SCHW CHARLES SCHWAB CORP (THE)

COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers: 2,287
13F filers: 2,343
New: 164
Added: 988
Reduced: 877
Sold out: 157
Shares held by filers: 1,411,597,848

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Telos Capital Management, Inc.	4,161	$391K	0.04%	-584	13F-HR Timeline
OPINICUS CAPITAL, INC.	4,132	$388K	0.27%	+72	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	4,127	$388K	0.16%	+3	13F-HR Timeline
Peterson Wealth Services	4,124	$388K	0.1%	+667	13F-HR Timeline
Opus Capital Group, LLC	4,117	$387K	0.04%	+92	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	4,110	$386K	0.08%	-466	13F-HR Timeline
SCS Capital Management LLC	4,101	$385K	<0.01%	-451	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	4,096	$385K	0.05%	+218	13F-HR Timeline
New Republic Capital, LLC	4,090	$384K	0.13%	-1,041	13F-HR Timeline
WRAPMANAGER INC	4,078	$383K	0.13%	+43	13F-HR Timeline
Journey Advisory Group, LLC	4,054	$381K	0.03%	-1,640	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	4,051	$381K	0.04%	-5,013	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	4,051	$381K	0.08%	-1,264	13F-HR Timeline
55 North Private Wealth, LLC	4,036	$379K	0.1%	-53	13F-HR Timeline
Prostatis Group LLC	4,032	$379K	0.1%	-15	13F-HR Timeline
Dala Group, LLC	4,019	$379K	0.32%	-351	13F-HR Timeline
Strategic Investment Advisors / MI	4,018	$378K	0.03%	new	13F-HR Timeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…	4,000	$376K	0.02%	new	13F-HR Timeline Group
Texas Capital Bank Wealth Management Se…	3,990	$375K	0.02%	new	13F-HR Timeline
Clearwave Capital, LLC	3,984	$374K	0.26%	+744	13F-HR Timeline
RDA Financial Network	3,974	$373K	0.09%	+298	13F-HR Timeline
Triumph Capital Management	3,974	$373K	0.08%	+76	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	3,965	$373K	0.04%	-120	13F-HR Timeline
Faithward Advisors, LLC	3,964	$373K	0.05%	+13	13F-HR Timeline
Diversified Enterprises, LLC	3,958	$372K	0.02%	+645	13F-HR Timeline
Ariston Services Group	0	$372K	0.22%	-3,958	13F-HR TimelineAmount filed as zero, left out of ratios.
VAN STRUM & TOWNE INC.	3,950	$371K	0.11%	0	13F-HR Timeline
Perennial Investment Advisors, LLC	3,949	$371K	0.03%	+235	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	3,946	$371K	0.05%	+130	13F-HR Timeline
Advisory Alpha, LLC	3,941	$371K	0.01%	-891	13F-HR Timeline
Pathfinder Wealth Consulting, Inc.	3,940	$370K	0.24%	new	13F-HR Timeline
HORIZON BANCORP INC /IN/	3,938	$370K	0.18%	+741	13F-HR Timeline
BW Gestao de Investimentos Ltda.	3,935	$370K	0.02%	new	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	3,932	$370K	0.01%	-420	13F-HR/A Timeline
Werba Rubin Papier Wealth Management	3,919	$368K	0.05%	+456	13F-HR Timeline
Purus Wealth Management, LLC	3,918	$368K	0.12%	+357	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	3,904	$367K	0.02%	+375	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	3,900	$367K	0.15%	-176	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	3,899	$366K	0.02%	+489	13F-HR Timeline
Nova R Wealth, Inc.	3,890	$366K	0.12%	-12	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	4,078	$365K	0.23%	-44	13F-HR Timeline
FIRST HORIZON CORP	3,881	$365K	0.02%	-19	13F-HR Timeline
BSW Wealth Partners	3,877	$364K	0.04%	-2,568	13F-HR Timeline
River Wealth Advisors LLC	3,862	$363K	0.04%	-492	13F-HR Timeline
Broadway Wealth Solutions, Inc.	3,860	$363K	0.19%	+32	13F-HR Timeline
Wealth Group, Ltd.	3,852	$362K	0.34%	0	13F-HR Timeline
