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 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
347+ 1.44% |
$24.7K - $29K
|
24.4K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
344+ 3.02% |
$24.5K - $28.8K
|
11.7K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
338+ 4.88% |
$24.1K - $28.3K
|
7.26K
$670K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
337+ 11.77% |
$24K - $28.2K
|
3.2K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
337+ 0.42% |
$24K - $28.2K
|
81K
$7.48M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
336+ 6.89% |
$23.9K - $28.1K
|
5.22K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
331+ 7.6% |
$23.6K - $27.7K
|
4.69K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
313New |
$22.3K - $26.2K
|
313
$28.9K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
312+ 1.33% |
$22.2K - $26.1K
|
23.8K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
311+ 154.73% |
$22.2K - $26K
|
512
$47.3K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
310New |
$22.1K - $25.9K
|
310
$28.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
304+ 1.47% |
$21.7K - $25.4K
|
20.9K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
301+ 6.52% |
$21.4K - $25.2K
|
4.92K
$454K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$21.4K - $25.1K
|
300
$27.7K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
298+ 2.14% |
$21.2K - $24.9K
|
14.2K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
296New |
$21.1K - $24.8K
|
296
$27.3K
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
288+ 0.65% |
$20.5K - $24.1K
|
44.7K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
286+ 5.81% |
$20.4K - $23.9K
|
5.21K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
283+ 9.51% |
$20.2K - $23.7K
|
3.26K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
283+ 3.68% |
$20.2K - $23.7K
|
7.97K
$736K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
282+ 1.64% |
$20.1K - $23.6K
|
17.4K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
281+ 9.17% |
$20K - $23.5K
|
3.35K
$309K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
279+ 5.41% |
$19.9K - $23.3K
|
5.43K
$502K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
277+ 0.78% |
$19.7K - $23.2K
|
35.9K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
277+ 9.53% |
$19.7K - $23.2K
|
3.18K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 10.03% |
$19.7K - $23.1K
|
3.03K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
275+ 0.2% |
$19.6K - $23K
|
137K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
266+ 4.49% |
$18.9K - $22.2K
|
6.19K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
266+ 3.81% |
$18.9K - $22.2K
|
7.24K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
266+ 4.85% |
$18.9K - $22.2K
|
5.75K
$531K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
261+ 9.65% |
$18.6K - $21.8K
|
2.97K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
259+ 14.04% |
$18.5K - $21.7K
|
2.1K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
257+ 6.33% |
$18.3K - $21.5K
|
4.31K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
257+ 8.88% |
$18.3K - $21.5K
|
3.15K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
250+ 0.32% |
$17.8K - $20.9K
|
77.4K
$7.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
245+ 3.68% |
$17.5K - $20.5K
|
6.9K
$637K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
245+ 7.59% |
$17.5K - $20.5K
|
3.47K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
241+ 7.02% |
$17.2K - $20.2K
|
3.67K
$339K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
240+ 75.24% |
$17.1K - $20.1K
|
559
$51.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
239+ 8.19% |
$17K - $20K
|
3.16K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
237+ 7.74% |
$16.9K - $19.8K
|
3.3K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
234+ 3.54% |
$16.7K - $19.6K
|
6.84K
$631K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
232New |
$16.5K - $19.4K
|
232
$21.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
232+ 1.96% |
$16.5K - $19.4K
|
12.1K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
226+ 0.9% |
$16.1K - $18.9K
|
25.3K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
223+ 3.04% |
$15.9K - $18.7K
|
7.56K
$698K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
222+ 4.1% |
$15.8K - $18.6K
|
5.64K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
222+ 1.26% |
$15.8K - $18.6K
|
17.9K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
221+ 1.97% |
$15.7K - $18.5K
|
11.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
220+ 90.53% |
$15.7K - $18.4K
|
463
$42.7K
|