SCHW CHARLES SCHWAB CORP (THE)

COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers: 2,268
13F filers: 2,321
New: 148
Added: 907
Reduced: 964
Sold out: 160
Shares held by filers: 1,440,941,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
KLINGENSTEIN FIELDS & CO LP	4,093	$378K	0.01%	+390	13F-HR Timeline
ARMSTRONG HENRY H ASSOCIATES INC	4,091	$377K	0.04%	-2,000	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	4,089	$377K	0.07%	+38	13F-HR Timeline
OPINICUS CAPITAL, INC.	4,086	$377K	0.2%	-46	13F-HR Timeline
Bernard Wealth Management Corp.	4,075	$376K	0.14%	-1,009	13F-HR Timeline
Prosperity Bancshares Inc	4,067	$375K	0.25%	+265	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	4,063	$373K	0.06%	-33	13F-HR Timeline
Impact Capital Partners LLC	4,036	$372K	0.1%	-144	13F-HR Timeline
55 North Private Wealth, LLC	4,032	$372K	0.07%	-4	13F-HR Timeline
Broadway Wealth Solutions, Inc.	4,025	$371K	0.17%	+165	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	4,024	$371K	0.24%	+196	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	4,016	$371K	0.04%	-600	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	4,015	$370K	0.04%	+50	13F-HR Timeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…	4,000	$369K	0.02%	0	13F-HR Timeline Group
Bay Colony Advisory Group, Inc d/b/a Ba…	3,995	$369K	0.04%	+49	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	3,968	$366K	0.06%	-1,105	13F-HR Timeline
Denver PWM, LLC	3,289	$365K	0.12%	-79	13F-HR Timeline
Ariston Services Group	3,958	$365K	0.2%	+3,958	13F-HR Timeline
Faithward Advisors, LLC	3,956	$365K	0.04%	-8	13F-HR Timeline
Purus Wealth Management, LLC	3,955	$365K	0.1%	+37	13F-HR Timeline
VAN STRUM & TOWNE INC.	3,950	$364K	0.1%	0	13F-HR Timeline
Opus Capital Group, LLC	3,950	$364K	0.04%	-167	13F-HR Timeline
CAMBIENT FAMILY OFFICE, LLC	3,932	$363K	0.04%	-1,020	13F-HR Timeline
Nova R Wealth, Inc.	3,930	$363K	0.11%	+40	13F-HR Timeline
PRELUDE CAPITAL MANAGEMENT, LLC	3,914	$361K	0.03%	new	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	3,913	$361K	0.07%	-197	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	3,912	$361K	0.03%	-1,947	13F-HR Timeline
Retirement Planning Co of New England, …	3,868	$357K	0.13%	+92	13F-HR Timeline
Red Door Wealth Management, LLC	3,848	$355K	0.03%	+375	13F-HR Timeline
HORIZON BANCORP INC /IN/	3,834	$354K	0.17%	-104	13F-HR Timeline
Semus Wealth Partners LLC	3,832	$354K	0.17%	+13	13F-HR Timeline
WRAPMANAGER INC	3,830	$353K	0.11%	-248	13F-HR Timeline
Professional Financial Advisors, LLC	3,829	$353K	0.06%	-17,962	13F-HR Timeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …	3,815	$352K	0.17%	-482	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	3,812	$352K	0.05%	+71	13F-HR Timeline
Baron Wealth Management LLC	3,783	$349K	0.09%	-27	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	3,782	$349K	<0.01%	+26	13F-HR Timeline Group
Cornerstone Advisory, LLC	3,745	$346K	0.03%	+69	13F-HR Timeline
FIRST HORIZON CORP	3,740	$345K	0.01%	-141	13F-HR Timeline
Southern Financial Group, LLC	3,739	$345K	0.09%	-30	13F-HR Timeline
River Wealth Advisors LLC	3,737	$345K	0.04%	-125	13F-HR/A Timeline
Gemmer Asset Management LLC	3,733	$344K	0.02%	-57	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	3,723	$344K	0.06%	-498	13F-HR Timeline
First Western Trust Bank	3,703	$342K	0.02%	-3,625	13F-HR Timeline
SYM FINANCIAL Corp	3,693	$341K	0.03%	+45	13F-HR Timeline
American Institute for Advanced Investm…	3,693	$341K	0.2%	0	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,691	$341K	0.09%	+61	13F-HR Timeline
