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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
PCM Encore, LLC6,580$618K0.13%+28113F-HRTimeline
Marathon Mission, Inc.6,577$618K0.36%+19713F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…6,568$617K0.54%-14,36013F-HRTimeline
PFG Advisors6,563$617K0.03%-12013F-HRTimeline
Carson Advisory Inc.6,557$616K0.32%013F-HRTimeline
Bridgewater Advisors Inc.6,752$616K0.04%-16313F-HRTimeline
Weaver Capital Management LLC6,535$614K0.13%-1,23813F-HRTimeline
NAVELLIER & ASSOCIATES INC6,500$611K0.06%-10013F-HRTimeline
Leonteq Securities AG6,498$611K0.04%+65713F-HRTimeline
Landmark Wealth Management, LLC6,449$606K0.16%new13F-HRTimeline
Family Legacy, Inc.6,412$603K0.18%+11213F-HRTimeline
AlphaCore Capital LLC6,388$600K0.01%-4113F-HRTimeline
Essex LLC6,373$599K0.11%-94713F-HRTimeline
J. Team Financial, Inc.6,343$596K0.67%-95113F-HRTimeline
Capula Management Ltdin group Capula Management Ltd6,340$596K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Basecamp Wealth Advisors LLC6,327$595K0.12%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,321$594K0.03%-5213F-HRTimeline
Shum Financial Group, Inc.6,308$593K0.42%+62413F-HRTimeline
Canvas Wealth Advisors, LLC6,306$593K0.1%-2,64013F-HRTimeline
Deseret Mutual Benefit Administrators6,297$592K0.2%+3,15013F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,313$591K0.15%013F-HRTimeline
RMR Wealth Builders6,294$591K0.05%+18713F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,272$589K0.21%-6013F-HRTimeline
FMB WEALTH MANAGEMENT6,269$589K0.24%-34013F-HRTimeline
Principle Wealth Partners LLC6,266$589K0.03%013F-HRTimeline
Quotient Wealth Partners, LLC6,240$586K0.02%+45013F-HRTimeline
Ledyard National Bank6,226$585K0.05%-213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC6,224$585K0.09%new13F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…6,218$584K0.14%new13F-HRTimelineGroup
Strategic Financial Services, Inc.6,199$583K0.03%013F-HRTimeline
Simplicity Wealth,LLC6,196$582K0.03%+90413F-HRTimeline
Accurate Wealth Management, LLC6,121$580K0.07%+53013F-HRTimeline
E Fund Management Co., Ltd.6,172$580K0.02%13F-HRTimeline
Cambria Investment Management, L.P.6,161$579K0.03%new13F-HRTimeline
KRS Capital Management, LLC6,155$578K0.35%+62213F-HRTimeline
ADVISORTRUST PARTNERS, LLC6,147$578K0.24%-19113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,125$576K0.05%-5,45913F-HRTimelineGroup
First Bank & Trust6,124$576K0.09%-3,65013F-HRTimeline
Centurion Wealth Management LLC6,122$575K0.13%-9913F-HRTimeline
WealthPLAN Partners, LLC6,115$575K0.11%+87713F-HRTimeline
Arista Wealth Management, LLC6,103$574K0.07%new13F-HRTimeline
WESBANCO BANK INC6,096$573K0.02%+52013F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC6,091$572K0.06%013F-HRTimeline
VestGen Advisors, LLC6,330$571K0.02%+95113F-HRTimeline
JERICHO FINANCIAL, LLP6,072$571K0.36%-68613F-HRTimeline
Alpha Family Trustin group Alpha Family Trust6,070$570K0.28%013F-HRTimelineGroup
Rothschild Capital Partners, LLC6,070$570K0.14%+2,21013F-HRTimeline
Sand Hill Global Advisors, LLC6,045$568K0.02%+19213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,042$568K0.01%+61613F-HRTimeline
