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 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.52K- 3.37% |
$108K - $127K
|
43.6K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.54K- 2.08% |
$110K - $129K
|
72.7K
$6.72M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 8.59% |
$112K - $131K
|
16.7K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.6K- 4.46% |
$114K - $134K
|
34.3K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.6K- 20.58% |
$114K - $134K
|
6.17K
$569K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.6K- 7.9% |
$114K - $134K
|
18.7K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.61K- 9.38% |
$114K - $134K
|
15.5K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.63K- 15.95% |
$116K - $136K
|
8.57K
$791K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.63K- 2.11% |
$116K - $137K
|
75.8K
$7M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.64K- 3.31% |
$116K - $137K
|
47.8K
$4.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-1.66K- 3.05% |
$118K - $139K
|
52.9K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.68K- 11.5% |
$120K - $141K
|
12.9K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.71K- 22.69% |
$122K - $143K
|
5.81K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.71K- 1.86% |
$122K - $143K
|
89.8K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.71K- 1.31% |
$122K - $143K
|
129K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 25.49% |
$123K - $144K
|
5.04K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.78K- 3.66% |
$127K - $149K
|
46.8K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.79K- 1.79% |
$127K - $150K
|
98.3K
$9.08M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.8K- 21.02% |
$128K - $150K
|
6.75K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.8K- 17.79% |
$128K - $151K
|
8.32K
$768K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.84K- 37.03% |
$131K - $154K
|
3.13K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.88K- 9.55% |
$134K - $157K
|
17.8K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.91K- 13.26% |
$136K - $159K
|
12.5K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.92K- 5.77% |
$137K - $161K
|
31.4K
$2.9M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.95K- 14.63% |
$139K - $163K
|
11.4K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.96K- 7.0% |
$139K - $164K
|
26K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.96K- 15.55% |
$140K - $164K
|
10.6K
$982K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 1.9% |
$140K - $165K
|
102K
$9.4M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2K- 39.09% |
$142K - $167K
|
3.11K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.04K- 7.35% |
$145K - $171K
|
25.7K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2.06K- 25.44% |
$147K - $172K
|
6.04K
$557K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.08K- 40.82% |
$148K - $174K
|
3.02K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.09K- 93.52% |
$149K - $175K
|
145
$13.4K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-2.22K- 3.17% |
$158K - $185K
|
67.8K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.23K- 3.18% |
$159K - $186K
|
67.7K
$6.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.26K- 90.34% |
$161K - $189K
|
242
$22.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-2.33K- 3.62% |
$166K - $195K
|
61.9K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.36K- 12.87% |
$168K - $197K
|
16K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.44K- 1.93% |
$174K - $204K
|
124K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-2.45K- 0.82% |
$175K - $205K
|
298K
$27.5M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.45K- 0.51% |
$175K - $205K
|
477K
$44M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.46K- 8.1% |
$175K - $206K
|
27.9K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.48K- 4.04% |
$176K - $207K
|
58.8K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.48K- 3.78% |
$176K - $207K
|
63K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.5K- 11.15% |
$178K - $209K
|
19.9K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.51K- 21.55% |
$179K - $210K
|
9.15K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-2.56K- 36.83% |
$182K - $214K
|
4.38K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.58K- 3.22% |
$183K - $215K
|
77.5K
$7.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.6K- 1.79% |
$185K - $217K
|
142K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.6K- 1.25% |
$185K - $217K
|
205K
$19M
|