Diversified Enterprises, LLC	3,689	$340K	0.02%	-269	13F-HR Timeline
STUDIO INVESTMENT MANAGEMENT LLC	3,687	$340K	0.06%	+12	13F-HR Timeline
TriaGen Wealth Management LLC	3,677	$339K	0.09%	0	13F-HR Timeline
Cohen Klingenstein LLC	3,660	$338K	0.01%	0	13F-HR Timeline
Marks Group Wealth Management, Inc	3,654	$337K	0.03%	-15	13F-HR Timeline
Confluence Wealth Services, Inc.	3,645	$336K	0.01%	new	13F-HR Timeline
Dala Group, LLC	3,625	$334K	0.28%	-394	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	3,622	$334K	0.02%	-282	13F-HR Timeline
FULCRUM WEALTH ADVISORS, LLC	3,616	$334K	0.25%	+11	13F-HR Timeline
Triumph Capital Management	3,602	$332K	0.06%	-372	13F-HR Timeline
Fire Capital Management LLC	3,600	$332K	0.14%	0	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	3,589	$331K	0.08%	+30	13F-HR Timeline
ARWA LLC	3,215	$331K	0.14%	-2,100	13F-HR Timeline
Founders Capital Management	3,582	$331K	0.14%	0	13F-HR Timeline
New Hampshire Trust	3,571	$329K	0.06%	-158	13F-HR Timeline
RAM Investment Partners, LLC	3,550	$328K	0.05%	-15	13F-HR Timeline
Strategic Investment Advisors / MI	3,548	$327K	0.02%	-470	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	3,536	$326K	0.19%	+559	13F-HR Timeline
Perennial Investment Advisors, LLC	3,532	$326K	0.02%	-417	13F-HR Timeline
Prosperitas Financial LLC	3,530	$326K	0.1%	+28	13F-HR Timeline
Quent Capital, LLC	3,529	$326K	0.02%	-105	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	3,524	$325K	0.02%	-375	13F-HR Timeline
Prosperity Consulting Group, LLC	3,524	$325K	0.01%	+32	13F-HR Timeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…	3,510	$324K	<0.01%	-197,716	13F-HR Timeline Group
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…	3,507	$324K	0.04%	+4	13F-HR Timeline Group
BRAVE ASSET MANAGEMENT INC	3,505	$323K	0.07%	0	13F-HR Timeline
EDGEWOOD MANAGEMENT LLC	3,500	$323K	<0.01%	0	13F-HR Timeline
WISCONSIN CAPITAL MANAGEMENT LLC	3,500	$323K	0.15%	0	13F-HR Timeline
Coastwise Capital Group, LLC	3,499	$323K	0.19%	-177	13F-HR Timeline
Delaney Capital Management Ltd.	3,495	$322K	0.05%	0	13F-HR Timeline
Quattro Advisors LLC	3,490	$322K	0.21%	+174	13F-HR Timeline
LCM Capital Management Inc	3,490	$322K	0.14%	0	13F-HR Timeline
Proactive Wealth Strategies LLC	3,489	$322K	0.05%	+11	13F-HR Timeline
CHILTON INVESTMENT CO INC.	3,488	$322K	0.01%	0	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	3,471	$320K	0.04%	+56	13F-HR Timeline
GODSEY & GIBB, INC	3,455	$319K	0.03%	0	13F-HR Timeline
Eaton Financial Holdings Company, LLC	3,453	$319K	0.09%	-807	13F-HR Timeline
Abacus Planning Group, Inc.	3,434	$317K	0.04%	+65	13F-HR Timeline
Flywheel Private Wealth LLC	3,425	$316K	0.16%	+400	13F-HR Timeline
SEAVIEW INVESTMENT MANAGERS LLC	3,424	$316K	0.09%	-87,851	13F-HR Timeline
Sagewood Asset Management LP	3,421	$316K	0.07%	-110	13F-HR Timeline
TrueWealth Advisors, LLC	3,415	$315K	0.07%	-4	13F-HR Timeline
Annex Advisory Services, LLC	3,408	$314K	0.01%	+59	13F-HR Timeline
Fortune Financial Advisors, LLC	3,400	$314K	0.13%	0	13F-HR Timeline
Thompson David Blair	3,398	$314K	0.16%	+314	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	3,392	$313K	0.12%	-508	13F-HR Timeline
Brio Consultants, LLC	3,391	$313K	0.04%	+54	13F-HR Timeline
Mendel Money Management	3,390	$313K	0.11%	new	13F-HR Timeline
CWS Financial Advisors, LLC	3,385	$312K	0.07%	+9	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	3,383	$312K	0.01%	-193	13F-HR Timeline Group