Greenfield Savings Bank6,038$567K0.24%+47813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,023$566K0.06%+2013F-HRTimeline
Biltmore Family Office, LLC6,018$566K0.08%-34213F-HRTimeline
Caitong International Asset Management …5,986$563K0.1%+4,68513F-HRTimeline
Sunpointe, LLC5,975$562K0.18%-1,13313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,974$561K0.02%+1,58213F-HRTimelineGroup
First Long Island Investors, LLC5,953$559K0.05%-45013F-HRTimeline
Greykasell Wealth Strategies, Inc.5,945$559K0.23%+45713F-HRTimeline
KLCM Advisors, Inc.5,935$558K0.05%+10013F-HRTimeline
Beta Wealth Group, Inc.5,909$555K0.23%+20113F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC5,904$555K0.16%+75013F-HRTimeline
Gambit Capital Management, LLC5,899$554K0.4%+1313F-HRTimeline
Mayflower Financial Advisors, LLC5,872$552K0.07%+14913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,859$551K0.04%+113F-HRTimeline
Cornerstone Wealth Management, LLC5,854$550K0.03%+9213F-HRTimeline
Severin Investments, LLC5,833$548K0.47%-25613F-HRTimeline
WNY Asset Management, LLC5,833$548K0.06%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,833$548K0.17%+29313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,818$547K0.05%013F-HRTimeline
KEYVANTAGE WEALTH, LLC5,806$546K0.24%+53613F-HRTimeline
WESPAC Advisors SoCal, LLC5,805$546K0.12%013F-HRTimeline
SJBENEN ADVISORY, LLC5,800$545K0.46%new13F-HRTimeline
Soltis Investment Advisors LLC5,787$544K0.04%+61513F-HRTimeline
INTRUST BANK NA5,770$542K0.04%-1,08713F-HRTimeline
Mason & Associates Inc5,784$538K0.1%-7013F-HRTimeline
BayBridge Capital Group, LLC5,339$533K0.33%013F-HRTimeline
JTC Employer Solutions Trustee Ltd5,670$533K0.04%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC5,664$532K0.42%+39513F-HRTimeline
Moss Adams Wealth Advisors LLC5,664$532K0.04%+73313F-HRTimeline
Traynor Capital Management, Inc.5,711$531K0.03%+1313F-HRTimeline
Tributary Capital Management, LLC5,650$531K0.05%-8013F-HRTimeline
Rosenberg Matthew Hamilton5,650$531K0.11%013F-HRTimeline
Unify Financial Advisors5,636$530K0.55%+12513F-HRTimeline
FOCUSED ALPHA, LLC5,626$529K0.16%+8613F-HRTimeline
Howard Capital Management, LLC5,609$527K0.01%-5,63013F-HRTimeline
Gibbs Wealth Management5,594$526K0.07%+1,65513F-HRTimeline
BURLING WEALTH PARTNERS, LLC5,587$525K0.08%-1,45213F-HRTimeline
Defiance ETFs, LLC5,573$524K0.01%new13F-HRTimeline
ARWA LLC5,315$517K0.26%-1,76613F-HRTimeline
Diligent Investors, LLC5,485$515K0.13%-25013F-HRTimeline
Addison Advisors LLC5,474$514K0.11%+1913F-HRTimeline
Crescent Grove Advisors, LLC5,450$512K0.05%+3013F-HRTimeline
Western Pacific Wealth Management, LP5,415$509K0.52%013F-HRTimeline
Cromwell Holdings LLC5,381$506K0.28%013F-HRTimeline
Tempus Wealth Planning, LLC5,377$505K0.12%+813F-HRTimeline
Fullerton Fund Management Co Ltd.5,375$505K0.04%-4,32613F-HRTimeline
DAGCO, INC.5,375$505K0.11%-2713F-HRTimeline
Parcion Private Wealth LLC5,362$504K0.03%+513F-HRTimeline
FSM Wealth Advisors, LLC5,360$504K0.06%+2,67213F-HRTimeline
Alliance Wealth Advisors, LLC5,338$502K0.24%+21213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,337$502K0.04%-5,73013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.5,315$500K0.01%+27513F-HRTimeline
