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
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.32K+ 2.61% |
$93.9K - $110K
|
51.8K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.32K+ 16.64% |
$93.7K - $110K
|
9.22K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.31K+ 8.44% |
$93K - $109K
|
16.8K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 19.19% |
$91.6K - $108K
|
7.99K
$737K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.26K+ 3.97% |
$90K - $106K
|
33.1K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 14.85% |
$90K - $106K
|
9.77K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.26K+ 29.9% |
$89.6K - $105K
|
5.47K
$505K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.25K+ 1.96% |
$89.1K - $105K
|
65.2K
$6.02M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.24K+ 6.55% |
$88.6K - $104K
|
20.2K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.22KNew |
$87.1K - $102K
|
1.22K
$113K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.22K+ 40.84% |
$86.6K - $102K
|
4.19K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 0.33% |
$85.9K - $101K
|
364K
$33.6M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.19K+ 8.18% |
$85K - $99.8K
|
15.8K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.19K+ 0.97% |
$84.8K - $99.5K
|
124K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.17KNew |
$83.6K - $98.1K
|
1.17K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 2.92% |
$83.5K - $98K
|
41.3K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.17K+ 14.25% |
$83.4K - $97.9K
|
9.38K
$866K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.15KNew |
$81.9K - $96.2K
|
1.15K
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.15K+ 33.56% |
$81.6K - $95.8K
|
4.56K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.14K+ 0.12% |
$81.1K - $95.3K
|
949K
$87.6M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.12K+ 26.25% |
$80K - $93.9K
|
5.4K
$499K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 11.33% |
$79.4K - $93.3K
|
11K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.11K+ 6.72% |
$78.8K - $92.5K
|
17.6K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.1K+ 21.57% |
$78.4K - $92K
|
6.2K
$572K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.1K+ 19.55% |
$78.1K - $91.7K
|
6.7K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.08K+ 4.27% |
$77.1K - $90.5K
|
26.4K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.08K+ 7.45% |
$77.1K - $90.5K
|
15.6K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.08KNew |
$76.8K - $90.2K
|
1.08K
$99.5K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.06K+ 31.48% |
$75.7K - $88.9K
|
4.44K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.06KNew |
$75.4K - $88.5K
|
1.06K
$97.7K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.04K+ 1.25% |
$74.4K - $87.3K
|
84.4K
$7.79M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.02K+ 2.45% |
$72.9K - $85.6K
|
42.8K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.01K+ 2.71% |
$72K - $84.6K
|
38.4K
$3.54M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.01K+ 13.51% |
$71.7K - $84.2K
|
8.46K
$781K
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1K+ 0.07% |
$71.2K - $83.6K
|
1.36M
$126M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
991+ 10.68% |
$70.6K - $82.9K
|
10.3K
$948K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
985+ 2.98% |
$70.2K - $82.4K
|
34K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
969+ 13.79% |
$69K - $81K
|
8K
$738K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
966+ 1.07% |
$68.8K - $80.8K
|
91K
$8.4M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
940+ 28.44% |
$67K - $78.6K
|
4.25K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
939+ 10.32% |
$66.9K - $78.5K
|
10K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
923+ 7.97% |
$65.8K - $77.2K
|
12.5K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
904+ 7.85% |
$64.4K - $75.6K
|
12.4K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
900New |
$64.1K - $75.3K
|
900
$83.1K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
891+ 8.49% |
$63.5K - $74.5K
|
11.4K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
887+ 7.71% |
$63.2K - $74.2K
|
12.4K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
878+ 2.03% |
$62.5K - $73.4K
|
44.1K
$4.07M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
868+ 19.1% |
$61.8K - $72.6K
|
5.41K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
854New |
$60.8K - $71.4K
|
854
$78.8K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
848+ 1.72% |
$60.4K - $70.9K
|
50.2K
$4.64M
|