Latest Institutional Transactions on Schwab Charles Corp (SCHW)
This table provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
84.8KNew |
$6.04M - $7.09M
|
84.8K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-62- 1.22% |
$4.42K - $5.19K
|
5.02K
$463K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-167K- 33.62% |
$11.9M - $14M
|
329K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
288K+ 332.19% |
$20.5M - $24.1M
|
374K
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3- 1.38% |
$214 - $251
|
214
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-50- 0.33% |
$3.56K - $4.18K
|
15K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
44.7KNew |
$3.18M - $3.74M
|
44.7K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.1K- 3.6% |
$2.15M - $2.52M
|
807K
$74.5M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
144+ 0.95% |
$10.3K - $12K
|
15.3K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.2% |
$71.2 - $83.6
|
513
$47.4K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$499 - $585
|
3.91K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.2K+ 7.99% |
$1.51M - $1.78M
|
287K
$26.5M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.08K+ 25.86% |
$148K - $174K
|
10.1K
$934K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.13K+ 3.93% |
$366K - $429K
|
136K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
266+ 3.81% |
$18.9K - $22.2K
|
7.24K
$669K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-322- 0.88% |
$22.9K - $26.9K
|
36.1K
$3.33M
|
|
|
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 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
800+ 1.97% |
$57K - $66.9K
|
41.4K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-259K- 40.23% |
$18.5M - $21.7M
|
385K
$35.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-359K- 14.2% |
$25.6M - $30M
|
2.17M
$200M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.4KNew |
$99.4K - $117K
|
1.4K
$129K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
3KNew |
$214K - $251K
|
3K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-109- 2.68% |
$7.77K - $9.12K
|
3.96K
$366K
|
|
|
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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.19K+ 8.18% |
$85K - $99.8K
|
15.8K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.82K+ 7.16% |
$130K - $152K
|
27.3K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
42KNew |
$2.99M - $3.51M
|
42K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
5.26KNew |
$375K - $440K
|
5.26K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
78.5K+ 101.05% |
$5.59M - $6.57M
|
156K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.12K+ 26.25% |
$80K - $93.9K
|
5.4K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.66K- 2.99% |
$190K - $223K
|
86.4K
$7.97M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
45.5K+ 14.51% |
$3.24M - $3.81M
|
359K
$33.2M
|
|
|
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
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
46.8K+ 11.63% |
$3.33M - $3.91M
|
449K
$41.5M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.64KNew |
$188K - $221K
|
2.64K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
45.4K+ 1.36% |
$3.23M - $3.8M
|
3.39M
$313M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.53M+ 1955.65% |
$180M - $212M
|
2.66M
$246M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-388- 2.18% |
$27.6K - $32.5K
|
17.4K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
179+ 13.12% |
$12.8K - $15K
|
1.54K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
359+ 10.23% |
$25.6K - $30K
|
3.87K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.36K+ 146.67% |
$524K - $615K
|
12.4K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.68K- 11.5% |
$120K - $141K
|
12.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-92.3K- 9.89% |
$6.57M - $7.72M
|
841K
$77.7M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-188K- 31.31% |
$13.4M - $15.8M
|
413K
$38.2M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-489K- 45.9% |
$34.8M - $40.9M
|
576K
$53.2M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.24K+ 35.31% |
$160K - $187K
|
8.58K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-7.88K- 0.24% |
$561K - $659K
|
3.27M
$302M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-851K- 33.99% |
$60.6M - $71.2M
|
1.65M
$153M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
27KNew |
$1.92M - $2.26M
|
27K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-601- 13.11% |
$42.8K - $50.3K
|
3.98K
$368K
|