Skip to content

SCHW CHARLES SCHWAB CORP (THE)

Follow

COM (common), issuer CIK 316709

2,133 managers (2,176 13F filers) reported a position in SCHW shares at 2025-09-30, 1,458,727,889 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
2,133
13F filers
2,176
New
155
Added
933
Reduced
763
Sold out
117
Shares held by filers
1,458,727,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Bison Wealth, LLC3,620$337K0.03%+34113F-HRTimeline
First Interstate Bank3,531$337K0.02%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,530$337K0.11%+513F-HRTimeline
Westshore Wealth, LLC3,528$337K0.12%-22413F-HRTimeline
Capital Management Associates, Inc3,521$336K0.09%-52413F-HRTimeline
BRAVE ASSET MANAGEMENT INC3,505$335K0.08%+51713F-HRTimeline
EDGEWOOD MANAGEMENT LLC3,500$334K<0.01%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC3,500$334K0.17%013F-HRTimeline
RATIONAL ADVISORS, INC.3,500$334K0.03%new13F-HRTimeline
Court Place Advisors, LLC3,500$334K0.1%-20013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…3,498$334K0.05%-9713F-HRTimelineGroup
LCM Capital Management Inc3,490$333K0.16%013F-HRTimeline
Canal Capital Management, LLC3,490$333K0.05%+23613F-HRTimeline
CHILTON INVESTMENT CO INC.3,488$333K0.01%013F-HRTimeline
Prosperitas Financial LLC3,462$331K0.14%-7213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,461$330K0.05%+16513F-HRTimeline
Norway Savings Bank3,460$330K0.16%-6513F-HRTimeline
Peterson Wealth Services1,753$330K0.09%-1,56713F-HRTimeline
RDA Financial Network3,442$329K0.08%+51313F-HRTimeline
Strategic Blueprint, LLC3,435$328K0.01%+7913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,430$327K0.01%+27613F-HRTimeline
Wayfinding Financial, LLC3,430$327K0.14%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …3,417$326K0.18%new13F-HRTimeline
Red Door Wealth Management, LLC3,415$326K0.03%+31113F-HRTimeline
Quent Capital, LLC3,407$325K0.03%-4713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …3,400$325K0.01%new13F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC3,374$322K0.05%new13F-HRTimeline
HORIZON BANCORP INC /IN/3,366$321K0.15%+46213F-HRTimeline
CWS Financial Advisors, LLC3,360$321K0.09%+813F-HRTimeline
SYM FINANCIAL Corp3,356$320K0.03%+5413F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.3,350$320K0.09%013F-HRTimeline
EVERPAR ADVISORS LLC3,343$319K0.13%+7513F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …3,330$318K0.28%013F-HRTimeline
Perennial Investment Advisors, LLC3,325$317K0.03%-37113F-HRTimeline
Marion Wealth Management3,324$317K0.08%+10713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,335$317K0.2%-23413F-HRTimeline
Essential Partners LLC3,321$317K0.1%+14913F-HRTimeline
Manchester Capital Management LLC3,310$316K0.04%-1413F-HRTimeline
Twin Tree Management, LP3,303$315K0.01%new13F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,299$315K0.09%013F-HRTimeline
BlackDiamond Wealth Management, LLC3,288$314K0.17%+2013F-HRTimeline
MONECO ADVISORS, LLC3,282$313K0.03%+5313F-HRTimeline
LRI Investments, LLC3,271$312K0.03%-43713F-HRTimeline
Keystone Wealth Services, LLC3,269$312K0.07%-19413F-HRTimeline
TrueWealth Advisors, LLC3,266$312K0.08%013F-HRTimeline
Legacy Private Trust Co.3,265$312K0.02%013F-HRTimeline
BOS Asset Management, LLC3,257$311K0.09%013F-HRTimeline
Elyxium Wealth, LLC3,256$311K0.11%+85013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,251$310K0.03%+113F-HRTimeline
von Borstel & Associates, Inc.3,248$310K0.05%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP3,242$310K0.03%-34,83813F-HRTimeline
Marshall Financial Group, LLC3,224$308K0.06%+10913F-HRTimeline
Raab & Moskowitz Asset Management LLC3,221$308K0.07%-27313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,205$306K0.02%+613F-HRTimeline
BOYAR ASSET MANAGEMENT INC.3,205$306K0.19%-67013F-HRTimeline
Financial Management Professionals, Inc.3,203$306K0.03%+10013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,200$306K0.08%+10913F-HRTimeline
SeaBridge Investment Advisors LLC3,190$305K0.05%-27513F-HRTimeline
Obermeyer Wealth Partners3,175$303K0.01%+6813F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC3,167$302K0.21%013F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC3,166$302K0.06%013F-HRTimeline
Maridea Wealth Management LLC3,171$301K0.05%-2,00513F-HRTimeline
Bluespring Wealth Management, LLC3,151$301K0.03%+2313F-HRTimeline
