SCHW CHARLES SCHWAB CORP (THE)

COM (common), issuer CIK 316709

2,133 managers (2,176 13F filers) reported a position in SCHW shares at 2025-09-30, 1,458,727,889 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers: 2,133
13F filers: 2,176
New: 155
Added: 933
Reduced: 763
Sold out: 117
Shares held by filers: 1,458,727,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
BayBridge Capital Group, LLC	5,707	$545K	0.35%	-1,400	13F-HR Timeline
United Advisor Group, LLC	5,692	$543K	0.07%	new	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	5,670	$541K	0.05%	0	13F-HR Timeline
Severin Investments, LLC	5,654	$540K	0.48%	new	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	5,652	$540K	0.03%	+2,796	13F-HR Timeline
Commonwealth Retirement Investments LLC	5,649	$539K	0.18%	-606	13F-HR Timeline
Kingsview Wealth Management, LLC	5,647	$539K	0.01%	+68	13F-HR Timeline
WESBANCO BANK INC	5,631	$538K	0.01%	+3	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	5,630	$538K	0.13%	-47	13F-HR Timeline
Rosenberg Matthew Hamilton	5,618	$536K	0.12%	0	13F-HR Timeline
Delta Investment Management, LLC	5,613	$536K	0.1%	+327	13F-HR Timeline
Catalyst Funds Management Pty Ltd	5,600	$535K	0.08%	new	13F-HR Timeline
PRIVATE TRUST CO NA	5,585	$533K	0.05%	+422	13F-HR Timeline
Douglass Winthrop Advisors, LLC	5,574	$532K	0.01%	+1,218	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	5,560	$531K	<0.01%	new	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	5,536	$529K	0.12%	+8	13F-HR Timeline
J. Team Financial, Inc.	5,510	$526K	0.53%		13F-HR Timeline
Versor Investments LP	5,500	$525K	0.1%	new	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	5,488	$524K	0.22%	0	13F-HR Timeline
Revisor Wealth Management LLC	5,572	$524K	0.18%	-182	13F-HR Timeline
KRS Capital Management, LLC	5,481	$523K	0.32%	+3	13F-HR Timeline
Apexium Financial, LP	5,474	$523K	0.03%	+1	13F-HR Timeline
Sompo Asset Management Co., Ltd.	5,470	$522K	0.09%	-2,250	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	5,463	$522K	0.03%	-26	13F-HR Timeline
Addison Advisors LLC	5,455	$521K	0.12%	0	13F-HR Timeline
Yarbrough Capital, LLC	5,454	$521K	0.02%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	5,448	$520K	0.05%	-244	13F-HR Timeline
Accurate Wealth Management, LLC	5,556	$519K	0.07%	+18	13F-HR Timeline
Ledyard National Bank	5,416	$517K	0.05%	0	13F-HR Timeline
Western Pacific Wealth Management, LP	5,415	$517K	0.5%	0	13F-HR Timeline
Tempus Wealth Planning, LLC	5,412	$517K	0.12%	-269	13F-HR Timeline
Cromwell Holdings LLC	5,381	$514K	0.27%	0	13F-HR Timeline
DAGCO, INC.	5,375	$513K	0.13%	0	13F-HR Timeline
WealthPlan Investment Management, LLC	5,364	$512K	0.03%	+270	13F-HR Timeline
Quadrant Private Wealth Management, LLC	5,325	$508K	0.09%	+117	13F-HR Timeline
KELLEHER FINANCIAL ADVISORS	5,313	$507K	0.13%	new	13F-HR Timeline
Parcion Private Wealth LLC	5,305	$506K	0.03%	+720	13F-HR Timeline
BURKE & HERBERT BANK & TRUST CO	5,300	$506K	0.11%	0	13F-HR Timeline
Sciencast Management LP	5,299	$506K	0.09%	-39,350	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	5,298	$506K	0.11%	+70	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	5,293	$505K	0.17%	-47	13F-HR Timeline
Tilson Financial Group, Inc.	5,288	$505K	0.17%	+3,051	13F-HR Timeline
Waterloo Capital, L.P.	5,284	$504K	0.04%	-778	13F-HR Timeline
Aviso Financial Inc.	5,265	$503K	0.02%	-500	13F-HR Timeline
KEYVANTAGE WEALTH, LLC	5,257	$502K	0.21%	-28	13F-HR Timeline
Eaton Financial Holdings Company, LLC	5,255	$502K	0.14%	-3,869	13F-HR Timeline
