SCHW CHARLES SCHWAB CORP (THE)

COM (common), issuer CIK 316709

2,285 managers (2,334 13F filers) reported a position in SCHW shares at 2025-12-31, 1,456,288,068 shares in all. 149 filers opened a position and 96 filers sold out during the quarter.

Managers: 2,285
13F filers: 2,334
New: 149
Added: 945
Reduced: 831
Sold out: 96
Shares held by filers: 1,456,288,068

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Interchange Capital Partners, LLC	4,104	$410K	0.08%	+112	13F-HR Timeline
NINE MASTS CAPITAL Ltd	4,095	$409K	0.07%	-1,714	13F-HR Timeline
55 North Private Wealth, LLC	4,089	$409K	0.11%		13F-HR Timeline
ROMANO BROTHERS AND COMPANY	4,085	$408K	0.05%	+111	13F-HR Timeline
Dockside LLC	4,077	$407K	0.1%		13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	4,076	$407K	0.16%	-587	13F-HR Timeline
OPINICUS CAPITAL, INC.	4,060	$406K	0.28%	-150	13F-HR Timeline
Prostatis Group LLC	4,047	$404K	0.1%	new	13F-HR Timeline
WRAPMANAGER INC	4,035	$403K	0.14%	-632	13F-HR Timeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …	4,027	$402K	0.22%	+610	13F-HR Timeline
Opus Capital Group, LLC	4,025	$402K	0.04%	+150	13F-HR Timeline
Heirloom Wealth Management	4,013	$401K	0.09%	new	13F-HR Timeline
Berger Financial Group, Inc	3,998	$399K	0.02%	+151	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	3,981	$397K	<0.01%	+222	13F-HR Timeline Group
FLORIDA FINANCIAL ADVISORS, LLC	3,968	$397K	0.11%	+64	13F-HR Timeline
Kovack Advisors, Inc.	3,964	$396K	0.02%	+1,177	13F-HR/A Timeline
HHM Wealth Advisors, LLC	3,963	$396K	0.05%	-2	13F-HR Timeline
Clearview Wealth Advisors LLC	3,963	$396K	0.25%	-195	13F-HR Timeline
Ariston Services Group	3,958	$395K	0.23%	0	13F-HR Timeline
Faithward Advisors, LLC	3,951	$395K	0.06%	-8	13F-HR Timeline
VAN STRUM & TOWNE INC.	3,950	$395K	0.11%	0	13F-HR Timeline
Gibbs Wealth Management	3,939	$395K	0.1%	-328	13F-HR Timeline
Semus Wealth Partners LLC	3,912	$391K	0.21%	-369	13F-HR Timeline
Nova R Wealth, Inc.	3,902	$390K	0.14%	-77	13F-HR Timeline
FIRST HORIZON CORP	3,900	$390K	0.02%	+17	13F-HR Timeline
Triumph Capital Management	3,898	$389K	0.08%	+10	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,895	$389K	0.01%	0	13F-HR Timeline
ORRSTOWN FINANCIAL SERVICES INC	3,888	$388K	0.06%	new	13F-HR Timeline
Farringdon Capital, Ltd.	3,887	$388K	0.1%	new	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	3,878	$387K	0.07%	+31	13F-HR Timeline
Mission Creek Capital Partners, Inc.	3,875	$387K	0.08%	-100	13F-HR Timeline
Whalen Wealth Management Inc.	3,868	$386K	0.21%	new	13F-HR Timeline
CAMBIENT FAMILY OFFICE, LLC	3,864	$386K	0.06%		13F-HR Timeline
Bison Wealth, LLC	4,075	$386K	0.04%	+455	13F-HR Timeline
Rothschild Capital Partners, LLC	3,860	$386K	0.09%	0	13F-HR Timeline
Sompo Asset Management Co., Ltd.	3,860	$386K	0.07%	-1,610	13F-HR Timeline
Wealth Group, Ltd.	3,852	$385K	0.38%		13F-HR Timeline
Broadway Wealth Solutions, Inc.	3,828	$382K	0.2%	+163	13F-HR Timeline
CFO4Life Group, LLC	3,827	$382K	0.05%	-187	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	3,816	$381K	0.05%	+140	13F-HR Timeline
Sun Financial Inc	3,791	$379K	0.21%		13F-HR Timeline
Fort Point Capital Partners LLC	3,681	$378K	0.05%	new	13F-HR Timeline
Prosperity Consulting Group, LLC	3,772	$377K	0.02%	new	13F-HR Timeline
Retirement Planning Co of New England, …	3,762	$376K	0.15%	+117	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	3,762	$376K	<0.01%	+119	13F-HR Timeline Group
Marion Wealth Management	3,674	$375K	0.08%	+350	13F-HR Timeline
Rothschild Wealth LLC	3,755	$375K	0.04%	+201	13F-HR/A Timeline
