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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,109 managers (2,149 13F filers) reported a position in SCHW shares at 2025-06-30, 1,507,888,937 shares in all. 217 filers opened a position and 104 filers sold out during the quarter.

Managers
2,109
13F filers
2,149
New
217
Added
873
Reduced
782
Sold out
104
Shares held by filers
1,507,888,937

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Accurate Wealth Management, LLC5,538$515K0.08%+2,07513F-HRTimeline
WESBANCO BANK INC5,628$513K0.02%-1113F-HRTimeline
Rosenberg Matthew Hamilton5,618$513K0.12%+21513F-HRTimeline
Haverford Trust Co5,598$511K<0.01%013F-HRTimeline
WRAPMANAGER INC5,584$509K0.12%new13F-HRTimeline
Kingsview Wealth Management, LLC5,579$509K0.01%+54413F-HRTimeline
Alliance Wealth Advisors, LLC /UT5,528$504K0.12%+21713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP5,495$501K0.06%+4,62513F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC5,491$501K<0.01%new13F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC5,489$501K0.03%+10713F-HRTimeline
Greykasell Wealth Strategies, Inc.5,488$501K0.24%+25213F-HRTimeline
KRS Capital Management, LLC5,478$500K0.33%+313F-HRTimeline
Apexium Financial, LP5,473$499K0.03%+7213F-HRTimeline
Petrus Trust Company, LTA5,457$498K0.05%+2,60713F-HRTimeline
Addison Advisors LLC5,455$498K0.12%-2013F-HRTimeline
Yarbrough Capital, LLC5,454$498K0.02%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV5,445$497K0.15%+8713F-HRTimeline
Telos Capital Management, Inc.5,431$496K0.05%-73513F-HRTimeline
BSW Wealth Partners5,425$495K0.07%+24013F-HRTimeline
River Wealth Advisors LLC5,420$495K0.06%+39113F-HRTimeline
Ledyard National Bank5,416$494K0.05%+1,03813F-HRTimeline
Western Pacific Wealth Management, LP5,415$494K0.47%013F-HRTimeline
Avidian Wealth Enterprises, LLC5,414$494K0.02%-2513F-HRTimeline
Optas, LLC5,409$494K0.09%+7113F-HRTimeline
Cromwell Holdings LLC5,381$491K0.3%+2,91113F-HRTimeline
DAGCO, INC.5,375$490K0.14%013F-HRTimeline
Ameliora Wealth Management Ltd.5,355$489K0.17%new13F-HRTimeline
Operose Advisors LLC5,353$488K0.14%+813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC5,340$487K0.18%+41013F-HRTimeline
Williams Jones Wealth Management, LLC.5,331$486K0.01%+2,30713F-HRTimeline
WADDELL & ASSOCIATES, LLC5,323$486K0.05%+1,24913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,300$484K0.11%013F-HRTimeline
First Horizon Advisors, Inc.5,295$483K0.01%+1,99713F-HRTimeline
Delta Investment Management, LLC5,286$482K0.09%+2913F-HRTimeline
KEYVANTAGE WEALTH, LLC5,285$482K0.22%+57713F-HRTimeline
Stonegate Investment Group, LLC5,277$481K0.01%+2,36813F-HRTimeline
Turtle Creek Wealth Advisors, LLC5,263$480K0.06%new13F-HRTimeline
Advisory Alpha, LLC5,258$480K0.01%+25813F-HRTimeline
Legacy Capital Wealth Partners, LLC5,228$477K0.11%-2,77713F-HRTimeline
Sky Investment Group LLC5,220$476K0.08%+7513F-HRTimeline
Quadrant Private Wealth Management, LLC5,208$475K0.1%-1413F-HRTimeline
Trace Wealth Advisors, LLC5,200$474K0.39%013F-HRTimeline
Maridea Wealth Management LLC5,176$472K0.12%+1,81813F-HRTimeline
Gryphon Financial Partners LLC5,168$472K0.06%+92313F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC5,166$471K0.17%013F-HRTimeline
