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
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
84.8KNew |
$6.04M - $7.09M
|
84.8K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
84.4K+ 12.52% |
$6.01M - $7.06M
|
759K
$70M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
84.1KNew |
$5.99M - $7.03M
|
84.1K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
78.7K+ 16.47% |
$5.6M - $6.58M
|
556K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
78.5K+ 101.05% |
$5.59M - $6.57M
|
156K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
78.2K+ 10.69% |
$5.57M - $6.54M
|
810K
$74.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
78.1K+ 126.14% |
$5.56M - $6.53M
|
140K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
78K+ 70.91% |
$5.56M - $6.52M
|
188K
$17.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
77.8K+ 33.76% |
$5.54M - $6.51M
|
308K
$28.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
76.6K+ 0.71% |
$5.45M - $6.4M
|
10.8M
$998M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
75.4KNew |
$5.37M - $6.31M
|
75.4K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
75KNew |
$5.34M - $6.27M
|
75K
$6.92M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
72.9K+ 92.29% |
$5.19M - $6.1M
|
152K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
72.4K+ 914.64% |
$5.16M - $6.06M
|
80.4K
$7.42M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
72.2K+ 77.4% |
$5.14M - $6.04M
|
165K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
71.8K+ 22.6% |
$5.12M - $6.01M
|
390K
$36M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
71.5K+ 15.45% |
$5.09M - $5.98M
|
534K
$49.3M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
68.9K+ 6.19% |
$4.91M - $5.76M
|
1.18M
$109M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
68.7K+ 11.12% |
$4.89M - $5.75M
|
687K
$63.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
67.3K+ 20.76% |
$4.79M - $5.63M
|
391K
$36.1M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
67.1KNew |
$4.78M - $5.62M
|
67.1K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
65K+ 13.79% |
$4.63M - $5.43M
|
536K
$49.5M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63.8KNew |
$4.55M - $5.34M
|
63.8K
$5.89M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
63.8KNew |
$4.54M - $5.33M
|
63.8K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
63.2KNew |
$4.5M - $5.29M
|
63.2K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
62.9K+ 37.06% |
$4.48M - $5.26M
|
233K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
62.3K+ 3.47% |
$4.44M - $5.21M
|
1.86M
$172M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
61.5KNew |
$4.38M - $5.15M
|
61.5K
$5.68M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
61.3K+ 6.76% |
$4.37M - $5.13M
|
967K
$89.3M
|
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
61KNew |
$4.35M - $5.11M
|
61K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
58KNew |
$4.13M - $4.85M
|
58K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
57.7K+ 37.05% |
$4.11M - $4.82M
|
213K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
56.6KNew |
$4.03M - $4.73M
|
56.6K
$5.22M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
56.5K+ 13.92% |
$4.03M - $4.73M
|
462K
$42.7M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
55.6K+ 9.91% |
$3.96M - $4.65M
|
617K
$56.9M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
54.9K+ 5.85% |
$3.91M - $4.59M
|
993K
$91.6M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
54.2K+ 60.37% |
$3.86M - $4.53M
|
144K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
53.7K+ 10.58% |
$3.82M - $4.49M
|
561K
$51.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53.3K+ 12.84% |
$3.8M - $4.46M
|
469K
$43.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
53.2K+ 11.57% |
$3.79M - $4.45M
|
514K
$47.4M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
52.6KNew |
$3.75M - $4.4M
|
52.6K
$4.86M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
51.9K+ 9.64% |
$3.7M - $4.34M
|
590K
$54.5M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
51.5K+ 71.21% |
$3.67M - $4.31M
|
124K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
50.6K+ 92.72% |
$3.6M - $4.23M
|
105K
$9.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
49K+ 22.28% |
$3.49M - $4.1M
|
269K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
48.4K+ 767.42% |
$3.45M - $4.05M
|
54.7K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
48.4K+ 2.28% |
$3.45M - $4.04M
|
2.17M
$200M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
48K+ 23.88% |
$3.42M - $4.01M
|
249K
$23M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
47.9K+ 53.47% |
$3.42M - $4.01M
|
138K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
47.9K+ 7.55% |
$3.41M - $4M
|
682K
$62.9M
|