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 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.66KNew |
$189K - $222K
|
2.66K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
95+ 0.34% |
$6.77K - $7.95K
|
27.7K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
161+ 0.39% |
$11.5K - $13.5K
|
41.9K
$3.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.28K+ 9.73% |
$305K - $358K
|
48.2K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-848- 25.41% |
$60.4K - $70.9K
|
2.49K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
3.43K+ 25.96% |
$244K - $287K
|
16.6K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-218- 5.35% |
$15.5K - $18.2K
|
3.86K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
969+ 13.79% |
$69K - $81K
|
8K
$738K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$71.2 - $83.6
|
397
$36.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
283+ 9.51% |
$20.2K - $23.7K
|
3.26K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.18K- 14.56% |
$227K - $266K
|
18.7K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 1.9% |
$140K - $165K
|
102K
$9.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-394- 2.62% |
$28.1K - $33K
|
14.7K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.52K- 3.37% |
$108K - $127K
|
43.6K
$4.02M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
645+ 556.03% |
$45.9K - $53.9K
|
761
$70.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.4KNew |
$812K - $954K
|
11.4K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.15K+ 33.56% |
$81.6K - $95.8K
|
4.56K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-29- 0.15% |
$2.07K - $2.43K
|
19.4K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
458New |
$32.6K - $38.3K
|
458
$42.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
550+ 1.96% |
$39.2K - $46K
|
28.7K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$71.2 - $83.6
|
13.2K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-279- 0.56% |
$19.9K - $23.3K
|
49.7K
$4.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-389- 5.84% |
$27.7K - $32.5K
|
6.27K
$579K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
20.2K+ 10.49% |
$1.44M - $1.69M
|
213K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.17% |
$7.91K - $9.28K
|
9.59K
$885K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-376- 7.41% |
$26.8K - $31.4K
|
4.7K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24+ 0.7% |
$1.71K - $2.01K
|
3.46K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 11.2% |
$76.5K - $89.8K
|
8.52K
$786K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.1M- 98.72% |
$149M - $175M
|
27.1K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
3+ 0.05% |
$214 - $251
|
5.48K
$505K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.05% |
$142 - $167
|
4.08K
$377K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.7KNew |
$192K - $226K
|
2.7K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.58KNew |
$184K - $216K
|
2.58K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-257- 2.06% |
$18.3K - $21.5K
|
12.2K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-223- 3.06% |
$15.9K - $18.7K
|
7.05K
$651K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.29K- 74.08% |
$91.8K - $108K
|
451
$41.6K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-447- 14.37% |
$31.8K - $37.4K
|
2.66K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-269- 1.05% |
$19.2K - $22.5K
|
25.3K
$2.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.97K+ 6.84% |
$283K - $332K
|
62.1K
$5.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-521- 9.71% |
$37.1K - $43.6K
|
4.84K
$447K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-145- 0.25% |
$10.3K - $12.1K
|
57.1K
$5.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.06K- 6.66% |
$75.5K - $88.7K
|
14.9K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.85K- 36.54% |
$203K - $238K
|
4.95K
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-626- 1.48% |
$44.6K - $52.4K
|
41.7K
$3.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.52% |
$71.2 - $83.6
|
193
$17.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 0.33% |
$926 - $1.09K
|
4K
$370K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
38+ 0.36% |
$2.71K - $3.18K
|
10.6K
$979K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
38New |
$2.71K - $3.18K
|
38
$3.51K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
239+ 8.19% |
$17K - $20K
|
3.16K
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.32K+ 4.17% |
$165K - $194K
|
58K
$5.35M
|