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 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.19KNew |
$227K - $267K
|
3.19K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.14K+ 107.78% |
$224K - $263K
|
6.06K
$559K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.14K+ 2.21% |
$224K - $263K
|
145K
$13.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.11KNew |
$221K - $260K
|
3.11K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.09K+ 17.58% |
$220K - $258K
|
20.7K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.09K+ 6.2% |
$220K - $258K
|
52.9K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.08KNew |
$219K - $257K
|
3.08K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$219K - $257K
|
3.07K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.06KNew |
$218K - $256K
|
3.06K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.02KNew |
$215K - $252K
|
3.02K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$215K - $252K
|
3.01K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.01KNew |
$214K - $251K
|
3.01K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.99KNew |
$213K - $250K
|
2.99K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.98KNew |
$212K - $249K
|
2.98K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.97K+ 17.91% |
$211K - $248K
|
19.5K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.96K+ 10.56% |
$211K - $248K
|
31K
$2.86M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.95KNew |
$210K - $247K
|
2.95K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.95K+ 4.68% |
$210K - $247K
|
65.9K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.92KNew |
$208K - $245K
|
2.92K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.92K+ 36.09% |
$208K - $244K
|
11K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.91KNew |
$208K - $244K
|
2.91K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.9K+ 14.38% |
$206K - $242K
|
23K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
2.89KNew |
$206K - $241K
|
2.89K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.85KNew |
$203K - $238K
|
2.85K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.84K+ 3.04% |
$202K - $238K
|
96.3K
$8.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.82K+ 29.57% |
$201K - $236K
|
12.4K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.81KNew |
$200K - $235K
|
2.81K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
2.8K+ 4.01% |
$199K - $234K
|
72.4K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.79KNew |
$199K - $234K
|
2.79K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.75KNew |
$196K - $230K
|
2.75K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.74K+ 5.16% |
$195K - $229K
|
55.9K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.73K+ 43.34% |
$195K - $229K
|
9.04K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.72KNew |
$194K - $228K
|
2.72K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.71K+ 15.4% |
$193K - $226K
|
20.3K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.7KNew |
$192K - $226K
|
2.7K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.7KNew |
$192K - $226K
|
2.7K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.7KNew |
$192K - $225K
|
2.7K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.69KNew |
$192K - $225K
|
2.69K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.69KNew |
$191K - $225K
|
2.69K
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.68KNew |
$191K - $224K
|
2.68K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.67KNew |
$190K - $223K
|
2.67K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.66KNew |
$190K - $223K
|
2.66K
$246K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
2.66KNew |
$190K - $223K
|
2.66K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.66KNew |
$189K - $222K
|
2.66K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.66KNew |
$189K - $222K
|
2.66K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.64KNew |
$188K - $221K
|
2.64K
$244K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.64KNew |
$188K - $221K
|
2.64K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.63KNew |
$187K - $220K
|
2.63K
$243K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.62K+ 171.15% |
$187K - $219K
|
4.15K
$383K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.62K+ 20.17% |
$187K - $219K
|
15.6K
$1.44M
|