PRIVATE TRUST CO NA5,163$471K0.04%-37313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,154$470K0.06%-27913F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.5,096$465K0.08%new13F-HRTimeline
WealthPlan Investment Management, LLC5,094$465K0.03%+1,70513F-HRTimeline
Meridian Wealth Management, LLC5,069$462K0.02%-1,12313F-HRTimeline
MUFG Securities EMEA plc5,047$460K0.02%new13F-HR/ATimeline
ENZI WEALTH5,000$460K0.17%013F-HRTimeline
Alliance Wealth Advisors, LLC5,035$459K0.25%+19113F-HRTimeline
Fiduciary Alliance LLC5,032$459K0.03%+99113F-HRTimeline
Moser Wealth Advisors, LLC5,010$457K0.22%-70013F-HRTimeline
BBR PARTNERS, LLC5,001$456K0.03%-1813F-HRTimeline
Viewpoint Capital Management LLC5,000$456K0.22%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,918$449K0.06%+113F-HRTimeline
Hopwood Financial Services, Inc.4,906$448K0.35%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,896$447K0.11%+1,31913F-HRTimeline
Broyhill Asset Management, LLC4,895$447K0.41%-19,98313F-HRTimeline
Tactive Advisors, LLC4,889$446K0.14%13F-HRTimeline
Aljian Capital Management, LLC4,883$446K0.1%+513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC4,881$445K0.01%+72513F-HRTimeline
Cannell & Spears LLC4,832$441K0.01%+713F-HRTimeline
Trek Financial, LLC4,816$439K0.03%+92713F-HRTimeline
Peoples Bank/KS4,808$439K0.29%-1213F-HRTimeline
SYON CAPITAL LLC4,802$438K0.03%new13F-HRTimeline
Polymer Capital Management (US) LLC4,787$437K0.07%new13F-HRTimeline
Coastwise Capital Group, LLC4,751$434K0.35%-29213F-HRTimeline
Sunpointe, LLC4,712$430K0.17%new13F-HRTimeline
Avantax Planning Partners, Inc.4,706$429K0.01%+9113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC4,705$429K0.24%+8213F-HRTimeline
Versant Capital Management, Inc4,704$429K0.07%+55013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,697$429K0.13%new13F-HRTimeline
Soltis Investment Advisors LLC4,673$426K0.03%new13F-HRTimeline
Welch & Forbes LLC4,657$425K0.01%+55013F-HRTimeline
Old Mission Investment Co LLC4,642$424K0.12%-113F-HRTimeline
Orca Investment Management, LLC4,641$423K0.38%-513F-HRTimeline
Gibbs Wealth Management4,639$423K0.08%+27013F-HRTimeline
Sonora Investment Management Group, LLC4,635$423K0.03%+1313F-HRTimeline
Astoria Portfolio Advisors LLC.4,380$423K0.12%013F-HRTimeline
Westmount Partners, LLC4,632$423K0.12%-1913F-HRTimeline
Farringdon Capital, Ltd.4,627$422K0.14%new13F-HRTimeline
Moss Adams Wealth Advisors LLC4,624$422K0.04%+6713F-HRTimeline
OPINICUS CAPITAL, INC.4,597$419K0.32%-61313F-HRTimeline
Parcion Private Wealth LLC4,585$418K0.03%-96313F-HRTimeline
Smith Thornton Advisors LLC4,581$418K0.24%+3613F-HRTimeline
TFG Advisers LLC4,569$417K0.14%+32413F-HRTimeline
LexAurum Advisors, LLC4,565$416K0.07%-9,22413F-HRTimeline
Sivia Capital Partners, LLC4,553$415K0.14%+80913F-HR/ATimeline
Bernard Wealth Management Corp.4,544$415K0.19%013F-HRTimeline
Colonial River Investments, LLC4,445$414K0.18%+52413F-HRTimeline
RVW Wealth, LLC4,507$411K0.03%-2213F-HRTimeline
Lester Murray Antman dba SimplyRich4,510$411K0.11%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC4,482$409K0.13%+1,40713F-HRTimeline
GTS SECURITIES LLC4,470$408K0.02%-2,98613F-HRTimeline
