Purchases and Sales Made in Q2 2025 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB CHARLES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
237K+ 5141.21% |
$16.4M - $21.6M
|
242K
$22.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
125KNew |
$8.63M - $11.4M
|
125K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
104K+ 16.0% |
$7.19M - $9.5M
|
755K
$69.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
92.4K+ 16.75% |
$6.38M - $8.43M
|
644K
$59.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
44K+ 358.09% |
$3.04M - $4.01M
|
56.2K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.4K+ 2.42% |
$1.82M - $2.41M
|
1.11M
$103M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
26.1K+ 6.66% |
$1.8M - $2.38M
|
417K
$38.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$901K - $1.19M
|
13.1K
$1.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.9K+ 15.37% |
$754K - $996K
|
81.9K
$7.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.8K+ 5.07% |
$747K - $987K
|
224K
$20.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.29K+ 3.11% |
$573K - $757K
|
275K
$25.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.95K+ 45.61% |
$411K - $543K
|
19K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.71KNew |
$325K - $430K
|
4.71K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.49K+ 16.75% |
$241K - $319K
|
24.3K
$2.25M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.93KNew |
$202K - $267K
|
2.93K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$198K - $261K
|
2.86K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.65KNew |
$183K - $242K
|
2.65K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.64KNew |
$182K - $241K
|
2.64K
$244K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.37KNew |
$164K - $217K
|
2.37K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$162K - $214K
|
2.34K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.24KNew |
$155K - $204K
|
2.24K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.2KNew |
$152K - $201K
|
2.2K
$203K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
2K+ 638.98% |
$138K - $182K
|
2.31K
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.57K+ 26.99% |
$108K - $143K
|
7.38K
$682K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 7.92% |
$95.4K - $126K
|
18.8K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
991+ 24.52% |
$68.4K - $90.4K
|
5.03K
$465K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
979+ 4.14% |
$67.6K - $89.3K
|
24.6K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
809+ 21.61% |
$55.9K - $73.8K
|
4.55K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
750+ 3.28% |
$51.8K - $68.4K
|
23.6K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
641+ 3.93% |
$44.3K - $58.5K
|
16.9K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
550+ 13.24% |
$38K - $50.2K
|
4.7K
$434K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
460+ 7.57% |
$31.8K - $42K
|
6.54K
$603K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
439+ 7.32% |
$30.3K - $40.1K
|
6.44K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
414+ 0.67% |
$28.6K - $37.8K
|
62.3K
$5.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
410+ 3.54% |
$28.3K - $37.4K
|
12K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
400+ 0.17% |
$27.6K - $36.5K
|
241K
$22.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
393+ 0.84% |
$27.1K - $35.9K
|
47.2K
$4.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
366+ 0.53% |
$25.3K - $33.4K
|
69.5K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
310+ 8.51% |
$21.4K - $28.3K
|
3.95K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
251+ 8.32% |
$17.3K - $22.9K
|
3.27K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
250+ 6.85% |
$17.3K - $22.8K
|
3.9K
$360K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
239+ 3.19% |
$16.5K - $21.8K
|
7.73K
$714K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
216+ 3.16% |
$14.9K - $19.7K
|
7.05K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
212+ 1.11% |
$14.6K - $19.3K
|
19.3K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
78+ 1.17% |
$5.39K - $7.12K
|
6.74K
$622K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
75+ 1.46% |
$5.18K - $6.84K
|
5.22K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
62+ 0.8% |
$4.28K - $5.66K
|
7.78K
$718K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
58+ 1.01% |
$4.01K - $5.29K
|
5.8K
$536K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
52+ 28.11% |
$3.59K - $4.74K
|
237
$21.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.37% |
$2.69K - $3.56K
|
2.88K
$266K
|