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 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
30+ 17.24% |
$2.14K - $2.51K
|
204
$18.8K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29+ 0.86% |
$2.07K - $2.43K
|
3.4K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
28+ 0.29% |
$1.99K - $2.34K
|
9.52K
$879K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
28+ 43.08% |
$1.99K - $2.34K
|
93
$8.59K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27+ 0.41% |
$1.92K - $2.26K
|
6.64K
$613K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
27New |
$1.92K - $2.26K
|
27
$2.49K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
26+ 0.6% |
$1.85K - $2.17K
|
4.38K
$404K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
26+ 1.16% |
$1.85K - $2.17K
|
2.26K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 9.42% |
$1.85K - $2.17K
|
302
$27.9K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
26New |
$1.85K - $2.17K
|
26
$2.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24+ 0.7% |
$1.71K - $2.01K
|
3.46K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
24+ 29.27% |
$1.71K - $2.01K
|
106
$9.79K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
24+ 0.22% |
$1.71K - $2.01K
|
11K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 22.33% |
$1.64K - $1.92K
|
126
$11.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23+ 0.4% |
$1.64K - $1.92K
|
5.73K
$529K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20+ 0.05% |
$1.42K - $1.67K
|
37.4K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
20New |
$1.42K - $1.67K
|
20
$1.85K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
19+ 61.29% |
$1.35K - $1.59K
|
50
$4.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18+ 1.01% |
$1.28K - $1.51K
|
1.8K
$166K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18+ 0.79% |
$1.28K - $1.51K
|
2.29K
$211K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
17New |
$1.21K - $1.42K
|
17
$1.57K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 33.33% |
$1.21K - $1.42K
|
68
$6.28K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
16+ 0.58% |
$1.14K - $1.34K
|
2.77K
$256K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
16New |
$1.14K - $1.34K
|
16
$1.48K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15New |
$1.07K - $1.25K
|
15
$1.38K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 5.32% |
$1.07K - $1.25K
|
297
$27.4K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
15+ 0.27% |
$1.07K - $1.25K
|
5.48K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14+ 14.0% |
$997 - $1.17K
|
114
$10.5K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
14+ 3.03% |
$997 - $1.17K
|
476
$43.9K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
14+ 0.36% |
$997 - $1.17K
|
3.86K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 0.33% |
$926 - $1.09K
|
4K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.04% |
$926 - $1.09K
|
35.4K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
13+ 0.14% |
$926 - $1.09K
|
9.43K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13New |
$926 - $1.09K
|
13
$1.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
12+ 0.31% |
$855 - $1K
|
3.86K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11+ 0.33% |
$784 - $920
|
3.3K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
11+ 0.04% |
$784 - $920
|
29.9K
$2.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 0.69% |
$712 - $836
|
1.45K
$134K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
10+ 0.81% |
$712 - $836
|
1.24K
$115K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.3% |
$712 - $836
|
3.37K
$311K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
10New |
$712 - $836
|
10
$923
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8+ 0.19% |
$570 - $669
|
4.19K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.32% |
$570 - $669
|
2.53K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8+ 0.23% |
$570 - $669
|
3.47K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.21% |
$570 - $669
|
3.89K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.09% |
$499 - $585
|
7.39K
$682K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
7+ 0.14% |
$499 - $585
|
4.88K
$450K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$499 - $585
|
32.5K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$499 - $585
|
3.91K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.17% |
$499 - $585
|
4.25K
$392K
|