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 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.6KNew |
$185K - $217K
|
2.6K
$240K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-45.1K- 16.0% |
$3.22M - $3.77M
|
237K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
89.4KNew |
$6.37M - $7.48M
|
89.4K
$8.25M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
7.36KNew |
$524K - $615K
|
7.36K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
563+ 3.61% |
$40.1K - $47.1K
|
16.2K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
344+ 3.02% |
$24.5K - $28.8K
|
11.7K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.15KNew |
$81.9K - $96.2K
|
1.15K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
364K+ 79.93% |
$25.9M - $30.5M
|
820K
$75.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.6KNew |
$327K - $384K
|
4.6K
$424K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-793- 3.28% |
$56.5K - $66.3K
|
23.4K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-226- 5.44% |
$16.1K - $18.9K
|
3.93K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-385- 1.65% |
$27.4K - $32.2K
|
23K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 1.28% |
$3.56K - $4.18K
|
3.85K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 16.1% |
$696K - $817K
|
70.5K
$6.5M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-92- 1.57% |
$6.55K - $7.69K
|
5.77K
$533K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9K+ 5.25% |
$1.42M - $1.66M
|
399K
$36.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-32.5K- 27.17% |
$2.32M - $2.72M
|
87.1K
$8.04M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
13+ 0.14% |
$926 - $1.09K
|
9.43K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
135+ 3.1% |
$9.62K - $11.3K
|
4.49K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-450- 3.36% |
$32.1K - $37.6K
|
12.9K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.77KNew |
$554K - $650K
|
7.77K
$718K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$219K - $257K
|
3.07K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 9.34% |
$939K - $1.1M
|
154K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-201- 6.89% |
$14.3K - $16.8K
|
2.72K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.77KNew |
$625K - $734K
|
8.77K
$810K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
29.4K+ 7.33% |
$2.1M - $2.46M
|
431K
$39.8M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.36K- 30.35% |
$239K - $281K
|
7.7K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-232- 5.6% |
$16.5K - $19.4K
|
3.91K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 0.79% |
$7.12K - $8.36K
|
12.5K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.85KNew |
$203K - $238K
|
2.85K
$263K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.83KNew |
$558K - $655K
|
7.83K
$723K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
47.2K+ 4.79% |
$3.37M - $3.95M
|
1.03M
$95.5M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-31.3K- 75.67% |
$2.23M - $2.61M
|
10.1K
$928K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.54K+ 3.6% |
$252K - $296K
|
102K
$9.39M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5+ 0.07% |
$356 - $418
|
6.89K
$636K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
16.4K+ 20.67% |
$1.17M - $1.37M
|
95.8K
$8.84M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$285 - $335
|
2.72K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
891+ 8.49% |
$63.5K - $74.5K
|
11.4K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
57+ 1.87% |
$4.06K - $4.77K
|
3.1K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-132K- 55.48% |
$9.4M - $11M
|
106K
$9.77M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.6KNew |
$185K - $217K
|
2.6K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-543K- 28.5% |
$38.7M - $45.4M
|
1.36M
$126M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-137- 2.01% |
$9.76K - $11.5K
|
6.66K
$615K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
721+ 7.66% |
$51.4K - $60.3K
|
10.1K
$936K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.6K- 7.9% |
$114K - $134K
|
18.7K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-70- 0.3% |
$4.99K - $5.85K
|
23.6K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.8K+ 40.0% |
$128K - $151K
|
6.3K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.75K+ 342.83% |
$124K - $146K
|
2.25K
$208K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.39K- 4.04% |
$99K - $116K
|
33K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.66KNew |
$190K - $223K
|
2.66K
$246K
|