Arete Wealth Advisors, LLC4,458$407K0.03%-2,47113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC4,388$400K0.03%013F-HRTimeline
WealthPLAN Partners, LLC4,375$399K0.06%+6113F-HRTimeline
Douglass Winthrop Advisors, LLC4,356$397K0.01%+25013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,355$397K0.01%-3,58713F-HRTimeline
E Fund Management Co., Ltd.4,328$395K0.02%-12113F-HRTimeline
Opal Wealth Advisors, LLC4,326$395K0.11%+85513F-HRTimeline
Oslo Pensjonsforsikring AS4,311$393K0.06%013F-HRTimeline
HHM Wealth Advisors, LLC4,301$392K0.05%-91513F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,297$392K0.11%+1,23613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,279$390K0.14%-4313F-HRTimeline
Clearview Wealth Advisors LLC4,270$390K0.27%-613F-HRTimeline
Semus Wealth Partners LLC4,267$389K0.25%-18813F-HRTimeline
Cyndeo Wealth Partners, LLC4,252$388K0.02%+48913F-HRTimeline
CoreCap Advisors, LLC4,248$388K0.02%+14713F-HRTimeline
Fielder Capital Group LLC4,240$387K0.1%-20013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,218$385K0.17%+2613F-HRTimeline
AlphaCore Capital LLC4,203$384K0.01%+1,01113F-HRTimeline
Aberdeen Wealth Management LLC4,198$383K0.25%+113F-HRTimeline
CFO4Life Group, LLC4,180$381K0.06%-21613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…4,169$380K0.18%+313F-HRTimeline
Souders Financial Advisors4,167$380K0.05%-24213F-HRTimeline
Affinity Capital Advisors, LLC4,164$380K0.07%-1,04613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,141$378K0.01%-2913F-HRTimelineGroup
CNB Bank4,140$378K0.18%-1,07813F-HRTimeline
KLCM Advisors, Inc.4,134$377K0.04%-11213F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…4,126$376K0.29%+28813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,103$374K<0.01%-13,15713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,093$373K0.03%+27613F-HRTimeline
Trust Co of the South4,088$373K0.07%013F-HRTimeline
Oxinas Partners, LLC4,087$373K0.19%+313F-HRTimeline
Advisor Resource Council4,064$371K0.18%-8,08513F-HRTimeline
Essex LLC4,050$370K0.07%013F-HRTimeline
Capital Management Associates, Inc4,045$369K0.12%-4,10513F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.4,025$367K0.07%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.4,024$367K0.01%+3,64313F-HRTimelineGroup
Principia Wealth Advisory, LLC4,016$366K0.31%+1313F-HRTimeline
ROMANO BROTHERS AND COMPANY3,974$363K0.04%013F-HRTimeline
Three Bridge Wealth Advisors, LLC3,970$362K0.1%+1,25213F-HRTimeline
GRIES FINANCIAL LLC3,964$362K0.07%+1,30013F-HRTimeline
Ariston Services Group3,958$361K0.26%013F-HRTimeline
Baron Wealth Management LLC3,951$360K0.13%+31013F-HRTimeline
VAN STRUM & TOWNE INC.3,950$360K0.11%013F-HRTimeline
Faithward Advisors, LLC3,947$360K0.06%-6,00613F-HRTimeline
CALTON & ASSOCIATES, INC.3,944$360K0.06%+74713F-HRTimeline
Nova R Wealth, Inc.3,936$359K0.17%013F-HRTimeline
CYBER HORNET ETFs LLC3,932$359K0.26%-1913F-HRTimeline
First Business Financial Services, Inc.3,931$359K0.03%013F-HRTimeline
Denver PWM, LLC3,915$357K0.11%+213F-HRTimeline
American Institute for Advanced Investm…3,915$357K0.25%+9013F-HRTimeline
Biltmore Family Office, LLC3,905$356K0.06%+4713F-HRTimeline
Triumph Capital Management3,897$356K0.11%+25013F-HR/ATimeline
