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 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-69- 60.0% |
$4.92K - $5.77K
|
46
$4.25K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-70- 2.04% |
$4.99K - $5.85K
|
3.37K
$311K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-70- 0.3% |
$4.99K - $5.85K
|
23.6K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-73- 2.39% |
$5.2K - $6.11K
|
2.98K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-74- 2.7% |
$5.27K - $6.19K
|
2.67K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-75- 1.98% |
$5.34K - $6.27K
|
3.71K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-76- 0.53% |
$5.41K - $6.36K
|
14.3K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-78- 34.82% |
$5.56K - $6.52K
|
146
$13.5K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-78- 58.21% |
$5.56K - $6.52K
|
56
$5.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-81- 0.62% |
$5.77K - $6.77K
|
13.1K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-82- 0.24% |
$5.84K - $6.86K
|
33.9K
$3.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-87- 20.96% |
$6.2K - $7.28K
|
328
$30.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-90- 2.68% |
$6.41K - $7.53K
|
3.27K
$301K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-90- 1.76% |
$6.41K - $7.53K
|
5.03K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-92- 1.57% |
$6.55K - $7.69K
|
5.77K
$533K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-92- 0.99% |
$6.55K - $7.69K
|
9.16K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-92- 2.33% |
$6.55K - $7.69K
|
3.86K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-93- 4.13% |
$6.63K - $7.78K
|
2.16K
$200K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-93- 0.8% |
$6.63K - $7.78K
|
11.6K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-93- 0.38% |
$6.63K - $7.78K
|
24.2K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-95- 1.22% |
$6.77K - $7.95K
|
7.72K
$712K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 0.17% |
$6.77K - $7.95K
|
54.2K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-98- 2.7% |
$6.98K - $8.2K
|
3.53K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-99- 2.84% |
$7.05K - $8.28K
|
3.39K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 0.79% |
$7.12K - $8.36K
|
12.5K
$1.16M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-100- 2.98% |
$7.12K - $8.36K
|
3.26K
$301K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-100- 0.62% |
$7.12K - $8.36K
|
16.1K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-108- 0.59% |
$7.69K - $9.03K
|
18.2K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-109- 2.68% |
$7.77K - $9.12K
|
3.96K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-112- 0.34% |
$7.98K - $9.37K
|
33.2K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-115- 28.89% |
$8.19K - $9.62K
|
283
$26.1K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-115- 41.37% |
$8.19K - $9.62K
|
163
$15K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-116- 3.83% |
$8.26K - $9.7K
|
2.91K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-116- 0.97% |
$8.26K - $9.7K
|
11.9K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-120- 1.05% |
$8.55K - $10K
|
11.3K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-120- 1.2% |
$8.55K - $10K
|
9.85K
$910K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-121- 1.34% |
$8.62K - $10.1K
|
8.94K
$825K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-122- 1.31% |
$8.69K - $10.2K
|
9.21K
$850K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-124- 2.27% |
$8.83K - $10.4K
|
5.35K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-125- 0.54% |
$8.91K - $10.5K
|
23.1K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-127- 3.05% |
$9.05K - $10.6K
|
4.04K
$373K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-127- 73.84% |
$9.05K - $10.6K
|
45
$4.15K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-127- 4.61% |
$9.05K - $10.6K
|
2.63K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-134- 3.54% |
$9.55K - $11.2K
|
3.66K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-137- 3.1% |
$9.76K - $11.5K
|
4.28K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-137- 2.01% |
$9.76K - $11.5K
|
6.66K
$615K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-139- 0.43% |
$9.9K - $11.6K
|
32.3K
$2.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-141- 31.26% |
$10K - $11.8K
|
310
$28.6K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-144- 1.01% |
$10.3K - $12K
|
14.1K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-145- 0.25% |
$10.3K - $12.1K
|
57.1K
$5.27M
|