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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 7.59% |
$820K - $962K
|
163K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-70- 2.04% |
$4.99K - $5.85K
|
3.37K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-512- 2.17% |
$36.5K - $42.8K
|
23.1K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
5.91KNew |
$421K - $494K
|
5.91K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
597+ 5.31% |
$42.5K - $49.9K
|
11.8K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
140+ 1.64% |
$9.97K - $11.7K
|
8.68K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.6K- 4.46% |
$114K - $134K
|
34.3K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
90+ 34.35% |
$6.41K - $7.53K
|
352
$32.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-69- 0.54% |
$4.92K - $5.77K
|
12.7K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-1.09K- 71.38% |
$77.7K - $91.2K
|
437
$40.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$71.2 - $83.6
|
5.38K
$497K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.72KNew |
$194K - $228K
|
2.72K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.01K- 78.11% |
$286K - $335K
|
1.12K
$104K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
351K+ 6.47% |
$25M - $29.4M
|
5.78M
$534M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.79K- 97.0% |
$270K - $317K
|
117
$10.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 1.68% |
$3.56K - $4.18K
|
2.93K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.05K- 6.35% |
$74.5K - $87.5K
|
15.4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8.82K- 3.24% |
$628K - $738K
|
263K
$24.3M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-272- 2.4% |
$19.4K - $22.8K
|
11.1K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-869- 97.2% |
$61.9K - $72.7K
|
25
$2.31K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4+ 0.16% |
$285 - $335
|
2.53K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
11+ 0.04% |
$784 - $920
|
29.9K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.9K+ 307.15% |
$1.06M - $1.25M
|
19.8K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
597+ 8.76% |
$42.5K - $49.9K
|
7.41K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
76+ 5.28% |
$5.41K - $6.36K
|
1.52K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.4K+ 43.05% |
$670K - $786K
|
31.2K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-15.1K- 5.83% |
$1.08M - $1.26M
|
244K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-120- 1.05% |
$8.55K - $10K
|
11.3K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.37K- 1.28% |
$240K - $281K
|
260K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.76M+ 37.43% |
$125M - $147M
|
6.45M
$596M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.63K+ 10.12% |
$615K - $722K
|
93.9K
$8.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
CALL |
2.9KNew |
$207K - $243K
|
2.9K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.09K+ 100.64% |
$291K - $342K
|
8.15K
$752K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.17KNew |
$83.6K - $98.1K
|
1.17K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.12% |
$71.2 - $83.6
|
858
$79.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 14.54% |
$103K - $121K
|
11.4K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-13.5K- 21.33% |
$958K - $1.13M
|
49.6K
$4.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
38.7K+ 14.63% |
$2.76M - $3.24M
|
303K
$28M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
36New |
$2.56K - $3.01K
|
36
$3.32K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
232New |
$16.5K - $19.4K
|
232
$21.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-8- 0.09% |
$570 - $669
|
9.29K
$857K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5+ 0.13% |
$356 - $418
|
3.9K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
157+ 0.51% |
$11.2K - $13.1K
|
31K
$2.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
794+ 4.95% |
$56.6K - $66.4K
|
16.8K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.7K+ 928.36% |
$1.19M - $1.39M
|
18.5K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.13K- 2.56% |
$80.3K - $94.3K
|
42.8K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-982- 5.66% |
$70K - $82.1K
|
16.4K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
168+ 3.13% |
$12K - $14.1K
|
5.54K
$511K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
30+ 17.24% |
$2.14K - $2.51K
|
204
$18.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
237+ 7.74% |
$16.9K - $19.8K
|
3.3K
$304K
|