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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

Filings received so far for Q3 2026: 109 13F filers report a position in SCHW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC706,350$69M0.82%+34,57113F-HRTimeline
Mn Services Vermogensbeheer B.V.489,666$47.9M0.36%+8,50013F-HRTimeline
ROCKLAND TRUST CO391,597$38.3M1.46%-16713F-HRTimeline
PARK NATIONAL CORP /OH/240,630$23.5M0.64%-4,39513F-HRTimeline
DUDLEY & SHANLEY, INC.211,965$20.7M3.29%-28,96813F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC181,928$17.8M0.57%-4,10413F-HRTimeline
JACOBS & CO/CA152,097$14.9M1.28%-4,39713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…144,858$14.2M2.11%-62013F-HRTimeline
Artemis Investment Management LLP133,684$13.1M0.11%new13F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC125,000$12.2M2.31%013F-HRTimeline
Farther Finance Advisors, LLC72,209$7.06M0.05%-4,23713F-HRTimeline
CX Institutional66,032$6.45M0.17%-65,60813F-HRTimeline
Central Pacific Bank - Trust Division65,888$6.44M0.68%-96013F-HRTimeline
GAMMA Investing LLC64,965$6.35M0.21%+9,13813F-HRTimeline
Red Spruce Capital, LLC57,237$5.59M1.98%+1,97013F-HRTimeline
Lincoln Capital LLC56,777$5.57M0.98%-33213F-HRTimeline
DLK Investment Management, LLC55,434$5.42M1.97%-1,75213F-HRTimeline
DIVERSIFIED MANAGEMENT INC48,078$4.7M0.82%+38,54113F-HRTimeline
CENTRAL BANK & TRUST CO36,423$3.56M0.51%+15113F-HRTimeline
HF Advisory Group, LLC35,531$3.47M1.03%-5,73113F-HRTimeline
STABLEFORD CAPITAL II LLC34,514$3.37M1.17%-3,44713F-HRTimeline
Lakehouse Capital Pty Ltd32,894$3.21M2.82%013F-HRTimeline
Iowa State Bank30,610$2.99M0.51%+51113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…29,365$2.87M0.25%-12413F-HRTimelineGroup
Valeo Financial Advisors, LLC28,580$2.79M0.06%+64213F-HRTimeline
Wedmont Private Capital25,429$2.46M0.06%+6,68413F-HRTimeline
Coastline Trust Co24,620$2.41M0.22%-1,80113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RFG - Bristol Wealth Advisors, LLC21,280$2.08M0.5%+1,03813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…20,514$2.01M0.17%+1,29413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC19,202$1.88M0.05%+1,24413F-HRTimeline
TLWM18,541$1.81M0.29%-10113F-HRTimeline
Athena Wealth Management, LLC17,283$1.69M1.21%+73213F-HRTimeline
Venture Visionary Partners LLC16,704$1.63M0.04%+26113F-HRTimeline
Montecito Bank & Trust14,767$1.44M0.22%-1013F-HRTimeline
Everhart Financial Group, Inc.14,503$1.42M0.09%+60913F-HRTimeline
Strong Retirement Solutions LLC13,259$1.3M0.73%-10513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC12,760$1.25M0.29%-12613F-HRTimeline
Parrish Capital LLC12,649$1.24M1.2%-7313F-HRTimeline
Nautilus Advisors LLC12,401$1.21M0.73%+6313F-HRTimeline
Cooper Financial Group10,952$1.07M0.09%+21313F-HRTimeline
Shira Ridge Wealth Management10,776$1.05M0.37%-10013F-HRTimeline
Crumly & Associates Inc.10,315$1.01M0.18%-16413F-HRTimeline
Worth Asset Management, LLC10,301$1.01M0.29%new13F-HRTimeline
Canandaigua National Trust Co of Florida10,045$982K0.54%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,842$962K0.1%-75713F-HRTimeline
Miller Global Investments, LLC9,330$912K0.74%-14013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…8,900$870K0.62%+1,36713F-HRTimeline
Boltwood Capital Management8,820$862K0.19%+36013F-HRTimeline
Kearns & Associates LLC8,700$850K0.39%-30013F-HRTimeline
Vann Equity Management LLC7,194$703K0.42%+413F-HRTimeline
