Purchases and Sales Made in Q1 2025 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
27.6MNew |
$1.97B - $2.31B
|
27.6M
$2.56B
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19.8M+ 15.41% |
$1.41B - $1.66B
|
148M
$13.7B
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4M+ 879.8% |
$1.31B - $1.54B
|
20.5M
$1.9B
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
15.5MNew |
$1.1B - $1.3B
|
15.5M
$1.43B
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
9.75M+ 229.28% |
$695M - $815M
|
14M
$1.3B
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.95M+ 12.25% |
$638M - $749M
|
82M
$7.6B
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.49M+ 13.39% |
$605M - $710M
|
71.9M
$6.66B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.63MNew |
$401M - $471M
|
5.63M
$521M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.44M+ 17.61% |
$388M - $455M
|
36.3M
$3.37B
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.1M+ 2657.45% |
$364M - $427M
|
5.3M
$490M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.1M+ 10.39% |
$363M - $426M
|
54.2M
$5.02B
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.01M+ 20.71% |
$357M - $419M
|
29.2M
$2.71B
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.92M+ 163.76% |
$350M - $411M
|
7.92M
$733M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
4.9MNew |
$349M - $410M
|
4.9M
$454M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.88M+ 92.62% |
$347M - $408M
|
10.1M
$939M
|
|
|
May 15, 2025
Q1 2025
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
4.36MNew |
$310M - $364M
|
4.36M
$403M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.45M+ 243.18% |
$246M - $289M
|
4.87M
$451M
|
|
|
May 15, 2025
Q1 2025
|
Viking Global Investors LP
|
BUY
|
- |
3.06M+ 20.86% |
$218M - $256M
|
17.7M
$1.64B
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.71M+ 758.9% |
$193M - $227M
|
3.07M
$284M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.59M+ 19.33% |
$184M - $216M
|
16M
$1.48B
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.53M+ 1955.65% |
$180M - $212M
|
2.66M
$246M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.36M+ 15.96% |
$168M - $197M
|
17.1M
$1.58B
|
|
|
May 15, 2025
Q1 2025
|
Darsana Capital Partners LP
New York, NY |
BUY
|
- |
2.25MNew |
$160M - $188M
|
2.25M
$208M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1M+ 9938.82% |
$150M - $176M
|
2.12M
$197M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.06M+ 694.1% |
$147M - $172M
|
2.36M
$218M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.05M+ 172.58% |
$146M - $172M
|
3.24M
$300M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.84MNew |
$131M - $154M
|
1.84M
$171M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.77M+ 199.27% |
$126M - $148M
|
2.65M
$246M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.76M+ 37.43% |
$125M - $147M
|
6.45M
$598M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.7M+ 10.8% |
$121M - $142M
|
17.4M
$1.61B
|
|
|
May 15, 2025
Q1 2025
|
Intermede Investment Partners LTD
|
BUY
|
- |
1.54MNew |
$110M - $129M
|
1.54M
$143M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.52M+ 18.32% |
$108M - $127M
|
9.82M
$909M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.45M+ 96.92% |
$103M - $122M
|
2.95M
$273M
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.43MNew |
$102M - $119M
|
1.43M
$132M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
1.38M+ 29.64% |
$98.2M - $115M
|
6.03M
$558M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.28M+ 193.88% |
$91.5M - $107M
|
1.95M
$180M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.22M+ 15.05% |
$87.2M - $102M
|
9.36M
$867M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
1.22M+ 358.73% |
$86.7M - $102M
|
1.56M
$144M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.18M+ 10.12% |
$84M - $98.7M
|
12.8M
$1.19B
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.17M+ 37.47% |
$83.2M - $97.7M
|
4.28M
$397M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.15M+ 67.5% |
$82M - $96.3M
|
2.86M
$264M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.13MNew |
$80.7M - $94.7M
|
1.13M
$105M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.04M+ 90.71% |
$74.2M - $87.1M
|
2.19M
$203M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
1.02MNew |
$72.4M - $85.1M
|
1.02M
$94.2M
|
|
|
May 12, 2025
Q1 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
950KNew |
$67.7M - $79.5M
|
950K
$88M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
920K+ 1222.18% |
$65.6M - $77M
|
996K
$92.2M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
906K+ 15.25% |
$64.6M - $75.8M
|
6.85M
$634M
|
|
|
May 15, 2025
Q1 2025
|
Generation Investment Management LLP
London, X0 |
BUY
|
- |
834K+ 6.18% |
$59.4M - $69.7M
|
14.3M
$1.33B
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
797KNew |
$56.8M - $66.7M
|
797K
$73.8M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
786K+ 56.26% |
$56M - $65.8M
|
2.18M
$202M
|