SCHW CHARLES SCHWAB CORP (THE)

COM (common), issuer CIK 316709

1,994 managers (2,033 13F filers) reported a position in SCHW shares at 2025-03-31, 1,521,902,394 shares in all. 184 filers opened a position and 137 filers sold out during the quarter.

Managers: 1,994
13F filers: 2,033
New: 184
Added: 894
Reduced: 669
Sold out: 137
Shares held by filers: 1,521,902,394

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	5,044	$395K	0.01%	-1,726	13F-HR Timeline Group
Coastwise Capital Group, LLC	5,043	$395K	0.33%	-1,215	13F-HR Timeline
Kingsview Wealth Management, LLC	5,035	$394K	0.01%	-7,751	13F-HR Timeline
River Wealth Advisors LLC	5,029	$394K	0.05%	-90	13F-HR Timeline
Paragon Private Wealth Management, LLC	5,029	$394K	0.18%	+1,647	13F-HR Timeline
BBR PARTNERS, LLC	5,019	$393K	0.03%	-62	13F-HR Timeline
Viewpoint Capital Management LLC	5,000	$391K	0.21%	0	13F-HR Timeline
Advisory Alpha, LLC	5,000	$391K	0.01%	-103	13F-HR/A Timeline
Avior Wealth Management, LLC	4,971	$389K	0.01%	-22,645	13F-HR Timeline
Vanguard Capital Wealth Advisors	4,950	$387K	0.47%	-2,850	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Fi3 FINANCIAL ADVISORS, LLC	4,930	$386K	0.16%	+450	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	4,917	$385K	0.05%	+301	13F-HR Timeline
Hopwood Financial Services, Inc.	4,906	$384K	0.3%	0	13F-HR Timeline
GW&K Investment Management, LLC	4,887	$383K	<0.01%	+108	13F-HR Timeline
Aljian Capital Management, LLC	4,878	$382K	0.09%	+7	13F-HR Timeline
Claro Advisors Inc.	4,868	$381K	0.05%	+461	13F-HR Timeline
Alliance Wealth Advisors, LLC	4,844	$379K	0.22%	-521	13F-HR Timeline
PUZO MICHAEL J	4,828	$378K	0.11%	new	13F-HR Timeline
Cannell & Spears LLC	4,825	$378K	0.01%	-448	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	4,800	$378K	0.01%	-488	13F-HR Timeline Group
Peoples Bank/KS	4,820	$377K	0.26%	-10	13F-HR Timeline
KEYVANTAGE WEALTH, LLC	4,708	$369K	0.18%	-748	13F-HR Timeline
Simplicity Wealth,LLC	4,696	$368K	0.03%	-376	13F-HR Timeline
Icon Wealth Advisors, LLC	4,688	$367K	0.03%	+331	13F-HR Timeline
Westmount Partners, LLC	4,651	$364K	0.11%	-5,036	13F-HR Timeline
Orca Investment Management, LLC	4,646	$364K	0.36%	0	13F-HR Timeline
Old Mission Investment Co LLC	4,643	$363K	0.11%	0	13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	4,623	$362K	0.22%	+31	13F-HR Timeline
Sonora Investment Management Group, LLC	4,622	$362K	0.03%	-187	13F-HR Timeline
PharVision Advisers, LLC	4,621	$362K	0.5%	-329	13F-HR Timeline
Avantax Planning Partners, Inc.	4,615	$361K	0.01%	-678	13F-HR Timeline
ROCKLAND TRUST CO	4,610	$361K	0.02%	new	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	4,595	$360K	0.04%	new	13F-HR Timeline Group
Quotient Wealth Partners, LLC	4,593	$360K	0.01%	+479	13F-HR Timeline
Moss Adams Wealth Advisors LLC	4,557	$357K	0.04%	+1,145	13F-HR Timeline
Smith Thornton Advisors LLC	4,545	$356K	0.22%	+189	13F-HR Timeline
Bernard Wealth Management Corp.	4,544	$356K	0.17%	+825	13F-HR Timeline
RVW Wealth, LLC	4,529	$355K	0.03%	new	13F-HR Timeline
Lester Murray Antman dba SimplyRich	4,510	$353K	0.1%	0	13F-HR Timeline
Marks Group Wealth Management, Inc	4,500	$352K	0.03%	0	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	4,486	$351K	0.01%	+135	13F-HR Timeline
Semus Wealth Partners LLC	4,455	$349K	0.24%	+34	13F-HR Timeline
E Fund Management Co., Ltd.	4,449	$348K	0.02%	+749	13F-HR Timeline
Fielder Capital Group LLC	4,440	$348K	0.1%	+1,063	13F-HR Timeline
West Family Investments, Inc.	4,421	$346K	0.13%	0	13F-HR Timeline
Souders Financial Advisors	4,409	$345K	0.05%	+415	13F-HR Timeline
