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 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.13K+ 37.65% |
$365K - $429K
|
18.7K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.07K+ 7.0% |
$361K - $424K
|
77.4K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.05K+ 119.23% |
$360K - $423K
|
9.29K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.04K+ 106.42% |
$359K - $421K
|
9.77K
$902K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.97K+ 58.06% |
$354K - $415K
|
13.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.87K+ 14.05% |
$347K - $407K
|
39.5K
$3.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
4.83KNew |
$344K - $404K
|
4.83K
$446K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.8K+ 31.26% |
$342K - $401K
|
20.1K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.76K+ 12.91% |
$339K - $398K
|
41.7K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.75K+ 13.84% |
$339K - $398K
|
39.1K
$3.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.71KNew |
$336K - $394K
|
4.71K
$435K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.6KNew |
$327K - $384K
|
4.6K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4.53KNew |
$323K - $379K
|
4.53K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.53K+ 17.8% |
$322K - $378K
|
29.9K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.5K+ 23.48% |
$321K - $377K
|
23.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.32K+ 2.29% |
$308K - $361K
|
193K
$17.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.28K+ 9.73% |
$305K - $358K
|
48.2K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
4.25K+ 14.0% |
$303K - $355K
|
34.6K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.23KNew |
$301K - $354K
|
4.23K
$390K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
4.22K+ 8.45% |
$301K - $353K
|
54.2K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$300K - $352K
|
4.21K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.17K+ 2.75% |
$297K - $349K
|
156K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.16K+ 16.22% |
$296K - $348K
|
29.8K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.09K+ 100.64% |
$291K - $342K
|
8.15K
$752K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
4.09KNew |
$291K - $342K
|
4.09K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.05K+ 3.13% |
$289K - $339K
|
133K
$12.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.03K+ 3.91% |
$287K - $337K
|
107K
$9.88M
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
4K+ 6.26% |
$285K - $335K
|
67.9K
$6.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.97K+ 6.84% |
$283K - $332K
|
62.1K
$5.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.92KNew |
$279K - $328K
|
3.92K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.87K+ 1.13% |
$276K - $324K
|
348K
$32.1M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.84K+ 122.29% |
$274K - $321K
|
6.98K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.83K+ 39.2% |
$273K - $321K
|
13.6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.82K+ 15.08% |
$272K - $320K
|
29.1K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 69.02% |
$270K - $317K
|
9.27K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.77K+ 52.36% |
$268K - $315K
|
11K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.73K+ 12.67% |
$266K - $312K
|
33.2K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.7K+ 88.1% |
$264K - $309K
|
7.9K
$729K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.7K+ 74.45% |
$264K - $309K
|
8.67K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.69K+ 3.04% |
$263K - $308K
|
125K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.68KNew |
$262K - $308K
|
3.68K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.67K+ 9.18% |
$261K - $307K
|
43.6K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.59KNew |
$256K - $300K
|
3.59K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.54K+ 3.6% |
$252K - $296K
|
102K
$9.39M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.5KNew |
$249K - $293K
|
3.5K
$323K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 68.43% |
$247K - $290K
|
8.55K
$789K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.47K+ 30.16% |
$247K - $290K
|
15K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.45K+ 9.81% |
$246K - $288K
|
38.6K
$3.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
3.43K+ 25.96% |
$244K - $287K
|
16.6K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.39K+ 33.66% |
$242K - $284K
|
13.5K
$1.24M
|