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 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
775K+ 287.97% |
$55.2M - $64.9M
|
1.04M
$96.5M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
744K+ 5.01% |
$53M - $62.2M
|
15.6M
$1.44B
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
710K+ 3.47% |
$50.6M - $59.4M
|
21.2M
$1.95B
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
689K+ 73.41% |
$49.1M - $57.6M
|
1.63M
$150M
|
|
|
May 15, 2025
Q1 2025
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
664K+ 20.95% |
$47.3M - $55.5M
|
3.83M
$354M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
660K+ 8.23% |
$47M - $55.2M
|
8.68M
$801M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
623K+ 12.83% |
$44.4M - $52.1M
|
5.48M
$506M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
613K+ 25.15% |
$43.7M - $51.3M
|
3.05M
$282M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
591KNew |
$42.1M - $49.4M
|
591K
$54.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
591K+ 14.54% |
$42.1M - $49.4M
|
4.65M
$430M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
590K+ 17.01% |
$42M - $49.3M
|
4.06M
$375M
|
|
|
May 15, 2025
Q1 2025
|
Longaeva Partners L.P.
Chicago, IL |
BUY
|
- |
559KNew |
$39.8M - $46.8M
|
559K
$51.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
471K+ 122.69% |
$33.6M - $39.4M
|
855K
$78.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
457K+ 215.12% |
$32.6M - $38.2M
|
670K
$61.8M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
455K+ 50.9% |
$32.4M - $38M
|
1.35M
$124M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
437K+ 14.42% |
$31.2M - $36.6M
|
3.47M
$320M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
401K+ 19.04% |
$28.6M - $33.5M
|
2.51M
$231M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
391K+ 6.0% |
$27.8M - $32.7M
|
6.9M
$637M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
364K+ 79.93% |
$25.9M - $30.5M
|
820K
$75.7M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
356K+ 28.06% |
$25.4M - $29.8M
|
1.63M
$150M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
351K+ 6.47% |
$25M - $29.4M
|
5.78M
$534M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
350K+ 43.64% |
$24.9M - $29.3M
|
1.15M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
350KNew |
$24.9M - $29.3M
|
350K
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
335K+ 11.92% |
$23.9M - $28M
|
3.15M
$291M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
322KNew |
$22.9M - $26.9M
|
322K
$29.7M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
319K+ 920.1% |
$22.7M - $26.6M
|
353K
$32.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
310K+ 11.18% |
$22.1M - $25.9M
|
3.08M
$285M
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
310KNew |
$22.1M - $25.9M
|
310K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
310K+ 49.07% |
$22.1M - $25.9M
|
941K
$86.8M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
305K+ 163.55% |
$21.7M - $25.5M
|
491K
$45.4M
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
300KNew |
$21.4M - $25.1M
|
300K
$27.7M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
296K+ 4.57% |
$21.1M - $24.8M
|
6.78M
$626M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
292K+ 8.25% |
$20.8M - $24.4M
|
3.83M
$354M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
291K+ 20.95% |
$20.7M - $24.3M
|
1.68M
$155M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
288K+ 332.19% |
$20.5M - $24.1M
|
374K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
288K+ 83.08% |
$20.5M - $24.1M
|
634K
$58.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
282K+ 298.7% |
$20.1M - $23.6M
|
376K
$34.8M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
270KNew |
$19.3M - $22.6M
|
270K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
256KNew |
$18.3M - $21.4M
|
256K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
254K+ 8.97% |
$18.1M - $21.3M
|
3.09M
$285M
|
|
|
May 14, 2025
Q1 2025
|
North Peak Capital Management, LLC
New York, NY |
BUY
|
- |
251K+ 13.5% |
$17.9M - $21M
|
2.11M
$195M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
242K+ 18.51% |
$17.2M - $20.2M
|
1.55M
$143M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
237K+ 309.77% |
$16.9M - $19.8M
|
313K
$28.9M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
221K+ 340.05% |
$15.8M - $18.5M
|
286K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
220K+ 71.76% |
$15.7M - $18.4M
|
526K
$48.6M
|
|
|
May 14, 2025
Q1 2025
|
Greenstone Partners & Co., LLC
Larkspur, CA |
BUY
|
- |
217K+ 99.36% |
$15.5M - $18.2M
|
436K
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
BUY
|
- |
211KNew |
$15M - $17.6M
|
211K
$19.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
208KNew |
$14.8M - $17.4M
|
208K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
208K+ 188.08% |
$14.8M - $17.4M
|
318K
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
192K+ 39.1% |
$13.7M - $16.1M
|
683K
$63.1M
|