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 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-251- 2.16% |
$17.9K - $21K
|
11.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-251- 4.14% |
$17.9K - $21K
|
5.82K
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-253- 12.94% |
$18K - $21.2K
|
1.7K
$157K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-254- 3.71% |
$18.1K - $21.2K
|
6.6K
$609K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-257- 2.06% |
$18.3K - $21.5K
|
12.2K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-260- 1.1% |
$18.5K - $21.7K
|
23.5K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-260- 8.63% |
$18.5K - $21.7K
|
2.75K
$254K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-263- 52.39% |
$18.7K - $22K
|
239
$22.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-269- 1.05% |
$19.2K - $22.5K
|
25.3K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-270- 4.11% |
$19.2K - $22.6K
|
6.3K
$582K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-272- 2.4% |
$19.4K - $22.8K
|
11.1K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-274- 2.57% |
$19.5K - $22.9K
|
10.4K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-275- 1.19% |
$19.6K - $23K
|
22.9K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-279- 0.56% |
$19.9K - $23.3K
|
49.7K
$4.59M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-283- 3.88% |
$20.2K - $23.7K
|
7.02K
$648K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-288- 2.66% |
$20.5K - $24.1K
|
10.5K
$973K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-297- 1.42% |
$21.2K - $24.8K
|
20.5K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-298- 8.06% |
$21.2K - $24.9K
|
3.4K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-299- 4.82% |
$21.3K - $25K
|
5.9K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.35% |
$21.4K - $25.1K
|
84.6K
$7.81M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.03% |
$21.4K - $25.1K
|
14.5K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-307- 2.61% |
$21.9K - $25.7K
|
11.5K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-322- 0.88% |
$22.9K - $26.9K
|
36.1K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-323- 9.8% |
$23K - $27K
|
2.97K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
SELL
|
- |
-329- 6.65% |
$23.4K - $27.5K
|
4.62K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-334- 15.08% |
$23.8K - $27.9K
|
1.88K
$174K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-336- 1.58% |
$23.9K - $28.1K
|
20.9K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-345- 2.26% |
$24.6K - $28.9K
|
14.9K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-350- 8.76% |
$24.9K - $29.3K
|
3.65K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-352- 9.07% |
$25.1K - $29.4K
|
3.53K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-354- 0.94% |
$25.2K - $29.6K
|
37.1K
$3.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-367- 1.87% |
$26.1K - $30.7K
|
19.3K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-370- 0.55% |
$26.4K - $30.9K
|
66.5K
$6.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-373- 1.1% |
$26.6K - $31.2K
|
33.6K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-374- 6.68% |
$26.6K - $31.3K
|
5.22K
$482K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-376- 7.41% |
$26.8K - $31.4K
|
4.7K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-379- 3.53% |
$27K - $31.7K
|
10.3K
$955K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-385- 1.65% |
$27.4K - $32.2K
|
23K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-386- 5.66% |
$27.5K - $32.3K
|
6.43K
$594K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-386- 3.52% |
$27.5K - $32.3K
|
10.6K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-388- 2.18% |
$27.6K - $32.5K
|
17.4K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-389- 5.84% |
$27.7K - $32.5K
|
6.27K
$579K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-394- 2.62% |
$28.1K - $33K
|
14.7K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-394- 0.23% |
$28.1K - $33K
|
174K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-396- 1.96% |
$28.2K - $33.1K
|
19.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-398- 2.12% |
$28.4K - $33.3K
|
18.4K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-400- 11.66% |
$28.5K - $33.5K
|
3.03K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 22.33% |
$28.5K - $33.5K
|
1.39K
$128K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 0.09% |
$28.5K - $33.5K
|
461K
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-406- 0.83% |
$28.9K - $34K
|
48.7K
$4.49M
|