SCHW CHARLES SCHWAB CORP (THE)

COM (common), issuer CIK 316709

1,957 managers (1,997 13F filers) reported a position in SCHW shares at 2024-12-31, 1,497,386,491 shares in all. 151 filers opened a position and 108 filers sold out during the quarter.

Managers: 1,957
13F filers: 1,997
New: 151
Added: 707
Reduced: 756
Sold out: 108
Shares held by filers: 1,497,386,491

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
GW&K Investment Management, LLC	4,779	$354K	<0.01%	-10,613	13F-HR Timeline
Horan Securities, Inc.	4,781	$354K	0.13%	+65	13F-HR Timeline
Bellwether Advisors, LLC	4,770	$353K	0.06%	new	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	4,763	$353K	0.17%	+127	13F-HR Timeline
FWG Investments, LLC.	4,745	$351K	0.27%	+56	13F-HR Timeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd	4,709	$349K	0.26%	-605	13F-HR Timeline Group
Optas, LLC	4,708	$348K	0.08%	+964	13F-HR Timeline
Florida Trust Wealth Management Co	4,661	$345K	0.01%	+1,566	13F-HR Timeline
Orca Investment Management, LLC	4,646	$344K	0.32%	-635	13F-HR Timeline
Old Mission Investment Co LLC	4,643	$344K	0.1%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	4,616	$342K	0.05%	-332	13F-HR Timeline
CKW FINANCIAL GROUP	4,600	$340K	0.04%	0	13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	4,592	$340K	0.25%	+217	13F-HR Timeline
Maiden Cove Capital, LLC	4,591	$340K	0.32%	-21	13F-HR Timeline
OARSMAN CAPITAL, INC.	4,583	$339K	0.06%	-50	13F-HR Timeline
Welch & Forbes LLC	4,557	$337K	<0.01%	+98	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	4,544	$336K	0.08%	-9,643	13F-HR Timeline Group
Marks Group Wealth Management, Inc	4,500	$333K	0.03%	0	13F-HR Timeline
Cassaday & Co Wealth Management LLC	4,500	$333K	0.01%	0	13F-HR Timeline
Lester Murray Antman dba SimplyRich	4,510	$333K	0.1%	0	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	4,480	$332K	0.12%	+237	13F-HR Timeline
SeaBridge Investment Advisors LLC	4,435	$328K	0.07%	new	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	4,423	$327K	0.12%	0	13F-HR Timeline
West Family Investments, Inc.	4,421	$327K	0.11%	-79	13F-HR Timeline
Semus Wealth Partners LLC	4,421	$327K	0.22%	+13	13F-HR Timeline
Clearview Wealth Advisors LLC	4,413	$327K	0.25%	-31	13F-HR Timeline
Claro Advisors Inc.	4,407	$326K	0.04%	-206	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	4,388	$325K	0.03%	0	13F-HR Timeline
Icon Wealth Advisors, LLC	4,357	$322K	0.03%	-1,157	13F-HR Timeline
Smith Thornton Advisors LLC	4,356	$322K	0.2%	new	13F-HR Timeline
Ledyard National Bank	4,352	$322K	0.03%	+52	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	4,351	$322K	0.01%	+66	13F-HR Timeline
BOSTON FINANCIAL MANGEMENT LLC	4,331	$321K	0.01%	+17	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	4,322	$320K	0.12%	0	13F-HR Timeline
Oslo Pensjonsforsikring AS	4,311	$319K	0.05%	+869	13F-HR Timeline
WOLFF WIESE MAGANA LLC	4,297	$318K	0.21%	+4,235	13F-HR Timeline
Astoria Portfolio Advisors LLC.	4,380	$317K	0.11%	-121	13F-HR Timeline
Fulton Bank, N.A.	4,280	$317K	0.01%	+16	13F-HR Timeline
Apexium Financial, LP	4,278	$317K	0.02%	0	13F-HR Timeline
KLCM Advisors, Inc.	4,258	$315K	0.04%	-200	13F-HR Timeline
TFG Advisers LLC	4,238	$314K	0.11%	-105	13F-HR Timeline
Cordgrass Capital Advisors, LLC	4,238	$314K	0.09%	+1	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	3,884	$313K	0.02%	-761	13F-HR Timeline
Aviso Financial Inc.	4,207	$311K	0.02%	-132	13F-HR Timeline
FORBES J M & CO LLP	4,200	$311K	0.03%	new	13F-HR Timeline
Aberdeen Wealth Management LLC	4,195	$311K	0.21%	-49	13F-HR Timeline
