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
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.61KNew |
$186K - $218K
|
2.61K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.6KNew |
$185K - $217K
|
2.6K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.6KNew |
$185K - $217K
|
2.6K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.6KNew |
$185K - $217K
|
2.6K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.59K+ 1.7% |
$185K - $217K
|
155K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.59KNew |
$184K - $216K
|
2.59K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.58KNew |
$184K - $216K
|
2.58K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
2.58KNew |
$184K - $216K
|
2.58K
$238K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.57K+ 2.63% |
$183K - $215K
|
100K
$9.26M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.57K+ 12.29% |
$183K - $215K
|
23.5K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.56K+ 3.93% |
$182K - $214K
|
67.7K
$6.25M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$182K - $214K
|
2.56K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.55K+ 89.29% |
$182K - $213K
|
5.41K
$499K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.54K+ 16.7% |
$181K - $212K
|
17.7K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.54K+ 31.22% |
$181K - $212K
|
10.7K
$984K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.53KNew |
$180K - $212K
|
2.53K
$233K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.53K+ 3.4% |
$180K - $212K
|
76.9K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
2.51K+ 0.34% |
$179K - $210K
|
733K
$67.7M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.47K+ 17.58% |
$176K - $207K
|
16.5K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.46K+ 7.63% |
$175K - $205K
|
34.6K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.44K+ 28.81% |
$174K - $204K
|
10.9K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.39K+ 9.39% |
$170K - $200K
|
27.8K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.38K+ 18.86% |
$169K - $199K
|
15K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
2.36K+ 3.51% |
$168K - $197K
|
69.4K
$6.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.32K+ 4.17% |
$165K - $194K
|
58K
$5.35M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.32K+ 11.05% |
$165K - $194K
|
23.3K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
2.31K+ 1.99% |
$165K - $193K
|
119K
$11M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.27K+ 7.28% |
$162K - $190K
|
33.4K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
2.26K+ 21.19% |
$161K - $189K
|
12.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.24K+ 35.31% |
$160K - $187K
|
8.58K
$792K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.22K+ 4.96% |
$158K - $186K
|
47K
$4.34M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.18K+ 4.45% |
$155K - $182K
|
51.2K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.18K+ 3.75% |
$155K - $182K
|
60.2K
$5.56M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.16K+ 8.16% |
$154K - $181K
|
28.7K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
2.16KNew |
$154K - $180K
|
2.16K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.15K+ 3.21% |
$153K - $180K
|
69.2K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.15K+ 4.21% |
$153K - $179K
|
53.1K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.12K+ 2.28% |
$151K - $177K
|
94.9K
$8.76M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.08K+ 25.86% |
$148K - $174K
|
10.1K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.07K+ 17.16% |
$148K - $173K
|
14.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.01K+ 42.68% |
$143K - $168K
|
6.72K
$620K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2K+ 1.23% |
$142K - $167K
|
164K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2K+ 20.0% |
$142K - $167K
|
12K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2K+ 9.41% |
$142K - $167K
|
23.2K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.99K+ 0.78% |
$142K - $166K
|
257K
$23.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.99K+ 5.55% |
$141K - $166K
|
37.7K
$3.48M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.98K+ 65.56% |
$141K - $166K
|
5K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.97K+ 14.71% |
$141K - $165K
|
15.4K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.94K+ 130.69% |
$138K - $162K
|
3.43K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.93K+ 0.51% |
$138K - $162K
|
380K
$35.1M
|