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 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.76M+ 37.43% |
$125M - $147M
|
6.45M
$596M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.7M+ 10.8% |
$121M - $142M
|
17.4M
$1.61B
|
|
|
May 15, 2025
Q1 2025
|
Intermede Investment Partners LTD
|
BUY
|
- |
1.54MNew |
$110M - $129M
|
1.54M
$142M
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.43MNew |
$102M - $119M
|
1.43M
$132M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
1.38M+ 29.64% |
$98.2M - $115M
|
6.03M
$557M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.28M+ 193.88% |
$91.5M - $107M
|
1.95M
$180M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.22M+ 15.05% |
$87.2M - $102M
|
9.36M
$864M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
1.22M+ 358.73% |
$86.7M - $102M
|
1.56M
$144M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.18M+ 10.12% |
$84M - $98.7M
|
12.8M
$1.18B
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.17M+ 37.47% |
$83.2M - $97.7M
|
4.28M
$396M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.15M+ 67.5% |
$82M - $96.3M
|
2.86M
$264M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.13MNew |
$80.7M - $94.7M
|
1.13M
$105M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.04M+ 90.71% |
$74.2M - $87.1M
|
2.19M
$202M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
1.02MNew |
$72.4M - $85.1M
|
1.02M
$93.9M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
951KNew |
$67.7M - $79.5M
|
951K
$87.8M
|
|
|
May 12, 2025
Q1 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
950KNew |
$67.7M - $79.5M
|
950K
$87.7M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
920K+ 1222.18% |
$65.6M - $77M
|
996K
$91.9M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
906K+ 15.25% |
$64.6M - $75.8M
|
6.85M
$632M
|
|
|
May 15, 2025
Q1 2025
|
Generation Investment Management LLP
London, X0 |
BUY
|
- |
834K+ 6.18% |
$59.4M - $69.7M
|
14.3M
$1.32B
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
797KNew |
$56.8M - $66.7M
|
797K
$73.6M
|
|
|
May 15, 2025
Q1 2025
|
Public Investment Fund
Riyadh, T0 |
BUY
|
CALL |
795KNew |
$56.6M - $66.5M
|
795K
$73.4M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
786K+ 56.26% |
$56M - $65.8M
|
2.18M
$202M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
775K+ 287.97% |
$55.2M - $64.9M
|
1.04M
$96.5M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
744K+ 5.01% |
$53M - $62.2M
|
15.6M
$1.44B
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
710K+ 3.47% |
$50.6M - $59.4M
|
21.2M
$1.95B
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
689K+ 73.41% |
$49.1M - $57.6M
|
1.63M
$150M
|
|
|
May 15, 2025
Q1 2025
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
664K+ 20.95% |
$47.3M - $55.5M
|
3.83M
$354M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
634K+ 63.45% |
$45.2M - $53.1M
|
1.63M
$151M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
623K+ 12.83% |
$44.4M - $52.1M
|
5.48M
$506M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
615K+ 339.91% |
$43.8M - $51.4M
|
796K
$73.5M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
613K+ 25.15% |
$43.7M - $51.3M
|
3.05M
$282M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
591KNew |
$42.1M - $49.4M
|
591K
$54.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
591K+ 14.54% |
$42.1M - $49.4M
|
4.65M
$430M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
590K+ 17.01% |
$42M - $49.3M
|
4.06M
$375M
|
|
|
May 15, 2025
Q1 2025
|
Longaeva Partners L.P.
Chicago, IL |
BUY
|
- |
559KNew |
$39.8M - $46.8M
|
559K
$51.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
471K+ 122.69% |
$33.6M - $39.4M
|
855K
$78.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
457K+ 215.12% |
$32.6M - $38.2M
|
670K
$61.8M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
455K+ 50.9% |
$32.4M - $38M
|
1.35M
$124M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
437K+ 14.42% |
$31.2M - $36.6M
|
3.47M
$320M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
407K+ 110.83% |
$29M - $34.1M
|
775K
$71.5M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
401K+ 19.04% |
$28.6M - $33.5M
|
2.51M
$231M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
400K+ 727.27% |
$28.5M - $33.5M
|
455K
$42M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
391K+ 6.0% |
$27.8M - $32.7M
|
6.9M
$637M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
364K+ 79.93% |
$25.9M - $30.5M
|
820K
$75.7M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
356K+ 28.06% |
$25.4M - $29.8M
|
1.63M
$150M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
351K+ 6.47% |
$25M - $29.4M
|
5.78M
$534M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
350K+ 43.64% |
$24.9M - $29.3M
|
1.15M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
350KNew |
$24.9M - $29.3M
|
350K
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
335K+ 11.92% |
$23.9M - $28M
|
3.15M
$291M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
322KNew |
$22.9M - $26.9M
|
322K
$29.7M
|