CATALYST PRIVATE WEALTH, LLC	4,184	$310K	0.14%	-284	13F-HR Timeline
Fiduciary Alliance LLC	4,168	$308K	0.03%	-30	13F-HR Timeline
TRILLIUM ASSET MANAGEMENT, LLC	4,156	$308K	0.01%	+59	13F-HR Timeline
Kovack Advisors, Inc.	4,156	$308K	0.03%	-119	13F-HR Timeline
Denver PWM, LLC	4,145	$307K	0.12%	-221	13F-HR Timeline
WADDELL & ASSOCIATES, LLC	4,128	$306K	0.03%	-12	13F-HR/A Timeline
Quotient Wealth Partners, LLC	4,114	$304K	0.01%	-20	13F-HR Timeline
Douglass Winthrop Advisors, LLC	4,106	$304K	0.01%	0	13F-HR Timeline
Trust Co of the South	4,088	$303K	0.06%	-917	13F-HR Timeline
Klingman & Associates, LLC	4,083	$302K	0.02%	+125	13F-HR Timeline
Oxinas Partners, LLC	4,082	$302K	0.18%	-114	13F-HR Timeline
Broadway Wealth Solutions, Inc.	4,077	$302K	0.23%		13F-HR Timeline
Maridea Wealth Management LLC	4,074	$302K	0.1%		13F-HR Timeline
STUDIO INVESTMENT MANAGEMENT LLC	4,071	$301K	0.06%	-107	13F-HR Timeline
Capital Management Associates, Inc	4,062	$301K	0.11%	+451	13F-HR Timeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…	4,059	$300K	0.05%	-7,341	13F-HR Timeline Group
WealthPLAN Partners, LLC	4,057	$300K	0.04%	-2,073	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	4,054	$300K	0.12%	-197	13F-HR Timeline
Essex LLC	4,050	$300K	0.06%	0	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	4,026	$298K	0.01%	+321	13F-HR Timeline Group
LAFFER TENGLER INVESTMENTS, INC.	4,025	$298K	0.06%	0	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	4,000	$296K	0.04%	0	13F-HR Timeline
Benin Management CORP	4,000	$296K	0.08%	-100	13F-HR Timeline
Court Place Advisors, LLC	4,000	$296K	0.1%	-100	13F-HR Timeline
Triumph Capital Management	3,997	$296K	0.1%	-7,177	13F-HR Timeline
Souders Financial Advisors	3,994	$296K	0.04%	+30	13F-HR Timeline
Principia Wealth Advisory, LLC	3,990	$295K	0.28%		13F-HR Timeline
ROMANO BROTHERS AND COMPANY	3,974	$294K	0.04%	+59	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	3,959	$293K	0.25%		13F-HR/A Timeline
Ariston Services Group	3,958	$293K	0.25%	0	13F-HR Timeline
CYBER HORNET ETFs LLC	3,956	$293K	0.28%	+32	13F-HR Timeline
Rothschild Capital Partners, LLC	3,952	$292K	0.07%	new	13F-HR Timeline
VAN STRUM & TOWNE INC.	3,950	$292K	0.11%	0	13F-HR Timeline
BOYAR ASSET MANAGEMENT INC.	3,950	$292K	0.19%	0	13F-HR Timeline
Prosperity Consulting Group, LLC	3,947	$292K	0.02%	-470	13F-HR Timeline
Nova R Wealth, Inc.	3,936	$291K	0.15%	0	13F-HR Timeline
First Business Financial Services, Inc.	3,931	$291K	0.03%	0	13F-HR Timeline
BlackDiamond Wealth Management, LLC	3,908	$289K	0.17%	-2	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	3,898	$289K	0.06%	0	13F-HR Timeline
Purus Wealth Management, LLC	3,898	$289K	0.11%	-285	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	3,903	$288K	0.01%	+3,786	13F-HR Timeline Group
KLINGENSTEIN FIELDS & CO LP	3,890	$288K	0.01%	0	13F-HR Timeline
Trek Financial, LLC	3,881	$287K	0.02%	-181	13F-HR Timeline
BROWN CAPITAL MANAGEMENT LLC	3,879	$287K	0.01%	-2,769	13F-HR Timeline
Retirement Planning Co of New England, …	3,862	$286K	0.14%	-733	13F-HR Timeline
Opus Capital Group, LLC	3,852	$285K	0.04%	-39	13F-HR Timeline
Sara-Bay Financial	3,854	$285K	0.11%	0	13F-HR Timeline
Berger Financial Group, Inc	3,845	$285K	0.02%	-114	13F-HR Timeline
Biltmore Family Office, LLC	3,844	$284K	0.05%	-1,373	13F-HR Timeline
Coordinated Financial Services, Inc.	3,844	$284K	0.22%		13F-HR Timeline
American Institute for Advanced Investm…	3,825	$283K	0.21%	0	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,811	$282K	0.04%	-1,289	13F-HR Timeline
