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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,994 managers (2,033 13F filers) reported a position in SCHW shares at 2025-03-31, 1,521,902,394 shares in all. 184 filers opened a position and 137 filers sold out during the quarter.

Managers
1,994
13F filers
2,033
New
184
Added
894
Reduced
669
Sold out
137
Shares held by filers
1,521,902,394

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
STEEL GROVE CAPITAL ADVISORS, LLC3,120$244K0.04%-3,73013F-HRTimeline
Obermeyer Wealth Partners3,113$244K0.01%-1,99813F-HRTimeline
Bond & Devick Financial Network, Inc.3,108$243K0.09%new13F-HRTimeline
Red Door Wealth Management, LLC3,104$243K0.04%+3013F-HRTimeline
Bluespring Wealth Management, LLC3,098$243K0.02%+5713F-HRTimeline
TCV Trust & Wealth Management, Inc.3,082$241K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,078$241K0.08%+5413F-HRTimeline
Pinnacle Bancorp, Inc.3,075$241K0.08%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,075$241K0.08%new13F-HRTimeline
Morling Financial Advisors, LLC3,070$240K0.08%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,061$240K0.07%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,057$239K0.01%+7013F-HRTimeline
PFG Advisors3,041$238K0.01%+7013F-HRTimeline
Quantbot Technologies LP3,036$238K0.01%-172,12813F-HRTimeline
BlackDiamond Wealth Management, LLC2,810$237K0.16%-1,09813F-HRTimeline
CRA Financial Services, LLC3,030$237K0.04%-40013F-HRTimeline
Manchester Capital Management LLC3,029$237K0.03%+27613F-HRTimeline
Williams Jones Wealth Management, LLC.3,024$237K<0.01%-42913F-HRTimeline
Lantz Financial LLC3,021$237K0.06%+10013F-HRTimeline
EVERPAR ADVISORS LLC3,017$236K0.13%new13F-HRTimeline
Kathleen S. Wright Associates Inc.3,000$236K0.1%+10013F-HRTimeline
Tradition Wealth Management, LLC3,014$236K0.02%new13F-HRTimeline
CERTUITY, LLC3,005$235K0.02%new13F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,000$235K0.05%013F-HRTimeline
Martel Wealth Advisors LLC3,000$235K0.05%013F-HRTimeline
Manuka Financial, LLC3,000$235K0.15%013F-HRTimeline
BRAVE ASSET MANAGEMENT INC2,988$234K0.07%013F-HRTimeline
KITCHING PARTNERS, LLC2,987$234K0.27%new13F-HRTimeline
Austin Private Wealth, LLC2,982$233K0.02%new13F-HRTimeline
Verdence Capital Advisors LLC2,979$233K0.02%-7313F-HRTimeline
Silver Coast Investments LLC2,973$233K0.09%-32313F-HRTimeline
FORTE CAPITAL LLC /ADV2,966$232K0.03%+26113F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.2,950$231K0.07%new13F-HR/ATimeline
Stockman Wealth Management, Inc.2,935$230K0.03%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,935$230K0.05%+613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,926$229K0.01%-5013F-HRTimeline
Aprio Wealth Management, LLC2,924$229K0.03%new13F-HRTimeline
ACAS, LLC2,801$228K0.17%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,913$228K0.03%new13F-HRTimeline
Stonegate Investment Group, LLC2,909$228K0.01%-11613F-HRTimeline
SYM FINANCIAL Corp2,886$226K0.03%new13F-HRTimeline
Deseret Mutual Benefit Administrators2,875$225K0.11%+46713F-HRTimeline
Confluence Wealth Services, Inc.2,871$223K0.01%+113F-HRTimeline
Petrus Trust Company, LTA2,850$223K0.02%-3,25613F-HRTimeline
Caliber Wealth Management, LLC / KS2,846$223K0.03%13F-HRTimeline
Thrive Wealth Management, LLC2,839$222K0.04%-94813F-HRTimeline
Marion Wealth Management2,826$221K0.06%+4913F-HRTimeline
Longview Financial Advisors LLC2,816$220K0.15%+5213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,805$220K0.02%new13F-HRTimeline
LJI Wealth Management, LLC2,802$219K0.04%013F-HRTimeline
CAMDEN NATIONAL BANK2,792$219K0.03%new13F-HRTimeline
Bernardo Wealth Planning LLC2,768$217K0.05%+1613F-HR/ATimeline
Keystone Financial Group2,763$216K0.02%-4113F-HRTimeline
HOLDERNESS INVESTMENTS CO2,760$216K0.05%013F-HRTimeline
TRUE Private Wealth Advisors2,753$216K0.03%-26013F-HRTimeline
Beaumont Financial Advisors, LLC2,750$215K0.02%+4013F-HRTimeline
Portfolio Design Labs, LLC2,749$215K0.04%new13F-HRTimeline
Smithfield Trust Co2,719$214K0.01%-94413F-HRTimeline
Straight Path Wealth Management2,732$214K0.09%013F-HRTimeline
Traveka Wealth, LLC2,724$213K0.12%new13F-HRTimeline
Auxano Advisors, LLC2,719$213K0.06%+413F-HRTimeline
