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 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-409- 0.71% |
$29.1K - $34.2K
|
57K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-416- 11.56% |
$29.6K - $34.8K
|
3.18K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-429- 12.42% |
$30.6K - $35.9K
|
3.02K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-441- 1.71% |
$31.4K - $36.9K
|
25.4K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-441- 5.45% |
$31.4K - $36.9K
|
7.65K
$706K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-447- 14.37% |
$31.8K - $37.4K
|
2.66K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-448- 8.5% |
$31.9K - $37.5K
|
4.83K
$445K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-450- 9.87% |
$32.1K - $37.6K
|
4.11K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-450- 3.36% |
$32.1K - $37.6K
|
12.9K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-450- 7.32% |
$32.1K - $37.6K
|
5.69K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-455- 3.33% |
$32.4K - $38.1K
|
13.2K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-459- 11.31% |
$32.7K - $38.4K
|
3.6K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-465- 6.29% |
$33.1K - $38.9K
|
6.93K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-469- 2.3% |
$33.4K - $39.2K
|
19.9K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-470- 4.22% |
$33.5K - $39.3K
|
10.7K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-470- 12.99% |
$33.5K - $39.3K
|
3.15K
$291K
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-471- 0.28% |
$33.6K - $39.4K
|
167K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-475- 1.0% |
$33.8K - $39.7K
|
47.1K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-488- 9.23% |
$34.8K - $40.8K
|
4.8K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-493- 1.18% |
$35.1K - $41.2K
|
41.3K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-500- 11.3% |
$35.6K - $41.8K
|
3.92K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-500- 5.97% |
$35.6K - $41.8K
|
7.88K
$727K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-508- 4.82% |
$36.2K - $42.5K
|
10K
$927K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-512- 2.17% |
$36.5K - $42.8K
|
23.1K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-519- 7.2% |
$37K - $43.4K
|
6.69K
$618K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-521- 9.71% |
$37.1K - $43.6K
|
4.84K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-529- 3.0% |
$37.7K - $44.2K
|
17.1K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-531- 1.2% |
$37.8K - $44.4K
|
43.6K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-533- 87.38% |
$38K - $44.6K
|
77
$7.11K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-536- 1.89% |
$38.2K - $44.8K
|
27.8K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-547- 0.11% |
$39K - $45.8K
|
485K
$44.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-557- 2.52% |
$39.7K - $46.6K
|
21.6K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-578- 1.84% |
$41.2K - $48.3K
|
30.8K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-586- 4.56% |
$41.7K - $49K
|
12.3K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-594- 4.15% |
$42.3K - $49.7K
|
13.7K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-597- 12.53% |
$42.5K - $49.9K
|
4.17K
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-601- 7.67% |
$42.8K - $50.3K
|
7.24K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-601- 13.11% |
$42.8K - $50.3K
|
3.98K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-605- 4.06% |
$43.1K - $50.6K
|
14.3K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-622- 2.01% |
$44.3K - $52K
|
30.3K
$2.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-626- 1.48% |
$44.6K - $52.4K
|
41.7K
$3.85M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-630- 15.54% |
$44.9K - $52.7K
|
3.42K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-641- 1.46% |
$45.7K - $53.6K
|
43.2K
$3.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-665- 1.48% |
$47.4K - $55.6K
|
44.1K
$4.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-669- 38.36% |
$47.7K - $56K
|
1.08K
$99.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-678- 12.81% |
$48.3K - $56.7K
|
4.62K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-684- 9.8% |
$48.7K - $57.2K
|
6.3K
$581K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-692- 5.13% |
$49.3K - $57.9K
|
12.8K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-692- 4.36% |
$49.3K - $57.9K
|
15.2K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-693- 6.83% |
$49.4K - $58K
|
9.45K
$872K
|