Peterson Wealth Services	3,790	$280K	0.08%	+19	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	3,787	$280K	0.02%	-178	13F-HR Timeline
Thrive Wealth Management, LLC	3,787	$280K	0.05%	+39	13F-HR Timeline
Norway Savings Bank	3,785	$280K	0.16%	-50	13F-HR Timeline
Westshore Wealth, LLC	3,782	$280K	0.11%	0	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	3,760	$278K	0.28%	+155	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	3,753	$278K	0.03%	0	13F-HR Timeline Group
Bernard Wealth Management Corp.	3,719	$275K	0.13%		13F-HR/A Timeline
E Fund Management Co., Ltd.	3,700	$274K	0.01%	new	13F-HR Timeline
Marshall Financial Group, LLC	3,699	$274K	0.07%	+35	13F-HR Timeline
AIA Group Ltdin group AIA Group Ltd	3,696	$274K	0.01%	new	13F-HR Timeline Group
Quantum Financial Advisors, LLC	3,687	$273K	0.04%	0	13F-HR Timeline
Founders Capital Management	3,680	$272K	0.17%	0	13F-HR Timeline
First Long Island Investors, LLC	3,675	$272K	0.02%	+375	13F-HR Timeline
Almanack Investment Partners, LLC.	3,670	$272K	0.04%	0	13F-HR Timeline
Cable Hill Partners, LLC	3,669	$272K	0.03%	+6	13F-HR Timeline
Catalina Capital Group, LLC	3,666	$271K	0.09%	-202	13F-HR Timeline
Cohen Klingenstein LLC	3,660	$271K	0.01%	0	13F-HR Timeline
Prosperitas Financial LLC	3,623	$268K	0.14%	-125	13F-HR Timeline
Smithfield Trust Co	3,663	$268K	0.01%	-718	13F-HR Timeline
Azimuth Capital Investment Management L…	3,619	$268K	0.01%	0	13F-HR Timeline
Front Row Advisors LLC	3,604	$267K	0.09%	-11	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	3,598	$266K	0.01%	-432	13F-HR Timeline
Cyndeo Wealth Partners, LLC	3,597	$266K	0.02%	0	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,595	$266K	0.14%	+2	13F-HR Timeline
Sivia Capital Partners, LLC	3,590	$266K	0.13%	+32	13F-HR Timeline
Harbour Trust & Investment Management Co	3,564	$264K	0.03%	0	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	3,543	$262K	0.01%	new	13F-HR Timeline Group
Bullock Wealth Management Group	3,530	$261K	0.15%	-4,849	13F-HR Timeline
Freedom Investment Management, Inc.	3,510	$260K	0.02%	-933	13F-HR Timeline
OCCUDO QUANTITATIVE STRATEGIES LP	3,502	$259K	0.05%	-376	13F-HR Timeline
EDGEWOOD MANAGEMENT LLC	3,500	$259K	<0.01%	0	13F-HR Timeline
WISCONSIN CAPITAL MANAGEMENT LLC	3,500	$259K	0.14%	0	13F-HR Timeline
LCM Capital Management Inc	3,490	$258K	0.15%	0	13F-HR Timeline
WealthPlan Investment Management, LLC	3,488	$258K	0.03%	-1,925	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	3,481	$258K	0.07%	+158	13F-HR Timeline
Kathmere Capital Management, LLC	3,479	$257K	0.02%	new	13F-HR Timeline
Keystone Wealth Services, LLC	3,462	$256K	0.07%	-48	13F-HR Timeline
Williams Jones Wealth Management, LLC.	3,453	$256K	<0.01%	+81	13F-HR Timeline
IBEX WEALTH ADVISORS	3,448	$255K	0.03%	new	13F-HR Timeline
Affinity Capital Advisors, LLC	3,521	$254K	0.05%	-975	13F-HR Timeline
Wayfinding Financial, LLC	3,439	$254K	0.14%	new	13F-HR Timeline
CRA Financial Services, LLC	3,430	$254K	0.04%	-25	13F-HR Timeline
Castleview Partners, LLC	3,431	$253K	0.14%	+46	13F-HR/A Timeline
O'Dell Group, LLC	3,417	$253K	0.06%	+1	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,412	$252K	0.03%	new	13F-HR Timeline
Paragon Private Wealth Management, LLC	3,382	$250K	0.12%	new	13F-HR Timeline
Accurate Wealth Management, LLC	3,439	$250K	0.05%	+28	13F-HR Timeline
Fielder Capital Group LLC	3,377	$250K	0.08%	+237	13F-HR Timeline
MONECO ADVISORS, LLC	3,372	$250K	0.03%	+279	13F-HR/A Timeline
WorthPointe, LLC	3,363	$249K	0.1%	-102	13F-HR Timeline
Seed Wealth Management, Inc.	3,357	$248K	0.2%	0	13F-HR Timeline