Three Bridge Wealth Advisors, LLC2,718$213K0.07%-20113F-HRTimeline
Financial Management Professionals, Inc.2,716$213K0.03%+8013F-HRTimeline
Waypoint Wealth Partners Inc.2,705$212K0.06%013F-HRTimeline
Sunflower Bank, N.A.2,701$211K0.06%new13F-HRTimeline
AA Financial Advisors, LLC2,697$211K0.05%-22013F-HRTimeline
Magnus Financial Group LLC2,697$211K0.02%new13F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,695$211K0.07%new13F-HRTimeline
Cornerstone Wealth Group, LLC2,693$211K0.02%new13F-HRTimeline
MJP ASSOCIATES INC /ADV2,688$210K0.04%new13F-HRTimeline
Five Oceans Advisors2,680$210K0.1%new13F-HRTimeline
LVW Advisors, LLC2,670$209K0.03%new13F-HRTimeline
ARS Wealth Advisors Group, LLC2,665$209K0.03%-7413F-HRTimeline
GRIES FINANCIAL LLC2,664$209K0.04%new13F-HRTimeline
First Affirmative Financial Network2,664$209K0.13%-44713F-HRTimeline
FARMERS TRUST CO2,662$208K0.04%new13F-HRTimeline
Onyx Bridge Wealth Group LLC2,657$208K0.03%new13F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA2,656$208K0.03%new13F-HRTimeline
Broadleaf Partners, LLC2,640$207K0.05%new13F-HRTimeline
Brio Consultants, LLC2,637$206K0.03%-8913F-HR/ATimeline
D'Orazio & Associates, Inc.2,628$206K0.03%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,630$204K0.02%-12713F-HRTimeline
First Financial Bankshares Inc2,606$204K<0.01%new13F-HRTimeline
Goepper Burkhardt LLC2,600$204K0.08%new13F-HRTimeline
FAS Wealth Partners, Inc.2,598$203K0.02%new13F-HRTimeline
SMART Wealth LLC2,587$203K0.07%new13F-HRTimeline
DHK Financial Advisors, Inc.2,582$202K0.11%new13F-HRTimeline
Delta Financial Group, Inc.2,529$202K0.05%new13F-HRTimeline
Wilkinson Global Asset Management LLC2,580$202K0.01%new13F-HRTimeline
Schrum Private Wealth Management LLC2,556$200K0.18%new13F-HRTimeline
Riverview Trust Co2,555$200K0.2%-2713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,528$198K0.09%+813F-HRTimeline
Wood Tarver Financial Group, LLC2,526$198K0.06%+413F-HRTimeline
Asset Dedication, LLC2,490$195K0.02%+8913F-HRTimeline
SOA Wealth Advisors, LLC.2,489$195K0.04%-84813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,489$195K0.02%+5413F-HRTimeline
Cromwell Holdings LLC2,470$193K0.12%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,412$189K0.01%13F-HRTimeline
EASTERN BANK2,406$188K<0.01%+8913F-HRTimeline
Grove Bank & Trust2,386$187K0.02%+4613F-HRTimeline
Arax Advisory Partners2,301$180K0.01%+5313F-HRTimeline
HORIZON BANCORP INC /IN/2,299$180K0.1%-20813F-HRTimeline
LRI Investments, LLC2,289$179K0.02%+1813F-HRTimeline
BIRCHBROOK, INC.2,266$177K0.1%-16513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,260$177K0.06%+2613F-HRTimelineGroup
OAKWORTH CAPITAL, INC.2,259$177K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …2,254$176K0.35%+1,74513F-HRTimeline
Ulland Investment Advisors, LLC2,245$176K0.15%+14513F-HRTimeline
Medallion Wealth Advisors, LLC2,180$170K0.08%+91913F-HRTimeline
SBI Securities Co., Ltd.2,161$169K0.01%-9313F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,156$169K0.03%new13F-HRTimeline
Ceeto Capital Group, LLC2,125$166K0.06%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,013$158K0.03%+7813F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,010$157K0.05%+37013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,955$153K<0.01%+14413F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding1,944$152K-750Timeline
Estabrook Capital Management1,895$148K0.02%013F-HRTimeline
Bell Investment Advisors, Inc1,881$147K0.03%-33413F-HRTimeline
ORG Partners LLC1,577$146K0.04%-92413F-HRTimeline
SRH ADVISORS, LLC1,855$145K0.04%-1,00013F-HRTimeline
Private Wealth Asset Management, LLC1,822$143K0.02%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,959$141K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.1,779$141K0.09%new13F-HRTimeline
Hartford Financial Management Inc.1,800$141K0.03%013F-HRTimeline
Acropolis Investment Management, LLC1,799$141K0.01%+1813F-HRTimeline
Pflug Koory, LLC1,702$133K0.07%-25313F-HRTimeline
City State Bank1,695$133K0.04%013F-HRTimeline
Clearstead Trust, LLC1,590$124K0.03%+17313F-HRTimeline
Catalyst Capital Advisors LLC1,580$124K<0.01%-23413F-HRTimeline
AllSquare Wealth Management LLC1,559$122K0.07%013F-HRTimeline
