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 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.23K+ 64.91% |
$515K - $604K
|
18.4K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.11K+ 17.3% |
$506K - $595K
|
48.2K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
7.1K+ 169.05% |
$506K - $594K
|
11.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
7.07K+ 3.21% |
$504K - $592K
|
228K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.9KNew |
$492K - $577K
|
6.9K
$637K
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
6.88KNew |
$490K - $575K
|
6.88K
$635K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.8KNew |
$485K - $569K
|
6.8K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.8K+ 2.05% |
$484K - $569K
|
339K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6.74K+ 14.19% |
$480K - $563K
|
54.2K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.73K+ 39.83% |
$479K - $563K
|
23.6K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
6.7K+ 17.96% |
$477K - $561K
|
44K
$4.06M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.68KNew |
$476K - $559K
|
6.68K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.65K+ 33.83% |
$474K - $556K
|
26.3K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.45K+ 22.38% |
$459K - $539K
|
35.2K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 1.98% |
$453K - $532K
|
328K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
6.34K+ 0.09% |
$452K - $530K
|
7.22M
$667M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.29K+ 73.5% |
$448K - $526K
|
14.8K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.28K+ 54.45% |
$447K - $525K
|
17.8K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.2K+ 6.26% |
$442K - $518K
|
105K
$9.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
5.96K+ 108.47% |
$424K - $498K
|
11.4K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
5.91KNew |
$421K - $494K
|
5.91K
$545K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.88K+ 3078.53% |
$419K - $492K
|
6.07K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.79K+ 12.5% |
$412K - $484K
|
52.1K
$4.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.77K+ 0.22% |
$411K - $483K
|
2.6M
$240M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.64K+ 2.91% |
$402K - $472K
|
199K
$18.4M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.55KNew |
$395K - $464K
|
5.55K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5.52K+ 27.5% |
$393K - $462K
|
25.6K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
5.48KNew |
$390K - $458K
|
5.48K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.44K+ 3.27% |
$387K - $455K
|
172K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.43K+ 67.68% |
$386K - $454K
|
13.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.36K+ 1.64% |
$382K - $448K
|
333K
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.33K+ 3.53% |
$379K - $445K
|
156K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.31KNew |
$378K - $444K
|
5.31K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.26K+ 38.73% |
$375K - $440K
|
18.9K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
5.26KNew |
$375K - $440K
|
5.26K
$485K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
5.14K+ 5.18% |
$366K - $429K
|
104K
$9.62M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.13K+ 3.93% |
$366K - $429K
|
136K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.13K+ 37.65% |
$365K - $429K
|
18.7K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.07K+ 7.0% |
$361K - $424K
|
77.4K
$7.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
5.06K+ 1.35% |
$361K - $424K
|
381K
$35.2M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.05K+ 119.23% |
$360K - $423K
|
9.29K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.04K+ 106.42% |
$359K - $421K
|
9.77K
$902K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.97K+ 58.06% |
$354K - $415K
|
13.5K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.9K+ 19.56% |
$349K - $410K
|
30K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.87K+ 14.05% |
$347K - $407K
|
39.5K
$3.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
4.83KNew |
$344K - $404K
|
4.83K
$446K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.8K+ 31.26% |
$342K - $401K
|
20.1K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.76K+ 12.91% |
$339K - $398K
|
41.7K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.75K+ 13.84% |
$339K - $398K
|
39.1K
$3.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.73K+ 110.58% |
$337K - $396K
|
9.01K
$832K
|