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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,957 managers (1,997 13F filers) reported a position in SCHW shares at 2024-12-31, 1,497,386,491 shares in all. 151 filers opened a position and 108 filers sold out during the quarter.

Managers
1,957
13F filers
1,997
New
151
Added
707
Reduced
756
Sold out
108
Shares held by filers
1,497,386,491

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BRAVE ASSET MANAGEMENT INC2,988$221K0.07%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,987$221K0.01%new13F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,984$221K0.11%new13F-HRTimeline
CW Advisors, LLC2,980$221K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,976$220K0.01%-1,66313F-HRTimeline
Abacus Planning Group, Inc.2,975$220K0.04%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,975$220K<0.01%new13F-HRTimelineGroup
PFG Advisors2,971$220K0.01%new13F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC2,957$219K<0.01%-93,62013F-HRTimeline
TWINBEECH CAPITAL LP2,948$218K<0.01%new13F-HRTimeline
Stockman Wealth Management, Inc.2,935$217K0.03%-21113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,929$217K0.04%+1713F-HRTimeline
Lantz Financial LLC2,921$216K0.06%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC2,919$216K0.08%new13F-HRTimeline
Bremer Bank National Association2,918$216K0.04%new13F-HRTimeline
AA Financial Advisors, LLC2,917$216K0.06%-38113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,916$216K<0.01%-1,56413F-HRTimeline
Financial Advocates Investment Manageme…2,911$215K0.01%-25513F-HRTimeline
Bruce G. Allen Investments, LLC2,907$215K0.17%-10313F-HRTimeline
Kathleen S. Wright Associates Inc.2,900$214K0.09%013F-HRTimeline
Plancorp, LLC2,893$214K0.01%new13F-HRTimeline
HTLF Bank2,874$213K0.02%new13F-HRTimeline
Quent Capital, LLC2,862$212K0.02%-14013F-HRTimeline
Waterloo Capital, L.P.2,856$211K0.02%-46413F-HRTimeline
SRH ADVISORS, LLC2,855$211K0.06%013F-HRTimeline
Keystone Financial Group2,804$208K0.02%new13F-HRTimeline
LJI Wealth Management, LLC2,802$207K0.04%new13F-HRTimeline
Catalyst Funds Management Pty Ltd2,800$207K0.05%new13F-HRTimeline
Marion Wealth Management2,777$206K0.05%new13F-HRTimeline
Longview Financial Advisors LLC2,764$205K0.14%13F-HRTimeline
HOLDERNESS INVESTMENTS CO2,760$204K0.05%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,757$204K0.02%new13F-HR/ATimeline
Manchester Capital Management LLC2,753$204K0.02%+1,02713F-HRTimeline
ARS Wealth Advisors Group, LLC2,739$203K0.03%new13F-HRTimeline
INVENIO WEALTH PARTNERS LLC2,737$203K0.08%new13F-HRTimeline
Straight Path Wealth Management2,732$202K0.08%new13F-HRTimeline
Shum Financial Group, Inc.2,728$202K0.17%new13F-HRTimeline
Capital Asset Advisory Services LLC2,711$202K0.01%new13F-HRTimeline
Brio Consultants, LLC2,726$202K0.03%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,726$202K0.06%new13F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,725$202K0.14%new13F-HRTimeline
Aspire Capital Advisors LLC2,716$201K0.06%new13F-HRTimeline
Auxano Advisors, LLC2,715$201K0.05%new13F-HRTimeline
Beaumont Financial Advisors, LLC2,710$201K0.02%new13F-HRTimeline
Bernardo Wealth Planning LLC2,752$200K0.05%-4613F-HRTimeline
Waypoint Wealth Partners Inc.2,705$200K0.05%new13F-HRTimeline
FORTE CAPITAL LLC /ADV2,705$200K0.02%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,694$199KnewTimeline
Financial Management Professionals, Inc.2,636$195K0.02%-9913F-HRTimeline
Riverview Trust Co2,582$191K0.17%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,520$187K0.08%-2,05013F-HRTimeline
Wood Tarver Financial Group, LLC2,522$186K0.06%13F-HRTimeline
HORIZON BANCORP INC /IN/2,507$186K0.09%+9113F-HRTimeline
ORG Partners LLC2,501$185K0.03%+1,10013F-HRTimeline
TOBAM2,505$185K0.06%-1,14713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quarry LP2,475$183K0.04%-54313F-HRTimeline
Cromwell Holdings LLC2,470$183K0.11%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,435$180K0.01%+413F-HRTimeline
BIRCHBROOK, INC.2,431$180K0.1%-5013F-HRTimeline
Ethos Financial Group, LLC2,413$179K0.02%new13F-HRTimeline
Deseret Mutual Benefit Administrators2,408$178K0.09%-16413F-HRTimeline