FIDUCIARY FAMILY OFFICE, LLC	3,738	$373K	0.11%	-94	13F-HR Timeline
EVERPAR ADVISORS LLC	3,725	$372K	0.14%	+382	13F-HR Timeline
Austin Private Wealth, LLC	3,720	$372K	0.03%	+723	13F-HR Timeline
Marks Group Wealth Management, Inc	3,719	$372K	0.04%	-36	13F-HR Timeline
Perennial Investment Advisors, LLC	3,714	$371K	0.03%	+389	13F-HR Timeline
American Institute for Advanced Investm…	3,693	$369K	0.24%	-200	13F-HR Timeline
STUDIO INVESTMENT MANAGEMENT LLC	3,681	$368K	0.07%	-64	13F-HR Timeline
TriaGen Wealth Management LLC	3,677	$367K	0.1%	0	13F-HR Timeline
RDA Financial Network	3,676	$367K	0.09%	+234	13F-HR Timeline
BlackDiamond Wealth Management, LLC	3,423	$367K	0.18%	+135	13F-HR Timeline
Cohen Klingenstein LLC	3,660	$366K	0.01%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	3,629	$363K	0.01%	+199	13F-HR Timeline
CHILTON INVESTMENT CO INC.	3,628	$362K	0.01%	+140	13F-HR Timeline
Abacus Planning Group, Inc.	3,627	$362K	0.05%	-22	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	3,620	$362K	0.1%	-1,534	13F-HR Timeline
CHICAGO TRUST Co NA	3,616	$361K	0.06%	-349	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,615	$361K	0.11%	+85	13F-HR Timeline
Capital Management Associates, Inc	3,607	$360K	0.08%	+86	13F-HR Timeline
Fire Capital Management LLC	3,600	$360K	0.18%	new	13F-HR Timeline
FULCRUM WEALTH ADVISORS, LLC	3,595	$359K	0.3%		13F-HR Timeline
Quent Capital, LLC	3,589	$359K	0.03%	+182	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	3,583	$358K	0.05%	+122	13F-HR Timeline
Founders Capital Management	3,582	$358K	0.19%	-98	13F-HR Timeline
Denver PWM, LLC	3,915	$357K	0.12%	0	13F-HR Timeline
Purus Wealth Management, LLC	3,561	$356K	0.11%	-226	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	3,529	$353K	0.02%	-108	13F-HR Timeline
Essential Partners LLC	3,513	$351K	0.11%	+192	13F-HR Timeline
BRAVE ASSET MANAGEMENT INC	3,505	$350K	0.08%	0	13F-HR Timeline
Facet Wealth, Inc.	3,381	$350K	0.01%	new	13F-HR Timeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…	3,500	$350K	0.05%	+2	13F-HR Timeline Group
EDGEWOOD MANAGEMENT LLC	3,500	$350K	<0.01%	0	13F-HR Timeline
WISCONSIN CAPITAL MANAGEMENT LLC	3,500	$350K	0.18%	0	13F-HR Timeline
HENNESSY ADVISORS INC	3,500	$350K	0.01%	+500	13F-HR Timeline
Greenspring Advisors, LLC	3,495	$349K	0.02%	new	13F-HR Timeline
Sagewood Asset Management LP	3,495	$349K	0.12%		13F-HR Timeline
Delaney Capital Management Ltd.	3,495	$349K	0.06%		13F-HR Timeline
Canal Capital Management, LLC	3,494	$349K	0.05%	+4	13F-HR Timeline
Smithfield Trust Co	3,486	$349K	0.02%	+767	13F-HR Timeline
Root Financial Partners, LLC	3,492	$349K	0.02%	+663	13F-HR Timeline
Prosperitas Financial LLC	3,491	$349K	0.14%	+29	13F-HR Timeline
LCM Capital Management Inc	3,490	$349K	0.17%	0	13F-HR Timeline
Legato Capital Management LLC	3,483	$348K	0.03%	new	13F-HR Timeline
Spartan Planning & Wealth Management	3,480	$348K	0.26%	+393	13F-HR Timeline
Southern Financial Group, LLC	3,464	$346K	0.1%		13F-HR Timeline
Werba Rubin Papier Wealth Management	3,463	$346K	0.09%	new	13F-HR Timeline
Peterson Wealth Services	3,457	$345K	0.09%	+1,704	13F-HR Timeline
GODSEY & GIBB, INC	3,455	$345K	0.03%	-509	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	3,440	$344K	0.25%	+1,092	13F-HR Timeline
MIRABELLA FINANCIAL SERVICES LLP	3,438	$343K	0.03%	new	13F-HR Timeline
Red Door Wealth Management, LLC	3,423	$342K	0.04%	+8	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	3,410	$341K	0.02%	+350	13F-HR Timeline
McAdam, LLC	3,395	$339K	0.02%	+340	13F-HR Timeline
