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 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
94New |
$6.7K - $7.86K
|
94
$8.68K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
91+ 9100.0% |
$6.48K - $7.61K
|
92
$8.49K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
90+ 34.35% |
$6.41K - $7.53K
|
352
$32.5K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
89+ 3.84% |
$6.34K - $7.44K
|
2.41K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
89+ 3.71% |
$6.34K - $7.44K
|
2.49K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
88+ 0.68% |
$6.27K - $7.36K
|
13.1K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 27.5% |
$6.27K - $7.36K
|
408
$37.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
80+ 3.03% |
$5.7K - $6.69K
|
2.72K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
78+ 2.07% |
$5.56K - $6.52K
|
3.84K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
78+ 4.03% |
$5.56K - $6.52K
|
2.01K
$186K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
78+ 0.09% |
$5.56K - $6.52K
|
84.5K
$7.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
76+ 5.28% |
$5.41K - $6.36K
|
1.52K
$140K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
74+ 1.42% |
$5.27K - $6.19K
|
5.27K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
74New |
$5.27K - $6.19K
|
74
$6.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
74+ 0.25% |
$5.27K - $6.19K
|
29.3K
$2.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
71+ 0.72% |
$5.06K - $5.94K
|
9.87K
$911K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
70+ 2.36% |
$4.99K - $5.85K
|
3.04K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
70+ 2.34% |
$4.99K - $5.85K
|
3.06K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
68+ 1.29% |
$4.84K - $5.69K
|
5.36K
$495K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
68+ 2.06% |
$4.84K - $5.69K
|
3.36K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
66+ 0.8% |
$4.7K - $5.52K
|
8.27K
$763K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
63+ 1.97% |
$4.49K - $5.27K
|
3.26K
$301K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62+ 0.82% |
$4.42K - $5.19K
|
7.58K
$700K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
61+ 0.82% |
$4.35K - $5.1K
|
7.48K
$691K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
59+ 0.97% |
$4.2K - $4.93K
|
6.16K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
58+ 0.77% |
$4.13K - $4.85K
|
7.55K
$697K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
58New |
$4.13K - $4.85K
|
58
$5.35K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
57New |
$4.06K - $4.77K
|
57
$5.26K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
57+ 1.87% |
$4.06K - $4.77K
|
3.1K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
56+ 30.27% |
$3.99K - $4.68K
|
241
$22.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
55+ 0.17% |
$3.92K - $4.6K
|
32.1K
$2.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
55+ 0.48% |
$3.92K - $4.6K
|
11.4K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
54+ 2.22% |
$3.85K - $4.52K
|
2.49K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
54+ 1.79% |
$3.85K - $4.52K
|
3.08K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 40.77% |
$3.78K - $4.43K
|
183
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 2.36% |
$3.78K - $4.43K
|
2.3K
$212K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.56K - $4.18K
|
50
$4.62K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.56K - $4.18K
|
31.2K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
49New |
$3.49K - $4.1K
|
49
$4.52K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
49+ 1.76% |
$3.49K - $4.1K
|
2.83K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
48+ 26.82% |
$3.42K - $4.01K
|
227
$21K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 40.35% |
$3.28K - $3.85K
|
160
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.66% |
$3.21K - $3.76K
|
6.87K
$634K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
45+ 11.63% |
$3.21K - $3.76K
|
432
$39.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
45New |
$3.21K - $3.76K
|
45
$4.15K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
44+ 0.02% |
$3.13K - $3.68K
|
179K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
43+ 0.51% |
$3.06K - $3.6K
|
8.53K
$787K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
43+ 0.02% |
$3.06K - $3.6K
|
174K
$16.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
41+ 3.69% |
$2.92K - $3.43K
|
1.15K
$106K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
40+ 1.48% |
$2.85K - $3.35K
|
2.75K
$254K
|