Forefront Wealth Partners, LLC5,304$498K0.21%new13F-HRTimeline
Meridian Wealth Management, LLC5,300$498K0.02%-1,22113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,300$498K0.14%013F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS5,291$497K0.26%-18113F-HRTimeline
Palacios Wealth Management, LLC5,416$496K0.31%-86913F-HRTimeline
Procyon Advisors, LLC5,276$496K0.02%+2,00313F-HRTimeline
Claro Advisors Inc.5,269$495K0.06%+2,52113F-HRTimeline
Pointe Capital Management LLC5,264$495K0.24%-90413F-HRTimeline
CNB Bank5,240$492K0.21%-14213F-HRTimeline
Trace Wealth Advisors, LLC5,200$489K0.37%013F-HRTimeline
Keel Point, LLC5,177$487K0.03%-1,94913F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co5,177$487K0.03%-3,60013F-HRTimeline
Facet Wealth, Inc.5,176$486K0.01%+1,79513F-HRTimeline
Rothschild Wealth LLC5,171$486K0.04%+1,41613F-HRTimeline
Income Insurance Ltd5,166$486K0.33%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OAKWORTH CAPITAL, INC.5,162$485K0.03%+8813F-HRTimeline
Ridgewood Investments LLC5,145$484K0.2%13F-HRTimeline
Colonial River Investments, LLC5,117$481K0.17%-17913F-HRTimeline
AVALON CAPITAL MANAGEMENT5,110$480K0.14%-42813F-HRTimeline
Operose Advisors LLC5,085$478K0.11%+14013F-HRTimeline
Bernard Wealth Management Corp.5,084$478K0.2%+90913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,073$477K0.09%-46413F-HRTimeline
Affinity Capital Advisors, LLC5,046$474K0.07%+55813F-HRTimeline
BBR PARTNERS, LLC5,003$470K0.03%013F-HRTimeline
ENZI WEALTH5,000$470K0.16%013F-HRTimeline
Viewpoint Capital Management LLC5,000$470K0.22%013F-HRTimeline
Empire Financial Management Company, LLC5,000$470K0.11%new13F-HRTimeline
ANCHYRA PARTNERS LLC5,000$470K0.14%+6213F-HRTimeline
Clear Creek Financial Management, LLC4,975$468K0.04%+29713F-HRTimeline
Fielder Capital Group LLC4,973$467K0.1%+33013F-HRTimeline
Quantum Financial Advisors, LLC4,967$467K0.05%+3213F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC4,952$465K0.06%+1,08813F-HRTimeline
Noble Wealth Management PBC4,950$465K0.24%-97513F-HRTimeline
Azimuth Capital Investment Management L…4,949$465K0.02%+1,80013F-HRTimeline
Smith Thornton Advisors LLC4,911$462K0.23%+4013F-HRTimeline
Cannell & Spears LLC4,904$461K0.01%+23413F-HR/ATimeline
Aljian Capital Management, LLC4,900$460K0.09%+713F-HRTimeline
LexAurum Advisors, LLC4,895$460K0.06%13F-HRTimeline
Clark Capital Management Group, Inc.4,875$458K<0.01%+75113F-HRTimeline
Root Financial Partners, LLC4,869$458K0.02%+1,37713F-HRTimeline
Commonwealth Retirement Investments LLC4,861$457K0.14%-16513F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC4,845$455K0.17%013F-HRTimeline
Baader Bank Aktiengesellschaft4,932$454K0.04%-1,14313F-HRTimeline
Haverford Trust Co4,825$453K<0.01%+2,48013F-HRTimeline
SmartHarvest Portfolios, LLC4,824$453K0.19%-1,62013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,821$453K0.12%+13513F-HRTimeline
Aviso Financial Inc.4,818$453K0.02%-41213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,774$449K0.01%+54113F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC4,750$446K0.07%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC4,748$446K0.03%-7213F-HRTimeline