CWS Financial Advisors, LLC	3,367	$336K	0.09%	+7	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	3,365	$336K	0.02%	+160	13F-HR Timeline
Wellspring Financial Advisors, LLC	3,364	$336K	0.03%	+814	13F-HR Timeline
First Interstate Bank	3,364	$336K	0.02%	-167	13F-HR Timeline
Westshore Wealth, LLC	3,358	$335K	0.11%	-170	13F-HR Timeline
SYM FINANCIAL Corp	3,347	$334K	0.03%	-9	13F-HR Timeline
LRI Investments, LLC	3,346	$334K	0.03%	+75	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	3,339	$334K	<0.01%	+1,430	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
ARS Wealth Advisors Group, LLC	3,342	$334K	0.03%	+572	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	3,318	$332K	0.22%	-17	13F-HR Timeline
Diversified Enterprises, LLC	3,313	$331K	0.02%	+252	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	3,309	$331K	0.09%	+10	13F-HR Timeline
TrueWealth Advisors, LLC	3,307	$330K	0.09%	+41	13F-HR Timeline
NDVR, Inc.	3,300	$330K	0.27%	new	13F-HR Timeline
McMillan Office, Inc.	3,300	$330K	0.04%		13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	3,289	$329K	0.01%	+349	13F-HR Timeline
Procyon Advisors, LLC	3,273	$327K	0.02%	+825	13F-HR Timeline
BOS Asset Management, LLC	3,257	$325K	0.09%	0	13F-HR Timeline
Cornerstone Advisory, LLC	3,257	$325K	0.03%	+229	13F-HR Timeline
CALTON & ASSOCIATES, INC.	3,251	$325K	0.05%	+181	13F-HR Timeline
Lantz Financial LLC	3,243	$324K	0.07%	+99	13F-HR Timeline
Norway Savings Bank	3,240	$324K	0.15%	-220	13F-HR Timeline
Clearwave Capital, LLC	3,240	$324K	0.24%		13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,078	$323K	0.05%	+371	13F-HR Timeline
Wayfinding Financial, LLC	3,240	$323K	0.14%	-190	13F-HR Timeline
Regent Peak Wealth Advisors LLC	3,232	$323K	0.06%	+154	13F-HR Timeline
Legacy Private Trust Co.	3,225	$322K	0.02%	-40	13F-HR Timeline
HORIZON BANCORP INC /IN/	3,197	$319K	0.16%	-169	13F-HR Timeline
SeaBridge Investment Advisors LLC	3,190	$319K	0.05%	0	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	3,178	$318K	0.27%		13F-HR Timeline
Brio Consultants, LLC	3,172	$317K	0.04%	+144	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	3,167	$316K	0.22%	0	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	3,166	$316K	0.06%	0	13F-HR Timeline
Destiny Wealth Partners, LLC	3,072	$316K	0.04%	+2	13F-HR Timeline
RAM Investment Partners, LLC	3,164	$316K	0.06%	-470	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	3,159	$316K	0.07%	-62	13F-HR Timeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…	3,152	$315K	0.01%	-94,779	13F-HR Timeline Group
Azimuth Capital Investment Management L…	3,149	$315K	0.01%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,148	$315K	0.04%	+10	13F-HR Timeline
Deseret Mutual Benefit Administrators	3,147	$314K	0.13%	+11	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,146	$314K	0.03%	-105	13F-HR Timeline
Todd Wealth Management, LLC	3,142	$314K	0.28%		13F-HR Timeline
Catalyst Investment Management LLC	3,137	$313K	0.3%		13F-HR Timeline
AFFINITY INVESTMENT ADVISORS, LLC	3,129	$313K	0.21%	+770	13F-HR Timeline
W1M Asset Management Ltd	3,128	$313K	<0.01%	new	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	3,126	$312K	0.01%	+401	13F-HR Timeline
Bluespring Wealth Management, LLC	3,123	$312K	0.03%	-28	13F-HR Timeline
Obermeyer Wealth Partners	3,121	$312K	0.01%	-54	13F-HR Timeline
STEEL GROVE CAPITAL ADVISORS, LLC	3,120	$312K	0.03%	0	13F-HR Timeline
MONECO ADVISORS, LLC	3,114	$311K	0.02%	-168	13F-HR Timeline
Benin Management CORP	3,103	$310K	0.07%	0	13F-HR Timeline
