Latest Institutional Transactions on Schwab Charles Corp (SCHW)
This table provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
257+ 6.33% |
$18.3K - $21.5K
|
4.31K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
242K+ 18.51% |
$17.2M - $20.2M
|
1.55M
$143M
|
|
|
May 08, 2025
Q1 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
2.26K+ 21.19% |
$161K - $189K
|
12.9K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
362+ 0.04% |
$25.8K - $30.3K
|
900K
$83.1M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
519+ 6.74% |
$37K - $43.4K
|
8.22K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14.5K+ 255.33% |
$1.03M - $1.21M
|
20.1K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-6.21K- 3.06% |
$442K - $519K
|
196K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.73K+ 12.67% |
$266K - $312K
|
33.2K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.88K+ 14.42% |
$134K - $157K
|
14.9K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
45.5KNew |
$3.24M - $3.8M
|
45.5K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
89+ 3.84% |
$6.34K - $7.44K
|
2.41K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-441- 5.45% |
$31.4K - $36.9K
|
7.65K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
45.2K+ 380.82% |
$3.22M - $3.78M
|
57K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.68K- 11.2% |
$262K - $307K
|
29.2K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-935- 0.67% |
$66.6K - $78.2K
|
138K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
47K+ 164.85% |
$3.35M - $3.93M
|
75.5K
$6.97M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.04K- 11.5% |
$74.4K - $87.3K
|
8.04K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-196- 2.92% |
$14K - $16.4K
|
6.52K
$602K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.71K+ 0.34% |
$122K - $143K
|
503K
$46.4M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.32K+ 11.05% |
$165K - $194K
|
23.3K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
85.1K+ 26.57% |
$6.06M - $7.12M
|
405K
$37.4M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-254- 3.71% |
$18.1K - $21.2K
|
6.6K
$609K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.59KNew |
$256K - $300K
|
3.59K
$332K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
48K+ 23.88% |
$3.42M - $4.01M
|
249K
$23M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
904+ 7.85% |
$64.4K - $75.6K
|
12.4K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.07K+ 7.0% |
$361K - $424K
|
77.4K
$7.15M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-230- 1.77% |
$16.4K - $19.2K
|
12.7K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.1K- 2.54% |
$292K - $343K
|
157K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.53K+ 17.8% |
$322K - $378K
|
29.9K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.01% |
$356 - $418
|
56.1K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.37K+ 10.9% |
$667K - $783K
|
95.3K
$8.8M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
784+ 3.7% |
$55.9K - $65.6K
|
22K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-29- 0.77% |
$2.07K - $2.43K
|
3.76K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.6K- 1.25% |
$185K - $217K
|
205K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.18K+ 4.45% |
$155K - $182K
|
51.2K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4.53KNew |
$323K - $379K
|
4.53K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-210- 1.4% |
$15K - $17.6K
|
14.8K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7- 0.07% |
$499 - $585
|
10K
$926K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 0.31% |
$1.5K - $1.76K
|
6.77K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 0.17% |
$6.77K - $7.95K
|
54.2K
$5.01M
|
|
|
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 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
336+ 6.89% |
$23.9K - $28.1K
|
5.22K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 2.7% |
$15K - $17.6K
|
7.61K
$702K
|
|
|
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 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
14KNew |
$997K - $1.17M
|
14K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
11.6K+ 12.59% |
$829K - $973K
|
104K
$9.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-112- 0.34% |
$7.98K - $9.37K
|
33.2K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-9.41K- 6.84% |
$670K - $787K
|
128K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29+ 0.86% |
$2.07K - $2.43K
|
3.4K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.5K- 11.15% |
$178K - $209K
|
19.9K
$1.84M
|