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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.71KNew |
$336K - $394K
|
4.71K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
4.61KNew |
$328K - $386K
|
4.61K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.6KNew |
$327K - $384K
|
4.6K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4.53KNew |
$323K - $379K
|
4.53K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.53K+ 17.8% |
$322K - $378K
|
29.9K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.5K+ 23.48% |
$321K - $377K
|
23.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.32K+ 2.29% |
$308K - $361K
|
193K
$17.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.28K+ 9.73% |
$305K - $358K
|
48.2K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
4.25K+ 14.0% |
$303K - $355K
|
34.6K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.23KNew |
$301K - $354K
|
4.23K
$390K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
4.22K+ 8.45% |
$301K - $353K
|
54.2K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$300K - $352K
|
4.21K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.17K+ 2.75% |
$297K - $349K
|
156K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.16K+ 16.22% |
$296K - $348K
|
29.8K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.09K+ 100.64% |
$291K - $342K
|
8.15K
$752K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
4.09KNew |
$291K - $342K
|
4.09K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.05K+ 3.13% |
$289K - $339K
|
133K
$12.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.03K+ 3.91% |
$287K - $337K
|
107K
$9.88M
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
4K+ 6.26% |
$285K - $335K
|
67.9K
$6.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.97K+ 6.84% |
$283K - $332K
|
62.1K
$5.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.96K+ 2.21% |
$282K - $331K
|
183K
$16.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.92KNew |
$279K - $328K
|
3.92K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.87K+ 1.13% |
$276K - $324K
|
348K
$32.1M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.84K+ 122.29% |
$274K - $321K
|
6.98K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.83K+ 39.2% |
$273K - $321K
|
13.6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.82K+ 15.08% |
$272K - $320K
|
29.1K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.82KNew |
$272K - $319K
|
3.82K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 69.02% |
$270K - $317K
|
9.27K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.77K+ 52.36% |
$268K - $315K
|
11K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.73K+ 12.67% |
$266K - $312K
|
33.2K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.7K+ 74.45% |
$264K - $309K
|
8.67K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.69K+ 3.04% |
$263K - $308K
|
125K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.68KNew |
$262K - $308K
|
3.68K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.67K+ 9.18% |
$261K - $307K
|
43.6K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.64KNew |
$259K - $305K
|
3.64K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.59KNew |
$256K - $300K
|
3.59K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.54K+ 3.6% |
$252K - $296K
|
102K
$9.39M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.5KNew |
$249K - $293K
|
3.5K
$323K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 68.43% |
$247K - $290K
|
8.55K
$789K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.47K+ 30.16% |
$247K - $290K
|
15K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.45K+ 9.81% |
$246K - $288K
|
38.6K
$3.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
3.43K+ 25.96% |
$244K - $287K
|
16.6K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.39K+ 33.66% |
$242K - $284K
|
13.5K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
3.37K+ 10.27% |
$240K - $282K
|
36.1K
$3.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.35K+ 6.16% |
$239K - $280K
|
57.7K
$5.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3.32K+ 141.28% |
$237K - $278K
|
5.67K
$523K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.28K+ 9.11% |
$234K - $274K
|
39.3K
$3.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
3.27KNew |
$233K - $274K
|
3.27K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.25KNew |
$231K - $272K
|
3.25K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.2K+ 28.88% |
$228K - $268K
|
14.3K
$1.32M
|