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 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-9.77K- 3.53% |
$696K - $817K
|
267K
$24.6M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-10.1K- 16.88% |
$720K - $845K
|
49.7K
$4.59M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-10.3K- 76.37% |
$731K - $858K
|
3.17K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 44.66% |
$732K - $860K
|
12.7K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.4K- 5.18% |
$740K - $869K
|
190K
$17.6M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-10.5K- 12.11% |
$746K - $876K
|
76K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10.6K- 1.76% |
$755K - $887K
|
593K
$54.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-10.7K- 16.14% |
$763K - $896K
|
55.6K
$5.14M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10.7K- 66.16% |
$765K - $898K
|
5.49K
$507K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 66.58% |
$775K - $910K
|
5.46K
$504K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.1K- 10.55% |
$790K - $928K
|
94.1K
$8.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.1K- 26.82% |
$792K - $930K
|
30.3K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-11.3K- 0.9% |
$806K - $946K
|
1.25M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 6.45% |
$837K - $983K
|
171K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12.1K- 11.84% |
$863K - $1.01M
|
90.2K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-12.3K- 24.36% |
$873K - $1.03M
|
38.1K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-12.4K- 63.57% |
$885K - $1.04M
|
7.12K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-13.3K- 80.04% |
$950K - $1.12M
|
3.33K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-13.4K- 26.53% |
$952K - $1.12M
|
37K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-13.5K- 21.33% |
$958K - $1.13M
|
49.6K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 47.47% |
$1.01M - $1.18M
|
15.7K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-14.7K- 97.48% |
$1.05M - $1.23M
|
381
$35.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-15.1K- 5.83% |
$1.08M - $1.26M
|
244K
$22.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-15.4K- 57.73% |
$1.1M - $1.29M
|
11.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-16K- 11.94% |
$1.14M - $1.34M
|
118K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-16.2K- 18.55% |
$1.15M - $1.35M
|
70.9K
$6.55M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.3K- 80.45% |
$1.16M - $1.36M
|
3.95K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-16.5K- 98.72% |
$1.18M - $1.38M
|
214
$19.8K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-16.7K- 58.6% |
$1.19M - $1.4M
|
11.8K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-17.6K- 1.67% |
$1.25M - $1.47M
|
1.04M
$95.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-17.8K- 50.29% |
$1.27M - $1.49M
|
17.6K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17.9K- 2.72% |
$1.27M - $1.5M
|
641K
$59.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-17.9K- 9.12% |
$1.28M - $1.5M
|
178K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-18K- 48.61% |
$1.29M - $1.51M
|
19.1K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-18.9K- 2.13% |
$1.34M - $1.58M
|
867K
$80M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-20.4K- 16.08% |
$1.45M - $1.71M
|
106K
$9.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.5K- 10.69% |
$1.46M - $1.72M
|
171K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-20.6K- 17.22% |
$1.47M - $1.72M
|
98.9K
$9.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-20.6K- 41.17% |
$1.47M - $1.72M
|
29.4K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-20.7K- 3.87% |
$1.47M - $1.73M
|
513K
$47.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-21.2K- 85.04% |
$1.51M - $1.78M
|
3.74K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.7K- 5.59% |
$1.55M - $1.81M
|
366K
$33.8M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-21.9K- 2.82% |
$1.56M - $1.83M
|
756K
$69.8M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.9K- 17.77% |
$1.56M - $1.83M
|
102K
$9.37M
|
|
|
May 14, 2025
Q1 2025
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-22.5K- 10.12% |
$1.6M - $1.88M
|
200K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-22.6K- 3.9% |
$1.61M - $1.89M
|
558K
$51.5M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-22.6K- 16.4% |
$1.61M - $1.89M
|
115K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.6K- 82.0% |
$1.61M - $1.89M
|
4.97K
$459K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-22.9K- 9.39% |
$1.63M - $1.92M
|
221K
$20.4M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-23K- 4.03% |
$1.64M - $1.92M
|
547K
$50.5M
|