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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,285 managers (2,334 13F filers) reported a position in SCHW shares at 2025-12-31, 1,456,288,068 shares in all. 149 filers opened a position and 96 filers sold out during the quarter.

Managers
2,285
13F filers
2,334
New
149
Added
945
Reduced
831
Sold out
96
Shares held by filers
1,456,288,068

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Carson Advisory Inc.6,557$655K0.34%013F-HRTimeline
Aspetuck Financial Management LLC6,557$655K0.44%+513F-HRTimeline
Meridian Wealth Management, LLC6,521$652K0.02%+1,38613F-HRTimeline
Strategic Financial Services, Inc.6,199$651K0.03%013F-HRTimeline
Volterra Technologies LP6,482$648K0.66%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,452$645K0.2%013F-HRTimeline
BSW Wealth Partners6,445$644K0.08%+18713F-HRTimeline
SmartHarvest Portfolios, LLC6,444$644K0.22%13F-HRTimeline
AlphaCore Capital LLC6,429$642K0.01%+1,62413F-HRTimeline
First Long Island Investors, LLC6,403$640K0.05%+4,13213F-HRTimeline
Marathon Mission, Inc.6,380$637K0.37%+1213F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,373$637K0.03%+91013F-HRTimeline
Biltmore Family Office, LLC6,360$635K0.09%+2,41913F-HRTimeline
ADVISORTRUST PARTNERS, LLC6,338$633K0.28%13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,332$633K0.21%+2113F-HR/ATimeline
Basecamp Wealth Advisors LLC6,327$632K0.13%13F-HRTimeline
Bank of Marin6,325$632K0.44%-38613F-HRTimeline
71 West Capital Partners6,322$632K0.03%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,313$631K0.14%+1,00013F-HRTimeline
Family Legacy, Inc.6,300$629K0.19%013F-HRTimeline
PCM Encore, LLC6,299$629K0.13%13F-HRTimeline
Douglass Winthrop Advisors, LLC6,294$629K0.01%+72013F-HRTimeline
Sky Investment Group LLC6,285$628K0.1%+1,21513F-HRTimeline
Palacios Wealth Management, LLC6,285$628K0.48%-43813F-HRTimeline
Principle Wealth Partners LLC6,266$626K0.04%+28213F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,260$625K0.17%-1,52513F-HRTimeline
DUTCH ASSET Corp6,250$624K0.48%13F-HRTimeline
Ledyard National Bank6,228$622K0.05%+81213F-HRTimeline
Centurion Wealth Management LLC6,221$622K0.14%-24113F-HRTimeline
Fiduciary Alliance LLC6,205$620K0.04%+7513F-HRTimeline
Ducere Wealth Management LLC6,190$618K0.24%13F-HR/ATimeline
Kesler, Norman & Wride, LLC6,179$617K0.11%new13F-HRTimeline
Pointe Capital Management LLC6,168$616K0.31%-71613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,162$616K0.05%-1,46613F-HRTimeline
RMR Wealth Builders6,107$610K0.05%-1213F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC6,091$609K0.06%013F-HRTimeline
Quadrant Private Wealth Management, LLC6,090$608K0.1%+76513F-HRTimeline
Severin Investments, LLC6,089$608K0.54%+43513F-HRTimeline
LECAP ASSET MANAGEMENT LTD6,073$607K0.24%-24,20013F-HRTimeline
Baader Bank Aktiengesellschaft6,075$607K0.05%-2113F-HRTimeline
Alpha Family Trustin group Alpha Family Trust6,070$606K0.28%013F-HRTimelineGroup
Main Street Financial Solutions, LLC6,039$603K0.05%-2,81713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,003$600K0.06%-47613F-HRTimeline
Avidian Wealth Enterprises, LLC5,987$598K0.02%+313F-HRTimeline
