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 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
68+ 2.06% |
$4.84K - $5.69K
|
3.36K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
68+ 1.29% |
$4.84K - $5.69K
|
5.36K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
66+ 0.8% |
$4.7K - $5.52K
|
8.27K
$763K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
63+ 1.97% |
$4.49K - $5.27K
|
3.26K
$301K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62+ 0.82% |
$4.42K - $5.19K
|
7.58K
$700K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
61+ 0.82% |
$4.35K - $5.1K
|
7.48K
$691K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
59+ 0.97% |
$4.2K - $4.93K
|
6.16K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
58+ 0.77% |
$4.13K - $4.85K
|
7.55K
$697K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
58New |
$4.13K - $4.85K
|
58
$5.35K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
57+ 1.87% |
$4.06K - $4.77K
|
3.1K
$286K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
57New |
$4.06K - $4.77K
|
57
$5.26K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
56+ 30.27% |
$3.99K - $4.68K
|
241
$22.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
55+ 0.48% |
$3.92K - $4.6K
|
11.4K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
55+ 0.17% |
$3.92K - $4.6K
|
32.1K
$2.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
54+ 0.21% |
$3.85K - $4.52K
|
25.9K
$2.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
54+ 1.79% |
$3.85K - $4.52K
|
3.08K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
54+ 2.22% |
$3.85K - $4.52K
|
2.49K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 2.36% |
$3.78K - $4.43K
|
2.3K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 40.77% |
$3.78K - $4.43K
|
183
$16.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.56K - $4.18K
|
31.2K
$2.88M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.56K - $4.18K
|
50
$4.62K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
49+ 1.76% |
$3.49K - $4.1K
|
2.83K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
49New |
$3.49K - $4.1K
|
49
$4.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
48+ 26.82% |
$3.42K - $4.01K
|
227
$21K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 40.35% |
$3.28K - $3.85K
|
160
$14.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
46+ 1.97% |
$3.28K - $3.85K
|
2.39K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
45New |
$3.21K - $3.76K
|
45
$4.15K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
45+ 11.63% |
$3.21K - $3.76K
|
432
$39.9K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.66% |
$3.21K - $3.76K
|
6.87K
$634K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
44+ 0.02% |
$3.13K - $3.68K
|
179K
$16.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
43+ 0.02% |
$3.06K - $3.6K
|
174K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
43+ 0.51% |
$3.06K - $3.6K
|
8.53K
$787K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
41+ 3.69% |
$2.92K - $3.43K
|
1.15K
$106K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
40+ 0.03% |
$2.85K - $3.35K
|
127K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
40+ 0.1% |
$2.85K - $3.35K
|
38.6K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
40+ 1.48% |
$2.85K - $3.35K
|
2.75K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
39+ 0.33% |
$2.78K - $3.26K
|
11.7K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
38New |
$2.71K - $3.18K
|
38
$3.51K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
38+ 0.36% |
$2.71K - $3.18K
|
10.6K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
37+ 0.34% |
$2.64K - $3.09K
|
11K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
36New |
$2.56K - $3.01K
|
36
$3.32K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
35+ 0.58% |
$2.49K - $2.93K
|
6.11K
$564K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
34+ 0.33% |
$2.42K - $2.84K
|
10.5K
$968K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.77% |
$2.42K - $2.84K
|
4.46K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34New |
$2.42K - $2.84K
|
34
$3.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
32+ 4.37% |
$2.28K - $2.68K
|
764
$70.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
31+ 0.68% |
$2.21K - $2.59K
|
4.62K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.22% |
$2.21K - $2.59K
|
13.9K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
31+ 4.93% |
$2.21K - $2.59K
|
660
$60.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
30+ 0.98% |
$2.14K - $2.51K
|
3.1K
$287K
|