Skip to content
Disclosery

SCHW CHARLES SCHWAB CORP (THE)

Follow

COM (common), issuer CIK 316709

2,109 managers (2,149 13F filers) reported a position in SCHW shares at 2025-06-30, 1,507,888,937 shares in all. 217 filers opened a position and 104 filers sold out during the quarter.

Managers
2,109
13F filers
2,149
New
217
Added
873
Reduced
782
Sold out
104
Shares held by filers
1,507,888,937

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
FLORIDA FINANCIAL ADVISORS, LLC3,387$309K0.1%new13F-HR/ATimeline
Seed Wealth Management, Inc.3,357$306K0.23%013F-HRTimeline
Strategic Blueprint, LLC3,356$306K0.02%-67113F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.3,350$306K0.09%+40013F-HRTimeline
CWS Financial Advisors, LLC3,352$306K0.09%013F-HRTimeline
Spartan Planning & Wealth Management3,339$305K0.26%-813F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …3,330$304K0.28%013F-HRTimeline
Alpha DNA Investment Management LLC3,325$303K5.78%-7213F-HRTimeline
Manchester Capital Management LLC3,324$303K0.04%+29513F-HRTimeline
Peterson Wealth Services3,320$303K0.08%-33613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,315$302K0.04%+1313F-HRTimeline
LongView Wealth Management3,309$302K0.09%+1013F-HRTimeline
Bison Wealth, LLC3,279$302K0.02%new13F-HRTimeline
SYM FINANCIAL Corp3,302$301K0.03%+41613F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,299$301K0.11%-62413F-HRTimeline
Cornerstone Wealth Group, LLC3,297$301K0.02%+60413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,296$301K0.05%-55213F-HRTimeline
CHICAGO TRUST Co NA3,281$299K0.04%new13F-HRTimeline
EVERPAR ADVISORS LLC3,268$298K0.14%+25113F-HRTimeline
CAXTON ASSOCIATES LLP3,267$298K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,296$298K0.12%+2,77713F-HRTimeline
TrueWealth Advisors, LLC3,266$298K0.09%-2513F-HRTimeline
BlackDiamond Wealth Management, LLC3,268$298K0.17%+45813F-HRTimeline
Legacy Private Trust Co.3,265$298K0.02%013F-HRTimeline
BOS Asset Management, LLC3,257$297K0.09%013F-HRTimeline
Canal Capital Management, LLC3,254$297K0.05%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,250$297K0.03%-35413F-HRTimeline
Plancorp, LLC3,236$295K0.01%+8613F-HRTimeline
MONECO ADVISORS, LLC3,229$295K0.03%-17213F-HRTimeline
Full Sail Capital, LLC3,218$294K0.02%new13F-HRTimeline
Marion Wealth Management3,217$293K0.07%+39113F-HRTimeline
CERTUITY, LLC3,199$292K0.03%+19413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,199$292K0.02%013F-HRTimeline
Procyon Advisors, LLC3,186$291K0.03%-3,38113F-HRTimeline
Broderick Brian C3,180$290K0.06%new13F-HRTimeline
MORTON COMMUNITY BANK3,178$290K0.07%-55513F-HRTimeline
Essential Partners LLC3,172$289K0.12%13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC3,167$289K0.23%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,166$289K0.06%013F-HRTimeline
Marshall Financial Group, LLC3,115$288K0.06%-28613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,154$288K0.01%-2813F-HRTimeline
Azimuth Capital Investment Management L…3,149$287K0.01%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC3,143$287K0.07%-8613F-HRTimeline
OARSMAN CAPITAL, INC.3,137$286K0.04%-84513F-HRTimeline
Austin Private Wealth, LLC3,136$286K0.02%+15413F-HRTimeline
MQS Management LLC3,134$286K0.16%new13F-HRTimeline
Bluespring Wealth Management, LLC3,128$285K0.03%+3013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,120$285K0.03%013F-HRTimeline
Obermeyer Wealth Partners3,107$283K0.01%-613F-HRTimeline
Red Door Wealth Management, LLC3,104$283K0.03%013F-HRTimeline
Benin Management CORP3,103$283K0.07%-1,30013F-HRTimeline
Financial Management Professionals, Inc.3,103$283K0.03%+38713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,091$282K0.08%+1313F-HRTimeline
Hara Capital LLC3,078$281K0.17%-5,24913F-HRTimeline
Pinnacle Bancorp, Inc.3,075$281K0.09%013F-HRTimeline
Diversified Enterprises, LLC3,075$281K0.02%-17313F-HRTimeline
Destiny Wealth Partners, LLC3,068$280K0.04%new13F-HRTimeline
Burton Enright Welch3,067$280K0.05%new13F-HRTimeline
SMART Wealth LLC3,066$280K0.09%+47913F-HRTimeline
Lantz Financial LLC3,062$279K0.07%+4113F-HRTimeline
Signature Wealth Management Group3,062$279K0.11%-67513F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC3,032$277K<0.01%-24113F-HRTimeline
Tradition Wealth Management, LLC3,019$275K0.02%+513F-HRTimeline
