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
|
Rnc Capital Management LLC
|
BUY
|
- |
16.3K+ 68.93% |
$1.16M - $1.36M
|
39.9K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
16.3KNew |
$1.16M - $1.36M
|
16.3K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.2KNew |
$1.15M - $1.36M
|
16.2K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
16.2K+ 15.16% |
$1.15M - $1.35M
|
123K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
16.1K+ 33.98% |
$1.15M - $1.35M
|
63.6K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16K+ 35.56% |
$1.14M - $1.34M
|
61.1K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.4K+ 1.23% |
$1.1M - $1.29M
|
1.27M
$117M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.3K+ 1.63% |
$1.09M - $1.28M
|
958K
$88.4M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.3K+ 1674.37% |
$1.09M - $1.28M
|
16.2K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.3KNew |
$1.09M - $1.28M
|
15.3K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15K+ 2.92% |
$1.07M - $1.26M
|
529K
$48.8M
|
|
|
May 12, 2025
Q1 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.9K+ 307.15% |
$1.06M - $1.25M
|
19.8K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.8K+ 2.42% |
$1.05M - $1.24M
|
625K
$57.7M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
14.6K+ 13.87% |
$1.04M - $1.22M
|
120K
$11.1M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.6K+ 4.81% |
$1.04M - $1.22M
|
318K
$29.4M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14.5K+ 255.33% |
$1.03M - $1.21M
|
20.1K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.4K+ 160.43% |
$1.03M - $1.21M
|
23.4K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.4K+ 147.98% |
$1.03M - $1.21M
|
24.2K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.4K+ 14.42% |
$1.03M - $1.2M
|
114K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14.4K+ 6.65% |
$1.02M - $1.2M
|
231K
$21.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.4K+ 13.72% |
$1.02M - $1.2M
|
119K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
14.2K+ 34.29% |
$1.01M - $1.19M
|
55.6K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
13.9K+ 19.06% |
$991K - $1.16M
|
86.8K
$8.02M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
13.5K+ 17.5% |
$960K - $1.13M
|
90.5K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
13.4KNew |
$957K - $1.12M
|
13.4K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
13.4K+ 1.32% |
$955K - $1.12M
|
1.03M
$95M
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
13.4K+ 23.58% |
$951K - $1.12M
|
70K
$6.46M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 9.34% |
$939K - $1.1M
|
154K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 41.21% |
$938K - $1.1M
|
45.1K
$4.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
13.1KNew |
$936K - $1.1M
|
13.1K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13KNew |
$929K - $1.09M
|
13K
$1.2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13K+ 26.42% |
$924K - $1.08M
|
62K
$5.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12.8K+ 298.05% |
$912K - $1.07M
|
17.1K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
12.5K+ 2.04% |
$888K - $1.04M
|
624K
$57.6M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
12.3K+ 2822.76% |
$875K - $1.03M
|
12.7K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
12.3KNew |
$874K - $1.03M
|
12.3K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
12.2K+ 13.41% |
$869K - $1.02M
|
103K
$9.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$865K - $1.02M
|
12.1K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.1K+ 109827.27% |
$861K - $1.01M
|
12.1K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.9KNew |
$846K - $994K
|
11.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$843K - $989K
|
11.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.8K+ 56.96% |
$841K - $988K
|
32.5K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
11.6K+ 12.59% |
$829K - $973K
|
104K
$9.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 55.77% |
$828K - $972K
|
32.5K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 7.59% |
$820K - $962K
|
163K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.4KNew |
$812K - $954K
|
11.4K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11.4K+ 9.15% |
$812K - $954K
|
136K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3K+ 33.8% |
$808K - $948K
|
44.9K
$4.14M
|