Dynamic Wealth Strategies, LLC1,550$121K0.1%new13F-HRTimeline
DT Investment Partners, LLC1,545$121K0.01%013F-HRTimeline
State of Wyoming1,544$121K0.02%-1,50013F-HRTimeline
Truvestments Capital LLC1,543$121K0.03%+17913F-HRTimeline
VESTOR CAPITAL, LLC1,538$120K0.01%-1813F-HRTimeline
YANKCOM Partnership1,516$119K0.07%+7613F-HRTimeline
BARRETT & COMPANY, INC.1,514$119K0.05%013F-HRTimeline
Sherman Asset Management, Inc.1,512$118K0.11%013F-HRTimeline
Quarry LP1,470$115K0.03%-1,00513F-HRTimeline
Hemington Wealth Management1,466$114K0.02%+9613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,453$114K0.01%+1013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,448$113K0.04%+513F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV1,435$112K0.02%new13F-HRTimeline
Davis Capital Management1,408$110K0.09%013F-HRTimeline
eCIO, Inc.1,399$110K0.04%13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,395$109K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
TRUST CO OF VERMONT1,391$109K0.01%-40013F-HRTimeline
Asset Planning,Inc1,344$105K0.08%+213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,327$104K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co1,275$99.8K0.04%013F-HRTimeline
Covestor Ltd1,266$99K0.07%-1213F-HRTimeline
Wesleyan Assurance Society1,250$98K0.01%013F-HRTimeline
Northwest Capital Management Inc1,247$97.6K0.04%+513F-HRTimeline
Millstone Evans Group, LLC1,243$97.3K0.07%+1013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,228$96.1K0.05%+113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,223$95.8K0.03%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,202$94.1K0.05%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,178$92K<0.01%+39213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ABOUND FINANCIAL, LLC1,173$91.8K0.05%new13F-HRTimeline
IMA Advisory Services, Inc.1,150$90K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC1,123$87.9K0.02%-4,00813F-HRTimeline
Crews Bank & Trust1,123$87.9K0.01%013F-HRTimeline
Pacifica Partners Inc.1,151$86.2K0.04%+4113F-HRTimeline
New Age Alpha Advisors, LLC1,078$84.4K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,078$84K0.01%-1413F-HRTimeline
North Capital, Inc.1,058$82.9K0.08%13F-HRTimeline
Sound Income Strategies, LLC1,036$81.1K<0.01%-2813F-HRTimeline
Rise Advisors, LLC1,021$79.9K0.04%+20913F-HRTimeline
Darwin Wealth Management, LLC1,039$76.9K0.03%013F-HRTimeline
VSM Wealth Advisory, LLC980$76.7K0.03%+213F-HRTimeline
AdvisorNet Financial, Inc967$75.7K0.01%+14713F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC959$75.1K<0.01%013F-HRTimeline
Graney & King, LLC928$72.6K0.05%013F-HRTimeline
Elite Financial, Inc.900$70K0.04%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP870$68.1K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…868$67.9K0.05%-4113F-HRTimeline
Synergy Investment Management, LLC858$67.2K0.03%+113F-HRTimeline
Pandora Wealth, Inc.854$66.9K0.04%13F-HRTimeline
Bullock Wealth Management Group858$66.7K0.04%-2,67213F-HRTimeline
Disciplina Capital Management LLC839$65.7K0.01%-74413F-HRTimeline
TruNorth Capital Management, LLC834$65.3K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT810$63.4K<0.01%013F-HRTimeline
Painted Porch Advisors LLC775$60.7K0.03%013F-HRTimeline
Missouri Trust & Investment Co774$60.6K0.02%013F-HRTimeline
WASHINGTON TRUST Co764$59.8K<0.01%+3213F-HRTimeline
NewSquare Capital LLC761$59.6K<0.01%+64513F-HRTimeline
IAG Wealth Partners, LLC705$55.2K0.01%013F-HRTimeline
Field & Main Bank700$54.8K0.02%013F-HRTimeline
Promus Capital, LLC700$54.8K0.04%013F-HR/ATimeline
Whipplewood Advisors, LLC23,076$53.8K0.04%+22,45313F-HRTimeline
Saudi Central Bank678$53.1K0.28%new13F-HRTimeline
MorganRosel Wealth Management, LLC668$52.3K0.02%new13F-HRTimeline
WPG Advisers, LLC667$52.2K0.05%-4813F-HRTimeline
Crewe Advisors LLC660$51.7K0.01%+3113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.659$51.6K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.655$51.3K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC650$50.9K0.01%-15013F-HRTimeline
Signature Resources Capital Management,…635$49.7K0.04%013F-HRTimeline
Fortitude Family Office, LLC604$47.3K0.02%013F-HRTimeline
Gen-Wealth Partners Inc601$47K0.02%-413F-HRTimeline