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 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
63.2KNew |
$4.5M - $5.29M
|
63.2K
$5.84M
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
62.9K+ 37.06% |
$4.48M - $5.26M
|
233K
$21.5M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
62.3K+ 3.47% |
$4.44M - $5.21M
|
1.86M
$172M
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
61.5KNew |
$4.38M - $5.15M
|
61.5K
$5.68M
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
61KNew |
$4.35M - $5.11M
|
61K
$5.64M
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
58KNew |
$4.13M - $4.85M
|
58K
$5.35M
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
57.7K+ 37.05% |
$4.11M - $4.82M
|
213K
$19.7M
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
56.6KNew |
$4.03M - $4.73M
|
56.6K
$5.22M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
56.5K+ 13.92% |
$4.03M - $4.73M
|
462K
$42.7M
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
55.6K+ 9.91% |
$3.96M - $4.65M
|
617K
$56.9M
|
|
May 14, 2025
Q1 2025
|
Maplelane Capital, LLC
New York, NY |
BUY
|
CALL |
55.5K+ 38.43% |
$3.96M - $4.64M
|
200K
$18.5M
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
54.9K+ 5.85% |
$3.91M - $4.59M
|
993K
$91.6M
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
54.2K+ 60.37% |
$3.86M - $4.53M
|
144K
$13.3M
|
|
May 12, 2025
Q1 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
53.7K+ 10.58% |
$3.82M - $4.49M
|
561K
$51.8M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53.3K+ 12.84% |
$3.8M - $4.46M
|
469K
$43.3M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
53.2K+ 11.57% |
$3.79M - $4.45M
|
514K
$47.4M
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
52.6KNew |
$3.75M - $4.4M
|
52.6K
$4.86M
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
51.9K+ 9.64% |
$3.7M - $4.34M
|
590K
$54.5M
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
50.6K+ 92.72% |
$3.6M - $4.23M
|
105K
$9.7M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
50.2K+ 2.15% |
$3.58M - $4.2M
|
2.38M
$220M
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
49K+ 22.28% |
$3.49M - $4.1M
|
269K
$24.8M
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
48.4K+ 767.42% |
$3.45M - $4.05M
|
54.7K
$5.05M
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
48.4K+ 2.28% |
$3.45M - $4.04M
|
2.17M
$200M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
48K+ 23.88% |
$3.42M - $4.01M
|
249K
$23M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
47.9K+ 53.47% |
$3.42M - $4.01M
|
138K
$12.7M
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
47.9K+ 7.55% |
$3.41M - $4M
|
682K
$62.9M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.6K+ 94.2% |
$3.39M - $3.98M
|
98.1K
$9.05M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
47.5K+ 728.27% |
$3.39M - $3.98M
|
54.1K
$4.99M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
47.2K+ 4.79% |
$3.37M - $3.95M
|
1.03M
$95.5M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
47K+ 164.85% |
$3.35M - $3.93M
|
75.5K
$6.97M
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
46.8K+ 11.63% |
$3.33M - $3.91M
|
449K
$41.5M
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
46.8KNew |
$3.33M - $3.91M
|
46.8K
$4.32M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46K+ 36.79% |
$3.28M - $3.85M
|
171K
$15.8M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
45.5K+ 14.51% |
$3.24M - $3.81M
|
359K
$33.2M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
45.5KNew |
$3.24M - $3.8M
|
45.5K
$4.2M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
45.4K+ 17.47% |
$3.24M - $3.8M
|
306K
$28.2M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
45.4K+ 15.75% |
$3.24M - $3.8M
|
334K
$30.8M
|
|
May 14, 2025
Q1 2025
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
45.4K+ 1.36% |
$3.23M - $3.8M
|
3.39M
$313M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
45.2K+ 380.82% |
$3.22M - $3.78M
|
57K
$5.27M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
44.7KNew |
$3.18M - $3.74M
|
44.7K
$4.13M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.5K+ 1.63% |
$3.17M - $3.72M
|
2.77M
$256M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
44.4K+ 1.82% |
$3.16M - $3.71M
|
2.48M
$229M
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
43.9K+ 317.64% |
$3.13M - $3.67M
|
57.7K
$5.33M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
43.4K+ 95.78% |
$3.09M - $3.63M
|
88.7K
$8.19M
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
43K+ 852.73% |
$3.06M - $3.6M
|
48K
$4.43M
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
42KNew |
$2.99M - $3.51M
|
42K
$3.87M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41.6K+ 281.0% |
$2.96M - $3.48M
|
56.4K
$5.2M
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$2.9M - $3.41M
|
40.7K
$3.76M
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
40.7KNew |
$2.9M - $3.41M
|
40.7K
$3.76M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.7K+ 101.35% |
$2.9M - $3.41M
|
80.9K
$7.47M
|