Asset Dedication, LLC2,401$178K0.01%+1213F-HRTimeline
JTC Employer Solutions Trustee Ltd2,350$174K0.01%013F-HRTimeline
Grove Bank & Trust2,340$173K0.02%+16313F-HRTimeline
STANCE CAPITAL LLC2,319$172K0.11%13F-HRTimeline
EASTERN BANK2,317$171K<0.01%+62813F-HRTimeline
LRI Investments, LLC2,271$168K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,259$167K0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,254$167K0.01%13F-HRTimeline
Arax Advisory Partners2,248$166K0.01%+86513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,234$165K0.05%13F-HRTimelineGroup
Bell Investment Advisors, Inc2,215$164K0.03%-1213F-HRTimeline
Coppell Advisory Solutions LLC2,139$159K0.02%+56313F-HRTimeline
Atlatl Advisers LLC2,126$157K0.09%13F-HRTimeline
Ceeto Capital Group, LLC2,125$157K0.06%-75013F-HRTimeline
Ulland Investment Advisors, LLC2,100$155K0.1%-7513F-HRTimeline
Hilltop National Bank2,007$149K0.04%-4213F-HRTimeline
Pflug Koory, LLC1,955$145K0.07%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,935$143K0.02%-6313F-HRTimelineGroup
Estabrook Capital Management1,895$140K0.02%013F-HRTimeline
Bayforest Capital Ltd1,886$140K0.17%13F-HRTimeline
Catalyst Capital Advisors LLC1,814$134K<0.01%-1,09013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,959$134K0.01%-4513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,811$134K<0.01%013F-HRTimelineGroup
Hartford Financial Management Inc.1,800$133K0.03%013F-HRTimeline
TRUST CO OF VERMONT1,791$133K0.01%+21213F-HRTimeline
Acropolis Investment Management, LLC1,781$132K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,740$129K0.03%+38013F-HRTimeline
City State Bank1,695$125K0.04%-1513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,640$121K0.04%+33013F-HRTimeline
Aster Capital Management (DIFC) Ltd1,606$119K0.05%+1,09413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,590$118K0.01%013F-HRTimeline
Disciplina Capital Management LLC1,583$117K0.02%013F-HRTimeline
Pinnacle Financial Partners Inc1,795$116K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,559$115K0.07%013F-HRTimeline
VESTOR CAPITAL, LLC1,556$115K0.01%+10713F-HRTimeline
DT Investment Partners, LLC1,545$114K0.01%013F-HRTimeline
Versant Capital Management, Inc1,532$113K0.02%+1,18813F-HRTimeline
Core Alternative Capital1,527$113K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.1,514$112K0.05%013F-HRTimeline
Sherman Asset Management, Inc.1,512$112K0.1%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,486$110K0.08%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,443$107K0.04%+6213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,443$107K0.01%-1213F-HRTimeline
YANKCOM Partnership1,440$107K0.06%13F-HRTimeline
Clearstead Trust, LLC1,417$105K0.02%013F-HRTimeline
Davis Capital Management1,408$104K0.08%013F-HRTimeline
Hemington Wealth Management1,370$101K0.03%+11413F-HRTimeline
Truvestments Capital LLC1,364$101K0.03%+213F-HRTimeline
LEE DANNER & BASS INC1,360$101K0.01%new13F-HRTimeline
Asset Planning,Inc1,342$99.4K0.08%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,327$98.2K0.03%013F-HRTimeline
Heritage Wealth Advisors1,313$97.2K<0.01%+413F-HRTimeline
Providence First Trust Co1,301$96.3K0.04%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,261$95.2K0.05%13F-HRTimeline
Covestor Ltd1,278$95K0.06%+34813F-HRTimeline
Indiana Trust & Investment Management Co1,275$94.4K0.03%013F-HRTimeline
Wesleyan Assurance Society1,250$92K0.01%013F-HRTimeline
Northwest Capital Management Inc1,242$92K0.04%-1813F-HRTimeline
Millstone Evans Group, LLC1,233$91.3K0.06%13F-HRTimeline
Van Hulzen Asset Management, LLC1,231$91.1K0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,227$90.8K0.04%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,202$89K0.05%13F-HRTimeline
Crews Bank & Trust1,123$83.1K0.01%13F-HRTimeline
Pacifica Partners Inc.1,110$81.9K0.04%013F-HRTimeline
Human Investing LLC1,096$81.1K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,092$81K0.01%-3013F-HRTimeline
Sound Income Strategies, LLC1,064$78.7K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,039$76.9K0.03%new13F-HR/ATimeline
One River Asset Management, LLC1,004$74.2K0.11%-2,07713F-HRTimeline
