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 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-700- 3.95% |
$49.9K - $58.5K
|
17K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-701- 2.35% |
$49.9K - $58.6K
|
29.1K
$2.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-703- 8.46% |
$50.1K - $58.8K
|
7.6K
$702K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-715- 7.91% |
$50.9K - $59.8K
|
8.33K
$769K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-716- 17.57% |
$51K - $59.9K
|
3.36K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-717- 4.88% |
$51.1K - $60K
|
14K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-730- 0.74% |
$52K - $61.1K
|
97.5K
$9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-733- 11.5% |
$52.2K - $61.3K
|
5.64K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-744- 47.0% |
$53K - $62.2K
|
839
$77.5K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-748- 13.71% |
$53.3K - $62.6K
|
4.71K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-757- 8.53% |
$53.9K - $63.3K
|
8.11K
$749K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-775- 3.02% |
$55.2K - $64.8K
|
24.9K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-788- 4.48% |
$56.1K - $65.9K
|
16.8K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-793- 3.28% |
$56.5K - $66.3K
|
23.4K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-800- 2.84% |
$57K - $66.9K
|
27.4K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-800- 18.04% |
$57K - $66.9K
|
3.64K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-814- 0.45% |
$58K - $68.1K
|
180K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-821- 0.83% |
$58.5K - $68.7K
|
98K
$9.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-824- 2.27% |
$58.7K - $68.9K
|
35.4K
$3.27M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-826- 6.97% |
$58.8K - $69.1K
|
11K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-837- 2.36% |
$59.6K - $70K
|
34.6K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-845- 2.02% |
$60.2K - $70.7K
|
41.1K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-848- 25.41% |
$60.4K - $70.9K
|
2.49K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-856- 7.62% |
$61K - $71.6K
|
10.4K
$958K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-860- 7.48% |
$61.3K - $71.9K
|
10.6K
$982K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-869- 97.2% |
$61.9K - $72.7K
|
25
$2.31K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-878- 8.88% |
$62.5K - $73.4K
|
9.01K
$832K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-900- 6.29% |
$64.1K - $75.3K
|
13.4K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-900- 3.9% |
$64.1K - $75.3K
|
22.2K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-901- 9.74% |
$64.2K - $75.4K
|
8.35K
$770K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-904- 10.54% |
$64.4K - $75.6K
|
7.67K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-909- 17.13% |
$64.8K - $76K
|
4.4K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-911- 0.52% |
$64.9K - $76.2K
|
174K
$16.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-924- 36.95% |
$65.8K - $77.3K
|
1.58K
$146K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-935- 0.67% |
$66.6K - $78.2K
|
138K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-944- 25.77% |
$67.3K - $79K
|
2.72K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-948- 25.03% |
$67.5K - $79.3K
|
2.84K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-948- 1.23% |
$67.5K - $79.3K
|
76.3K
$7.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-982- 5.66% |
$70K - $82.1K
|
16.4K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-983- 1.79% |
$70K - $82.2K
|
53.8K
$4.97M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-984- 20.49% |
$70.1K - $82.3K
|
3.82K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-995- 4.36% |
$70.9K - $83.2K
|
21.8K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 4.76% |
$71.2K - $83.6K
|
20K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1K- 35.03% |
$71.2K - $83.6K
|
1.86K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1K- 62.89% |
$71.2K - $83.6K
|
590
$54.5K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.01K- 40.61% |
$71.6K - $84.1K
|
1.47K
$136K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 10.13% |
$72.7K - $85.3K
|
9.05K
$835K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.02K- 11.28% |
$72.7K - $85.4K
|
8.03K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.04K- 11.5% |
$74.4K - $87.3K
|
8.04K
$742K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.05K- 6.35% |
$74.5K - $87.5K
|
15.4K
$1.42M
|