Relyea Zuckerberg Hanson LLC5,969$596K0.06%-1113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,938$593K0.03%+3613F-HRTimelineGroup
Noble Wealth Management PBC5,925$592K0.3%-1,10013F-HRTimeline
Abel Hall, LLC5,903$590K0.14%new13F-HRTimeline
SS&H Financial Advisors, Inc.5,899$589K0.17%013F-HRTimeline
Gambit Capital Management, LLC5,886$588K0.42%13F-HRTimeline
MQS Management LLC5,874$587K0.35%+2,73313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,858$585K0.04%+213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.5,854$585K0.13%+2613F-HRTimeline
Mason & Associates Inc5,854$585K0.11%-7813F-HRTimeline
Sand Hill Global Advisors, LLC5,853$585K0.02%+10513F-HRTimeline
Leonteq Securities AG5,841$584K0.03%+2,01913F-HRTimeline
KLCM Advisors, Inc.5,835$583K0.05%+90613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,818$581K0.06%013F-HRTimeline
WESPAC Advisors SoCal, LLC5,805$580K0.12%013F-HRTimeline
Intrepid Financial Planning Group LLC5,802$580K0.22%013F-HRTimeline
Clarius Group, LLC5,799$579K0.03%-1,82813F-HRTimeline
5T Wealth, LLC5,797$579K0.23%-83713F-HRTimeline
Quotient Wealth Partners, LLC5,790$578K0.02%-49113F-HRTimeline
Delta Investment Management, LLC5,779$577K0.1%+16613F-HRTimeline
Cornerstone Wealth Management, LLC5,762$576K0.03%-16213F-HRTimeline
Sivia Capital Partners, LLC5,747$574K0.12%-8213F-HRTimeline
Diligent Investors, LLC5,735$573K0.14%013F-HRTimeline
Tributary Capital Management, LLC5,730$572K0.06%new13F-HRTimeline
Icon Wealth Advisors, LLC5,726$572K0.04%+1113F-HRTimeline
Mayflower Financial Advisors, LLC5,723$572K0.07%-1,04013F-HRTimeline
Beta Wealth Group, Inc.5,708$570K0.23%-9913F-HRTimeline
Traynor Capital Management, Inc.5,698$569K0.03%-1,07013F-HRTimeline
Plante Moran Financial Advisors, LLC5,696$569K0.04%-7013F-HRTimeline
Journey Advisory Group, LLC5,694$569K0.05%-15013F-HRTimeline
Shum Financial Group, Inc.5,684$568K0.41%+1,20213F-HRTimeline
JTC Employer Solutions Trustee Ltd5,670$567K0.04%013F-HRTimeline
Gryphon Financial Partners LLC5,668$566K0.06%-16013F-HRTimeline
Waterloo Capital, L.P.5,651$565K0.04%+36713F-HRTimeline
Rosenberg Matthew Hamilton5,650$564K0.12%+3213F-HRTimeline
Accurate Wealth Management, LLC5,591$560K0.07%+3513F-HRTimeline
PRIVATE TRUST CO NA5,579$557K0.05%-613F-HRTimeline
WESBANCO BANK INC5,576$557K0.02%-5513F-HRTimeline
Greenfield Savings Bank5,560$556K0.23%+1,31113F-HRTimeline
FOCUSED ALPHA, LLC5,540$554K0.16%13F-HRTimeline
AVALON CAPITAL MANAGEMENT5,538$553K0.13%-9213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,537$553K0.09%-33813F-HRTimeline
KRS Capital Management, LLC5,533$553K0.32%+5213F-HRTimeline
Unify Financial Advisors5,511$551K0.57%13F-HRTimeline
Greykasell Wealth Strategies, Inc.5,488$548K0.22%013F-HRTimeline
Versant Capital Management, Inc5,482$548K0.07%+34513F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,540$547K0.17%+50513F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS5,472$547K0.29%13F-HRTimeline
EASTERN BANK5,462$546K0.01%+3,49513F-HRTimeline
Addison Advisors LLC5,455$545K0.12%013F-HRTimeline
Yarbrough Capital, LLC5,454$545K0.02%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,426$542K0.01%-2,23413F-HRTimeline
Crescent Grove Advisors, LLC5,420$542K0.05%-50013F-HRTimeline