Financial Management Professionals, Inc.	3,098	$310K	0.03%	-105	13F-HR Timeline
Marshall Financial Group, LLC	3,090	$309K	0.06%	-134	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	3,085	$308K	0.02%	+155	13F-HR Timeline Group
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,082	$308K	0.01%	+172	13F-HR Timeline Group
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …	3,080	$308K	0.28%	-250	13F-HR Timeline
WestHill Financial Advisors, Inc.	3,069	$307K	0.06%	new	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	3,063	$306K	0.06%	-77	13F-HR Timeline
LJI Wealth Management, LLC	3,063	$306K	0.05%	+261	13F-HR Timeline
Onyx Bridge Wealth Group LLC	3,058	$306K	0.03%	+38	13F-HR Timeline
PHYSICIANS FINANCIAL SERVICES, INC.	3,050	$305K	0.08%	-300	13F-HR Timeline
Manuka Financial, LLC	3,040	$304K	0.19%	+40	13F-HR Timeline
Hilltop National Bank	3,039	$304K	0.07%	+704	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	3,038	$304K	0.01%	+43	13F-HR Timeline
Traveka Wealth, LLC	3,032	$303K	0.12%	+146	13F-HR Timeline
Tradition Wealth Management, LLC	3,028	$303K	0.02%	+4	13F-HR Timeline
LVW Advisors, LLC	3,026	$302K	0.03%	+252	13F-HR Timeline
Cornerstone Planning, LLC	3,024	$302K	0.07%		13F-HR Timeline
Sather Financial Group Inc	3,018	$302K	0.02%	+372	13F-HR Timeline
Lifeworks Advisors, LLC	3,012	$301K	0.04%	+334	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	3,001	$300K	0.08%	-7,941	13F-HR Timeline Group
SIERRA SUMMIT ADVISORS LLC	3,000	$300K	0.05%	0	13F-HR Timeline
Martel Wealth Advisors LLC	3,000	$300K	0.05%	0	13F-HR Timeline
Keystone Wealth Services, LLC	2,965	$296K	0.06%	-304	13F-HR Timeline
Segment Wealth Management, LLC	2,955	$295K	0.02%	+579	13F-HR Timeline
Signature Wealth Management Group	2,951	$295K	0.12%	-99	13F-HR Timeline
WealthShield Partners, LLC	2,947	$294K	0.03%	+49	13F-HR Timeline
CRA Financial Services, LLC	2,946	$294K	0.04%	+3	13F-HR Timeline
Beaumont Financial Advisors, LLC	2,936	$293K	0.02%	+22	13F-HR Timeline
Stockman Wealth Management, Inc.	2,935	$293K	0.03%	0	13F-HR/A Timeline
Bernardo Wealth Planning LLC	2,932	$293K	0.06%	+19	13F-HR Timeline
ORG Partners LLC	2,931	$293K	0.05%	+48	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	2,924	$292K	0.14%	0	13F-HR Timeline
BOYAR ASSET MANAGEMENT INC.	2,905	$290K	0.18%	-300	13F-HR Timeline
Elyxium Wealth, LLC	2,903	$290K	0.08%	-353	13F-HR Timeline
First Business Financial Services, Inc.	2,881	$288K	0.03%	-1,050	13F-HR Timeline
waypoint wealth counsel	2,864	$286K	0.1%	+146	13F-HR Timeline
Verdence Capital Advisors LLC	2,848	$285K	0.02%	-7	13F-HR Timeline
D'Orazio & Associates, Inc.	2,844	$284K	0.04%	+277	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	2,838	$284K	0.08%	0	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	2,827	$282K	0.03%	-1	13F-HR Timeline Group
WEDGE CAPITAL MANAGEMENT L L P/NC	2,813	$281K	0.01%	-154	13F-HR Timeline
Pinnacle Bancorp, Inc.	2,813	$281K	0.08%	0	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	2,811	$281K	0.01%	-9,159	13F-HR Timeline Group
Thrive Wealth Management, LLC	2,809	$281K	0.04%	-30	13F-HR Timeline
Hamilton Capital, LLC	2,793	$279K	0.01%		13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	2,784	$278K	0.01%	-273	13F-HR Timeline
MOR Wealth Management, LLC	2,778	$278K	0.13%		13F-HR Timeline
Pine Harbor Wealth Management, LLC	2,763	$276K	0.08%	0	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	2,756	$275K	0.03%	-51	13F-HR Timeline
BNB Wealth Management, LLC	2,749	$275K	0.18%		13F-HR Timeline