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 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
841+ 14.04% |
$59.9K - $70.3K
|
6.83K
$631K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
834New |
$59.4K - $69.8K
|
834
$77K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
825+ 22.18% |
$58.8K - $69K
|
4.54K
$420K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
816+ 8.59% |
$58.1K - $68.3K
|
10.3K
$953K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
813+ 7.61% |
$57.9K - $68K
|
11.5K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
800+ 1.97% |
$57K - $66.9K
|
41.4K
$3.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
794+ 4.95% |
$56.6K - $66.4K
|
16.8K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
784+ 3.7% |
$55.9K - $65.6K
|
22K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
780+ 1.85% |
$55.6K - $65.2K
|
42.9K
$3.96M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
777+ 4.79% |
$55.4K - $65K
|
17K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
774+ 0.66% |
$55.1K - $64.7K
|
117K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
766+ 0.76% |
$54.6K - $64.1K
|
102K
$9.39M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
749+ 20.24% |
$53.4K - $62.6K
|
4.45K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
747+ 1.14% |
$53.2K - $62.5K
|
66.4K
$6.13M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
735+ 1.86% |
$52.4K - $61.5K
|
40.2K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
728+ 3.39% |
$51.9K - $60.9K
|
22.2K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
723+ 1.45% |
$51.5K - $60.5K
|
50.7K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
721+ 7.66% |
$51.4K - $60.3K
|
10.1K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
695+ 1.32% |
$49.5K - $58.1K
|
53.3K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
694+ 11.07% |
$49.4K - $58K
|
6.96K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
690+ 2.43% |
$49.2K - $57.7K
|
29.1K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
678New |
$48.3K - $56.7K
|
678
$62.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
677+ 10.29% |
$48.2K - $56.6K
|
7.26K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
673+ 10.14% |
$47.9K - $56.3K
|
7.31K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
673+ 12.11% |
$47.9K - $56.3K
|
6.23K
$575K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
668New |
$47.6K - $55.9K
|
668
$61.7K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
661+ 0.53% |
$47.1K - $55.3K
|
126K
$11.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
652+ 12.02% |
$46.4K - $54.5K
|
6.08K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
651+ 9.92% |
$46.4K - $54.4K
|
7.21K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
645+ 556.03% |
$45.9K - $53.9K
|
761
$70.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
630+ 13.38% |
$44.9K - $52.7K
|
5.34K
$493K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
627+ 10.55% |
$44.7K - $52.4K
|
6.57K
$607K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
616+ 2.54% |
$43.9K - $51.5K
|
24.9K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
615+ 9.84% |
$43.8K - $51.4K
|
6.86K
$633K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
610+ 2.45% |
$43.5K - $51K
|
25.5K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
609+ 2.45% |
$43.4K - $50.9K
|
25.5K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
598+ 1.45% |
$42.6K - $50K
|
41.9K
$3.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
597+ 5.31% |
$42.5K - $49.9K
|
11.8K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
597+ 8.76% |
$42.5K - $49.9K
|
7.41K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
595+ 3.03% |
$42.4K - $49.8K
|
20.3K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
588+ 21.55% |
$41.9K - $49.2K
|
3.32K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
577+ 0.29% |
$41.1K - $48.3K
|
200K
$18.5M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
576+ 11.99% |
$41K - $48.2K
|
5.38K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
570+ 5.12% |
$40.6K - $47.7K
|
11.7K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
563+ 3.61% |
$40.1K - $47.1K
|
16.2K
$1.49M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
558+ 1.21% |
$39.8K - $46.7K
|
46.8K
$4.32M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
557+ 9.49% |
$39.7K - $46.6K
|
6.43K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
550+ 1.96% |
$39.2K - $46K
|
28.7K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
547+ 1.79% |
$39K - $45.8K
|
31.2K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
538+ 0.51% |
$38.3K - $45K
|
107K
$9.83M
|