Hilltop National Bank	3,849	$362K	0.09%	+810	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	3,828	$360K	0.26%	+388	13F-HR Timeline
Semus Wealth Partners LLC	3,819	$359K	0.2%	-93	13F-HR Timeline
Baron Wealth Management LLC	3,810	$358K	0.11%	-369	13F-HR Timeline
Capital Management Associates, Inc	3,809	$358K	0.08%	+202	13F-HR Timeline
Prosperity Bancshares Inc	3,802	$357K	0.29%	+1,328	13F-HR Timeline
111 Capital	3,800	$357K	0.09%	new	13F-HR Timeline
Gemmer Asset Management LLC	3,790	$356K	0.03%	-1,338	13F-HR Timeline
Tailwinds Wealth, LLC	3,779	$355K	0.87%	new	13F-HR Timeline
Retirement Planning Co of New England, …	3,776	$355K	0.14%	+14	13F-HR Timeline
MOR Wealth Management, LLC	3,775	$355K	0.16%	+997	13F-HR Timeline
Southern Financial Group, LLC	3,769	$354K	0.1%	+305	13F-HR Timeline
Greenspring Advisors, LLC	3,758	$353K	0.02%	+263	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	3,756	$353K	<0.01%	-17,041	13F-HR Timeline Group
Range Advisory, LLC	3,751	$353K	0.07%	new	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	3,741	$352K	0.06%	+1,215	13F-HR Timeline
New Hampshire Trust	3,729	$350K	0.07%	-823	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,703	$348K	0.01%	-192	13F-HR Timeline
American Institute for Advanced Investm…	3,693	$347K	0.22%	0	13F-HR Timeline
Kovack Advisors, Inc.	3,729	$346K	0.02%	-235	13F-HR Timeline
TriaGen Wealth Management LLC	3,677	$346K	0.09%	0	13F-HR Timeline
Cornerstone Advisory, LLC	3,676	$346K	0.03%	+419	13F-HR Timeline
Coastwise Capital Group, LLC	3,676	$345K	0.19%	-1,091	13F-HR Timeline
STUDIO INVESTMENT MANAGEMENT LLC	3,675	$345K	0.06%	-6	13F-HR/A Timeline
CoreCap Advisors, LLC	3,670	$345K	0.01%	-992	13F-HR Timeline
Marks Group Wealth Management, Inc	3,669	$345K	0.03%	-50	13F-HR Timeline
Cohen Klingenstein LLC	3,660	$344K	0.01%	0	13F-HR Timeline
SYM FINANCIAL Corp	3,648	$343K	0.03%	+301	13F-HR Timeline
Quent Capital, LLC	3,634	$342K	0.02%	+45	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,630	$341K	0.1%	+15	13F-HR Timeline
FULCRUM WEALTH ADVISORS, LLC	3,605	$339K	0.28%	+10	13F-HR Timeline
Fire Capital Management LLC	3,600	$338K	0.16%	0	13F-HR Timeline
Founders Capital Management	3,582	$337K	0.16%	0	13F-HR Timeline
Marion Wealth Management	3,578	$336K	0.07%	-96	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	3,576	$336K	0.01%	-8,292	13F-HR Timeline Group
RAM Investment Partners, LLC	3,565	$335K	0.06%	+401	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	3,559	$334K	0.09%	+250	13F-HR Timeline
Sun Financial Inc	3,728	$333K	0.17%	-63	13F-HR Timeline
Bison Wealth, LLC	3,646	$332K	0.03%	-429	13F-HR Timeline
Sagewood Asset Management LP	3,531	$332K	0.1%	+36	13F-HR Timeline
BRAVE ASSET MANAGEMENT INC	3,505	$329K	0.08%	0	13F-HR Timeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…	3,503	$329K	0.05%	+3	13F-HR Timeline Group
Prosperitas Financial LLC	3,502	$329K	0.12%	+11	13F-HR Timeline
EDGEWOOD MANAGEMENT LLC	3,500	$329K	<0.01%	0	13F-HR Timeline
WISCONSIN CAPITAL MANAGEMENT LLC	3,500	$329K	0.18%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	3,497	$329K	0.05%	+246	13F-HR Timeline
Delaney Capital Management Ltd.	3,495	$328K	0.05%	0	13F-HR Timeline
Prosperity Consulting Group, LLC	3,492	$328K	0.01%	-280	13F-HR Timeline
LCM Capital Management Inc	3,490	$328K	0.16%	0	13F-HR Timeline
CHILTON INVESTMENT CO INC.	3,488	$328K	0.01%	-140	13F-HR Timeline
Proactive Wealth Strategies LLC	3,478	$327K	0.06%	new	13F-HR Timeline
Red Door Wealth Management, LLC	3,473	$326K	0.03%	+50	13F-HR Timeline