Azimuth Capital Investment Management L…3,149$301K0.01%013F-HRTimeline
Lantz Financial LLC3,144$300K0.07%+8213F-HRTimeline
LITTLE HOUSE CAPITAL LLC3,144$300K0.07%+113F-HRTimeline
MQS Management LLC3,141$300K0.17%+713F-HRTimeline
HOLDERNESS INVESTMENTS CO3,140$300K0.06%+55513F-HRTimeline
OARSMAN CAPITAL, INC.3,138$300K0.04%+113F-HRTimeline
Deseret Mutual Benefit Administrators3,136$299K0.13%+26113F-HRTimeline
Burton Enright Welch3,135$299K0.05%+6813F-HRTimeline
Simmons Bankin group Simmons Bank3,134$299K0.02%new13F-HRTimelineGroup
Benin Management CORP3,103$296K0.07%013F-HRTimeline
Spartan Planning & Wealth Management3,087$295K0.23%-25213F-HRTimeline
Regent Peak Wealth Advisors LLC3,078$294K0.06%13F-HRTimeline
Destiny Wealth Partners, LLC3,070$293K0.04%+213F-HRTimeline
CALTON & ASSOCIATES, INC.3,070$293K0.04%-87413F-HRTimeline
Diversified Enterprises, LLC3,061$292K0.02%-1413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,060$292K0.02%+6813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,057$292K0.01%+6113F-HRTimeline
McAdam, LLC3,055$292K0.01%+67113F-HRTimeline
Signature Wealth Management Group3,050$291K0.11%-1213F-HRTimeline
Ceeto Capital Group, LLC3,033$290K0.08%+90813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,032$289K0.02%-51513F-HRTimeline
Brio Consultants, LLC3,028$289K0.04%+16213F-HRTimeline
Cornerstone Advisory, LLC3,028$289K0.03%+3313F-HRTimeline
Tradition Wealth Management, LLC3,024$289K0.02%+513F-HRTimeline
Onyx Bridge Wealth Group LLC3,020$288K0.03%+16913F-HRTimeline
Clark Capital Management Group, Inc.3,012$288K<0.01%+28113F-HRTimeline
HENNESSY ADVISORS INC3,000$286K0.01%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,000$286K0.04%013F-HRTimeline
Martel Wealth Advisors LLC3,000$286K0.05%013F-HRTimeline
Manuka Financial, LLC3,000$286K0.18%013F-HRTimeline
Austin Private Wealth, LLC2,997$286K0.02%-13913F-HRTimeline
Kathleen S. Wright Associates Inc.3,000$286K0.11%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,995$286K0.01%+4113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,120$285K0.03%013F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC2,967$283K<0.01%-6513F-HRTimeline
CRA Financial Services, LLC2,943$281K0.04%+4913F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,941$281K0.09%+1,79213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,940$281K0.01%+11113F-HRTimeline
Stockman Wealth Management, Inc.2,935$280K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,930$280K0.02%-60013F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC2,924$279K0.13%013F-HRTimeline
Beaumont Financial Advisors, LLC2,914$278K0.02%+2413F-HRTimeline
Bernardo Wealth Planning LLC2,913$278K0.05%+4713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,910$278K0.01%+34113F-HRTimelineGroup
WealthShield Partners, LLC2,898$277K0.03%+6113F-HRTimeline
Capital Markets Trading UK LLP2,891$276K0.28%new13F-HRTimeline
Traveka Wealth, LLC2,886$276K0.12%+4513F-HRTimeline
ORG Partners LLC2,883$275K0.05%+44413F-HRTimeline
Confluence Wealth Services, Inc.2,871$274K0.01%013F-HRTimeline
Thrive Wealth Management, LLC2,839$271K0.04%-3913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,838$271K0.08%new13F-HRTimeline
Verdence Capital Advisors LLC2,855$271K0.02%+2013F-HRTimeline
Root Financial Partners, LLC2,829$270K0.02%-10613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,828$270K0.03%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,813$269K0.08%-26213F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,807$268K0.03%+60213F-HRTimeline
LJI Wealth Management, LLC2,802$268K0.05%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,799$267K0.02%+11113F-HRTimelineGroup
Allied Investment Advisors, LLC2,789$266K0.04%new13F-HRTimeline
Kovack Advisors, Inc.2,787$266K0.03%013F-HRTimeline
LVW Advisors, LLC2,774$265K0.03%+13513F-HRTimeline
ARS Wealth Advisors Group, LLC2,770$264K0.03%+10413F-HRTimeline
Pine Harbor Wealth Management, LLC2,763$264K0.08%+33413F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,758$263K0.04%new13F-HRTimeline
CGN Advisors LLC2,758$263K0.02%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,755$263K0.05%013F-HRTimeline
Claro Advisors Inc.2,740$262K0.04%-1113F-HRTimeline
Straight Path Wealth Management2,731$261K0.07%013F-HRTimeline
