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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
166+ 4.61% |
$11.8K - $13.9K
|
3.76K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
161+ 0.34% |
$11.5K - $13.5K
|
47.9K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
161+ 0.39% |
$11.5K - $13.5K
|
41.9K
$3.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
157+ 0.51% |
$11.2K - $13.1K
|
31K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
155+ 0.66% |
$11K - $13K
|
23.7K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
154+ 2.91% |
$11K - $12.9K
|
5.44K
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 75.0% |
$10.7K - $12.5K
|
350
$32.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
147+ 17.93% |
$10.5K - $12.3K
|
967
$89.3K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
146+ 1.41% |
$10.4K - $12.2K
|
10.5K
$967K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
145+ 6.9% |
$10.3K - $12.1K
|
2.25K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
144+ 4.3% |
$10.3K - $12K
|
3.49K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
144+ 3.58% |
$10.3K - $12K
|
4.17K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
144+ 0.95% |
$10.3K - $12K
|
15.3K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
144+ 7.95% |
$10.3K - $12K
|
1.96K
$180K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
140+ 0.1% |
$9.97K - $11.7K
|
141K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
140+ 1.64% |
$9.97K - $11.7K
|
8.68K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
140+ 1.82% |
$9.97K - $11.7K
|
7.82K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
136+ 2.25% |
$9.69K - $11.4K
|
6.19K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
135+ 1.59% |
$9.62K - $11.3K
|
8.61K
$795K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
135+ 3.1% |
$9.62K - $11.3K
|
4.49K
$414K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
133+ 831.25% |
$9.47K - $11.1K
|
149
$13.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
132+ 2.06% |
$9.4K - $11K
|
6.55K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
130New |
$9.26K - $10.9K
|
130
$12K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
130+ 0.68% |
$9.26K - $10.9K
|
19.3K
$1.78M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
130+ 78.79% |
$9.26K - $10.9K
|
295
$27.2K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
129+ 1.64% |
$9.19K - $10.8K
|
7.99K
$737K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
125+ 0.83% |
$8.91K - $10.5K
|
15.2K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
119+ 1.34% |
$8.48K - $9.95K
|
9.02K
$833K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
117+ 0.06% |
$8.34K - $9.79K
|
210K
$19.4M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
117+ 1.22% |
$8.34K - $9.79K
|
9.7K
$895K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
116+ 3.33% |
$8.26K - $9.7K
|
3.6K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.17% |
$7.91K - $9.28K
|
9.59K
$885K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
110+ 0.43% |
$7.84K - $9.2K
|
25.8K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
110+ 0.67% |
$7.84K - $9.2K
|
16.5K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
108+ 2.26% |
$7.69K - $9.03K
|
4.89K
$451K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108New |
$7.69K - $9.03K
|
108
$9.97K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
106+ 0.38% |
$7.55K - $8.87K
|
27.7K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
105+ 1.48% |
$7.48K - $8.78K
|
7.21K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
104+ 0.2% |
$7.41K - $8.7K
|
52.8K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
103+ 1.51% |
$7.34K - $8.61K
|
6.92K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
100+ 1.49% |
$7.12K - $8.36K
|
6.81K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 3.45% |
$7.12K - $8.36K
|
3K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
100+ 0.33% |
$7.12K - $8.36K
|
30.8K
$2.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 1.17% |
$7.12K - $8.36K
|
8.63K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.2% |
$7.12K - $8.36K
|
49K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
100+ 3.28% |
$7.12K - $8.36K
|
3.15K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
96+ 7.01% |
$6.84K - $8.03K
|
1.47K
$135K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
96+ 1.38% |
$6.84K - $8.03K
|
7.04K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 2.76% |
$6.84K - $8.03K
|
3.58K
$330K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
95+ 0.34% |
$6.77K - $7.95K
|
27.7K
$2.56M
|