MONECO ADVISORS, LLC	3,463	$325K	0.03%	+349	13F-HR Timeline
GODSEY & GIBB, INC	3,455	$325K	0.03%	0	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	3,451	$324K	0.07%	-2,403	13F-HR Timeline
Thrive Wealth Management, LLC	3,430	$322K	0.05%	+621	13F-HR Timeline
BlackDiamond Wealth Management, LLC	3,422	$322K	0.16%	-1	13F-HR Timeline
TrueWealth Advisors, LLC	3,419	$321K	0.08%	+112	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	3,415	$321K	0.05%	-168	13F-HR Timeline
Fortune Financial Advisors, LLC	3,400	$320K	0.16%	new	13F-HR Timeline
SIERRA SUMMIT ADVISORS LLC	3,400	$320K	0.05%	+400	13F-HR Timeline
McAdam, LLC	3,387	$318K	0.01%	-8	13F-HR Timeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.	3,384	$318K	0.01%	-13,180	13F-HR/A Timeline Group
Fort Point Capital Partners LLC	3,381	$318K	0.04%	-300	13F-HR Timeline
CWS Financial Advisors, LLC	3,376	$317K	0.08%	+9	13F-HR Timeline
Abacus Planning Group, Inc.	3,369	$317K	0.04%	-258	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	3,365	$316K	0.02%	0	13F-HR Timeline
Annex Advisory Services, LLC	3,349	$315K	0.01%	new	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	3,342	$314K	0.01%	+53	13F-HR Timeline
Lantz Financial LLC	3,341	$314K	0.06%	+98	13F-HR Timeline
Quattro Advisors LLC	3,316	$312K	0.27%	+1,061	13F-HR Timeline
Teza Capital Management LLC	3,305	$311K	1.14%	new	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,302	$310K	0.04%	+154	13F-HR Timeline
McMillan Office, Inc.	3,300	$310K	0.04%	0	13F-HR Timeline
Canal Capital Management, LLC	3,297	$310K	0.04%	-197	13F-HR Timeline
ARS Wealth Advisors Group, LLC	3,292	$309K	0.03%	-50	13F-HR Timeline
Wayfinding Financial, LLC	3,298	$309K	0.13%	+58	13F-HR Timeline
Financial Management Professionals, Inc.	3,287	$309K	0.03%	+189	13F-HR Timeline
Westshore Wealth, LLC	3,284	$309K	0.11%	-74	13F-HR Timeline
Farmers National Bank	3,282	$308K	0.07%	new	13F-HR Timeline
Integrity Financial Corp /WA	3,281	$308K	0.15%	new	13F-HR Timeline
Brio Consultants, LLC	3,337	$308K	0.04%	+165	13F-HR Timeline
WEDGE CAPITAL MANAGEMENT L L P/NC	3,271	$307K	0.01%	+458	13F-HR Timeline
BOS Asset Management, LLC	3,257	$306K	0.08%	0	13F-HR Timeline
KINTRA WEALTH, LLC	3,253	$306K	0.02%	+545	13F-HR Timeline
Axiom Investment Management LLC	3,228	$303K	0.23%		13F-HR Timeline
Alteri Wealth LLC	3,224	$303K	0.1%	+1,182	13F-HR Timeline
Legacy Private Trust Co.	3,210	$302K	0.02%	-15	13F-HR Timeline
Moran Wealth Management, LLC	3,189	$300K	0.01%	new	13F-HR Timeline
CFO4Life Group, LLC	3,182	$299K	0.05%	-645	13F-HR Timeline
Essential Partners LLC	3,180	$299K	0.1%	-333	13F-HR Timeline
Norway Savings Bank	3,180	$299K	0.14%	-60	13F-HR Timeline
Denver PWM, LLC	3,368	$298K	0.1%	-547	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	3,167	$298K	0.24%	0	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	3,166	$298K	0.06%	+103	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	3,166	$298K	0.06%	0	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	3,159	$297K	0.07%	0	13F-HR Timeline
SeaBridge Investment Advisors LLC	3,153	$296K	0.05%	-37	13F-HR Timeline
STEEL GROVE CAPITAL ADVISORS, LLC	3,142	$295K	0.03%	+22	13F-HR Timeline
BRIAN LOW FINANCIAL GROUP, LLC	3,137	$295K	0.2%	+988	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	3,129	$294K	0.25%	-49	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,120	$293K	0.04%	+42	13F-HR Timeline
Destiny Wealth Partners, LLC	3,115	$293K	0.03%	+43	13F-HR Timeline
Marshall Financial Group, LLC	3,115	$293K	0.05%	+25	13F-HR Timeline
