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 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219+ 7.17% |
$15.6K - $18.3K
|
3.27K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
217New |
$15.5K - $18.1K
|
217
$20K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
216+ 3.46% |
$15.4K - $18.1K
|
6.47K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
215+ 1.34% |
$15.3K - $18K
|
16.3K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
211+ 0.53% |
$15K - $17.6K
|
40.1K
$3.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
210+ 0.16% |
$15K - $17.6K
|
133K
$12.3M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
210New |
$15K - $17.6K
|
210
$19.4K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
209+ 25.74% |
$14.9K - $17.5K
|
1.02K
$94.3K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
202+ 2.35% |
$14.4K - $16.9K
|
8.78K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
202+ 2.55% |
$14.4K - $16.9K
|
8.13K
$751K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
201+ 2.76% |
$14.3K - $16.8K
|
7.49K
$692K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
200+ 2.52% |
$14.2K - $16.7K
|
8.14K
$752K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
192+ 0.75% |
$13.7K - $16.1K
|
25.9K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
189+ 4.34% |
$13.5K - $15.8K
|
4.55K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
188+ 6.0% |
$13.4K - $15.7K
|
3.32K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
187+ 3.23% |
$13.3K - $15.6K
|
5.98K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
185+ 2.03% |
$13.2K - $15.5K
|
9.32K
$860K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
185New |
$13.2K - $15.5K
|
185
$17.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
181+ 0.84% |
$12.9K - $15.1K
|
21.7K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
180+ 0.07% |
$12.8K - $15.1K
|
241K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
179+ 13.12% |
$12.8K - $15K
|
1.54K
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
175+ 5.6% |
$12.5K - $14.6K
|
3.3K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
173+ 12.21% |
$12.3K - $14.5K
|
1.59K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
173New |
$12.3K - $14.5K
|
173
$16K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
169+ 53.14% |
$12K - $14.1K
|
487
$45K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
168+ 3.13% |
$12K - $14.1K
|
5.54K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
166+ 4.61% |
$11.8K - $13.9K
|
3.76K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
161+ 0.39% |
$11.5K - $13.5K
|
41.9K
$3.87M
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
161+ 0.34% |
$11.5K - $13.5K
|
47.9K
$4.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
157+ 0.51% |
$11.2K - $13.1K
|
31K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
155+ 0.66% |
$11K - $13K
|
23.7K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
154+ 4.29% |
$11K - $12.9K
|
3.74K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
154+ 2.91% |
$11K - $12.9K
|
5.44K
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 75.0% |
$10.7K - $12.5K
|
350
$32.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
149+ 0.35% |
$10.6K - $12.5K
|
42.2K
$3.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
147+ 17.93% |
$10.5K - $12.3K
|
967
$89.3K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
146+ 1.41% |
$10.4K - $12.2K
|
10.5K
$967K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
145+ 6.9% |
$10.3K - $12.1K
|
2.25K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
144+ 7.95% |
$10.3K - $12K
|
1.96K
$180K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
144+ 3.58% |
$10.3K - $12K
|
4.17K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
144+ 0.95% |
$10.3K - $12K
|
15.3K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
144+ 4.3% |
$10.3K - $12K
|
3.49K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
140+ 1.82% |
$9.97K - $11.7K
|
7.82K
$722K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
140+ 1.64% |
$9.97K - $11.7K
|
8.68K
$801K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
140+ 0.1% |
$9.97K - $11.7K
|
141K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
136+ 2.25% |
$9.69K - $11.4K
|
6.19K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
135+ 3.1% |
$9.62K - $11.3K
|
4.49K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
135+ 1.59% |
$9.62K - $11.3K
|
8.61K
$795K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
133+ 831.25% |
$9.47K - $11.1K
|
149
$13.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
132+ 2.06% |
$9.4K - $11K
|
6.55K
$605K
|