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 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-28Closed |
$1.99K - $2.34K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.2K- 3.75% |
$442K - $519K
|
159K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-23K- 4.03% |
$1.64M - $1.92M
|
547K
$50.5M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 8.59% |
$112K - $131K
|
16.7K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
13.5K+ 17.5% |
$960K - $1.13M
|
90.5K
$8.36M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
140+ 0.1% |
$9.97K - $11.7K
|
141K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.68KNew |
$476K - $559K
|
6.68K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$182K - $214K
|
2.56K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-450- 9.87% |
$32.1K - $37.6K
|
4.11K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-800- 18.04% |
$57K - $66.9K
|
3.64K
$336K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
279+ 5.41% |
$19.9K - $23.3K
|
5.43K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
576+ 11.99% |
$41K - $48.2K
|
5.38K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-41.2K- 2.57% |
$2.94M - $3.45M
|
1.56M
$144M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2+ 0.05% |
$142 - $167
|
3.67K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-519- 7.2% |
$37K - $43.4K
|
6.69K
$618K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
991+ 10.68% |
$70.6K - $82.9K
|
10.3K
$948K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2K+ 1.23% |
$142K - $167K
|
164K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-73- 2.39% |
$5.2K - $6.11K
|
2.98K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
312+ 1.33% |
$22.2K - $26.1K
|
23.8K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-55- 0.68% |
$3.92K - $4.6K
|
8.01K
$739K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-67.7K- 35.46% |
$4.82M - $5.66M
|
123K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.95K- 14.63% |
$139K - $163K
|
11.4K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
10.7KNew |
$760K - $892K
|
10.7K
$985K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
78+ 4.03% |
$5.56K - $6.52K
|
2.01K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.75K- 60.62% |
$552K - $648K
|
5.04K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-326K- 11.91% |
$23.2M - $27.3M
|
2.41M
$223M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.4K- 3.13% |
$99.7K - $117K
|
43.3K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.64K- 3.31% |
$116K - $137K
|
47.8K
$4.41M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.34K- 0.8% |
$95.1K - $112K
|
165K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.23K+ 64.91% |
$515K - $604K
|
18.4K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.88K- 9.55% |
$134K - $157K
|
17.8K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-115- 41.37% |
$8.19K - $9.62K
|
163
$15K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
261+ 9.65% |
$18.6K - $21.8K
|
2.97K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-66- 0.5% |
$4.7K - $5.52K
|
13.2K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 26.47% |
$228K - $267K
|
8.88K
$820K
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1K+ 0.07% |
$71.2K - $83.6K
|
1.36M
$126M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.61% |
$142 - $167
|
329
$30.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-78- 34.82% |
$5.56K - $6.52K
|
146
$13.5K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.72K+ 34.18% |
$122K - $144K
|
6.74K
$622K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-36- 83.72% |
$2.56K - $3.01K
|
7
$646
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-800- 2.84% |
$57K - $66.9K
|
27.4K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-900- 3.9% |
$64.1K - $75.3K
|
22.2K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
116+ 3.33% |
$8.26K - $9.7K
|
3.6K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 5.32% |
$1.07K - $1.25K
|
297
$27.4K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.4% |
$356 - $418
|
1.25K
$115K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
401K+ 19.04% |
$28.6M - $33.5M
|
2.51M
$231M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
19.1K+ 10.66% |
$1.36M - $1.6M
|
198K
$18.3M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.13K+ 37.65% |
$365K - $429K
|
18.7K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
71.5K+ 15.45% |
$5.09M - $5.98M
|
534K
$49.3M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.66% |
$3.21K - $3.76K
|
6.87K
$634K
|