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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 4.99% |
$135K - $158K
|
39.7K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
1.89K+ 8.22% |
$135K - $158K
|
24.9K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.88K+ 14.42% |
$134K - $157K
|
14.9K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.86K+ 11.73% |
$133K - $156K
|
17.7K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.84K+ 2.03% |
$131K - $154K
|
92.8K
$8.56M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.82K+ 7.16% |
$130K - $152K
|
27.3K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.82KNew |
$130K - $152K
|
1.82K
$168K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.82K+ 1.03% |
$129K - $152K
|
178K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.8K+ 40.0% |
$128K - $151K
|
6.3K
$582K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.8K+ 19.5% |
$128K - $150K
|
11K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.78KNew |
$127K - $149K
|
1.78K
$164K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.77K+ 1.43% |
$126K - $148K
|
126K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.75K+ 342.83% |
$124K - $146K
|
2.25K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.74K+ 11.94% |
$124K - $145K
|
16.3K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.73K+ 2.21% |
$123K - $145K
|
80.1K
$7.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.72K+ 35.46% |
$122K - $144K
|
6.57K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.72K+ 34.18% |
$122K - $144K
|
6.74K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.71K+ 20.84% |
$122K - $143K
|
9.93K
$916K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.71K+ 0.34% |
$122K - $143K
|
503K
$46.4M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.7K+ 41.73% |
$121K - $143K
|
5.79K
$534K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.69K+ 47.97% |
$120K - $141K
|
5.21K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.69K+ 33.99% |
$120K - $141K
|
6.64K
$613K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.68K+ 3.21% |
$120K - $141K
|
54.1K
$5M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.68K+ 5.77% |
$119K - $140K
|
30.7K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.67K+ 11.46% |
$119K - $140K
|
16.2K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.66K+ 12.56% |
$118K - $139K
|
14.9K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.65K+ 19.04% |
$118K - $138K
|
10.3K
$955K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.65K+ 30.56% |
$118K - $138K
|
7.05K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.65K+ 48.7% |
$117K - $138K
|
5.03K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 12.36% |
$116K - $136K
|
14.8K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.61K+ 23.02% |
$115K - $135K
|
8.62K
$796K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.56K+ 8.08% |
$111K - $130K
|
20.8K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.55KNew |
$110K - $130K
|
1.55K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.55KNew |
$110K - $130K
|
1.55K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 11.02% |
$110K - $129K
|
15.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.53K+ 6.66% |
$109K - $128K
|
24.4K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.51K+ 1.05% |
$108K - $126K
|
145K
$13.4M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.51K+ 5.39% |
$108K - $126K
|
29.5K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.5K+ 22.97% |
$107K - $126K
|
8.04K
$742K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 6.12% |
$106K - $124K
|
25.8K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 14.54% |
$103K - $121K
|
11.4K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.44KNew |
$102K - $120K
|
1.44K
$132K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.4K+ 168.35% |
$100K - $117K
|
2.24K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.4K+ 4.33% |
$99.7K - $117K
|
33.7K
$3.11M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.4KNew |
$99.7K - $117K
|
1.4K
$129K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.4KNew |
$99.4K - $117K
|
1.4K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.38K+ 0.63% |
$98.6K - $116K
|
221K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.38K+ 7.1% |
$98.2K - $115K
|
20.8K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 23.98% |
$95.5K - $112K
|
6.93K
$640K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.32K+ 3.77% |
$94K - $110K
|
36.4K
$3.36M
|