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 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-4.73K- 2.93% |
$337K - $396K
|
157K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.75KClosed |
$338K - $397K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.75K- 4.68% |
$338K - $397K
|
96.7K
$8.93M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-4.83K- 3.6% |
$344K - $404K
|
129K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-4.85K- 5.83% |
$345K - $405K
|
78.3K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5K- 19.77% |
$356K - $418K
|
20.3K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.03K- 2.94% |
$358K - $421K
|
166K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5.04K- 51.99% |
$359K - $421K
|
4.65K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.19K- 11.98% |
$370K - $434K
|
38.1K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-5.24K- 3.7% |
$373K - $438K
|
136K
$12.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.63K- 49.61% |
$401K - $471K
|
5.72K
$528K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-5.71K- 1.76% |
$407K - $478K
|
318K
$29.4M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.74K- 8.57% |
$409K - $480K
|
61.3K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-5.85K- 6.72% |
$416K - $489K
|
81.2K
$7.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.9K- 39.6% |
$420K - $493K
|
9K
$831K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5.94K- 7.72% |
$423K - $497K
|
71K
$6.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6.02K- 47.74% |
$429K - $504K
|
6.6K
$609K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.07K- 1.03% |
$432K - $507K
|
582K
$53.7M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.2K- 3.75% |
$442K - $519K
|
159K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-6.21K- 3.06% |
$442K - $519K
|
196K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.53K- 2.7% |
$465K - $546K
|
235K
$21.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-6.77K- 12.3% |
$482K - $566K
|
48.3K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.82K- 2.43% |
$486K - $570K
|
273K
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 1.77% |
$486K - $571K
|
378K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.97K- 92.58% |
$497K - $583K
|
559
$51.6K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-7K- 0.24% |
$499K - $586K
|
2.92M
$270M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-7.2K- 7.03% |
$513K - $602K
|
95.2K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.23K- 38.18% |
$515K - $605K
|
11.7K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7.31K- 64.2% |
$521K - $611K
|
4.08K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.37K- 16.4% |
$525K - $616K
|
37.5K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.37K- 54.93% |
$525K - $617K
|
6.05K
$558K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-7.49K- 19.79% |
$533K - $626K
|
30.3K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-7.54K- 1.67% |
$537K - $631K
|
443K
$40.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-7.6K- 3.8% |
$541K - $636K
|
192K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.75K- 60.62% |
$552K - $648K
|
5.04K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-7.75K- 68.62% |
$552K - $648K
|
3.55K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-7.88K- 0.24% |
$561K - $659K
|
3.27M
$302M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-7.96K- 15.07% |
$567K - $666K
|
44.9K
$4.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-8K- 1.3% |
$570K - $669K
|
609K
$56.2M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-8.2K- 3.59% |
$584K - $686K
|
220K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.2K- 33.53% |
$584K - $686K
|
16.3K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8.23K- 41.56% |
$586K - $689K
|
11.6K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.53K- 5.57% |
$607K - $713K
|
145K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.74K- 8.42% |
$622K - $731K
|
95.1K
$8.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8.82K- 3.24% |
$628K - $738K
|
263K
$24.3M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-8.9K- 23.7% |
$634K - $744K
|
28.6K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.36K- 15.65% |
$667K - $783K
|
50.4K
$4.66M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-9.41K- 6.84% |
$670K - $787K
|
128K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.69K- 15.32% |
$690K - $810K
|
53.5K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.73K- 4.62% |
$693K - $814K
|
201K
$18.5M
|