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 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.06K- 6.66% |
$75.5K - $88.7K
|
14.9K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.07K- 1.71% |
$75.9K - $89.2K
|
61.3K
$5.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 11.2% |
$76.5K - $89.8K
|
8.52K
$786K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.08K- 12.32% |
$76.6K - $89.9K
|
7.65K
$706K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 3.28% |
$76.7K - $90.1K
|
31.8K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.08K- 23.24% |
$77.2K - $90.6K
|
3.58K
$330K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.09K- 7.31% |
$77.4K - $90.9K
|
13.8K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-1.09K- 71.38% |
$77.7K - $91.2K
|
437
$40.3K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.1K- 28.1% |
$78.2K - $91.8K
|
2.81K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.1K- 6.28% |
$78.4K - $92K
|
16.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1.1K- 2.39% |
$78.4K - $92.1K
|
44.9K
$4.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.1K- 2.23% |
$78.6K - $92.3K
|
48.4K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 17.77% |
$79.1K - $92.8K
|
5.14K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.13K- 2.56% |
$80.3K - $94.3K
|
42.8K
$3.95M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.15K- 3.32% |
$81.9K - $96.2K
|
33.5K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.15K- 12.83% |
$82.2K - $96.5K
|
7.84K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.16K- 17.29% |
$82.3K - $96.6K
|
5.52K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.16K- 21.09% |
$82.6K - $96.9K
|
4.34K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 1.09% |
$83.6K - $98.1K
|
107K
$9.84M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.21K- 3.59% |
$86.1K - $101K
|
32.5K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.21K- 6.56% |
$86.3K - $101K
|
17.2K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 19.42% |
$86.6K - $102K
|
5.04K
$466K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.22K- 19.0% |
$86.6K - $102K
|
5.19K
$479K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.23K- 4.68% |
$87.3K - $103K
|
25K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.24K- 1.02% |
$88.1K - $103K
|
120K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.25K- 11.6% |
$89.1K - $105K
|
9.53K
$880K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.27K- 3.7% |
$90.1K - $106K
|
32.9K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.27K- 2.01% |
$90.1K - $106K
|
61.7K
$5.69M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 9.41% |
$90.5K - $106K
|
12.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.29K- 6.03% |
$91.7K - $108K
|
20K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.29K- 74.08% |
$91.8K - $108K
|
451
$41.6K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.29K- 13.42% |
$92K - $108K
|
8.33K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 1.06% |
$92.3K - $108K
|
121K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.3K- 0.58% |
$92.7K - $109K
|
223K
$20.6M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.33K- 17.13% |
$94.7K - $111K
|
6.43K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.34K- 0.8% |
$95.1K - $112K
|
165K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.34K- 6.42% |
$95.5K - $112K
|
19.6K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.35K- 2.62% |
$96K - $113K
|
50.2K
$4.63M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-1.35K- 2.78% |
$96K - $113K
|
47.1K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.36K- 16.06% |
$96.7K - $114K
|
7.1K
$655K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.37K- 25.07% |
$97.7K - $115K
|
4.1K
$379K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.39K- 4.04% |
$99K - $116K
|
33K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.4K- 3.13% |
$99.7K - $117K
|
43.3K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.4K- 6.7% |
$99.7K - $117K
|
19.5K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.41K- 1.85% |
$101K - $118K
|
75K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.44K- 10.48% |
$103K - $120K
|
12.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.47K- 17.63% |
$104K - $123K
|
6.85K
$632K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 7.25% |
$107K - $125K
|
19.2K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.5K- 49.28% |
$107K - $125K
|
1.54K
$143K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.51K- 30.17% |
$108K - $126K
|
3.5K
$323K
|