Kathleen S. Wright Associates Inc.3,000$275K0.11%013F-HRTimeline
SANDERS MORRIS HARRIS LLC3,000$274K0.07%-1,00013F-HRTimeline
HENNESSY ADVISORS INC3,000$274K0.01%-6,00013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,000$274K0.05%013F-HRTimeline
Martel Wealth Advisors LLC3,000$274K0.05%013F-HRTimeline
Manuka Financial, LLC3,000$274K0.15%013F-HRTimeline
Rothschild Wealth LLC2,999$274K0.07%-49013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,996$273K0.01%-6113F-HRTimeline
Cornerstone Advisory, LLC2,995$273K0.03%+213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,992$273K0.02%-32913F-HRTimeline
BRAVE ASSET MANAGEMENT INC2,988$273K0.07%013F-HRTimeline
Inscription Capital, LLC2,966$271K0.04%-4,53013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,963$270K0.03%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,954$270K0.01%+2813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,941$268K0.15%new13F-HRTimeline
Root Financial Partners, LLC2,935$268K0.03%-2,52813F-HRTimeline
Stockman Wealth Management, Inc.2,935$268K0.04%013F-HRTimeline
RDA Financial Network2,929$267K0.07%new13F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,924$267K0.14%013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,915$266K0.07%-8,10313F-HRTimeline
HORIZON BANCORP INC /IN/2,904$265K0.13%+60513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coordinated Financial Services, Inc.2,902$265K0.18%13F-HRTimeline
CRA Financial Services, LLC2,894$264K0.04%-13613F-HRTimeline
Caliber Wealth Management, LLC / KS2,893$264K0.03%+4713F-HRTimeline
Beaumont Financial Advisors, LLC2,890$264K0.02%+14013F-HRTimeline
ACAS, LLC2,751$263K0.18%-5013F-HRTimeline
Thrive Wealth Management, LLC2,878$263K0.04%+3913F-HRTimeline
Deseret Mutual Benefit Administrators2,875$262K0.12%013F-HRTimeline
Confluence Wealth Services, Inc.2,871$262K0.01%013F-HRTimeline
Pines Wealth Management, LLC2,861$262K0.09%new13F-HRTimeline
Brio Consultants, LLC2,866$261K0.04%+22913F-HRTimeline
Bernardo Wealth Planning LLC2,866$261K0.06%+9813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,856$261K0.01%+44413F-HRTimeline
Onyx Bridge Wealth Group LLC2,851$260K0.03%+19413F-HRTimeline
Traveka Wealth, LLC2,841$259K0.14%+11713F-HRTimeline
WealthShield Partners, LLC2,837$259K0.03%-66413F-HRTimeline
Verdence Capital Advisors LLC2,835$259K0.02%-14413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,829$258K0.01%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,828$258K0.03%new13F-HRTimelineGroup
Asset Dedication, LLC2,824$258K0.02%+33413F-HRTimeline
Longview Financial Advisors LLC2,822$257K0.16%+613F-HRTimeline
LJI Wealth Management, LLC2,802$256K0.04%013F-HRTimeline
Encompass More Asset Management2,799$255K0.06%new13F-HRTimeline
TRUE Private Wealth Advisors2,791$255K0.03%+3813F-HRTimeline
Kovack Advisors, Inc.2,787$254K0.02%-1,14313F-HRTimeline
Auxano Advisors, LLC2,777$253K0.06%+5813F-HRTimeline
SteelPeak Wealth, LLC2,769$253K0.01%-73,07013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,755$251K0.06%new13F-HRTimeline
Claro Advisors Inc.2,751$251K0.04%-2,11713F-HRTimeline
Grove Bank & Trust2,746$251K0.03%+36013F-HRTimeline
OBSIDIAN CIO, LLC2,745$250K0.04%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,740$250K0.06%-1,07913F-HRTimeline
Smithfield Trust Co2,719$250K0.01%013F-HRTimeline
Diametric Capital, LP2,736$250K0.13%new13F-HRTimeline
Straight Path Wealth Management2,731$249K0.08%-113F-HRTimeline
Clark Capital Management Group, Inc.2,731$249K<0.01%new13F-HRTimeline
Linden Thomas Advisory Services, LLC2,713$248K0.03%-54713F-HRTimeline
Freedom Investment Management, Inc.2,706$247K0.02%-1,16313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,706$247K0.05%new13F-HRTimeline
Waypoint Wealth Partners Inc.2,705$247K0.06%013F-HRTimeline
Five Oceans Advisors2,705$247K0.11%+2513F-HRTimeline
W.H. Cornerstone Investments Inc.2,699$246K0.16%new13F-HRTimeline
Keystone Financial Group2,698$246K0.02%-6513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,691$246K<0.01%-3,36813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,688$245K0.02%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,703$245K<0.01%+2,58613F-HRTimelineGroup
Venturi Wealth Management, LLC2,683$245K0.01%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,640$244K0.1%new13F-HRTimeline