Western Pacific Wealth Management, LP5,415$541K0.52%013F-HRTimeline
DAGCO, INC.5,402$540K0.12%+2713F-HRTimeline
CNB Bank5,382$538K0.22%+1,29813F-HRTimeline
Cromwell Holdings LLC5,381$538K0.29%013F-HRTimeline
VestGen Advisors, LLC5,379$537K0.02%-9,84613F-HRTimeline
Tempus Wealth Planning, LLC5,369$536K0.12%-4313F-HRTimeline
Parcion Private Wealth LLC5,357$535K0.03%+5213F-HRTimeline
BayBridge Capital Group, LLC5,339$533K0.33%-36813F-HRTimeline
Legacy Capital Wealth Partners, LLC5,315$531K0.11%+1713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,300$530K0.15%013F-HRTimeline
Colonial River Investments, LLC5,296$529K0.19%+74713F-HRTimeline
Simplicity Wealth,LLC5,292$529K0.03%+1,26413F-HRTimeline
USA FINANCIAL FORMULAS5,290$529K0.1%-80613F-HRTimeline
KEYVANTAGE WEALTH, LLC5,270$527K0.23%+1313F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC5,269$526K0.45%13F-HRTimeline
Tilson Financial Group, Inc.5,262$526K0.16%-2613F-HRTimeline
WealthPLAN Partners, LLC5,238$523K0.08%+89313F-HRTimeline
Aviso Financial Inc.5,230$523K0.02%-3513F-HRTimeline
Trace Wealth Advisors, LLC5,200$520K0.38%013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC5,164$517K0.06%new13F-HRTimeline
Soltis Investment Advisors LLC5,172$517K0.03%+5213F-HR/ATimeline
Income Insurance Ltd5,166$516K0.33%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fi3 FINANCIAL ADVISORS, LLC5,154$515K0.16%-13913F-HRTimeline
New Republic Capital, LLC5,131$513K0.14%+2,64513F-HRTimeline
Gemmer Asset Management LLC5,128$512K0.04%-2,06013F-HRTimeline
Alliance Wealth Advisors, LLC5,126$512K0.24%+4813F-HRTimeline
ENZI WEALTH5,000$510K0.18%-313F-HRTimeline
OAKWORTH CAPITAL, INC.5,074$507K0.03%+22613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,054$505K0.06%-10013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,050$505K0.01%new13F-HRTimeline
Williams Jones Wealth Management, LLC.5,040$504K0.01%-13713F-HRTimeline
Commonwealth Retirement Investments LLC5,026$502K0.16%-62313F-HRTimeline
BBR PARTNERS, LLC5,003$500K0.03%-4913F-HRTimeline
Viewpoint Capital Management LLC5,000$500K0.22%013F-HRTimeline
Oslo Pensjonsforsikring AS4,975$497K0.07%013F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC4,965$496K0.28%new13F-HRTimelineGroup
OPTIMIZE FINANCIAL INC.4,964$496K0.25%+6813F-HRTimeline
Operose Advisors LLC4,945$494K0.12%+713F-HRTimeline
ANCHYRA PARTNERS LLC4,938$493K0.15%13F-HRTimeline
Quantum Financial Advisors, LLC4,935$493K0.06%+1,24813F-HRTimeline
Moss Adams Wealth Advisors LLC4,931$493K0.04%+14513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,902$490K<0.01%-65813F-HRTimeline
Broyhill Asset Management, LLC4,895$489K0.43%013F-HRTimeline
Aljian Capital Management, LLC4,893$489K0.1%+513F-HRTimeline
R Squared Ltd4,884$488K0.23%-26,03713F-HRTimeline
Smith Thornton Advisors LLC4,871$487K0.25%+2313F-HRTimeline
Quarry LP4,854$485K0.08%+23813F-HRTimeline
Avantax Planning Partners, Inc.4,850$485K0.01%+37913F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC4,845$484K0.17%-21713F-HRTimeline
Advisory Alpha, LLC4,832$483K0.01%-17813F-HRTimeline
WADDELL & ASSOCIATES, LLC4,820$482K0.03%-1,54713F-HRTimeline
Advanced Portfolio Management, LLC4,805$480K1.47%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …4,800$480K0.01%+1,40013F-HR/ATimelineGroup