Benin Management CORP	4,403	$345K	0.1%	+403	13F-HR Timeline
CFO4Life Group, LLC	4,396	$344K	0.06%	-909	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	4,388	$343K	0.03%	0	13F-HR Timeline
CAAS CAPITAL MANAGEMENT LP	4,384	$343K	0.16%	-2,556	13F-HR Timeline
Ledyard National Bank	4,378	$343K	0.03%	+26	13F-HR Timeline
Gibbs Wealth Management	4,369	$342K	0.08%	new	13F-HR Timeline
Astoria Portfolio Advisors LLC.	4,380	$341K	0.12%	0	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	4,336	$339K	0.05%	-1,159	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	4,322	$338K	0.13%	0	13F-HR Timeline
WealthPLAN Partners, LLC	4,314	$338K	0.05%	+257	13F-HR Timeline
Oslo Pensjonsforsikring AS	4,311	$337K	0.05%	0	13F-HR Timeline
Clearview Wealth Advisors LLC	4,276	$335K	0.25%	-137	13F-HR Timeline
KLCM Advisors, Inc.	4,246	$332K	0.04%	-12	13F-HR Timeline
TFG Advisers LLC	4,245	$332K	0.12%	+7	13F-HR Timeline
Gryphon Financial Partners LLC	4,245	$332K	0.05%	+940	13F-HR Timeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …	4,228	$331K	0.01%	new	13F-HR/A Timeline Group
MBB PUBLIC MARKETS I LLC	4,209	$329K	0.04%	new	13F-HR/A Timeline
Aberdeen Wealth Management LLC	4,197	$329K	0.23%	+2	13F-HR Timeline
CATALYST PRIVATE WEALTH, LLC	4,192	$328K	0.16%	+8	13F-HR Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	4,190	$328K	0.01%	+1,215	13F-HR Timeline Group
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	4,170	$326K	0.01%	+144	13F-HR Timeline Group
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	4,166	$326K	0.16%	-597	13F-HR Timeline
Versant Capital Management, Inc	4,154	$325K	0.05%	+2,622	13F-HR Timeline
TRILLIUM ASSET MANAGEMENT, LLC	4,156	$325K	0.01%	0	13F-HR Timeline
Welch & Forbes LLC	4,107	$321K	<0.01%	-450	13F-HR Timeline
Douglass Winthrop Advisors, LLC	4,106	$321K	0.01%	0	13F-HR Timeline
CoreCap Advisors, LLC	4,101	$321K	0.01%	-1,372	13F-HR Timeline
Trust Co of the South	4,088	$320K	0.07%	0	13F-HR Timeline
Hemenway Trust Co LLC	4,085	$320K	0.03%	new	13F-HR Timeline
Oxinas Partners, LLC	4,084	$320K	0.19%	+2	13F-HR Timeline
Retirement Planning Co of New England, …	4,076	$319K	0.16%	+214	13F-HR/A Timeline
WADDELL & ASSOCIATES, LLC	4,074	$319K	0.04%	-54	13F-HR/A Timeline
Essex LLC	4,050	$317K	0.07%	0	13F-HR Timeline
Fiduciary Alliance LLC	4,041	$316K	0.03%	-127	13F-HR Timeline
Strategic Blueprint, LLC	4,027	$315K	0.02%	-4,038	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	4,025	$315K	0.07%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,982	$312K	0.06%	-601	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	3,974	$311K	0.04%	0	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	4,000	$311K	0.05%	0	13F-HR Timeline
STUDIO INVESTMENT MANAGEMENT LLC	3,962	$310K	0.06%	-109	13F-HR Timeline
Ariston Services Group	3,958	$310K	0.26%	0	13F-HR Timeline
Edgestream Partners, L.P.	3,953	$309K	0.01%	-16,272	13F-HR Timeline
CYBER HORNET ETFs LLC	3,951	$309K	0.32%	-5	13F-HR Timeline
VAN STRUM & TOWNE INC.	3,950	$309K	0.1%	0	13F-HR Timeline
BOYAR ASSET MANAGEMENT INC.	3,950	$309K	0.22%	0	13F-HR Timeline
Nova R Wealth, Inc.	3,936	$308K	0.15%	0	13F-HR Timeline
First Business Financial Services, Inc.	3,931	$308K	0.03%	0	13F-HR Timeline
Kovack Advisors, Inc.	3,930	$308K	0.03%	-226	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	3,923	$307K	0.12%	-500	13F-HR Timeline
Colonial River Investments, LLC	3,921	$307K	0.17%	new	13F-HR Timeline
Denver PWM, LLC	3,913	$306K	0.11%	-232	13F-HR Timeline
Purus Wealth Management, LLC	3,905	$306K	0.13%	+7	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,895	$305K	0.01%	+5	13F-HR Timeline
