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 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-146- 1.82% |
$10.4K - $12.2K
|
7.86K
$726K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-146- 0.67% |
$10.4K - $12.2K
|
21.7K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-147- 0.2% |
$10.5K - $12.3K
|
71.6K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-148- 39.15% |
$10.5K - $12.4K
|
230
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-150- 18.75% |
$10.7K - $12.5K
|
650
$60K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-151- 2.71% |
$10.8K - $12.6K
|
5.42K
$500K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-152- 0.35% |
$10.8K - $12.7K
|
43.9K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-158- 2.1% |
$11.3K - $13.2K
|
7.36K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-161- 1.06% |
$11.5K - $13.5K
|
15.1K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-162- 2.52% |
$11.5K - $13.5K
|
6.28K
$579K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-162- 0.72% |
$11.5K - $13.5K
|
22.4K
$2.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-165- 4.4% |
$11.8K - $13.8K
|
3.59K
$331K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-165- 6.79% |
$11.8K - $13.8K
|
2.27K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-169- 0.97% |
$12K - $14.1K
|
17.3K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-175- 2.89% |
$12.5K - $14.6K
|
5.87K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-177- 0.39% |
$12.6K - $14.8K
|
44.9K
$4.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-182- 0.26% |
$13K - $15.2K
|
70.6K
$6.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-187- 3.89% |
$13.3K - $15.6K
|
4.62K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-190- 0.32% |
$13.5K - $15.9K
|
58.6K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-196- 2.92% |
$14K - $16.4K
|
6.52K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-199- 0.49% |
$14.2K - $16.6K
|
40.3K
$3.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.17% |
$14.2K - $16.7K
|
119K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-200- 2.03% |
$14.2K - $16.7K
|
9.67K
$893K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 5.0% |
$14.2K - $16.7K
|
3.8K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 2.83% |
$14.2K - $16.7K
|
6.86K
$633K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-201- 6.89% |
$14.3K - $16.8K
|
2.72K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-207- 5.43% |
$14.7K - $17.3K
|
3.6K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-208- 8.3% |
$14.8K - $17.4K
|
2.3K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-210- 1.4% |
$15K - $17.6K
|
14.8K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 2.7% |
$15K - $17.6K
|
7.61K
$702K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-213- 0.97% |
$15.2K - $17.8K
|
21.8K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-218- 5.35% |
$15.5K - $18.2K
|
3.86K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-220- 7.54% |
$15.7K - $18.4K
|
2.7K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-223- 3.06% |
$15.9K - $18.7K
|
7.05K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-226- 5.44% |
$16.1K - $18.9K
|
3.93K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-227- 1.96% |
$16.2K - $19K
|
11.3K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-229- 1.64% |
$16.3K - $19.2K
|
13.8K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-230- 1.77% |
$16.4K - $19.2K
|
12.7K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-230- 2.96% |
$16.4K - $19.2K
|
7.55K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-231- 1.24% |
$16.5K - $19.3K
|
18.5K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-232- 5.6% |
$16.5K - $19.4K
|
3.91K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-233- 0.2% |
$16.6K - $19.5K
|
118K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-234- 12.9% |
$16.7K - $19.6K
|
1.58K
$146K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-240- 3.23% |
$17.1K - $20.1K
|
7.19K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-240- 0.62% |
$17.1K - $20.1K
|
38.3K
$3.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-247- 1.41% |
$17.6K - $20.7K
|
17.3K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-249- 1.43% |
$17.7K - $20.8K
|
17.1K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-249- 1.9% |
$17.7K - $20.8K
|
12.8K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-250- 4.19% |
$17.8K - $20.9K
|
5.71K
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-250- 1.85% |
$17.8K - $20.9K
|
13.3K
$1.23M
|