Trace Wealth Advisors, LLC	5,200	$496K	0.37%	0	13F-HR Timeline
GRIES FINANCIAL LLC	5,197	$496K	0.08%	+1,233	13F-HR Timeline
Trek Financial, LLC	5,180	$495K	0.03%	+364	13F-HR Timeline
Williams Jones Wealth Management, LLC.	5,177	$494K	0.01%	-154	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	5,154	$492K	0.05%	0	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	5,154	$492K	0.14%	-291	13F-HR/A Timeline
River Wealth Advisors LLC	5,148	$492K	0.06%	-272	13F-HR Timeline
Versant Capital Management, Inc	5,137	$490K	0.07%	+433	13F-HR Timeline
Meridian Wealth Management, LLC	5,135	$490K	0.02%	+66	13F-HR Timeline
Soltis Investment Advisors LLC	5,120	$489K	0.03%	+447	13F-HR Timeline
Alliance Wealth Advisors, LLC	5,078	$485K	0.24%	+43	13F-HR Timeline
Sky Investment Group LLC	5,070	$484K	0.08%	-150	13F-HR Timeline
LOUNTZIS ASSET MANAGEMENT, LLC	5,062	$483K	0.16%	-104	13F-HR Timeline
BBR PARTNERS, LLC	5,052	$482K	0.03%	+51	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	5,035	$479K	0.17%	+1,739	13F-HR Timeline
Viewpoint Capital Management LLC	5,000	$477K	0.21%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	4,992	$477K	0.02%	-2,220	13F-HR Timeline
Oslo Pensjonsforsikring AS	4,975	$475K	0.07%	+664	13F-HR Timeline
Operose Advisors LLC	4,938	$471K	0.12%	-415	13F-HR Timeline
KLCM Advisors, Inc.	4,929	$471K	0.05%	+795	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	4,919	$470K	0.05%	+1	13F-HR Timeline
Hopwood Financial Services, Inc.	4,906	$468K	0.31%	0	13F-HR Timeline
OPTIMIZE FINANCIAL INC.	4,896	$467K	0.24%	new	13F-HR Timeline
ENZI WEALTH	5,003	$467K	0.16%	+3	13F-HR Timeline
Broyhill Asset Management, LLC	4,895	$467K	0.41%	0	13F-HR Timeline
Aljian Capital Management, LLC	4,888	$467K	0.09%	+5	13F-HR Timeline
Advisory Alpha, LLC	5,010	$465K	0.01%	-248	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	4,864	$464K	0.01%	+2,173	13F-HR Timeline
SteelPeak Wealth, LLC	4,850	$463K	0.02%	+2,081	13F-HR Timeline
Smith Thornton Advisors LLC	4,848	$463K	0.24%	+267	13F-HR Timeline
OAKWORTH CAPITAL, INC.	4,848	$463K	0.03%	+2,289	13F-HR Timeline
Cannell & Spears LLC	4,820	$460K	0.01%	-12	13F-HR Timeline
TRILLIUM ASSET MANAGEMENT, LLC	4,817	$460K	0.01%	-64	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	4,806	$459K	<0.01%	new	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
AlphaCore Capital LLC	4,805	$459K	0.02%	+602	13F-HR Timeline
Impact Capital Partners LLC	4,802	$458K	0.14%	-1,985	13F-HR Timeline
Moss Adams Wealth Advisors LLC	4,786	$457K	0.04%	+162	13F-HR Timeline
Coastwise Capital Group, LLC	4,759	$454K	0.32%	+8	13F-HR Timeline
Telos Capital Management, Inc.	4,743	$453K	0.04%	-688	13F-HR Timeline
WOLVERINE TRADING, LLC	4,652	$451K	0.01%	-135,411	13F-HR Timeline
PRINCETON CAPITAL MANAGEMENT LLC	4,692	$448K	0.12%	-5	13F-HR Timeline
WRAPMANAGER INC	4,667	$446K	0.14%	-917	13F-HR Timeline
Old Mission Investment Co LLC	4,665	$445K	0.11%	+23	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	4,663	$445K	0.13%	-2,415	13F-HR/A Timeline
Welch & Forbes LLC	4,657	$445K	0.01%	0	13F-HR Timeline
SCS Capital Management LLC	4,656	$444K	<0.01%	-9,918	13F-HR Timeline
Tactive Advisors, LLC	4,653	$444K	0.13%	-236	13F-HR Timeline
Orca Investment Management, LLC	4,641	$443K	0.36%	0	13F-HR Timeline
Quarry LP	4,616	$441K	0.11%	+3,460	13F-HR Timeline
Arete Wealth Advisors, LLC	4,611	$440K	0.03%	+153	13F-HR Timeline
Colonial River Investments, LLC	4,549	$434K	0.16%	+104	13F-HR Timeline
Bernard Wealth Management Corp.	4,544	$434K	0.18%	0	13F-HR Timeline
