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 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.1K- 14.09% |
$1.65M - $1.93M
|
141K
$13M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-23.4K- 25.0% |
$1.67M - $1.96M
|
70.3K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-23.8K- 11.83% |
$1.7M - $1.99M
|
178K
$16.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-23.8K- 3.19% |
$1.7M - $1.99M
|
723K
$66.7M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-23.9K- 9.45% |
$1.7M - $2M
|
229K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 6.15% |
$1.75M - $2.06M
|
376K
$34.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.5K- 7.88% |
$1.81M - $2.13M
|
298K
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-28.5K- 0.35% |
$2.03M - $2.38M
|
8.21M
$758M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-30K- 0.4% |
$2.14M - $2.51M
|
7.43M
$686M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-30K- 16.05% |
$2.14M - $2.51M
|
157K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.1K- 3.6% |
$2.15M - $2.52M
|
807K
$74.5M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-31.3K- 75.67% |
$2.23M - $2.61M
|
10.1K
$928K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-32.5K- 27.17% |
$2.32M - $2.72M
|
87.1K
$8.04M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-34.3K- 14.25% |
$2.44M - $2.87M
|
206K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-34.8K- 3.72% |
$2.48M - $2.91M
|
902K
$83.2M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-36.5K- 61.95% |
$2.6M - $3.05M
|
22.4K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-36.6K- 12.72% |
$2.61M - $3.07M
|
251K
$23.2M
|
|
|
May 19, 2025
Q1 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-36.9K- 91.57% |
$2.63M - $3.08M
|
3.4K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-38K- 25.23% |
$2.71M - $3.18M
|
113K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.1K- 6.68% |
$2.71M - $3.18M
|
531K
$49.1M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-38.5K- 55.46% |
$2.74M - $3.22M
|
30.9K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-40.9K- 21.27% |
$2.91M - $3.42M
|
151K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-41.2K- 2.57% |
$2.94M - $3.45M
|
1.56M
$144M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-42.5K- 14.89% |
$3.03M - $3.55M
|
243K
$22.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-44.2K- 7.42% |
$3.15M - $3.7M
|
552K
$50.9M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-45.1K- 16.0% |
$3.22M - $3.77M
|
237K
$21.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-47.6K- 2.23% |
$3.39M - $3.98M
|
2.09M
$193M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-48.2K- 16.91% |
$3.43M - $4.03M
|
237K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-48.3K- 1.04% |
$3.44M - $4.04M
|
4.6M
$424M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-50.6K- 47.59% |
$3.6M - $4.23M
|
55.7K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-51K- 45.01% |
$3.63M - $4.26M
|
62.3K
$5.75M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-52.9K- 26.45% |
$3.77M - $4.43M
|
147K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-55.6K- 18.63% |
$3.96M - $4.65M
|
243K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-58.1K- 58.86% |
$4.14M - $4.86M
|
40.6K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-60.8K- 56.42% |
$4.33M - $5.09M
|
47K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-63.9K- 95.24% |
$4.56M - $5.35M
|
3.2K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-65.1K- 44.54% |
$4.64M - $5.44M
|
81K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-65.3K- 12.54% |
$4.65M - $5.46M
|
456K
$42.1M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-66.3K- 49.74% |
$4.72M - $5.54M
|
67K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-66.3K- 23.05% |
$4.73M - $5.55M
|
221K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-67K- 74.92% |
$4.77M - $5.6M
|
22.4K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-71.1K- 3.74% |
$5.06M - $5.94M
|
1.83M
$169M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-71.4K- 2.79% |
$5.09M - $5.98M
|
2.49M
$230M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-72K- 55.1% |
$5.13M - $6.03M
|
58.7K
$5.42M
|
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-83.6K- 32.45% |
$5.96M - $6.99M
|
174K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-87K- 3.86% |
$6.2M - $7.28M
|
2.17M
$200M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-92.3K- 9.89% |
$6.57M - $7.72M
|
841K
$77.7M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-93.7K- 83.35% |
$6.67M - $7.83M
|
18.7K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-96.6K- 34.25% |
$6.88M - $8.08M
|
185K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-100K- 26.67% |
$7.12M - $8.36M
|
275K
$25.4M
|