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 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17.9K- 2.72% |
$1.27M - $1.5M
|
641K
$59.2M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.78% |
$285 - $335
|
519
$47.9K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 68.43% |
$247K - $290K
|
8.55K
$789K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.82K+ 1.03% |
$129K - $152K
|
178K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
108+ 2.26% |
$7.69K - $9.03K
|
4.89K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
43K+ 852.73% |
$3.06M - $3.6M
|
48K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
478+ 2.18% |
$34.1K - $40K
|
22.4K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-386- 5.66% |
$27.5K - $32.3K
|
6.43K
$594K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.74K+ 5.16% |
$195K - $229K
|
55.9K
$5.16M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1K- 35.03% |
$71.2K - $83.6K
|
1.86K
$171K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-93- 0.8% |
$6.63K - $7.78K
|
11.6K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
415+ 10.39% |
$29.6K - $34.7K
|
4.41K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.8K+ 2.42% |
$1.05M - $1.24M
|
625K
$57.7M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
1.3K+ 1.46% |
$92.6K - $109K
|
90.4K
$8.35M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
20.9K+ 18.91% |
$1.49M - $1.75M
|
131K
$12.1M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-134- 3.54% |
$9.55K - $11.2K
|
3.66K
$338K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
4.22K+ 8.45% |
$301K - $353K
|
54.2K
$5M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.05M+ 172.58% |
$146M - $172M
|
3.24M
$299M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
10+ 0.81% |
$712 - $836
|
1.24K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.43K+ 67.68% |
$386K - $454K
|
13.4K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
694+ 11.07% |
$49.4K - $58K
|
6.96K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
690+ 2.43% |
$49.2K - $57.7K
|
29.1K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.06KNew |
$218K - $256K
|
3.06K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
35+ 0.58% |
$2.49K - $2.93K
|
6.11K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
70+ 2.36% |
$4.99K - $5.85K
|
3.04K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 3.45% |
$7.12K - $8.36K
|
3K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.01K+ 2.71% |
$72K - $84.6K
|
38.4K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.61K- 9.38% |
$114K - $134K
|
15.5K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
2.8K+ 4.01% |
$199K - $234K
|
72.4K
$6.69M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 7.25% |
$107K - $125K
|
19.2K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-78- 58.21% |
$5.56K - $6.52K
|
56
$5.17K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2K- 39.09% |
$142K - $167K
|
3.11K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.2% |
$142 - $167
|
980
$90.5K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-144- 1.01% |
$10.3K - $12K
|
14.1K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.47M- 6.68% |
$105M - $123M
|
20.5M
$1.9B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
168K+ 83.42% |
$12M - $14M
|
369K
$34.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
88.4K+ 345.99% |
$6.3M - $7.39M
|
114K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.56K - $4.18K
|
50
$4.62K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
117+ 1.22% |
$8.34K - $9.79K
|
9.7K
$895K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
44+ 0.02% |
$3.13K - $3.68K
|
179K
$16.5M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-260- 1.1% |
$18.5K - $21.7K
|
23.5K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108New |
$7.69K - $9.03K
|
108
$9.97K
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-48.3K- 1.04% |
$3.44M - $4.04M
|
4.6M
$424M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.16K+ 8.16% |
$154K - $181K
|
28.7K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-82- 0.24% |
$5.84K - $6.86K
|
33.9K
$3.13M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
31.4K+ 29.58% |
$2.23M - $2.62M
|
137K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.01K+ 13.51% |
$71.7K - $84.2K
|
8.46K
$781K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.33K- 17.13% |
$94.7K - $111K
|
6.43K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-120- 1.2% |
$8.55K - $10K
|
9.85K
$910K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.55KNew |
$395K - $464K
|
5.55K
$512K
|