BOS Asset Management, LLC	3,357	$248K	0.09%	0	13F-HR Timeline
Legacy Private Trust Co.	3,355	$248K	0.02%	0	13F-HR Timeline
CWS Financial Advisors, LLC	3,352	$248K	0.08%	0	13F-HR Timeline
TrueWealth Advisors, LLC	3,350	$248K	0.08%	+59	13F-HR Timeline
Rothschild Wealth LLC	3,345	$248K	0.07%	+54	13F-HR Timeline
SOA Wealth Advisors, LLC.	3,337	$247K	0.05%	+62	13F-HR/A Timeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …	3,330	$246K	0.22%		13F-HR Timeline
FLOW TRADERS U.S. LLC	3,327	$246K	0.01%	new	13F-HR Timeline
Clear Creek Financial Management, LLC	3,318	$246K	0.03%	-33	13F-HR Timeline
Gryphon Financial Partners LLC	3,305	$245K	0.04%	-1,303	13F-HR Timeline
Silver Coast Investments LLC	3,296	$244K	0.09%	-268	13F-HR Timeline
RAM Investment Partners, LLC	3,293	$244K	0.06%	+47	13F-HR Timeline
LongView Wealth Management	3,288	$243K	0.07%	-251	13F-HR Timeline
Magnetar Financial LLCin group Magnetar Financial LLC	3,250	$241K	0.01%	new	13F-HR Timeline Group
Cornerstone Advisory, LLC	2,992	$240K	0.03%	new	13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	3,229	$239K	0.07%	0	13F-HR Timeline
Opal Wealth Advisors, LLC	3,226	$239K	0.07%	-96	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	3,199	$237K	0.01%	0	13F-HR Timeline
Linden Thomas Advisory Services, LLC	3,197	$237K	0.03%	-48	13F-HR Timeline
Confluence Wealth Services, Inc.	2,870	$236K	0.02%	new	13F-HR Timeline
Kolinsky Wealth Management, LLC	3,175	$235K	0.14%	+2	13F-HR Timeline
CAP Partners, LLC	3,167	$234K	0.17%	+45	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	3,167	$234K	0.18%	0	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	3,166	$234K	0.05%	0	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	3,152	$233K	0.03%	+4	13F-HR Timeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.	3,140	$232K	0.14%	new	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	3,133	$232K	0.02%	new	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	3,127	$231K	0.03%	+5	13F-HR Timeline
First Affirmative Financial Network	3,111	$230K	0.13%	-108	13F-HR Timeline
ACAS, LLC	2,801	$229K	0.17%	new	13F-HR Timeline
TCV Trust & Wealth Management, Inc.	3,082	$228K	0.02%	new	13F-HR Timeline
Hiley Hunt Wealth Management	3,078	$228K	0.13%	new	13F-HR Timeline
Pinnacle Bancorp, Inc.	3,075	$228K	0.07%	+350	13F-HR Timeline
Red Door Wealth Management, LLC	3,074	$228K	0.03%	-250	13F-HR Timeline
Spartan Planning & Wealth Management	3,066	$227K	0.21%		13F-HR Timeline
First Horizon Advisors, Inc.	3,061	$227K	0.01%	+96	13F-HR Timeline
Perennial Investment Advisors, LLC	3,054	$226K	0.03%	-178	13F-HR Timeline
Verdence Capital Advisors LLC	3,052	$226K	0.02%	-119	13F-HR Timeline
West Coast Financial LLC	3,049	$226K	0.02%	-186	13F-HR Timeline
State of Wyoming	3,044	$225K	0.03%	+1,327	13F-HR Timeline
Bluespring Wealth Management, LLC	3,041	$225K	0.02%	-340	13F-HR Timeline
Caitong International Asset Management …	3,038	$225K	0.22%		13F-HR/A Timeline
Stonegate Investment Group, LLC	3,025	$224K	0.01%	new	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	3,024	$224K	0.07%	-306	13F-HR Timeline
Cardinal Strategic Wealth Guidance	3,024	$224K	0.07%	new	13F-HR Timeline
TRUE Private Wealth Advisors	3,013	$223K	0.03%	new	13F-HR Timeline
Weiss Asset Management LPin group Weiss Asset Management LP	3,011	$223K	0.01%	new	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
SIERRA SUMMIT ADVISORS LLC	3,000	$222K	0.04%	-200	13F-HR Timeline
Martel Wealth Advisors LLC	3,000	$222K	0.04%	new	13F-HR Timeline
Manuka Financial, LLC	3,000	$222K	0.15%		13F-HR Timeline