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 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
130+ 78.79% |
$9.26K - $10.9K
|
295
$27.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
130+ 0.68% |
$9.26K - $10.9K
|
19.3K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
130New |
$9.26K - $10.9K
|
130
$12K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
129+ 1.64% |
$9.19K - $10.8K
|
7.99K
$737K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
125+ 0.83% |
$8.91K - $10.5K
|
15.2K
$1.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
119+ 0.75% |
$8.48K - $9.95K
|
16K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
119+ 1.34% |
$8.48K - $9.95K
|
9.02K
$833K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
117+ 1.22% |
$8.34K - $9.79K
|
9.7K
$895K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
117+ 0.06% |
$8.34K - $9.79K
|
210K
$19.4M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
116+ 3.33% |
$8.26K - $9.7K
|
3.6K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.17% |
$7.91K - $9.28K
|
9.59K
$885K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
110+ 0.67% |
$7.84K - $9.2K
|
16.5K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
110+ 0.43% |
$7.84K - $9.2K
|
25.8K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108New |
$7.69K - $9.03K
|
108
$9.97K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
108+ 2.26% |
$7.69K - $9.03K
|
4.89K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
106+ 0.38% |
$7.55K - $8.87K
|
27.7K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
105+ 1.48% |
$7.48K - $8.78K
|
7.21K
$665K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
104+ 0.27% |
$7.41K - $8.7K
|
38K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
104+ 0.2% |
$7.41K - $8.7K
|
52.8K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
103+ 1.51% |
$7.34K - $8.61K
|
6.92K
$639K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
100+ 3.42% |
$7.12K - $8.36K
|
3.02K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
100+ 3.28% |
$7.12K - $8.36K
|
3.15K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 0.11% |
$7.12K - $8.36K
|
88.5K
$8.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.2% |
$7.12K - $8.36K
|
49K
$4.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 1.17% |
$7.12K - $8.36K
|
8.63K
$796K
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
100+ 0.33% |
$7.12K - $8.36K
|
30.8K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 3.45% |
$7.12K - $8.36K
|
3K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
100+ 1.49% |
$7.12K - $8.36K
|
6.81K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 2.76% |
$6.84K - $8.03K
|
3.58K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
96+ 1.38% |
$6.84K - $8.03K
|
7.04K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
96+ 7.01% |
$6.84K - $8.03K
|
1.47K
$135K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
95+ 0.34% |
$6.77K - $7.95K
|
27.7K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
94New |
$6.7K - $7.86K
|
94
$8.68K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
91+ 9100.0% |
$6.48K - $7.61K
|
92
$8.49K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
90+ 34.35% |
$6.41K - $7.53K
|
352
$32.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
89+ 3.71% |
$6.34K - $7.44K
|
2.49K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
89+ 3.84% |
$6.34K - $7.44K
|
2.41K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 27.5% |
$6.27K - $7.36K
|
408
$37.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
88+ 0.68% |
$6.27K - $7.36K
|
13.1K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
80+ 3.03% |
$5.7K - $6.69K
|
2.72K
$251K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
78+ 0.09% |
$5.56K - $6.52K
|
84.5K
$7.8M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
78+ 4.03% |
$5.56K - $6.52K
|
2.01K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
78+ 2.07% |
$5.56K - $6.52K
|
3.84K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
76+ 5.28% |
$5.41K - $6.36K
|
1.52K
$140K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
74+ 0.25% |
$5.27K - $6.19K
|
29.3K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
74New |
$5.27K - $6.19K
|
74
$6.83K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
74+ 1.42% |
$5.27K - $6.19K
|
5.27K
$486K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
71+ 0.72% |
$5.06K - $5.94K
|
9.87K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
70+ 2.34% |
$4.99K - $5.85K
|
3.06K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
70+ 2.36% |
$4.99K - $5.85K
|
3.04K
$281K
|