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 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
537+ 138.4% |
$38.3K - $44.9K
|
925
$85.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
535+ 5.39% |
$38.1K - $44.7K
|
10.5K
$967K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
534+ 1.61% |
$38K - $44.7K
|
33.7K
$3.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
531+ 6.24% |
$37.8K - $44.4K
|
9.04K
$834K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
525+ 1.36% |
$37.4K - $43.9K
|
39.2K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
519+ 6.74% |
$37K - $43.4K
|
8.22K
$759K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
518+ 2.8% |
$36.9K - $43.3K
|
19K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
513New |
$36.5K - $42.9K
|
513
$47.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
511+ 6.53% |
$36.4K - $42.7K
|
8.33K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
502+ 15.91% |
$35.8K - $42K
|
3.66K
$338K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
498New |
$35.5K - $41.7K
|
498
$46K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
494+ 1.6% |
$35.2K - $41.3K
|
31.4K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
485+ 3.97% |
$34.6K - $40.6K
|
12.7K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
479+ 11.64% |
$34.1K - $40.1K
|
4.59K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
478+ 2.18% |
$34.1K - $40K
|
22.4K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
477+ 2805.88% |
$34K - $39.9K
|
494
$45.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
473+ 1.63% |
$33.7K - $39.6K
|
29.4K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
467+ 19.39% |
$33.3K - $39.1K
|
2.88K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
461+ 10.46% |
$32.8K - $38.6K
|
4.87K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
458New |
$32.6K - $38.3K
|
458
$42.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
452+ 0.77% |
$32.2K - $37.8K
|
59.1K
$5.46M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
450+ 10.04% |
$32.1K - $37.6K
|
4.93K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
446+ 2.95% |
$31.8K - $37.3K
|
15.6K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
438+ 7.82% |
$31.2K - $36.6K
|
6.04K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
437+ 5.55% |
$31.1K - $36.6K
|
8.31K
$767K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
433+ 3.53% |
$30.8K - $36.2K
|
12.7K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
432+ 8.79% |
$30.8K - $36.1K
|
5.35K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
426+ 7.15% |
$30.3K - $35.6K
|
6.39K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
421+ 3.85% |
$30K - $35.2K
|
11.4K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
415+ 10.39% |
$29.6K - $34.7K
|
4.41K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
408+ 0.26% |
$29.1K - $34.1K
|
157K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
405+ 1.36% |
$28.9K - $33.9K
|
30.3K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
403+ 10.08% |
$28.7K - $33.7K
|
4.4K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
400+ 3.48% |
$28.5K - $33.5K
|
11.9K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
399+ 6650.0% |
$28.4K - $33.4K
|
405
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
396+ 4.1% |
$28.2K - $33.1K
|
10K
$927K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
395+ 1.55% |
$28.1K - $33K
|
26K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
395New |
$28.1K - $33K
|
395
$36.5K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
392+ 49.87% |
$27.9K - $32.8K
|
1.18K
$109K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
386New |
$27.5K - $32.3K
|
386
$35.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
383+ 3.42% |
$27.3K - $32K
|
11.6K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
375+ 1.4% |
$26.7K - $31.4K
|
27.1K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
374+ 1.39% |
$26.6K - $31.3K
|
27.2K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
369+ 2.6% |
$26.3K - $30.9K
|
14.6K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
366+ 2.64% |
$26.1K - $30.6K
|
14.3K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
365+ 0.49% |
$26K - $30.5K
|
74.8K
$6.91M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
362+ 0.04% |
$25.8K - $30.3K
|
900K
$83.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
361New |
$25.7K - $30.2K
|
361
$33.3K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
359+ 10.23% |
$25.6K - $30K
|
3.87K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
353New |
$25.1K - $29.5K
|
353
$32.6K
|