First Bank & Trust2,730$261K0.04%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC2,725$260K0.01%+28613F-HRTimeline
Smithfield Trust Co2,719$260K0.01%013F-HRTimeline
waypoint wealth counsel2,718$260K0.1%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC2,718$259K0.07%-1,25213F-HRTimeline
Sunflower Bank, N.A.2,707$258K0.06%+9513F-HRTimeline
W.H. Cornerstone Investments Inc.2,707$258K0.16%+813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,700$258K<0.01%new13F-HRTimelineGroup
Revolve Wealth Partners, LLC2,694$257K0.03%new13F-HRTimeline
Linden Thomas Advisory Services, LLC2,686$256K0.03%-2713F-HRTimeline
Lifeworks Advisors, LLC2,678$256K0.03%+26813F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,665$254K0.07%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,707$254K0.04%+113F-HRTimeline
TRUE Private Wealth Advisors2,647$253K0.03%-14413F-HRTimeline
Sather Financial Group Inc2,646$253K0.01%+42713F-HRTimeline
Broadleaf Partners, LLC2,640$252K0.05%013F-HRTimeline
Douglas Lane & Associates, LLC2,637$252K<0.01%-1513F-HRTimeline
Lazard Freres Gestion S.A.S.2,625$250K<0.01%+2,62513F-HRTimeline
FAS Wealth Partners, Inc.2,616$250K0.02%+1313F-HRTimeline
First Affirmative Financial Network2,615$250K0.12%-1513F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,645$249K0.09%+513F-HRTimeline
Goepper Burkhardt LLC2,600$248K0.08%013F-HRTimeline
Olistico Wealth, LLC2,595$248K0.13%+113F-HRTimeline
INVENIO WEALTH PARTNERS LLC2,584$247K0.09%+13213F-HRTimeline
TCV Trust & Wealth Management, Inc.2,582$247K0.02%013F-HRTimeline
FSM Wealth Advisors, LLC2,581$246K0.03%new13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…2,573$246K0.11%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,571$245K0.09%+13713F-HR/ATimeline
D'Orazio & Associates, Inc.2,567$245K0.03%+15813F-HRTimeline
Five Oceans Advisors2,560$244K0.09%-14513F-HRTimeline
Grove Bank & Trust2,554$244K0.03%-19213F-HRTimeline
Wellspring Financial Advisors, LLC2,550$243K0.02%new13F-HRTimeline
Investments & Financial Planning, LLC2,549$243K0.13%+113F-HRTimeline
Bond & Devick Financial Network, Inc.2,540$243K0.07%+813F-HRTimeline
TFR Capital, LLC.2,533$242K0.08%-4713F-HRTimeline
Garrett Wealth Advisory Group, LLC2,526$241K0.05%013F-HRTimeline
Wood Tarver Financial Group, LLC2,533$241K0.07%+413F-HRTimeline
Pines Wealth Management, LLC2,524$241K0.08%-33713F-HRTimeline
STAR Financial Bank2,521$241K0.14%new13F-HRTimeline
L. Roy Papp & Associates, LLP2,520$241K0.03%+213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,520$241K0.06%-22013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,512$240K0.02%+413F-HRTimeline
Teamwork Financial Advisors, LLC2,509$239K0.03%+27013F-HRTimeline
Asset Dedication, LLC2,507$239K0.02%-31713F-HRTimeline
Northside Capital Management, LLC2,506$239K0.02%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,506$239K0.09%-5013F-HR/ATimeline
Morse Asset Management, Inc2,497$238K0.05%+2,40613F-HRTimeline
GW&K Investment Management, LLC2,493$238K<0.01%+2213F-HRTimeline
MEYER HANDELMAN CO2,492$238K0.01%013F-HRTimeline
New Republic Capital, LLC2,486$237K0.07%+18513F-HRTimeline
GRANDFIELD & DODD, LLC2,480$237K0.01%013F-HRTimeline
MORTON COMMUNITY BANK2,500$236K0.05%-67813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,472$236K0.01%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,471$236K0.03%+1113F-HRTimeline
Pathway Financial Advisors LLC2,470$236K0.03%new13F-HRTimeline
Limestone Investment Advisors LP2,460$235K0.11%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC2,459$235K0.13%-16613F-HR/ATimeline
Schrum Private Wealth Management LLC2,456$234K0.17%-10013F-HRTimeline
Cornell Pochily Investment Advisors, In…2,456$234K0.07%+16713F-HRTimeline
Procyon Advisors, LLC2,448$234K0.01%-73813F-HRTimeline
Wealthstream Advisors, Inc.2,446$234K0.04%-17113F-HRTimeline
Foster Group, Inc.2,432$232K0.01%+8113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,427$232K0.01%-17913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,426$232K0.04%+7013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,423$231K0.04%+413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,426$231K0.01%new13F-HRTimeline
Bayforest Capital Ltd2,408$230K0.11%new13F-HRTimeline
Coordinated Financial Services, Inc.2,406$230K0.15%-49613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,400$229K0.02%+20013F-HRTimeline