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 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
403+ 10.08% |
$28.7K - $33.7K
|
4.4K
$406K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
80+ 3.03% |
$5.7K - $6.69K
|
2.72K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.98K+ 9.17% |
$711K - $834K
|
119K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-146- 1.82% |
$10.4K - $12.2K
|
7.86K
$726K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.17% |
$14.2K - $16.7K
|
119K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 41.21% |
$938K - $1.1M
|
45.1K
$4.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-147- 0.2% |
$10.5K - $12.3K
|
71.6K
$6.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
395+ 1.55% |
$28.1K - $33K
|
26K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
400K+ 727.27% |
$28.5M - $33.5M
|
455K
$42M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
365+ 0.49% |
$26K - $30.5K
|
74.8K
$6.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
28+ 0.29% |
$1.99K - $2.34K
|
9.52K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$142 - $167
|
8.31K
$767K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-665- 1.48% |
$47.4K - $55.6K
|
44.1K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
100+ 3.28% |
$7.12K - $8.36K
|
3.15K
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-27- 1.05% |
$1.92K - $2.26K
|
2.56K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.29K+ 73.5% |
$448K - $526K
|
14.8K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3.32K+ 141.28% |
$237K - $278K
|
5.67K
$523K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
405+ 1.36% |
$28.9K - $33.9K
|
30.3K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
BUY
|
- |
10.6K+ 7.33% |
$758K - $890K
|
156K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-3.42K- 2.11% |
$244K - $286K
|
159K
$14.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-33- 0.51% |
$2.35K - $2.76K
|
6.5K
$600K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.67KNew |
$190K - $223K
|
2.67K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.7KNew |
$192K - $225K
|
2.7K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
24.9K+ 43.17% |
$1.77M - $2.08M
|
82.5K
$7.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
59+ 0.97% |
$4.2K - $4.93K
|
6.16K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3K+ 33.8% |
$808K - $948K
|
44.9K
$4.14M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.29K- 13.42% |
$92K - $108K
|
8.33K
$769K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 11.33% |
$79.4K - $93.3K
|
11K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
22.5K+ 3604.01% |
$1.6M - $1.88M
|
23.1K
$2.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
281+ 9.17% |
$20K - $23.5K
|
3.35K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-297- 1.42% |
$21.2K - $24.8K
|
20.5K
$1.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
240+ 75.24% |
$17.1K - $20.1K
|
559
$51.6K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-162- 2.52% |
$11.5K - $13.5K
|
6.28K
$579K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
17New |
$1.21K - $1.42K
|
17
$1.57K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
41+ 3.69% |
$2.92K - $3.43K
|
1.15K
$106K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
49+ 1.76% |
$3.49K - $4.1K
|
2.83K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
55+ 0.48% |
$3.92K - $4.6K
|
11.4K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20+ 0.05% |
$1.42K - $1.67K
|
37.4K
$3.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.48K+ 40.59% |
$533K - $625K
|
25.9K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
780+ 1.85% |
$55.6K - $65.2K
|
42.9K
$3.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-121- 1.34% |
$8.62K - $10.1K
|
8.94K
$825K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
147+ 17.93% |
$10.5K - $12.3K
|
967
$89.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6+ 4.62% |
$427 - $502
|
136
$12.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 40.35% |
$3.28K - $3.85K
|
160
$14.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-90- 2.68% |
$6.41K - $7.53K
|
3.27K
$301K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
2.66KNew |
$190K - $223K
|
2.66K
$246K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
337+ 11.77% |
$24K - $28.2K
|
3.2K
$295K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
130+ 78.79% |
$9.26K - $10.9K
|
295
$27.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-109K- 45.31% |
$7.77M - $9.12M
|
132K
$12.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
5.14K+ 5.18% |
$366K - $429K
|
104K
$9.62M
|