Coastwise Capital Group, LLC4,767$476K0.24%+813F-HRTimeline
Telos Capital Management, Inc.4,745$474K0.04%+213F-HRTimeline
Eaton Financial Holdings Company, LLC4,740$474K0.13%-51513F-HRTimeline
Octavia Wealth Advisors, LLC4,738$473K0.05%-71013F-HRTimeline
Sterling Investment Counsel, LLC4,730$473K0.14%new13F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC4,692$469K0.01%-12513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,686$468K0.12%-613F-HRTimeline
Clear Creek Financial Management, LLC4,678$467K0.04%+75813F-HRTimeline
Old Mission Investment Co LLC4,675$467K0.11%+1013F-HRTimeline
Cannell & Spears LLC4,670$467K0.01%-15013F-HRTimeline
CoreCap Advisors, LLC4,662$466K0.02%+20313F-HRTimeline
Westmount Partners, LLC4,652$465K0.12%+1013F-HRTimeline
Fielder Capital Group LLC4,643$464K0.1%+40013F-HRTimeline
Welch & Forbes LLC4,621$462K0.01%-3613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,616$461K0.05%-30313F-HRTimeline
Impact Capital Partners LLC4,594$459K0.14%-20813F-HRTimeline
Hopwood Financial Services, Inc.4,582$458K0.32%-32413F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,576$457K0.1%-96013F-HRTimeline
Orca Investment Management, LLC4,569$456K0.36%-7213F-HRTimeline
SCS Capital Management LLC4,552$455K<0.01%-10413F-HRTimeline
New Hampshire Trust4,552$455K0.09%-1,68813F-HRTimeline
Opal Wealth Advisors, LLC4,548$454K0.12%+7513F-HRTimeline
Scientech Research LLC4,539$453K0.29%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC4,517$451K0.21%+513F-HRTimeline
RVW Wealth, LLC4,514$451K0.03%+3013F-HRTimeline
Lester Murray Antman dba SimplyRich4,510$450K0.12%013F-HRTimeline
Affinity Capital Advisors, LLC4,488$448K0.06%+32413F-HRTimeline
Acropolis Investment Management, LLC4,466$446K0.02%013F-HRTimeline
Kuhn & Co Investment Counsel4,396$439K0.29%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,392$439K0.01%+39413F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC4,388$438K0.03%013F-HRTimeline
DAVIDSON TRUST CO4,379$438K0.18%new13F-HRTimeline
CYBER HORNET ETFs LLC4,371$437K0.26%+28413F-HRTimeline
Dala Group, LLC4,370$437K0.38%13F-HRTimeline
Aberdeen Wealth Management LLC4,355$435K0.2%+15613F-HRTimeline
River Wealth Advisors LLC4,354$435K0.05%-79413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,352$435K0.01%+3013F-HRTimeline
Souders Financial Advisors4,341$434K0.05%+9813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,336$433K0.1%+3313F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…4,122$433K0.31%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC4,320$432K0.28%013F-HRTimeline
Trek Financial, LLC4,317$431K0.02%-86313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,298$429K0.19%+5113F-HRTimeline
Peoples Bank/KS4,288$428K0.43%-14513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,233$423K0.01%013F-HRTimelineGroup
Baron Wealth Management LLC4,179$418K0.13%+40813F-HRTimeline
Bernard Wealth Management Corp.4,175$417K0.17%-36913F-HRTimeline
Cornerstone Wealth Group, LLC4,163$416K0.03%+43113F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…4,124$412K0.17%+213F-HRTimeline
Clark Capital Management Group, Inc.4,124$412K<0.01%+1,11213F-HRTimeline