SAPIENT CAPITAL LLC	3,112	$292K	<0.01%	new	13F-HR/A Timeline
CHILTON CAPITAL MANAGEMENT LLC	3,104	$292K	0.01%	+66	13F-HR Timeline
Onyx Bridge Wealth Group LLC	3,104	$292K	0.03%	+46	13F-HR Timeline
Benin Management CORP	3,103	$292K	0.07%	0	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,092	$291K	0.01%	+10	13F-HR Timeline Group
Steigerwald, Gordon & Koch Inc.	3,089	$290K	0.03%	+333	13F-HR Timeline
Tradition Wealth Management, LLC	3,088	$290K	0.02%	+60	13F-HR Timeline
Thompson David Blair	3,084	$290K	0.17%	-8,785	13F-HR Timeline
Tilson Financial Group, Inc.	3,083	$290K	0.09%	-2,179	13F-HR Timeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …	3,080	$289K	0.27%	0	13F-HR Timeline
Obermeyer Wealth Partners	3,078	$289K	0.01%	-43	13F-HR Timeline
Alvarez & Marsal Private Wealth Partner…	3,074	$289K	0.04%	new	13F-HR Timeline
Greystone Financial Group, LLC	3,065	$288K	0.08%	-11,588	13F-HR Timeline
LJI Wealth Management, LLC	3,063	$288K	0.05%	0	13F-HR Timeline
PHYSICIANS FINANCIAL SERVICES, INC.	3,050	$287K	0.08%	0	13F-HR Timeline
Bluespring Wealth Management, LLC	3,053	$287K	0.02%	-70	13F-HR Timeline
Asset Dedication, LLC	3,050	$287K	0.02%	+538	13F-HR Timeline
Manuka Financial, LLC	3,040	$286K	0.18%	0	13F-HR Timeline
Todd Wealth Management, LLC	3,032	$285K	0.26%	-110	13F-HR Timeline
QTR Family Wealth, LLC	2,896	$285K	0.12%	new	13F-HR Timeline
ARMISTICE CAPITAL, LLC	3,025	$284K	0.01%	new	13F-HR Timeline
Flywheel Private Wealth LLC	3,025	$284K	0.16%	new	13F-HR Timeline
Cornerstone Planning, LLC	3,024	$284K	0.06%	0	13F-HR Timeline
Pines Wealth Management, LLC	3,024	$284K	0.09%	+596	13F-HR Timeline
Sather Financial Group Inc	3,018	$284K	0.02%	0	13F-HR Timeline
Martel Wealth Advisors LLC	3,000	$282K	0.05%	0	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	2,983	$280K	0.06%	+526	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	2,977	$280K	0.18%	-341	13F-HR Timeline
Keystone Wealth Services, LLC	2,973	$279K	0.06%	+8	13F-HR Timeline
Verdence Capital Advisors LLC	2,971	$279K	0.02%	+123	13F-HR Timeline
Beaumont Financial Advisors, LLC	2,970	$279K	0.02%	+34	13F-HR Timeline
Enterprise Financial Services Corpin group Enterprise Financial Services…	2,967	$279K	0.14%	new	13F-HR Timeline Group
Cypress Capital Groupin group Cypress Capital Group	2,945	$277K	0.03%	+118	13F-HR Timeline Group
WealthShield Partners, LLC	2,940	$276K	0.03%	-7	13F-HR Timeline
Bernardo Wealth Planning LLC	2,939	$276K	0.05%	+7	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	2,930	$275K	0.02%	-155	13F-HR Timeline Group
SteelPeak Wealth, LLC	2,924	$275K	0.01%	+281	13F-HR Timeline
Second Line Capital, LLC	2,990	$274K	0.05%	new	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	2,910	$273K	0.13%	-14	13F-HR Timeline
Stockman Wealth Management, Inc.	2,900	$273K	0.03%	-35	13F-HR Timeline
Signature Wealth Management Group	2,892	$272K	0.1%	-59	13F-HR Timeline
Traveka Wealth, LLC	2,888	$271K	0.1%	-144	13F-HR Timeline
First Business Financial Services, Inc.	2,881	$271K	0.02%	0	13F-HR Timeline
Lifeworks Advisors, LLC	2,868	$269K	0.03%	-144	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	2,866	$269K	<0.01%	-2,036	13F-HR Timeline
CRA Financial Services, LLC	2,855	$268K	0.03%	-91	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	2,838	$267K	0.07%	0	13F-HR Timeline
Arkfeld Wealth Strategies, L.L.C.	2,657	$266K	0.08%	+6	13F-HR Timeline
Plancorp, LLC	2,807	$266K	0.01%	+514	13F-HR Timeline
Headlands Technologies LLC	2,828	$266K	0.03%	-69,103	13F-HR Timeline