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 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-102K- 10.01% |
$7.25M - $8.51M
|
915K
$84.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-109K- 45.31% |
$7.77M - $9.12M
|
132K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-115K- 6.61% |
$8.16M - $9.58M
|
1.62M
$150M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-120K- 6.01% |
$8.51M - $10M
|
1.87M
$172M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-120K- 87.39% |
$8.52M - $10M
|
17.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-121K- 25.98% |
$8.61M - $10.1M
|
344K
$31.8M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-132K- 55.48% |
$9.4M - $11M
|
106K
$9.77M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-133K- 2.91% |
$9.45M - $11.1M
|
4.43M
$409M
|
|
|
May 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-142K- 2.06% |
$10.1M - $11.9M
|
6.76M
$624M
|
|
|
May 15, 2025
Q1 2025
|
Point State Capital LP
New York, NY |
SELL
|
- |
-146K- 4.54% |
$10.4M - $12.2M
|
3.06M
$283M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-148K- 2.81% |
$10.6M - $12.4M
|
5.13M
$473M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-149K- 3.11% |
$10.6M - $12.4M
|
4.63M
$428M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-150K- 72.88% |
$10.7M - $12.5M
|
55.7K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-152K- 7.45% |
$10.8M - $12.7M
|
1.89M
$174M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-158K- 13.45% |
$11.3M - $13.3M
|
1.02M
$94.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-162K- 8.48% |
$11.5M - $13.5M
|
1.75M
$161M
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-165K- 3.39% |
$11.8M - $13.8M
|
4.71M
$435M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-167K- 33.62% |
$11.9M - $14M
|
329K
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-172K- 98.27% |
$12.3M - $14.4M
|
3.04K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-183K- 82.96% |
$13.1M - $15.3M
|
37.7K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-191K- 59.4% |
$13.6M - $16M
|
131K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-213K- 16.94% |
$15.2M - $17.8M
|
1.04M
$96.4M
|
|
|
May 15, 2025
Q1 2025
|
Veritas Asset Management LLP
|
SELL
|
- |
-215K- 8.57% |
$15.3M - $18M
|
2.29M
$212M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-223K- 13.96% |
$15.9M - $18.6M
|
1.37M
$127M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-246K- 92.41% |
$17.5M - $20.6M
|
20.2K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-259K- 40.23% |
$18.5M - $21.7M
|
385K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-265K- 89.2% |
$18.9M - $22.1M
|
32.1K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-266K- 69.85% |
$18.9M - $22.2M
|
115K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-292K- 47.41% |
$20.8M - $24.4M
|
324K
$29.9M
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-326K- 11.91% |
$23.2M - $27.3M
|
2.41M
$223M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-366K- 33.71% |
$26.1M - $30.6M
|
721K
$66.5M
|
|
|
May 14, 2025
Q1 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-388K- 22.88% |
$27.6M - $32.4M
|
1.31M
$121M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-389K- 2.14% |
$27.7M - $32.5M
|
17.7M
$1.64B
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-441K- 7.71% |
$31.4M - $36.9M
|
5.29M
$488M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-445K- 74.73% |
$31.7M - $37.2M
|
151K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-543K- 28.5% |
$38.7M - $45.4M
|
1.36M
$126M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-567K- 39.63% |
$40.4M - $47.4M
|
864K
$79.7M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-590K- 53.79% |
$42.1M - $49.4M
|
507K
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-592K- 92.94% |
$42.2M - $49.5M
|
44.9K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-619K- 0.69% |
$44.1M - $51.8M
|
88.8M
$8.19B
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-667K- 51.36% |
$47.5M - $55.8M
|
631K
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-730K- 22.76% |
$52M - $61M
|
2.48M
$229M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-851K- 33.99% |
$60.6M - $71.2M
|
1.65M
$153M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-990K- 4.42% |
$70.5M - $82.8M
|
21.4M
$1.98B
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.46M- 23.23% |
$104M - $122M
|
4.81M
$444M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.47M- 6.68% |
$105M - $123M
|
20.5M
$1.9B
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.6M- 25.67% |
$114M - $133M
|
4.62M
$427M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.97M- 20.02% |
$140M - $164M
|
7.85M
$725M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.1M- 98.72% |
$149M - $175M
|
27.1K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.22M- 77.12% |
$230M - $270M
|
957K
$88.3M
|