Sonora Investment Management Group, LLC	4,543	$434K	0.03%	-92	13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	4,512	$431K	0.21%	-193	13F-HR Timeline
Lester Murray Antman dba SimplyRich	4,510	$430K	0.12%	0	13F-HR Timeline
Westmount Partners, LLC	4,642	$428K	0.11%	+10	13F-HR Timeline
RVW Wealth, LLC	4,484	$428K	0.03%	-23	13F-HR Timeline
Shum Financial Group, Inc.	4,482	$428K	0.32%		13F-HR Timeline
Opal Wealth Advisors, LLC	4,473	$427K	0.12%	+147	13F-HR Timeline
Avantax Planning Partners, Inc.	4,471	$427K	0.01%	-235	13F-HR Timeline
CoreCap Advisors, LLC	4,459	$426K	0.02%	+211	13F-HR Timeline
Peoples Bank/KS	4,433	$423K	0.42%	-375	13F-HR Timeline
Full Sail Capital, LLC	4,424	$422K	0.02%	+1,206	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	4,400	$419K	<0.01%	+2,728	13F-HR Timeline Group
LBMC INVESTMENT ADVISORS, LLC	4,388	$419K	0.03%	0	13F-HR Timeline
Caerus Investment Advisors, LLC	4,377	$418K	0.17%	new	13F-HR Timeline
WealthPLAN Partners, LLC	4,345	$415K	0.06%	-30	13F-HR Timeline
LexAurum Advisors, LLC	4,324	$413K	0.06%	-241	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	4,322	$413K	0.01%	-33	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	4,303	$411K	0.1%	+6	13F-HR Timeline
Semus Wealth Partners LLC	4,281	$409K	0.23%	+14	13F-HR Timeline
Acropolis Investment Management, LLC	4,466	$407K	0.02%	new	13F-HR Timeline
Gibbs Wealth Management	4,267	$407K	0.09%	-372	13F-HR Timeline
Greenfield Savings Bank	4,249	$406K	0.17%	new	13F-HR Timeline
CATALYST PRIVATE WEALTH, LLC	4,247	$405K	0.18%	+29	13F-HR Timeline
Souders Financial Advisors	4,243	$405K	0.05%	+76	13F-HR Timeline
Fielder Capital Group LLC	4,243	$405K	0.09%	+3	13F-HR Timeline
SENTRY INVESTMENT MANAGEMENT LLC	4,320	$405K	0.27%	new	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	4,233	$404K	0.01%	-2,256	13F-HR Timeline Group
OPINICUS CAPITAL, INC.	4,210	$402K	0.28%	-387	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	4,202	$401K	0.06%	+177	13F-HR Timeline
Aberdeen Wealth Management LLC	4,199	$401K	0.25%	+1	13F-HR Timeline
Brookwood Investment Group LLC	4,182	$399K	0.05%	+573	13F-HR Timeline
Stonegate Investment Group, LLC	4,167	$398K	0.01%	-1,110	13F-HR Timeline
Aprio Wealth Management, LLC	4,160	$397K	0.04%	+709	13F-HR Timeline
Clearview Wealth Advisors LLC	4,158	$397K	0.25%	-112	13F-HR Timeline
Trust Co of the South	4,146	$396K	0.07%	+58	13F-HR Timeline
SBI Securities Co., Ltd.	4,122	$394K	0.01%	+1,929	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	4,122	$393K	0.17%	-47	13F-HR Timeline
Oxinas Partners, LLC	4,089	$390K	0.21%	+2	13F-HR Timeline
CYBER HORNET ETFs LLC	4,087	$390K	0.25%	+155	13F-HR Timeline
CNB Bank	4,084	$390K	0.16%	-56	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	4,122	$389K	0.29%	-4	13F-HR Timeline
Affinity Capital Advisors, LLC	4,164	$386K	0.06%	0	13F-HR Timeline
Almanack Investment Partners, LLC.	4,037	$385K	0.06%	+1,557	13F-HR Timeline
Simplicity Wealth,LLC	4,028	$385K	0.02%	-6,968	13F-HR Timeline
Principia Wealth Advisory, LLC	4,027	$384K	0.27%	+11	13F-HR Timeline
CAXTON ASSOCIATES LLP	4,023	$384K	0.01%	+756	13F-HR Timeline
CFO4Life Group, LLC	4,014	$383K	0.06%	-166	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	4,000	$382K	0.05%	+1,000	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	3,998	$382K	0.01%	-143	13F-HR Timeline Group
Interchange Capital Partners, LLC	3,992	$381K	0.07%	+1,711	13F-HR Timeline
Nova R Wealth, Inc.	3,979	$380K	0.16%	+43	13F-HR Timeline
