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 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
27.3K+ 11.05% |
$1.95M - $2.29M
|
275K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
27KNew |
$1.92M - $2.26M
|
27K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
26.6K+ 21.48% |
$1.89M - $2.22M
|
150K
$13.9M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
26.5K+ 4.24% |
$1.89M - $2.21M
|
651K
$60.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 9.83% |
$1.8M - $2.11M
|
282K
$26M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
25KNew |
$1.78M - $2.09M
|
25K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
24.9K+ 43.17% |
$1.77M - $2.08M
|
82.5K
$7.62M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
24.7K+ 6.77% |
$1.76M - $2.07M
|
390K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.3K+ 4.07% |
$1.73M - $2.03M
|
622K
$57.4M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
24.2KNew |
$1.72M - $2.02M
|
24.2K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
24.1K+ 11.1% |
$1.72M - $2.02M
|
241K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 7.68% |
$1.68M - $1.98M
|
332K
$30.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
23.6KNew |
$1.68M - $1.98M
|
23.6K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.6K+ 44.62% |
$1.68M - $1.97M
|
76.4K
$7.05M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
23.4K+ 33.33% |
$1.67M - $1.96M
|
93.7K
$8.65M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
23.4K+ 489.56% |
$1.66M - $1.95M
|
28.1K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
23.2K+ 5.86% |
$1.65M - $1.94M
|
419K
$38.7M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
22.9K+ 61.04% |
$1.63M - $1.91M
|
60.3K
$5.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
22.5K+ 3604.01% |
$1.6M - $1.88M
|
23.1K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 173.43% |
$1.59M - $1.87M
|
35.3K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
21.5KNew |
$1.53M - $1.8M
|
21.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
21.3K+ 24.05% |
$1.52M - $1.78M
|
110K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.2K+ 7.99% |
$1.51M - $1.78M
|
287K
$26.5M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
20.9K+ 18.91% |
$1.49M - $1.75M
|
131K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
20.6KNew |
$1.47M - $1.72M
|
20.6K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
20.5KNew |
$1.46M - $1.72M
|
20.5K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
20.4KNew |
$1.45M - $1.71M
|
20.4K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
20.2K+ 10.49% |
$1.44M - $1.69M
|
213K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9K+ 5.25% |
$1.42M - $1.66M
|
399K
$36.8M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
19.7K+ 1.81% |
$1.41M - $1.65M
|
1.11M
$102M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
19.7K+ 24.27% |
$1.41M - $1.65M
|
101K
$9.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
19.6K+ 44.8% |
$1.4M - $1.64M
|
63.4K
$5.85M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
19.1K+ 10.66% |
$1.36M - $1.6M
|
198K
$18.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
19K+ 9.78% |
$1.35M - $1.59M
|
213K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
18.9KNew |
$1.34M - $1.58M
|
18.9K
$1.74M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.5K+ 15.86% |
$1.31M - $1.54M
|
135K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
18.4K+ 2.33% |
$1.31M - $1.54M
|
806K
$74.4M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
18.3K+ 27.15% |
$1.3M - $1.53M
|
85.7K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
18.3K+ 14.27% |
$1.3M - $1.53M
|
146K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18KNew |
$1.28M - $1.51M
|
18K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
17.6KNew |
$1.26M - $1.47M
|
17.6K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.4K+ 583.12% |
$1.24M - $1.45M
|
20.4K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
16.9KNew |
$1.21M - $1.42M
|
16.9K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
16.9K+ 17.74% |
$1.21M - $1.42M
|
112K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 101.43% |
$1.19M - $1.4M
|
33.2K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.7K+ 928.36% |
$1.19M - $1.39M
|
18.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
16.7K+ 8.76% |
$1.19M - $1.39M
|
207K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
16.6K+ 14724.78% |
$1.19M - $1.39M
|
16.8K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
16.4K+ 20.67% |
$1.17M - $1.37M
|
95.8K
$8.84M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4K+ 6.15% |
$1.17M - $1.37M
|
283K
$26.1M
|