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 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
112K+ 14.02% |
$7.97M - $9.35M
|
909K
$83.9M
|
|
|
May 14, 2025
Q1 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
112KNew |
$7.96M - $9.34M
|
112K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
111K+ 391.55% |
$7.91M - $9.29M
|
139K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
110K+ 49.15% |
$7.83M - $9.2M
|
334K
$30.8M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
110K+ 112.36% |
$7.81M - $9.17M
|
207K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
107K+ 2.63% |
$7.59M - $8.91M
|
4.15M
$383M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
106K+ 152.61% |
$7.53M - $8.84M
|
175K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
105K+ 5.4% |
$7.46M - $8.76M
|
2.04M
$189M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
105K+ 204.85% |
$7.45M - $8.75M
|
156K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
104K+ 67.06% |
$7.4M - $8.69M
|
259K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
101K+ 12.4% |
$7.19M - $8.44M
|
914K
$84.4M
|
|
|
May 15, 2025
Q1 2025
|
Route One Investment Company, L.P.
San Francisco, CA |
BUY
|
- |
100K+ 3.05% |
$7.12M - $8.36M
|
3.37M
$311M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
98.7K+ 565.54% |
$7.03M - $8.26M
|
116K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
95.3K+ 8.04% |
$6.79M - $7.97M
|
1.28M
$118M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
94.6K+ 8.2% |
$6.74M - $7.91M
|
1.25M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93K+ 11.04% |
$6.62M - $7.78M
|
935K
$86.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
91.9K+ 85.33% |
$6.55M - $7.69M
|
200K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
91.2K+ 14.29% |
$6.49M - $7.62M
|
729K
$67.3M
|
|
|
May 14, 2025
Q1 2025
|
Fortress Investment Group LLC
New York, NY |
BUY
|
- |
90.7KNew |
$6.46M - $7.59M
|
90.7K
$8.37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.9K+ 7.14% |
$6.4M - $7.52M
|
1.35M
$124M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
89.5KNew |
$6.38M - $7.49M
|
89.5K
$8.27M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
89.4KNew |
$6.37M - $7.48M
|
89.4K
$8.25M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
88.9K+ 6.06% |
$6.33M - $7.43M
|
1.55M
$144M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
88.4K+ 345.99% |
$6.3M - $7.39M
|
114K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
86.7KNew |
$6.17M - $7.25M
|
86.7K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
86.5K+ 16.19% |
$6.16M - $7.24M
|
621K
$57.3M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
85.1K+ 26.57% |
$6.06M - $7.12M
|
405K
$37.4M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
84.8KNew |
$6.04M - $7.09M
|
84.8K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
84.4K+ 12.52% |
$6.01M - $7.06M
|
759K
$70M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
84.2K+ 17.01% |
$6M - $7.04M
|
579K
$53.5M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
84.1KNew |
$5.99M - $7.03M
|
84.1K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
78.7K+ 16.47% |
$5.6M - $6.58M
|
556K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
78.5K+ 101.05% |
$5.59M - $6.57M
|
156K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
78.2K+ 10.69% |
$5.57M - $6.54M
|
810K
$74.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
78.1K+ 126.14% |
$5.56M - $6.53M
|
140K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
78K+ 70.91% |
$5.56M - $6.52M
|
188K
$17.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
77.8K+ 33.76% |
$5.54M - $6.51M
|
308K
$28.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
76.6K+ 0.71% |
$5.45M - $6.4M
|
10.8M
$998M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
75.4KNew |
$5.37M - $6.31M
|
75.4K
$6.96M
|
|
|
May 14, 2025
Q1 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
75KNew |
$5.34M - $6.27M
|
75K
$6.92M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
72.9K+ 92.29% |
$5.19M - $6.1M
|
152K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
72.4K+ 914.64% |
$5.16M - $6.06M
|
80.4K
$7.42M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
72.2K+ 77.4% |
$5.14M - $6.04M
|
165K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
71.8K+ 22.6% |
$5.12M - $6.01M
|
390K
$36M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
71.5K+ 15.45% |
$5.09M - $5.98M
|
534K
$49.3M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
68.9K+ 6.19% |
$4.91M - $5.76M
|
1.18M
$109M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
68.7K+ 11.12% |
$4.89M - $5.75M
|
687K
$63.4M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
65K+ 13.79% |
$4.63M - $5.43M
|
536K
$49.5M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63.8KNew |
$4.55M - $5.34M
|
63.8K
$5.89M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
63.8KNew |
$4.54M - $5.33M
|
63.8K
$5.89M
|