Mission Creek Capital Partners, Inc.	3,975	$379K	0.08%	+115	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	3,974	$379K	0.04%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	3,965	$379K	0.04%	-336	13F-HR Timeline
CHICAGO TRUST Co NA	3,965	$379K	0.05%	+684	13F-HR Timeline
GODSEY & GIBB, INC	3,964	$378K	0.03%	new	13F-HR Timeline
Faithward Advisors, LLC	3,959	$378K	0.06%	+12	13F-HR Timeline
Ariston Services Group	3,958	$378K	0.23%	0	13F-HR Timeline
Essex LLC	3,958	$378K	0.07%	-92	13F-HR Timeline
VAN STRUM & TOWNE INC.	3,950	$377K	0.11%	0	13F-HR Timeline
Biltmore Family Office, LLC	3,941	$376K	0.05%	+36	13F-HR Timeline
First Business Financial Services, Inc.	3,931	$375K	0.03%	0	13F-HR Timeline
FOX RUN MANAGEMENT, L.L.C.	3,921	$374K	0.06%	new	13F-HR Timeline
Clear Creek Financial Management, LLC	3,920	$374K	0.03%	+1,422	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	3,904	$373K	0.12%	+517	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,895	$372K	0.01%	0	13F-HR Timeline
American Institute for Advanced Investm…	3,893	$372K	0.24%	-22	13F-HR Timeline
Triumph Capital Management	3,888	$371K	0.1%	-9	13F-HR/A Timeline
FIRST HORIZON CORP	3,883	$371K	0.02%		13F-HR Timeline
Opus Capital Group, LLC	3,875	$370K	0.04%	0	13F-HR Timeline
Rothschild Capital Partners, LLC	3,860	$369K	0.09%	0	13F-HR Timeline
Berger Financial Group, Inc	3,847	$367K	0.02%	+61	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	3,847	$367K	0.05%	new	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	3,832	$366K	0.1%	-650	13F-HR Timeline
Leonteq Securities AG	3,822	$365K	0.02%	+2,137	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	3,869	$363K	0.04%	new	13F-HR Timeline
Purus Wealth Management, LLC	3,787	$362K	0.12%	-83	13F-HR Timeline
Baron Wealth Management LLC	3,771	$360K	0.12%	-180	13F-HR Timeline
Accuvest Global Advisors	3,760	$359K	0.22%	new	13F-HR Timeline
Marks Group Wealth Management, Inc	3,755	$358K	0.03%	0	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	3,759	$358K	<0.01%	+1,056	13F-HR Timeline Group
STUDIO INVESTMENT MANAGEMENT LLC	3,745	$358K	0.07%	-116	13F-HR Timeline
Denver PWM, LLC	3,915	$357K	0.11%	0	13F-HR Timeline
First Financial Bankshares Inc	3,732	$356K	0.01%	+1,126	13F-HR Timeline
Cornerstone Wealth Group, LLC	3,732	$356K	0.02%	+435	13F-HR Timeline
Venturi Wealth Management, LLC	3,718	$355K	0.02%	+1,035	13F-HR Timeline
Quantum Financial Advisors, LLC	3,687	$352K	0.04%	0	13F-HR Timeline
Founders Capital Management	3,680	$351K	0.19%	0	13F-HR Timeline
TriaGen Wealth Management LLC	3,677	$351K	0.09%	-104	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	3,676	$351K	0.04%	+361	13F-HR Timeline
Broadway Wealth Solutions, Inc.	3,665	$350K	0.2%	+120	13F-HR Timeline
Cohen Klingenstein LLC	3,660	$349K	0.01%	0	13F-HR Timeline
Abacus Planning Group, Inc.	3,649	$348K	0.05%	0	13F-HR Timeline
Retirement Planning Co of New England, …	3,645	$348K	0.14%	+44	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	3,643	$348K	<0.01%	-2,176	13F-HR/A Timeline Group
Sound View Wealth Advisors Group, LLC	3,637	$347K	0.02%	-244	13F-HR Timeline
RAM Investment Partners, LLC	3,634	$347K	0.07%	+100	13F-HR Timeline
SEVEN MILE ADVISORY	3,622	$346K	0.06%	new	13F-HR Timeline
Requisite Capital Management, LLC	3,610	$345K	0.06%	new	13F-HR Timeline
SHERBROOKE PARK ADVISERS LLC	3,562	$340K	0.16%	new	13F-HR Timeline
Rothschild Wealth LLC	3,554	$339K	0.07%	+555	13F-HR Timeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…	3,550	$339K	0.14%	new	13F-HR Timeline Group