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 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
19.7K+ 24.27% |
$1.41M - $1.65M
|
101K
$9.33M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-4.7K- 31.13% |
$335K - $393K
|
10.4K
$960K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
2.16KNew |
$154K - $180K
|
2.16K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
23.4K+ 489.56% |
$1.66M - $1.95M
|
28.1K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
121K+ 24.35% |
$8.59M - $10.1M
|
616K
$56.9M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.4K+ 147.98% |
$1.03M - $1.21M
|
24.2K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
250+ 0.32% |
$17.8K - $20.9K
|
77.4K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
40.7KNew |
$2.9M - $3.41M
|
40.7K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.45% |
$71.2 - $83.6
|
222
$20.5K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-693- 6.83% |
$49.4K - $58K
|
9.45K
$872K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
538+ 0.51% |
$38.3K - $45K
|
107K
$9.83M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
322KNew |
$22.9M - $26.9M
|
322K
$29.7M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
301+ 6.52% |
$21.4K - $25.2K
|
4.92K
$454K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.95KNew |
$210K - $247K
|
2.95K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.06K+ 31.48% |
$75.7K - $88.9K
|
4.44K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
14.6K+ 13.87% |
$1.04M - $1.22M
|
120K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-465- 6.29% |
$33.1K - $38.9K
|
6.93K
$640K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-69- 60.0% |
$4.92K - $5.77K
|
46
$4.25K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
27New |
$1.92K - $2.26K
|
27
$2.49K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
537+ 138.4% |
$38.3K - $44.9K
|
925
$85.4K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.0% |
$142 - $167
|
175K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2K+ 9.41% |
$142K - $167K
|
23.2K
$2.15M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62+ 0.82% |
$4.42K - $5.19K
|
7.58K
$700K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
777+ 4.79% |
$55.4K - $65K
|
17K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-34.8K- 3.72% |
$2.48M - $2.91M
|
902K
$83.2M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$71.2 - $83.6
|
7.27K
$672K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.1K+ 19.55% |
$78.1K - $91.7K
|
6.7K
$619K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-22.9K- 9.39% |
$1.63M - $1.92M
|
221K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
61+ 0.82% |
$4.35K - $5.1K
|
7.48K
$691K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.9K- 17.77% |
$1.56M - $1.83M
|
102K
$9.37M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
68.9K+ 6.19% |
$4.91M - $5.76M
|
1.18M
$109M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
105K+ 5.4% |
$7.46M - $8.76M
|
2.04M
$189M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.38K+ 18.86% |
$169K - $199K
|
15K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.91K- 13.26% |
$136K - $159K
|
12.5K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27+ 0.41% |
$1.92K - $2.26K
|
6.64K
$613K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
426+ 7.15% |
$30.3K - $35.6K
|
6.39K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
51.9K+ 9.64% |
$3.7M - $4.34M
|
590K
$54.5M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.3% |
$712 - $836
|
3.37K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-108K- 72.78% |
$7.69M - $9.03M
|
40.4K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-374- 6.68% |
$26.6K - $31.3K
|
5.22K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.36K- 12.87% |
$168K - $197K
|
16K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.8K- 0.4% |
$271K - $318K
|
958K
$88.4M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.79K- 1.79% |
$127K - $150K
|
98.3K
$9.08M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
2.89KNew |
$206K - $241K
|
2.89K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
7.1K+ 169.05% |
$506K - $594K
|
11.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-18- 1.16% |
$1.28K - $1.51K
|
1.54K
$142K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 2.92% |
$83.5K - $98K
|
41.3K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
20.6KNew |
$1.47M - $1.72M
|
20.6K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-814- 0.45% |
$58K - $68.1K
|
180K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
4+ 0.02% |
$285 - $335
|
24.3K
$2.24M
|