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 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
155+ 0.66% |
$11K - $13K
|
23.7K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.9K+ 6.53% |
$775K - $910K
|
178K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2+ 0.15% |
$142 - $167
|
1.34K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
44.4K+ 1.82% |
$3.16M - $3.71M
|
2.48M
$229M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
191KNew |
$13.6M - $16M
|
191K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
477+ 2805.88% |
$34K - $39.9K
|
494
$45.6K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-983- 1.79% |
$70K - $82.2K
|
53.8K
$4.97M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.69K+ 3.04% |
$263K - $308K
|
125K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-948- 1.23% |
$67.5K - $79.3K
|
76.3K
$7.05M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-995- 4.36% |
$70.9K - $83.2K
|
21.8K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
161+ 0.34% |
$11.5K - $13.5K
|
47.9K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$71.2 - $83.6
|
6.91K
$638K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
25KNew |
$1.78M - $2.09M
|
25K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63.8KNew |
$4.55M - $5.34M
|
63.8K
$5.89M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-190- 0.32% |
$13.5K - $15.9K
|
58.6K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.26K+ 38.73% |
$375K - $440K
|
18.9K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
58+ 0.77% |
$4.13K - $4.85K
|
7.55K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 9.41% |
$90.5K - $106K
|
12.2K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-826- 6.97% |
$58.8K - $69.1K
|
11K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-488- 9.23% |
$34.8K - $40.8K
|
4.8K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-1.35K- 2.78% |
$96K - $113K
|
47.1K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-7.2K- 7.03% |
$513K - $602K
|
95.2K
$8.79M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
74+ 1.42% |
$5.27K - $6.19K
|
5.27K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
31.8K+ 10.1% |
$2.27M - $2.66M
|
347K
$32M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
72.9K+ 92.29% |
$5.19M - $6.1M
|
152K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.39K+ 16.22% |
$526K - $618K
|
52.9K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-536- 1.89% |
$38.2K - $44.8K
|
27.8K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
182K+ 32.23% |
$13M - $15.2M
|
747K
$69M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.19K+ 0.97% |
$84.8K - $99.5K
|
124K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$71.2 - $83.6
|
2.99K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
68.7K+ 11.12% |
$4.89M - $5.75M
|
687K
$63.4M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
110+ 0.67% |
$7.84K - $9.2K
|
16.5K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
848+ 1.72% |
$60.4K - $70.9K
|
50.2K
$4.64M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-28.5K- 0.35% |
$2.03M - $2.38M
|
8.21M
$758M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.21K- 18.24% |
$300K - $352K
|
18.9K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
200+ 2.52% |
$14.2K - $16.7K
|
8.14K
$752K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-175- 2.89% |
$12.5K - $14.6K
|
5.87K
$542K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.9K+ 7.14% |
$6.4M - $7.52M
|
1.35M
$124M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
211+ 0.53% |
$15K - $17.6K
|
40.1K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-716- 17.57% |
$51K - $59.9K
|
3.36K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
609+ 2.45% |
$43.4K - $50.9K
|
25.5K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8.23K- 41.56% |
$586K - $689K
|
11.6K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.77% |
$2.42K - $2.84K
|
4.46K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-50- 30.3% |
$3.56K - $4.18K
|
115
$10.6K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-748- 13.71% |
$53.3K - $62.6K
|
4.71K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
129+ 1.64% |
$9.19K - $10.8K
|
7.99K
$737K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-605- 4.06% |
$43.1K - $50.6K
|
14.3K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
6.7K+ 17.96% |
$477K - $561K
|
44K
$4.06M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-16.5K- 98.72% |
$1.18M - $1.38M
|
214
$19.8K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.21K- 3.59% |
$86.1K - $101K
|
32.5K
$3M
|