Zions Bancorporation, N.A.988$73.1K<0.01%+32613F-HRTimeline
VSM Wealth Advisory, LLC978$72.4K0.03%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC959$71K<0.01%-8,77013F-HRTimeline
WR Wealth Planners, LLC929$68.7K0.02%-1813F-HRTimeline
Graney & King, LLC928$68.7K0.05%13F-HRTimeline
WINTRUST INVESTMENTS LLC927$68K0.06%-4413F-HRTimeline
Vermillion & White Wealth Management Gr…909$67.3K0.05%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC913$67K<0.01%-1,29213F-HRTimelineGroup
Raleigh Capital Management Inc.894$66.2K0.03%-11613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP870$64.4K0.01%-5,73213F-HRTimeline
Synergy Investment Management, LLC857$63.4K0.03%13F-HRTimeline
Venturi Wealth Management, LLC855$63.3K<0.01%+24813F-HRTimeline
Golden State Wealth Management, LLC834$61.7K0.01%13F-HRTimeline
AdvisorNet Financial, Inc820$60.7K0.01%-8413F-HRTimeline
Rise Advisors, LLC812$60.1K0.03%-813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT810$59.9K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC800$59.2K0.02%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC798$58.8K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.786$58K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Painted Porch Advisors LLC775$57.4K0.03%013F-HRTimeline
Missouri Trust & Investment Co774$57.3K0.02%+39613F-HRTimeline
WASHINGTON TRUST Co732$54.2K<0.01%-10913F-HRTimeline
Realta Investment Advisors725$54K0.02%+69413F-HRTimeline
Founders Financial Alliance, LLC723$53.5K0.01%+113F-HRTimeline
WPG Advisers, LLC715$52.9K0.05%13F-HRTimeline
IAG Wealth Partners, LLC705$52.2K0.01%013F-HRTimeline
Field & Main Bank700$51.8K0.02%013F-HRTimeline
Promus Capital, LLC700$51.8K0.04%13F-HR/ATimeline
Koesten, Hirschmann & Crabtree, INC.659$48.8K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.655$48.5K0.01%013F-HRTimeline
Signature Resources Capital Management,…635$47K0.04%013F-HRTimeline
Crewe Advisors LLC629$46.6K0.01%-23213F-HRTimeline
Whipplewood Advisors, LLC623$46.1K0.03%13F-HRTimeline
Glass Jacobson Investment Advisors llc616$45.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Life Planners615$45.5K0.04%13F-HRTimeline
TD Waterhouse Canada Inc.611$45.2K<0.01%+5013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…610$45.1K0.03%13F-HRTimelineGroup
Knuff & Co LLC606$44.8K0.01%+56313F-HRTimeline
Gen-Wealth Partners Inc605$44.8K0.02%-42013F-HRTimeline
Fortitude Family Office, LLC604$44.7K0.02%+4613F-HRTimeline
Gould Capital, LLC600$44.4K0.03%013F-HRTimeline
Byrne Asset Management LLC567$42K0.03%-10013F-HRTimeline
Carolina Wealth Advisors, LLC565$41.8K0.02%013F-HRTimeline
Fairfield Financial Advisors, LTD564$41.7K0.01%-38613F-HRTimeline
Atala Financial Inc556$41.1K0.03%13F-HRTimeline
Clark Wealth Partners540$40K0.03%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.515$38K0.02%+113F-HRTimeline
Wiser Advisor Group LLC512$37.9K0.06%+213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …509$37.7K0.07%new13F-HRTimeline
PSI Advisors, LLC509$37.7K0.01%013F-HRTimeline
J.Safra Asset Management Corp502$37.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$37K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC500$37K0.03%013F-HRTimeline
Key Financial Inc462$34.2K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT451$33.4K<0.01%-7,50013F-HRTimeline
First PREMIER Bank450$33K0.01%013F-HRTimeline
Costello Asset Management, INC435$32.2K0.02%-17513F-HRTimeline
Richard W. Paul & Associates, LLC435$32.2K0.01%013F-HRTimeline
Tributary Capital Management, LLC431$31.9K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP434$31.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC415$30.7K<0.01%-4513F-HRTimeline
CGC Financial Services, LLC400$29.6K0.01%013F-HRTimeline
BFSG, LLC398$29.5K<0.01%+2513F-HRTimeline
Cedar Mountain Advisors, LLC396$29.3K0.01%+113F-HRTimeline
American Capital Advisory, LLC395$29.2K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.387$28.6K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…378$28K<0.01%-42913F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.354$26.2K0.01%013F-HRTimeline
Main Street Group, LTD352$26.1K0.01%013F-HRTimeline
COUNTRY TRUST BANK350$25.9K<0.01%013F-HRTimeline