Trek Financial, LLC	3,889	$304K	0.02%	+8	13F-HR Timeline
Freedom Investment Management, Inc.	3,869	$303K	0.03%	+359	13F-HR Timeline
Rothschild Capital Partners, LLC	3,860	$302K	0.08%	-92	13F-HR Timeline
Broadway Wealth Solutions, Inc.	3,859	$302K	0.22%	-218	13F-HR Timeline
Biltmore Family Office, LLC	3,858	$302K	0.05%	+14	13F-HR Timeline
Opus Capital Group, LLC	3,864	$302K	0.04%	+12	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	3,848	$301K	0.06%	-50	13F-HR/A Timeline
Principia Wealth Advisory, LLC	4,003	$301K	0.29%	+13	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	3,838	$300K	0.27%	+78	13F-HR Timeline
American Institute for Advanced Investm…	3,825	$299K	0.23%	0	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	3,819	$299K	0.09%	-984	13F-HR Timeline
Cable Hill Partners, LLC	3,671	$299K	0.03%	+2	13F-HR Timeline
Court Place Advisors, LLC	3,800	$297K	0.1%	-200	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	3,817	$297K	0.03%	new	13F-HR/A Timeline
Berger Financial Group, Inc	3,783	$296K	0.02%	-62	13F-HR Timeline
Paradigm Capital Management, LLC/NV	3,775	$296K	0.3%	-4,100	13F-HR Timeline
Cyndeo Wealth Partners, LLC	3,763	$295K	0.02%	+166	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	3,758	$294K	0.02%	-29	13F-HR Timeline
Westshore Wealth, LLC	3,752	$294K	0.12%	-30	13F-HR Timeline
Sivia Capital Partners, LLC	3,744	$293K	0.14%	+154	13F-HR Timeline
Signature Wealth Management Group	3,737	$293K	0.11%	-21,237	13F-HR Timeline
MORTON COMMUNITY BANK	3,733	$292K	0.08%	-2,690	13F-HR Timeline
Norway Savings Bank	3,710	$290K	0.17%	-75	13F-HR Timeline
Quantum Financial Advisors, LLC	3,687	$289K	0.04%	0	13F-HR Timeline
Advyzon Investment Management, LLC	3,681	$288K	0.1%	new	13F-HR Timeline
Founders Capital Management	3,680	$288K	0.19%	0	13F-HR Timeline
Castleview Partners, LLC	3,672	$287K	0.19%	+241	13F-HR Timeline
Cohen Klingenstein LLC	3,660	$287K	0.01%	0	13F-HR Timeline
Peterson Wealth Services	3,656	$286K	0.09%	-134	13F-HR Timeline
Triumph Capital Management	3,647	$285K	0.1%	-350	13F-HR Timeline
Baron Wealth Management LLC	3,641	$285K	0.13%	new	13F-HR Timeline
SeaBridge Investment Advisors LLC	3,635	$285K	0.06%	-800	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,604	$282K	0.04%	-207	13F-HR Timeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…	3,600	$282K	0.15%	-459	13F-HR Timeline Group
PRIVATE CLIENT SERVICES, LLC	3,597	$282K	0.14%	+2	13F-HR Timeline
Kathmere Capital Management, LLC	3,595	$281K	0.02%	+116	13F-HR Timeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…	3,592	$281K	0.05%	new	13F-HR Timeline Group
Front Row Advisors LLC	3,589	$281K	0.11%	-15	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	3,588	$281K	0.03%	-165	13F-HR Timeline Group
Florida Trust Wealth Management Co	3,578	$280K	0.01%	-1,083	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	3,577	$280K	0.08%	+96	13F-HR Timeline
Wealth Group, Ltd.	3,575	$280K	0.18%	new	13F-HR Timeline
Harbour Trust & Investment Management Co	3,564	$279K	0.03%	0	13F-HR Timeline
BIT Capital GmbH	3,545	$278K	0.03%	-7,751	13F-HR Timeline
BROWN CAPITAL MANAGEMENT LLC	3,527	$276K	0.01%	-352	13F-HR Timeline
Prosperitas Financial LLC	3,525	$276K	0.14%	-98	13F-HR Timeline
WealthShield Partners, LLC	3,501	$274K	0.04%	new	13F-HR Timeline
EDGEWOOD MANAGEMENT LLC	3,500	$274K	<0.01%	0	13F-HR Timeline
WISCONSIN CAPITAL MANAGEMENT LLC	3,500	$274K	0.17%	0	13F-HR Timeline
Coordinated Financial Services, Inc./CO	3,497	$274K	0.21%		13F-HR Timeline
