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 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.63K- 3.94% |
$188K - $220K
|
64.2K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.66K- 2.99% |
$190K - $223K
|
86.4K
$7.97M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.69K- 41.88% |
$192K - $225K
|
3.73K
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.85K- 36.54% |
$203K - $238K
|
4.95K
$457K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.92K- 10.79% |
$208K - $244K
|
24.2K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.95K- 25.8% |
$210K - $247K
|
8.49K
$784K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.98K- 8.93% |
$212K - $249K
|
30.4K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3K- 7.18% |
$214K - $251K
|
38.8K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-3K- 13.33% |
$214K - $251K
|
19.5K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.01K- 29.16% |
$214K - $251K
|
7.3K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.02K- 1.07% |
$215K - $253K
|
280K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-3.04K- 99.9% |
$216K - $254K
|
3
$277
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-3.13K- 1.96% |
$223K - $261K
|
156K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.18K- 14.56% |
$227K - $266K
|
18.7K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 26.47% |
$228K - $267K
|
8.88K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-3.21K- 9.85% |
$229K - $268K
|
29.4K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.26K- 53.32% |
$232K - $272K
|
2.85K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.36K- 30.35% |
$239K - $281K
|
7.7K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.37K- 1.28% |
$240K - $281K
|
260K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.38K- 0.42% |
$241K - $283K
|
795K
$73.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.39K- 2.52% |
$241K - $283K
|
131K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-3.42K- 2.11% |
$244K - $286K
|
159K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.48K- 20.09% |
$248K - $291K
|
13.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.57K- 1.52% |
$254K - $298K
|
231K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.58K- 0.54% |
$255K - $299K
|
664K
$61.3M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-3.61K- 0.88% |
$257K - $302K
|
409K
$37.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.68K- 11.2% |
$262K - $307K
|
29.2K
$2.69M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.68K- 12.57% |
$262K - $308K
|
25.6K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.73K- 54.45% |
$266K - $312K
|
3.12K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.74K- 13.26% |
$266K - $313K
|
24.5K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.79K- 97.0% |
$270K - $317K
|
117
$10.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-3.79K- 8.85% |
$270K - $317K
|
39K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.8K- 0.4% |
$271K - $318K
|
958K
$88.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.88KClosed |
$277K - $325K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.95K- 43.33% |
$281K - $330K
|
5.17K
$477K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 6.79% |
$285K - $335K
|
54.9K
$5.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.01K- 78.11% |
$286K - $335K
|
1.12K
$104K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 50.07% |
$288K - $338K
|
4.03K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-4.1K- 52.06% |
$292K - $343K
|
3.78K
$349K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.1K- 2.54% |
$292K - $343K
|
157K
$14.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.11K- 20.24% |
$293K - $343K
|
16.2K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.21K- 18.24% |
$300K - $352K
|
18.9K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.22K- 4.02% |
$300K - $353K
|
101K
$9.29M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.24K- 0.75% |
$302K - $354K
|
560K
$51.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 22.86% |
$309K - $363K
|
14.6K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.38K- 5.16% |
$312K - $366K
|
80.5K
$7.43M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.58K- 13.05% |
$326K - $383K
|
30.5K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.64K- 38.33% |
$330K - $388K
|
7.46K
$688K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-4.68K- 47.33% |
$334K - $392K
|
5.21K
$481K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-4.7K- 31.13% |
$335K - $393K
|
10.4K
$960K
|