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 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
467+ 19.39% |
$33.3K - $39.1K
|
2.88K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-455- 3.33% |
$32.4K - $38.1K
|
13.2K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
46.8KNew |
$3.33M - $3.91M
|
46.8K
$4.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
723+ 1.45% |
$51.5K - $60.5K
|
50.7K
$4.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.7K+ 74.45% |
$264K - $309K
|
8.67K
$800K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-207- 5.43% |
$14.7K - $17.3K
|
3.6K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-703- 8.46% |
$50.1K - $58.8K
|
7.6K
$702K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-345- 2.26% |
$24.6K - $28.9K
|
14.9K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-7.49K- 19.79% |
$533K - $626K
|
30.3K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
266+ 4.49% |
$18.9K - $22.2K
|
6.19K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
68+ 1.29% |
$4.84K - $5.69K
|
5.36K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.1K- 26.82% |
$792K - $930K
|
30.3K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-87- 20.96% |
$6.2K - $7.28K
|
328
$30.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
208KNew |
$14.8M - $17.4M
|
208K
$19.2M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
661+ 0.53% |
$47.1K - $55.3K
|
126K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-249- 1.43% |
$17.7K - $20.8K
|
17.1K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
24+ 29.27% |
$1.71K - $2.01K
|
106
$9.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-641- 1.46% |
$45.7K - $53.6K
|
43.2K
$3.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-601- 7.67% |
$42.8K - $50.3K
|
7.24K
$668K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 22.33% |
$28.5K - $33.5K
|
1.39K
$128K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
19.6K+ 44.8% |
$1.4M - $1.64M
|
63.4K
$5.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.81KNew |
$200K - $235K
|
2.81K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
55+ 0.17% |
$3.92K - $4.6K
|
32.1K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-6.77K- 12.3% |
$482K - $566K
|
48.3K
$4.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 10.13% |
$72.7K - $85.3K
|
9.05K
$835K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
347+ 1.44% |
$24.7K - $29K
|
24.4K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
77.8K+ 33.76% |
$5.54M - $6.51M
|
308K
$28.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-730- 0.74% |
$52K - $61.1K
|
97.5K
$9M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.92K- 10.79% |
$208K - $244K
|
24.2K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-250- 1.85% |
$17.8K - $20.9K
|
13.3K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.22K- 19.0% |
$86.6K - $102K
|
5.19K
$479K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
813+ 7.61% |
$57.9K - $68K
|
11.5K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-557- 2.52% |
$39.7K - $46.6K
|
21.6K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
78.2K+ 10.69% |
$5.57M - $6.54M
|
810K
$74.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
437+ 5.55% |
$31.1K - $36.6K
|
8.31K
$767K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-367- 1.87% |
$26.1K - $30.7K
|
19.3K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.03% |
$71.2 - $83.6
|
2.87K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-700- 3.95% |
$49.9K - $58.5K
|
17K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.09K- 93.52% |
$149K - $175K
|
145
$13.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.09% |
$499 - $585
|
7.39K
$682K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
210+ 0.16% |
$15K - $17.6K
|
133K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 6.79% |
$285K - $335K
|
54.9K
$5.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
7+ 0.14% |
$499 - $585
|
4.88K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
19+ 61.29% |
$1.35K - $1.59K
|
50
$4.62K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.92KNew |
$279K - $328K
|
3.92K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 66.58% |
$775K - $910K
|
5.46K
$504K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-247- 1.41% |
$17.6K - $20.7K
|
17.3K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
91.2K+ 14.29% |
$6.49M - $7.62M
|
729K
$67.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.56K+ 3.93% |
$182K - $214K
|
67.7K
$6.25M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-10.5K- 12.11% |
$746K - $876K
|
76K
$7.02M
|