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 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
20.2K+ 10.49% |
$1.44M - $1.69M
|
213K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
20KNew |
$1.42M - $1.67M
|
20K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
20KNew |
$1.42M - $1.67M
|
20K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
20KNew |
$1.42M - $1.67M
|
20K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9K+ 5.25% |
$1.42M - $1.66M
|
399K
$36.8M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
19.7K+ 1.81% |
$1.41M - $1.65M
|
1.11M
$102M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
19.7K+ 24.27% |
$1.41M - $1.65M
|
101K
$9.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
19.6K+ 44.8% |
$1.4M - $1.64M
|
63.4K
$5.85M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
19.1K+ 10.66% |
$1.36M - $1.6M
|
198K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
18.9KNew |
$1.34M - $1.58M
|
18.9K
$1.74M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.5K+ 15.86% |
$1.31M - $1.54M
|
135K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
18.4K+ 2.33% |
$1.31M - $1.54M
|
806K
$74.4M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
18.3K+ 27.15% |
$1.3M - $1.53M
|
85.7K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
18.3K+ 14.27% |
$1.3M - $1.53M
|
146K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
17.6KNew |
$1.26M - $1.47M
|
17.6K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.4K+ 583.12% |
$1.24M - $1.45M
|
20.4K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
16.9KNew |
$1.21M - $1.42M
|
16.9K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
16.9K+ 17.74% |
$1.21M - $1.42M
|
112K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 101.43% |
$1.19M - $1.4M
|
33.2K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.7K+ 928.36% |
$1.19M - $1.39M
|
18.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
16.7K+ 8.76% |
$1.19M - $1.39M
|
207K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
16.4K+ 20.67% |
$1.17M - $1.37M
|
95.8K
$8.84M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4K+ 6.15% |
$1.17M - $1.37M
|
283K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
16.3K+ 68.93% |
$1.16M - $1.36M
|
39.9K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
16.3KNew |
$1.16M - $1.36M
|
16.3K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.2KNew |
$1.15M - $1.36M
|
16.2K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
16.2K+ 15.16% |
$1.15M - $1.35M
|
123K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
16.1K+ 33.98% |
$1.15M - $1.35M
|
63.6K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16K+ 35.56% |
$1.14M - $1.34M
|
61.1K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.3K+ 1.63% |
$1.09M - $1.28M
|
958K
$88.4M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.3K+ 1674.37% |
$1.09M - $1.28M
|
16.2K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.3KNew |
$1.09M - $1.28M
|
15.3K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15K+ 2.92% |
$1.07M - $1.26M
|
529K
$48.8M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.9K+ 307.15% |
$1.06M - $1.25M
|
19.8K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.8K+ 2.42% |
$1.05M - $1.24M
|
625K
$57.7M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
14.6K+ 13.87% |
$1.04M - $1.22M
|
120K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14.5K+ 255.33% |
$1.03M - $1.21M
|
20.1K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.4K+ 160.43% |
$1.03M - $1.21M
|
23.4K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.4K+ 147.98% |
$1.03M - $1.21M
|
24.2K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.4K+ 14.42% |
$1.03M - $1.2M
|
114K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14.4K+ 6.65% |
$1.02M - $1.2M
|
231K
$21.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.4K+ 13.72% |
$1.02M - $1.2M
|
119K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
14.2K+ 34.29% |
$1.01M - $1.19M
|
55.6K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
14K+ 79.55% |
$997K - $1.17M
|
31.6K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
14KNew |
$997K - $1.17M
|
14K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
13.9K+ 19.06% |
$991K - $1.16M
|
86.8K
$8.02M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
13.5K+ 17.5% |
$960K - $1.13M
|
90.5K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
13.4KNew |
$957K - $1.12M
|
13.4K
$1.24M
|