Octavia Wealth Advisors, LLC4,730$444K0.04%-813F-HRTimeline
Westmount Partners, LLC4,725$444K0.11%+7313F-HRTimeline
Hopwood Financial Services, Inc.4,717$443K0.3%+13513F-HRTimeline
Old Mission Investment Co LLC4,715$443K0.1%+4013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,714$443K0.11%+37813F-HRTimeline
Abel Hall, LLC4,699$442K0.09%-1,20413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,698$442K0.08%new13F-HRTimeline
LRI Investments, LLC4,656$438K0.04%+1,31013F-HRTimeline
Souders Financial Advisors4,630$435K0.05%+28913F-HRTimeline
Welch & Forbes LLC4,621$434K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,616$434K0.05%013F-HRTimeline
Wellspring Financial Advisors, LLC4,604$433K0.03%+1,24013F-HRTimeline
Heritage Wealth Advisors4,580$430K0.02%-33,34713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC4,573$430K0.19%+5613F-HRTimeline
Orca Investment Management, LLC4,569$429K0.37%013F-HRTimeline
ATWOOD & PALMER INC4,554$428K0.02%+2,54213F-HRTimeline
West Family Investments, Inc.4,537$426K0.15%-3,40213F-HRTimeline
DAVIDSON TRUST CO4,534$426K0.18%+15513F-HRTimeline
EVERPAR ADVISORS LLC4,529$426K0.15%+80413F-HRTimeline
CYBER HORNET ETFs LLC4,592$424K0.27%+22113F-HRTimeline
Lester Murray Antman dba SimplyRich4,510$423K0.11%013F-HRTimeline
Gerald Baker Financial Group LLC4,495$422K0.13%13F-HR/ATimeline
LBMC INVESTMENT ADVISORS, LLC4,472$420K0.03%+8413F-HRTimeline
Acropolis Investment Management, LLC4,466$420K0.02%013F-HRTimeline
Bull Harbor Capital LLC4,437$417K0.11%13F-HRTimeline
Burns Matteson Capital Management, LLC4,419$415K0.16%-5,97013F-HRTimeline
Opal Wealth Advisors, LLC4,417$415K0.09%-13113F-HRTimeline
Kuhn & Co Investment Counsel4,396$413K0.27%013F-HRTimeline
Trek Financial, LLC4,373$411K0.02%+5613F-HRTimeline
Aberdeen Wealth Management LLC4,355$409K0.19%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC4,345$408K0.12%+60713F-HRTimeline
Avantax Planning Partners, Inc.4,334$407K0.01%-51613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,323$406K0.22%+2513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,318$406K0.02%-1,62013F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …4,297$404K0.22%+27013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC4,292$403K0.01%-40013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,273$402K0.07%+38513F-HRTimeline
Broyhill Asset Management, LLC4,270$401K0.39%-62513F-HRTimeline
Eaton Financial Holdings Company, LLC4,260$400K0.13%-48013F-HRTimeline
TRB Wealth Management, LLC4,250$399K0.06%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,221$397K0.09%+25313F-HRTimeline
Peoples Bank/KS4,218$396K0.4%-7013F-HRTimeline
denkapparat Operations GmbH4,214$396K0.16%new13F-HRTimeline
HHM Wealth Advisors, LLC4,212$396K0.05%+24913F-HRTimeline
Smithfield Trust Co4,186$395K0.02%+70013F-HRTimeline
Fieldview Capital Management, LLC4,199$395K0.12%new13F-HRTimeline
CHICAGO TRUST Co NA4,193$394K0.06%+57713F-HRTimeline
Impact Capital Partners LLC4,180$393K0.12%-41413F-HRTimeline
Cornerstone Wealth Group, LLC4,262$392K0.03%+9913F-HRTimeline