Latest Institutional Purchases of Schwab Charles Corp (SCHW)
This list provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
8.1K+ 36.7% |
$577K - $677K
|
30.2K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8.09K+ 67.56% |
$576K - $676K
|
20.1K
$1.85M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.91K+ 48.64% |
$563K - $661K
|
24.2K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.89K+ 41.64% |
$562K - $660K
|
26.8K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.83KNew |
$558K - $655K
|
7.83K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.81K+ 12.06% |
$556K - $653K
|
72.6K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.77KNew |
$554K - $650K
|
7.77K
$718K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.76K+ 108.32% |
$553K - $649K
|
14.9K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.7K+ 5.03% |
$548K - $644K
|
161K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7.56K+ 16.1% |
$539K - $632K
|
54.5K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
7.5KNew |
$534K - $627K
|
7.5K
$692K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.5KNew |
$534K - $627K
|
7.5K
$692K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.48K+ 40.59% |
$533K - $625K
|
25.9K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.39K+ 16.22% |
$526K - $618K
|
52.9K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.36K+ 146.67% |
$524K - $615K
|
12.4K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
7.36KNew |
$524K - $615K
|
7.36K
$679K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.23K+ 64.91% |
$515K - $604K
|
18.4K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.11K+ 17.3% |
$506K - $595K
|
48.2K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
7.1K+ 169.05% |
$506K - $594K
|
11.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.9KNew |
$492K - $577K
|
6.9K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.8KNew |
$485K - $569K
|
6.8K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.8K+ 2.05% |
$484K - $569K
|
339K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6.74K+ 14.19% |
$480K - $563K
|
54.2K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.73K+ 39.83% |
$479K - $563K
|
23.6K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
6.7K+ 17.96% |
$477K - $561K
|
44K
$4.06M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.68KNew |
$476K - $559K
|
6.68K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.65K+ 33.83% |
$474K - $556K
|
26.3K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.45K+ 22.38% |
$459K - $539K
|
35.2K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 1.98% |
$453K - $532K
|
328K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
6.34K+ 0.09% |
$452K - $530K
|
7.22M
$667M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.29K+ 73.5% |
$448K - $526K
|
14.8K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.28K+ 54.45% |
$447K - $525K
|
17.8K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
5.91KNew |
$421K - $494K
|
5.91K
$545K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.88K+ 3078.53% |
$419K - $492K
|
6.07K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
5.8K+ 156.76% |
$413K - $485K
|
9.5K
$877K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.79K+ 12.5% |
$412K - $484K
|
52.1K
$4.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.77K+ 0.22% |
$411K - $483K
|
2.6M
$240M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.64K+ 2.91% |
$402K - $472K
|
199K
$18.4M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.55KNew |
$395K - $464K
|
5.55K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5.52K+ 27.5% |
$393K - $462K
|
25.6K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
5.48KNew |
$390K - $458K
|
5.48K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.44K+ 3.27% |
$387K - $455K
|
172K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.43K+ 67.68% |
$386K - $454K
|
13.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.36K+ 1.64% |
$382K - $448K
|
333K
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.33K+ 3.53% |
$379K - $445K
|
156K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.31KNew |
$378K - $444K
|
5.31K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.26K+ 38.73% |
$375K - $440K
|
18.9K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
5.26KNew |
$375K - $440K
|
5.26K
$485K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
5.14K+ 5.18% |
$366K - $429K
|
104K
$9.62M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.13K+ 3.93% |
$366K - $429K
|
136K
$12.5M
|