AlphaGrep UK Ltd	3,370	$311K	0.09%	-5,375	13F-HR Timeline
Wellspring Financial Advisors, LLC	3,382	$310K	0.02%	-1,222	13F-HR Timeline
Lantz Financial LLC	3,364	$310K	0.06%	+23	13F-HR Timeline
Performance Wealth Partners, LLC	3,364	$310K	0.01%	-15,665	13F-HR Timeline
Westshore Wealth, LLC	3,342	$308K	0.1%	+58	13F-HR Timeline
Bull Harbor Capital LLC	3,318	$306K	0.06%	-1,119	13F-HR Timeline
Wayfinding Financial, LLC	3,323	$306K	0.12%	+25	13F-HR Timeline
Veratis Advisors, Inc.	3,314	$306K	0.22%		13F-HR Timeline
IMA Advisory Services, Inc.	3,313	$306K	0.02%	+2,084	13F-HR Timeline
Kovack Advisors, Inc.	3,222	$305K	0.01%	-507	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	3,301	$305K	0.02%	-689	13F-HR Timeline
McMillan Office, Inc.	3,300	$304K	0.03%	0	13F-HR Timeline
Valmark Advisers, Inc.	3,298	$304K	<0.01%	+742	13F-HR Timeline
BOOTHBAY FUND MANAGEMENT, LLC	3,298	$304K	0.01%	-8,052	13F-HR Timeline
Range Advisory, LLC	3,295	$304K	0.04%	-456	13F-HR Timeline
Integrity Financial Corp /WA	3,281	$303K	0.14%	0	13F-HR Timeline
Lewis Asset Management, LLC	3,261	$301K	0.11%	new	13F-HR Timeline
BOS Asset Management, LLC	3,257	$301K	0.07%	0	13F-HR Timeline
Canal Capital Management, LLC	3,255	$300K	0.04%	-42	13F-HR Timeline
Fort Point Capital Partners LLC	3,249	$300K	0.03%	-132	13F-HR Timeline
Sunpointe, LLC	3,246	$300K	0.09%	-2,729	13F-HR Timeline
Financial Management Professionals, Inc.	3,236	$299K	0.03%	-51	13F-HR Timeline
Stokes Family Office, LLC	3,232	$298K	0.03%	-3,476	13F-HR Timeline
Axiom Investment Management LLC	3,229	$298K	0.2%	+1	13F-HR Timeline
AdvisorNet Financial, Inc	3,228	$298K	0.01%	+1,677	13F-HR Timeline
Trivium Point Advisory, LLC	3,227	$298K	0.03%	+735	13F-HR Timeline
Marshall Financial Group, LLC	3,225	$298K	0.04%	+110	13F-HR Timeline
Thrive Wealth Management, LLC	3,223	$297K	0.04%	-207	13F-HR Timeline
LM Advisors LLC	3,280	$297K	0.03%	+2,963	13F-HR Timeline
Legacy Private Trust Co.	3,210	$296K	0.02%	0	13F-HR Timeline
Acorns Advisers, LLC	3,210	$296K	<0.01%	+519	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	3,202	$295K	0.06%	-249	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,193	$295K	0.03%	-4,868	13F-HR Timeline
ARS Wealth Advisors Group, LLC	3,190	$294K	0.02%	-102	13F-HR Timeline
Johnson Financial Group, LLC	3,182	$294K	0.02%	new	13F-HR Timeline
Tradition Wealth Management, LLC	3,180	$293K	0.02%	+92	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,179	$293K	0.03%	-123	13F-HR Timeline
Werba Rubin Papier Wealth Management	3,168	$292K	0.04%	-751	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	3,167	$292K	0.2%	0	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	3,166	$292K	0.05%	0	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	3,163	$292K	0.02%	new	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	3,159	$291K	0.06%	0	13F-HR Timeline
Apella Capital, LLC	2,856	$291K	<0.01%	-8	13F-HR Timeline
Alteri Wealth LLC	3,155	$291K	0.08%	-69	13F-HR Timeline
SeaBridge Investment Advisors LLC	3,153	$291K	0.04%	0	13F-HR Timeline
STEEL GROVE CAPITAL ADVISORS, LLC	3,142	$290K	0.03%	0	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	3,140	$290K	0.19%	+11	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	3,138	$290K	<0.01%	-204	13F-HR Timeline
Curated Wealth Partners LLC	3,120	$288K	0.03%	+790	13F-HR/A Timeline
Legacy Wealth Advisors, LLC	3,117	$288K	0.12%	+756	13F-HR Timeline
LJI Wealth Management, LLC	3,112	$287K	0.04%	+49	13F-HR Timeline