KLINGENSTEIN FIELDS & CO LP3,895$355K0.01%013F-HRTimeline
Wealth Group, Ltd.3,893$355K0.35%+31813F-HRTimeline
Sound View Wealth Advisors Group, LLC3,881$354K0.03%+12313F-HRTimeline
Opus Capital Group, LLC3,875$354K0.04%+1113F-HRTimeline
BOYAR ASSET MANAGEMENT INC.3,875$354K0.23%-7513F-HRTimeline
Purus Wealth Management, LLC3,870$353K0.12%-3513F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC3,861$352K0.07%-10113F-HRTimeline
Rothschild Capital Partners, LLC3,860$352K0.09%013F-HRTimeline
Mission Creek Capital Partners, Inc.3,860$352K0.08%-4,63113F-HRTimeline
Berger Financial Group, Inc3,786$345K0.02%+313F-HRTimeline
TriaGen Wealth Management LLC3,781$345K0.1%new13F-HRTimeline
Marks Group Wealth Management, Inc3,755$343K0.03%-74513F-HRTimeline
Westshore Wealth, LLC3,752$342K0.13%013F-HRTimeline
LRI Investments, LLC3,708$338K0.03%+1,41913F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…3,700$338K0.16%new13F-HRTimelineGroup
Court Place Advisors, LLC3,700$338K0.11%-10013F-HRTimeline
Perennial Investment Advisors, LLC3,696$337K0.03%+42313F-HRTimeline
Calydon Capital3,692$337K0.03%new13F-HRTimeline
Quantum Financial Advisors, LLC3,687$336K0.05%013F-HRTimeline
Founders Capital Management3,680$336K0.2%013F-HRTimeline
Cohen Klingenstein LLC3,660$334K0.01%013F-HRTimeline
Wayfinding Financial, LLC3,430$333K0.15%+6113F-HRTimeline
Abacus Planning Group, Inc.3,649$333K0.05%+39113F-HR/ATimeline
Advyzon Investment Management, LLC3,631$331K0.07%-5013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,616$330K0.02%-60,00113F-HRTimelineGroup
Brookwood Investment Group LLC3,609$329K0.05%-5,16513F-HRTimeline
Retirement Planning Co of New England, …3,601$329K0.15%-47513F-HRTimeline
Paradigm Capital Management, LLC/NV3,595$328K0.32%-18013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…3,595$328K0.06%+313F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.3,569$324K0.22%+14113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,547$324K0.02%-1,79813F-HRTimeline
Broadway Wealth Solutions, Inc.3,545$323K0.2%-31413F-HRTimeline
Prosperitas Financial LLC3,534$322K0.15%+913F-HRTimeline
RAM Investment Partners, LLC3,534$322K0.07%+17313F-HRTimeline
First Interstate Bank3,531$322K0.02%+40013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,530$322K0.03%-5813F-HRTimelineGroup
Norway Savings Bank3,525$322K0.17%-18513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,525$322K0.13%-7213F-HRTimeline
Harbour Trust & Investment Management Co3,514$321K0.04%-5013F-HRTimeline
EDGEWOOD MANAGEMENT LLC3,500$319K<0.01%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC3,500$319K0.18%013F-HRTimeline
Raab & Moskowitz Asset Management LLC3,494$319K0.08%-4,77313F-HRTimeline
LCM Capital Management Inc3,490$318K0.17%013F-HRTimeline
CHILTON INVESTMENT CO INC.3,488$318K0.01%new13F-HRTimeline
SeaBridge Investment Advisors LLC3,465$316K0.06%-17013F-HRTimeline
Keystone Wealth Services, LLC3,463$316K0.08%-713F-HRTimeline
Quent Capital, LLC3,454$315K0.03%+25513F-HRTimeline
Aprio Wealth Management, LLC3,451$315K0.04%+52713F-HRTimeline
MBB PUBLIC MARKETS I LLC3,446$314K0.04%-76313F-HRTimeline
FORTE CAPITAL LLC /ADV3,434$313K0.03%+46813F-HRTimeline
Good Life Advisors, LLC3,401$310K0.02%-4,26813F-HRTimeline