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 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
191KNew |
$13.6M - $16M
|
191K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
189K+ 62.3% |
$13.5M - $15.8M
|
493K
$45.6M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
185KNew |
$13.2M - $15.5M
|
185K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
182K+ 32.23% |
$13M - $15.2M
|
747K
$69M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
181K+ 19.57% |
$12.9M - $15.1M
|
1.1M
$102M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
180K+ 2.83% |
$12.8M - $15.1M
|
6.55M
$605M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
172K+ 1845.72% |
$12.2M - $14.4M
|
181K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
171K+ 14.16% |
$12.2M - $14.3M
|
1.38M
$127M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
168K+ 83.42% |
$12M - $14M
|
369K
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
167K+ 81.76% |
$11.9M - $14M
|
372K
$34.3M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
165K+ 5.91% |
$11.8M - $13.8M
|
2.96M
$274M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
163K+ 16.97% |
$11.6M - $13.6M
|
1.12M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
157KNew |
$11.2M - $13.1M
|
157K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
153KNew |
$10.9M - $12.8M
|
153K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
150KNew |
$10.7M - $12.6M
|
150K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
148K+ 491.28% |
$10.6M - $12.4M
|
178K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
147K+ 12.96% |
$10.5M - $12.3M
|
1.28M
$118M
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
138K+ 25.22% |
$9.84M - $11.6M
|
686K
$63.3M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
136K+ 5.41% |
$9.66M - $11.3M
|
2.64M
$244M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
129K+ 140.57% |
$9.18M - $10.8M
|
221K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
125KNew |
$8.91M - $10.5M
|
125K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
121K+ 24.35% |
$8.59M - $10.1M
|
616K
$56.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
112K+ 14.02% |
$7.97M - $9.35M
|
909K
$83.9M
|
|
|
May 14, 2025
Q1 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
112KNew |
$7.96M - $9.34M
|
112K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
111K+ 391.55% |
$7.91M - $9.29M
|
139K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
110K+ 49.15% |
$7.83M - $9.2M
|
334K
$30.8M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
110K+ 112.36% |
$7.81M - $9.17M
|
207K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
107K+ 2.63% |
$7.59M - $8.91M
|
4.15M
$383M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
106K+ 152.61% |
$7.53M - $8.84M
|
175K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
105K+ 5.4% |
$7.46M - $8.76M
|
2.04M
$189M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
105K+ 204.85% |
$7.45M - $8.75M
|
156K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
104K+ 67.06% |
$7.4M - $8.69M
|
259K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
101K+ 12.4% |
$7.19M - $8.44M
|
914K
$84.4M
|
|
|
May 15, 2025
Q1 2025
|
Route One Investment Company, L.P.
San Francisco, CA |
BUY
|
- |
100K+ 3.05% |
$7.12M - $8.36M
|
3.37M
$311M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
98.7K+ 565.54% |
$7.03M - $8.26M
|
116K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
95.3K+ 8.04% |
$6.79M - $7.97M
|
1.28M
$118M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
95.3K+ 9.61% |
$6.79M - $7.97M
|
1.09M
$100M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
94.6K+ 8.2% |
$6.74M - $7.91M
|
1.25M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93K+ 11.04% |
$6.62M - $7.78M
|
935K
$86.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
91.9K+ 85.33% |
$6.55M - $7.69M
|
200K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
91.2K+ 14.29% |
$6.49M - $7.62M
|
729K
$67.3M
|
|
|
May 14, 2025
Q1 2025
|
Fortress Investment Group LLC
New York, NY |
BUY
|
- |
90.7KNew |
$6.46M - $7.59M
|
90.7K
$8.37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.9K+ 7.14% |
$6.4M - $7.52M
|
1.35M
$124M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
89.5KNew |
$6.38M - $7.49M
|
89.5K
$8.27M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
89.4KNew |
$6.37M - $7.48M
|
89.4K
$8.25M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
88.9K+ 6.06% |
$6.33M - $7.43M
|
1.55M
$144M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
88.4K+ 345.99% |
$6.3M - $7.39M
|
114K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
86.7KNew |
$6.17M - $7.25M
|
86.7K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
86.5K+ 16.19% |
$6.16M - $7.24M
|
621K
$57.3M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
85.1K+ 26.57% |
$6.06M - $7.12M
|
405K
$37.4M
|