Benin Management CORP	3,103	$286K	0.06%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	3,103	$286K	0.04%	-394	13F-HR Timeline
Vanguard Capital Wealth Advisors	3,100	$286K	0.19%	new	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Obermeyer Wealth Partners	3,093	$285K	0.01%	+15	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	3,092	$285K	0.03%	+3	13F-HR Timeline
Tilson Financial Group, Inc.	3,083	$284K	0.08%	0	13F-HR Timeline
Foster Group, Inc.	3,072	$283K	0.01%	+418	13F-HR Timeline
Lifeworks Advisors, LLC	3,069	$283K	0.03%	+201	13F-HR Timeline
SWISS RE LTDin group SWISS RE LTD	3,056	$282K	0.03%	+2,923	13F-HR Timeline Group
Manuka Financial, LLC	3,040	$281K	0.15%	0	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	3,029	$279K	0.03%	+84	13F-HR Timeline Group
Onyx Bridge Wealth Group LLC	3,026	$279K	0.03%	-78	13F-HR Timeline
Cornerstone Planning, LLC	3,024	$279K	0.06%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,018	$278K	0.03%	-102	13F-HR Timeline
First Business Financial Services, Inc.	3,014	$278K	0.02%	+133	13F-HR Timeline
Plancorp, LLC	2,709	$277K	0.01%	-98	13F-HR Timeline
BNB Wealth Management, LLC	3,001	$277K	0.15%	+245	13F-HR Timeline
Sunflower Bank, N.A.	2,998	$277K	0.07%	+266	13F-HR/A Timeline
Bernardo Wealth Planning LLC	2,981	$275K	0.05%	+42	13F-HR Timeline
CFO4Life Group, LLC	2,979	$275K	0.04%	-203	13F-HR Timeline
Core Alternative Capital	2,973	$274K	0.08%	+435	13F-HR Timeline
Quantessence Capital LLC	2,963	$273K	0.8%	new	13F-HR Timeline
PHYSICIANS FINANCIAL SERVICES, INC.	2,950	$272K	0.07%	-100	13F-HR Timeline
Wealth Group, Ltd.	2,950	$272K	0.07%	-902	13F-HR Timeline
Cornerstone Wealth, LLC/TN	2,645	$272K	0.14%	new	13F-HR Timeline
CRA Financial Services, LLC	2,926	$270K	0.03%	+71	13F-HR Timeline
Trust Co of the South	2,922	$270K	0.04%	+612	13F-HR Timeline
Beaumont Financial Advisors, LLC	2,921	$270K	0.02%	-49	13F-HR Timeline
Tempo Wealth, LLC	2,916	$269K	0.04%	new	13F-HR Timeline
KEYNOTE FINANCIAL SERVICES LLC	2,913	$269K	0.13%	new	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	2,910	$269K	0.06%	new	13F-HR Timeline
Todd Wealth Management, LLC	2,906	$268K	0.2%	-126	13F-HR Timeline
Arkfeld Wealth Strategies, L.L.C.	2,664	$268K	0.08%	+7	13F-HR Timeline
Interchange Capital Partners, LLC	2,893	$267K	0.05%	new	13F-HR Timeline
nVerses Capital, LLC	2,889	$267K	0.41%	new	13F-HR Timeline
Mayfair Advisory Group, LLC	2,610	$266K	0.08%	+385	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	2,884	$266K	0.07%	+665	13F-HR/A Timeline
McAdam, LLC	2,883	$266K	0.01%	-504	13F-HR Timeline
James J. Burns & Company, LLC	2,882	$266K	0.03%	new	13F-HR Timeline
Pines Wealth Management, LLC	2,881	$266K	0.08%	-143	13F-HR Timeline
Catalyst Investment Management LLC	2,876	$265K	0.24%	+203	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	2,871	$265K	0.01%	-221	13F-HR Timeline Group
BASSO CAPITAL MANAGEMENT, L.P.	2,850	$263K	0.06%	new	13F-HR Timeline
Argos Wealth Advisors, LLC	2,849	$263K	0.07%	new	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	2,838	$262K	0.07%	0	13F-HR Timeline
Procyon Advisors, LLC	2,833	$261K	0.01%	-2,443	13F-HR Timeline
WEDGE CAPITAL MANAGEMENT L L P/NC	2,830	$261K	<0.01%	-441	13F-HR Timeline
Bison Wealth, LLC	2,583	$260K	0.02%	-1,063	13F-HR Timeline
Pinnacle Bancorp, Inc.	2,813	$260K	0.07%	0	13F-HR Timeline
Enterprise Financial Services Corpin group Enterprise Financial Services…	2,810	$259K	0.11%	-157	13F-HR Timeline Group
Traveka Wealth, LLC	2,809	$259K	0.09%	-79	13F-HR Timeline
FAS Wealth Partners, Inc.	2,804	$259K	0.01%	+7	13F-HR Timeline