LCM Capital Management Inc	3,490	$273K	0.16%	0	13F-HR Timeline
Rothschild Wealth LLC	3,489	$273K	0.08%	+144	13F-HR Timeline
Opal Wealth Advisors, LLC	3,471	$272K	0.08%	+245	13F-HR Timeline
Keystone Wealth Services, LLC	3,470	$272K	0.07%	+8	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	3,428	$269K	0.18%	+1,942	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	3,424	$268K	0.12%	-630	13F-HR Timeline
Accurate Wealth Management, LLC	3,463	$267K	0.05%	+24	13F-HR Timeline
MONECO ADVISORS, LLC	3,401	$266K	0.03%	+29	13F-HR/A Timeline
Marshall Financial Group, LLC	3,401	$266K	0.06%	-298	13F-HR Timeline
Alpha DNA Investment Management LLC	3,397	$266K	5.74%	-36,877	13F-HR Timeline
WealthPlan Investment Management, LLC	3,389	$265K	0.03%	-99	13F-HR Timeline
WorthPointe, LLC	3,373	$264K	0.12%	+10	13F-HR Timeline
RAM Investment Partners, LLC	3,361	$263K	0.06%	+68	13F-HR Timeline
Wayfinding Financial, LLC	3,369	$263K	0.12%	-70	13F-HR Timeline
Maridea Wealth Management LLC	3,358	$263K	0.09%	-716	13F-HR Timeline
Seed Wealth Management, Inc.	3,357	$263K	0.21%	0	13F-HR Timeline
CWS Financial Advisors, LLC	3,352	$262K	0.08%	0	13F-HR Timeline
Spartan Planning & Wealth Management	3,347	$262K	0.25%	+281	13F-HR Timeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …	3,330	$261K	0.25%	0	13F-HR Timeline
FOX RUN MANAGEMENT, L.L.C.	3,325	$260K	0.04%	-13,337	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	3,321	$260K	0.02%	+188	13F-HR Timeline
Shum Financial Group, Inc.	3,316	$260K	0.22%	+588	13F-HR Timeline
LongView Wealth Management	3,299	$258K	0.08%	+11	13F-HR Timeline
First Horizon Advisors, Inc.	3,298	$258K	0.01%	+237	13F-HR Timeline
TrueWealth Advisors, LLC	3,291	$258K	0.08%	-59	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	3,302	$257K	0.04%	+175	13F-HR Timeline
WEDGE CAPITAL MANAGEMENT L L P/NC	3,273	$256K	<0.01%	new	13F-HR Timeline
Perennial Investment Advisors, LLC	3,273	$256K	0.03%	+219	13F-HR Timeline
Legacy Private Trust Co.	3,265	$256K	0.02%	-90	13F-HR Timeline
Linden Thomas Advisory Services, LLC	3,260	$255K	0.03%	+63	13F-HR Timeline
Abacus Planning Group, Inc.	3,258	$255K	0.04%	+283	13F-HR Timeline
BOS Asset Management, LLC	3,257	$255K	0.09%	-100	13F-HR Timeline
Diversified Enterprises, LLC	3,248	$254K	0.02%	new	13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	3,229	$253K	0.07%	0	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	2,924	$252K	0.13%	-60	13F-HR Timeline
Quent Capital, LLC	3,199	$250K	0.03%	+337	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	3,199	$250K	0.02%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	3,197	$250K	0.06%	new	13F-HR/A Timeline
AlphaCore Capital LLC	3,192	$250K	0.02%	new	13F-HR Timeline
Bruce G. Allen Investments, LLC	3,184	$249K	0.2%	+277	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	3,182	$249K	0.01%	-416	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	3,174	$248K	0.12%	-10,259	13F-HR Timeline
Cornerstone Advisory, LLC	2,993	$248K	0.03%	+1	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	3,167	$248K	0.21%	0	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	3,166	$248K	0.06%	0	13F-HR Timeline
Bremer Bank National Association	3,157	$247K	0.04%	+239	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	3,157	$247K	0.03%	+5	13F-HR Timeline
Plancorp, LLC	3,150	$247K	0.01%	+257	13F-HR Timeline
West Coast Financial LLC	3,149	$247K	0.03%	+100	13F-HR Timeline
Azimuth Capital Investment Management L…	3,149	$247K	0.01%	-470	13F-HR Timeline
First Interstate Bank	3,131	$245K	0.01%	-1,841	13F-HR Timeline