Purchases and Sales Made in Q2 2025 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
44K+ 358.09% |
$3.04M - $4.01M
|
56.2K
$5.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
26.1K+ 6.66% |
$1.8M - $2.38M
|
417K
$38.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.9K+ 15.37% |
$754K - $996K
|
81.9K
$7.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.8K+ 5.07% |
$747K - $987K
|
224K
$20.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.29K+ 3.11% |
$573K - $757K
|
275K
$25.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.95K+ 45.61% |
$411K - $543K
|
19K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.71KNew |
$325K - $430K
|
4.71K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.49K+ 16.75% |
$241K - $319K
|
24.3K
$2.25M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.93KNew |
$202K - $267K
|
2.93K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$198K - $261K
|
2.86K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.65KNew |
$183K - $242K
|
2.65K
$245K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.37KNew |
$164K - $217K
|
2.37K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$162K - $214K
|
2.34K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.24KNew |
$155K - $204K
|
2.24K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.2KNew |
$152K - $201K
|
2.2K
$203K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
2K+ 638.98% |
$138K - $182K
|
2.31K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 7.92% |
$95.4K - $126K
|
18.8K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
991+ 24.52% |
$68.4K - $90.4K
|
5.03K
$465K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
979+ 4.14% |
$67.6K - $89.3K
|
24.6K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
809+ 21.61% |
$55.9K - $73.8K
|
4.55K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
750+ 3.28% |
$51.8K - $68.4K
|
23.6K
$2.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
550+ 13.24% |
$38K - $50.2K
|
4.7K
$434K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
460+ 7.57% |
$31.8K - $42K
|
6.54K
$603K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
439+ 7.32% |
$30.3K - $40.1K
|
6.44K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
414+ 0.67% |
$28.6K - $37.8K
|
62.3K
$5.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
410+ 3.54% |
$28.3K - $37.4K
|
12K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
400+ 0.17% |
$27.6K - $36.5K
|
241K
$22.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
393+ 0.84% |
$27.1K - $35.9K
|
47.2K
$4.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
366+ 0.53% |
$25.3K - $33.4K
|
69.5K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
310+ 8.51% |
$21.4K - $28.3K
|
3.95K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
251+ 8.32% |
$17.3K - $22.9K
|
3.27K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
250+ 6.85% |
$17.3K - $22.8K
|
3.9K
$360K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
239+ 3.19% |
$16.5K - $21.8K
|
7.73K
$714K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
216+ 3.16% |
$14.9K - $19.7K
|
7.05K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
212+ 1.11% |
$14.6K - $19.3K
|
19.3K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
78+ 1.17% |
$5.39K - $7.12K
|
6.74K
$622K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
62+ 0.8% |
$4.28K - $5.66K
|
7.78K
$718K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
52+ 28.11% |
$3.59K - $4.74K
|
237
$21.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.37% |
$2.69K - $3.56K
|
2.88K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
26+ 0.62% |
$1.8K - $2.37K
|
4.22K
$389K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17+ 0.11% |
$1.17K - $1.55K
|
16K
$1.48M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.08% |
$414 - $547
|
7.97K
$735K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.02% |
$345 - $456
|
25.9K
$2.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$207 - $274
|
1.02K
$94.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.44% |
$69.1 - $91.2
|
227
$21K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1+ 0.01% |
$69.1 - $91.2
|
11K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.2% |
$483 - $639
|
3.46K
$320K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-11- 0.2% |
$760 - $1K
|
5.63K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-19- 0.41% |
$1.31K - $1.73K
|
4.63K
$428K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.76% |
$1.73K - $2.28K
|
3.27K
$302K
|