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 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 2.76% |
$356 - $418
|
176
$16.2K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7- 0.07% |
$499 - $585
|
10K
$926K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-8- 0.09% |
$570 - $669
|
9.29K
$857K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-9- 0.13% |
$641 - $753
|
6.66K
$615K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 0.21% |
$712 - $836
|
4.82K
$445K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 23.26% |
$712 - $836
|
33
$3.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 3.3% |
$784 - $920
|
322
$29.7K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 0.94% |
$855 - $1K
|
1.27K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-12- 0.28% |
$855 - $1K
|
4.25K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 1.28% |
$997 - $1.17K
|
1.08K
$99.5K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 0.42% |
$1.07K - $1.25K
|
3.59K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-18- 1.16% |
$1.28K - $1.51K
|
1.54K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19- 0.02% |
$1.35K - $1.59K
|
105K
$9.71M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 0.31% |
$1.5K - $1.76K
|
6.77K
$625K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-22- 0.41% |
$1.57K - $1.84K
|
5.4K
$499K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-27- 1.05% |
$1.92K - $2.26K
|
2.56K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27- 4.42% |
$1.92K - $2.26K
|
584
$53.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 2.63% |
$1.99K - $2.34K
|
1.04K
$95.6K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-28Closed |
$1.99K - $2.34K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-29- 0.15% |
$2.07K - $2.43K
|
19.4K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-29- 0.77% |
$2.07K - $2.43K
|
3.76K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-30- 0.79% |
$2.14K - $2.51K
|
3.75K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-33- 0.51% |
$2.35K - $2.76K
|
6.5K
$600K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-36- 83.72% |
$2.56K - $3.01K
|
7
$646
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-36- 0.22% |
$2.56K - $3.01K
|
16.6K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-36- 0.51% |
$2.56K - $3.01K
|
6.97K
$643K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-39- 0.77% |
$2.78K - $3.26K
|
5K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-41- 1.46% |
$2.92K - $3.43K
|
2.76K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-41- 4.51% |
$2.92K - $3.43K
|
868
$80.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-45- 7.94% |
$3.21K - $3.76K
|
522
$48.2K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-46- 0.47% |
$3.28K - $3.85K
|
9.7K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-48- 6.71% |
$3.42K - $4.01K
|
667
$61.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 1.68% |
$3.56K - $4.18K
|
2.93K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 1.28% |
$3.56K - $4.18K
|
3.85K
$355K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-50- 30.3% |
$3.56K - $4.18K
|
115
$10.6K
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-50- 0.33% |
$3.56K - $4.18K
|
15K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-51- 17.96% |
$3.63K - $4.27K
|
233
$21.5K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-54- 1.31% |
$3.85K - $4.52K
|
4.07K
$376K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-55- 0.68% |
$3.92K - $4.6K
|
8.01K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-55- 0.2% |
$3.92K - $4.6K
|
26.9K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.76% |
$4.2K - $4.93K
|
3.29K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-60- 9.9% |
$4.27K - $5.02K
|
546
$50.4K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-60- 2.01% |
$4.27K - $5.02K
|
2.92K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.27% |
$4.42K - $5.19K
|
23.3K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-62- 1.61% |
$4.42K - $5.19K
|
3.78K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-62- 1.22% |
$4.42K - $5.19K
|
5.02K
$463K
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-65- 0.01% |
$4.63K - $5.44K
|
457K
$42.2M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-66- 0.5% |
$4.7K - $5.52K
|
13.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-66- 0.18% |
$4.7K - $5.52K
|
36K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-69- 0.54% |
$4.92K - $5.77K
|
12.7K
$1.18M
|