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 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
13.4K+ 1.32% |
$955K - $1.12M
|
1.03M
$95M
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
13.4K+ 23.58% |
$951K - $1.12M
|
70K
$6.46M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 9.34% |
$939K - $1.1M
|
154K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 41.21% |
$938K - $1.1M
|
45.1K
$4.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
13.1KNew |
$936K - $1.1M
|
13.1K
$1.21M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13K+ 26.42% |
$924K - $1.08M
|
62K
$5.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12.8K+ 298.05% |
$912K - $1.07M
|
17.1K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
12.5K+ 2.04% |
$888K - $1.04M
|
624K
$57.6M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
12.3K+ 2822.76% |
$875K - $1.03M
|
12.7K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
12.2K+ 13.41% |
$869K - $1.02M
|
103K
$9.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$865K - $1.02M
|
12.1K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.9KNew |
$846K - $994K
|
11.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$843K - $989K
|
11.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.8K+ 56.96% |
$841K - $988K
|
32.5K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
11.6K+ 12.59% |
$829K - $973K
|
104K
$9.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 7.59% |
$820K - $962K
|
163K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.4KNew |
$812K - $954K
|
11.4K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11.4K+ 9.15% |
$812K - $954K
|
136K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3K+ 33.8% |
$808K - $948K
|
44.9K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
11.2K+ 7.6% |
$800K - $939K
|
159K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
11.2K+ 13.93% |
$798K - $937K
|
91.6K
$8.46M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.9K+ 6.53% |
$775K - $910K
|
178K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
10.7KNew |
$760K - $892K
|
10.7K
$985K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
BUY
|
- |
10.6K+ 7.33% |
$758K - $890K
|
156K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
10.5KNew |
$748K - $879K
|
10.5K
$970K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
10.5K+ 10.23% |
$748K - $878K
|
113K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.4K+ 22.02% |
$740K - $869K
|
57.6K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10KNew |
$712K - $836K
|
10K
$923K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.98K+ 9.17% |
$711K - $834K
|
119K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
9.93KNew |
$707K - $831K
|
9.93K
$917K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
9.92K+ 12.34% |
$706K - $829K
|
90.3K
$8.33M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 16.1% |
$696K - $817K
|
70.5K
$6.5M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.6K+ 2.39% |
$684K - $803K
|
412K
$38M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.4K+ 43.05% |
$670K - $786K
|
31.2K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.37K+ 10.9% |
$667K - $783K
|
95.3K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.28K+ 14.22% |
$661K - $776K
|
74.5K
$6.88M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.28K+ 17.47% |
$661K - $776K
|
62.4K
$5.76M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
9.26KNew |
$659K - $774K
|
9.26K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.25K+ 432.4% |
$659K - $774K
|
11.4K
$1.05M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.23K+ 42.71% |
$658K - $772K
|
30.8K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.85K+ 239.56% |
$631K - $741K
|
12.6K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8.81K+ 31.83% |
$628K - $737K
|
36.5K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
8.81KNew |
$627K - $737K
|
8.81K
$813K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.77KNew |
$625K - $734K
|
8.77K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.76KNew |
$624K - $733K
|
8.76K
$809K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.63K+ 10.12% |
$615K - $722K
|
93.9K
$8.67M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
8.5K+ 11.94% |
$606K - $711K
|
79.7K
$7.36M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
8.33K+ 3.22% |
$594K - $697K
|
267K
$24.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.22KNew |
$585K - $687K
|
8.22K
$758K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.21KNew |
$585K - $687K
|
8.21K
$758K
|