
SMITH, MOORE & CO.5,207$480K0.03%-2,80413F-HRTimeline
FSM Wealth Advisors, LLC5,204$480K0.05%-15613F-HRTimeline
Trace Wealth Advisors, LLC5,200$480K0.31%013F-HRTimeline
Income Insurance Ltd5,166$477K0.28%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Claro Advisors Inc.5,160$476K0.05%-10913F-HRTimeline
Ridgewood Investments LLC5,145$475K0.18%013F-HRTimeline
Fulton Bank, N.A.5,143$475K0.01%-5,34013F-HRTimeline
AVALON CAPITAL MANAGEMENT5,108$471K0.11%-213F-HRTimeline
Keystone Wealth Services, LLC5,095$470K0.09%+2,12213F-HRTimeline
Versant Capital Management, Inc5,058$467K0.04%-2,21213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,053$466K0.03%-28413F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co5,050$466K0.03%-12713F-HRTimeline
New Republic Capital, LLC5,046$466K0.11%+95613F-HRTimeline
BBR PARTNERS, LLC5,002$462K0.02%-113F-HRTimeline
Viewpoint Capital Management LLC5,000$461K0.24%013F-HRTimeline
Advisory Alpha, LLC4,980$460K0.01%+1,03913F-HRTimeline
KEYVANTAGE WEALTH, LLC4,980$460K0.17%-82613F-HRTimeline
Continuum Advisory, LLC4,966$458K0.04%new13F-HRTimeline
Operose Advisors LLC4,964$458K0.09%-12113F-HRTimeline
Azimuth Capital Investment Management L…4,949$457K0.02%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …4,949$457K0.01%new13F-HRTimelineGroup
Aljian Capital Management, LLC4,906$453K0.08%+613F-HRTimeline
Centiva Capital, LP4,895$452K0.02%-11,94213F-HRTimeline
Westmount Partners, LLC4,894$452K0.1%+16913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,875$450K0.07%+60213F-HRTimeline
Quantum Financial Advisors, LLC4,874$450K0.04%-9313F-HRTimeline
ING GROEP NV4,863$449K<0.01%-15,26813F-HRTimeline
Facet Wealth, Inc.4,858$448K0.01%-31813F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC4,845$447K0.14%013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,831$446K0.1%+1013F-HRTimeline
ANCHYRA PARTNERS LLC4,828$445K0.11%-17213F-HRTimeline
Affinity Capital Advisors, LLC4,419$445K0.05%-62713F-HRTimeline
Clear Creek Financial Management, LLC4,810$444K0.03%-16513F-HRTimeline
West Family Investments, Inc.4,809$444K0.13%+27213F-HRTimeline
DRW Securities, LLC4,803$443K0.03%-6,38913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…4,078$441K0.26%013F-HRTimeline
Cannell & Spears LLC4,763$439K0.01%-14113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC4,755$439K0.17%+18213F-HRTimeline
Principle Wealth Partners LLC4,753$439K0.02%-1,51313F-HRTimeline
Clark Capital Management Group, Inc.4,752$438K<0.01%-12313F-HRTimeline
Brookwood Investment Group LLC4,744$438K0.05%new13F-HRTimeline
Commonwealth Retirement Investments LLC4,735$437K0.12%-12613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC4,728$436K0.02%+25613F-HRTimeline
Hopwood Financial Services, Inc.4,717$435K0.25%013F-HRTimeline
Old Mission Investment Co LLC4,715$435K0.09%013F-HRTimeline
Trek Financial, LLC4,684$432K0.02%+31113F-HRTimeline
Aviso Financial Inc.4,680$432K0.02%-13813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,631$427K<0.01%+1,76513F-HRTimeline
Cordgrass Capital Advisors, LLC4,627$427K0.16%-6,79913F-HRTimeline
Gateway Wealth Partners, LLC4,591$424K0.03%-5,27113F-HRTimeline
Orca Investment Management, LLC4,569$422K0.31%013F-HRTimeline
EVERPAR ADVISORS LLC4,568$422K0.12%+3913F-HRTimeline
TRB Wealth Management, LLC4,562$421K0.06%+31213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,544$419K0.09%-17013F-HRTimeline
LexAurum Advisors, LLC4,541$419K0.05%-35413F-HRTimeline
Fielder Capital Group LLC4,540$419K0.09%-43313F-HRTimeline
ATWOOD & PALMER INC4,529$418K0.02%-2513F-HRTimeline
Colonial River Investments, LLC4,529$418K0.12%-58813F-HRTimeline
Gerald Baker Financial Group LLC4,507$416K0.12%+1213F-HRTimeline
Welch & Forbes LLC4,502$415K0.01%-11913F-HRTimeline
Octavia Wealth Advisors, LLC4,478$413K0.04%-25213F-HRTimeline
SmartHarvest Portfolios, LLC4,465$412K0.13%-35913F-HRTimeline
Cornerstone Wealth Group, LLC4,459$411K0.02%+19713F-HRTimeline
CYBER HORNET ETFs LLC4,454$411K0.23%-13813F-HRTimeline
WADDELL & ASSOCIATES, LLC4,448$410K0.02%-30013F-HRTimeline
Noble Wealth Management PBC4,439$410K0.19%-51113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,409$407K0.01%-2,53813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kuhn & Co Investment Counsel4,396$406K0.23%013F-HRTimeline
DAVIDSON TRUST CO4,379$404K0.16%-15513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,373$404K0.03%-2,66813F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,371$403K0.03%-2,99613F-HRTimeline
Greenspring Advisors, LLC4,346$401K0.02%+58813F-HRTimeline
Peoples Bank/KS4,331$400K0.39%+11313F-HRTimeline
Inscription Capital, LLC4,331$400K0.04%-2,68413F-HRTimeline
Heritage Wealth Advisors4,322$399K0.01%-25813F-HRTimeline
Acropolis Investment Management, LLC4,313$398K0.02%-15313F-HR/ATimeline
Capital Management Associates, Inc4,309$398K0.08%+50013F-HRTimeline
RDA Financial Network4,301$397K0.09%+32713F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC4,292$396K0.01%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,282$395K0.06%-41613F-HRTimeline
Souders Financial Advisors4,278$395K0.04%-35213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,274$394K0.19%-4913F-HRTimeline
Broyhill Asset Management, LLC4,270$394K0.35%013F-HR/ATimeline
Storgate, LLC4,264$393K0.08%new13F-HRTimeline
Athena Investment Management4,250$392K0.23%-3,45813F-HRTimeline
MONECO ADVISORS, LLC4,214$389K0.02%+75113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,200$388K0.01%+26813F-HRTimeline
Violich Capital Management, Inc.4,200$388K0.04%+1,80013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,161$385K0.01%-61313F-HRTimelineGroup
Peterson Wealth Services4,163$384K0.08%+3913F-HRTimeline
Telos Capital Management, Inc.4,162$384K0.03%+113F-HRTimeline
Avantax Planning Partners, Inc.4,151$383K0.01%-18313F-HRTimeline
Abel Hall, LLC4,137$382K0.07%-56213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,129$381K0.02%-18913F-HRTimelineGroup
Sun Financial Inc3,514$379K0.18%-21413F-HRTimeline
HHM Wealth Advisors, LLC4,112$379K0.04%-10013F-HRTimeline
Smithfield Trust Co4,106$379K0.02%-8013F-HRTimeline
CoreCap Advisors, LLC4,104$379K0.01%+43413F-HRTimeline