HOWE & RUSLING INC2,668$243K0.02%new13F-HRTimeline
ARS Wealth Advisors Group, LLC2,666$243K0.03%+113F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,665$243K0.07%-3013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,653$242K0.16%new13F-HRTimeline
Douglas Lane & Associates, LLC2,652$242K<0.01%new13F-HRTimeline
NWAM LLC2,468$241K0.01%new13F-HR/ATimeline
First Long Island Investors, LLC2,642$241K0.02%new13F-HRTimeline
Broadleaf Partners, LLC2,640$241K0.05%013F-HRTimeline
LVW Advisors, LLC2,639$241K0.03%-3113F-HRTimeline
First Affirmative Financial Network2,630$240K0.12%-3413F-HRTimeline
LEIGH BALDWIN & CO., LLC2,625$240K0.16%new13F-HRTimeline
Lazard Freres Gestion S.A.S.0$239K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Wealthstream Advisors, Inc.2,617$239K0.04%new13F-HRTimeline
Sunflower Bank, N.A.2,612$238K0.06%-8913F-HRTimeline
First Financial Bankshares Inc2,606$238K0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,606$238K0.02%-2413F-HR/ATimeline
FAS Wealth Partners, Inc.2,603$238K0.02%+513F-HRTimeline
Goepper Burkhardt LLC2,600$237K0.09%013F-HRTimeline
Olistico Wealth, LLC2,594$237K0.13%-2,78613F-HRTimeline
HOLDERNESS INVESTMENTS CO2,585$236K0.05%-17513F-HRTimeline
DHK Financial Advisors, Inc.2,584$236K0.14%+213F-HRTimeline
TCV Trust & Wealth Management, Inc.2,582$236K0.02%-50013F-HRTimeline
Wilkinson Global Asset Management LLC2,580$235K0.01%013F-HRTimeline
TFR Capital, LLC.2,580$235K0.09%new13F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,569$234K0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.2,559$233K0.02%+30013F-HRTimeline
Schrum Private Wealth Management LLC2,556$233K0.19%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,556$233K0.1%-86813F-HRTimeline
Investments & Financial Planning, LLC2,548$232K0.13%new13F-HRTimeline
Bond & Devick Financial Network, Inc.2,532$231K0.08%-57613F-HRTimeline
Garrett Wealth Advisory Group, LLC2,526$230K0.05%new13F-HRTimeline
Wood Tarver Financial Group, LLC2,529$230K0.07%+313F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,518$230K0.03%-39513F-HRTimeline
L. Roy Papp & Associates, LLP2,518$230K0.03%new13F-HRTimeline
FARMERS TRUST CO2,510$229K0.04%-15213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,508$229K0.02%+1913F-HRTimeline
Northside Capital Management, LLC2,506$229K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC2,498$228K0.02%new13F-HRTimeline
MEYER HANDELMAN CO2,492$227K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,492$227K0.04%+313F-HRTimeline
GRANDFIELD & DODD, LLC2,480$226K0.01%new13F-HRTimeline
Almanack Investment Partners, LLC.2,480$226K0.04%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,472$226K0.01%new13F-HRTimeline
GW&K Investment Management, LLC2,471$225K<0.01%-2,41613F-HRTimeline
Redhawk Wealth Advisors, Inc.2,460$224K0.03%-69713F-HRTimeline
FWG Investments, LLC.2,458$224K0.17%new13F-HRTimeline
INVENIO WEALTH PARTNERS LLC2,452$224K0.09%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC2,439$223K0.01%-7,90313F-HR/ATimeline
ORG Partners LLC2,439$222K0.05%+86213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,434$222K0.09%-9413F-HRTimeline
Pine Harbor Wealth Management, LLC2,429$222K0.08%new13F-HRTimeline
Alteri Wealth LLC2,428$221K0.09%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,419$221K0.04%new13F-HRTimeline
Lifeworks Advisors, LLC2,410$220K0.03%new13F-HRTimeline
D'Orazio & Associates, Inc.2,409$220K0.03%-21913F-HRTimeline
Elyxium Wealth, LLC2,406$220K0.08%new13F-HRTimeline
Violich Capital Management, Inc.2,400$219K0.03%new13F-HRTimeline
Atlatl Advisers LLC2,398$219K0.1%new13F-HRTimeline
Asset Management Group, Inc.2,388$218K0.04%new13F-HRTimeline
Ignite Planners, LLC2,273$218K0.04%new13F-HR/ATimeline
Morling Financial Advisors, LLC2,386$218K0.07%-68413F-HRTimeline
McAdam, LLC2,384$217K0.01%new13F-HRTimeline
Teza Capital Management LLC2,380$217K0.16%new13F-HRTimeline
Segment Wealth Management, LLC2,376$217K0.01%new13F-HRTimeline
D.B. Root & Company, LLC2,375$217K0.06%new13F-HRTimeline
Kera Capital Partners, Inc.2,373$217K0.04%new13F-HRTimeline
First Nebraska Trust Co2,373$217K0.02%new13F-HRTimeline
Bellwether Advisors, LLC2,363$216K0.04%-25,75913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,356$215K0.04%new13F-HRTimeline