Legacy Wealth Asset Management, LLC7,144$698K0.15%-5,12113F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,063$690K0.02%-41913F-HRTimeline
Marathon Mission, Inc.6,981$682K0.34%+17913F-HRTimeline
Tactive Advisors, LLC6,808$665K0.16%-1,05013F-HRTimeline
Sound Income Strategies, LLC6,844$663K0.03%+90513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,930$580K0.04%013F-HRTimelineGroup
Rosenberg Matthew Hamilton5,804$567K0.1%013F-HRTimeline
Versant Capital Management, Inc5,710$558K0.05%+65213F-HRTimeline
Greenfield Savings Bank5,531$541K0.2%-32713F-HRTimeline
Apella Capital, LLC5,223$499K0.01%+2,36713F-HRTimeline
Acropolis Investment Management, LLC4,599$450K0.02%+28613F-HRTimeline
ATWOOD & PALMER INC4,535$443K0.02%+613F-HRTimeline
Ridgewood Investments LLC4,534$443K0.16%-61113F-HRTimeline
Gerald Baker Financial Group LLC4,517$442K0.12%+1013F-HRTimeline
DAVIDSON TRUST CO4,379$428K0.17%013F-HRTimeline
Peoples Bank/KS4,246$415K0.4%-8513F-HRTimeline
Violich Capital Management, Inc.4,200$411K0.04%013F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC4,091$400K0.04%013F-HRTimeline
Noble Wealth Management PBC4,017$393K0.18%-42213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,458$338K0.07%+54813F-HRTimeline
CoreCap Advisors, LLC3,292$322K0.01%-81213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,266$319K0.09%-42513F-HRTimeline
BOS Asset Management, LLC3,257$318K0.07%013F-HRTimeline
Legacy Private Trust Co.3,210$314K0.02%013F-HRTimeline
TrueWealth Advisors, LLC3,165$309K0.07%-25013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,087$302K0.04%+37813F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,846$278K0.06%+18113F-HRTimeline
Davis Capital Management2,792$273K0.16%+7913F-HRTimeline
Grove Bank & Trust2,774$271K0.03%+8913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,708$265K0.07%+17713F-HRTimeline
Olistico Wealth, LLC2,692$263K0.11%+9313F-HRTimeline
Whalen Wealth Management Inc.2,663$260K0.11%+33413F-HRTimeline
New Covenant Trust Company, N.A.2,557$250K0.17%+31813F-HRTimeline
Hamilton Capital, LLC2,340$229K0.01%new13F-HRTimeline
Balefire, LLC2,314$226K0.04%-9413F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV2,250$220K0.19%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,153$210K0.14%+713F-HRTimeline
Kaizen Financial Strategies2,093$205K0.08%new13F-HRTimeline
SAPIENT CAPITAL LLC2,049$200K<0.01%new13F-HRTimeline
RVW Wealth, LLC2,048$200K0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,767$173K0.02%+4713F-HRTimeline
EASTERN BANK1,096$107K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$48.9K<0.01%013F-HRTimelineGroup
Trust Co492$48.1K<0.01%013F-HRTimeline
GK Wealth Management LLC420$41.1K0.02%new13F-HRTimeline
STEPH & CO401$39.2K0.01%+6513F-HRTimeline
Bullock Wealth Management Group397$39K0.02%013F-HRTimeline
Investors Research Corp390$38.1K0.01%-9713F-HRTimeline
Byrne Asset Management LLC344$33.8K0.02%013F-HRTimeline
Aventus Investment Advisors, Inc.330$32.3K0.02%013F-HRTimeline
GoalVest Advisory LLC287$28.1K<0.01%+213F-HRTimeline
Roxbury Financial LLC228$22.3K0.02%013F-HRTimeline
Matrix Trust Co196$19K<0.01%+2113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST143$14K<0.01%013F-HRTimeline
Planning Strategies Inc.95$9.29K0.01%-313F-HRTimeline
Retirement Wealth Solutions LLC93$9.09K<0.01%+2513F-HRTimeline
Marquette Asset Management, LLC86$8.41K<0.01%013F-HRTimeline
Pacifica Partners Inc.60$5.9K<0.01%-4113F-HRTimeline
MJT & Associates Financial Advisory Gro…27$2.64K<0.01%013F-HRTimeline