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
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.28K+ 17.47% |
$661K - $776K
|
62.4K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.48K- 4.04% |
$176K - $207K
|
58.8K
$5.42M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-366K- 33.71% |
$26.1M - $30.6M
|
721K
$66.5M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-619K- 0.69% |
$44.1M - $51.8M
|
88.8M
$8.19B
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-441K- 7.71% |
$31.4M - $36.9M
|
5.29M
$488M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-148- 39.15% |
$10.5K - $12.4K
|
230
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
455K+ 50.9% |
$32.4M - $38M
|
1.35M
$124M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
221K+ 340.05% |
$15.8M - $18.5M
|
286K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.17K+ 2.75% |
$297K - $349K
|
156K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-400- 1.43% |
$28.5K - $33.5K
|
27.5K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.34K- 6.42% |
$95.5K - $112K
|
19.6K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-66- 0.18% |
$4.7K - $5.52K
|
36K
$3.33M
|
|
|
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 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
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
29.6KNew |
$2.11M - $2.48M
|
29.6K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
10.5KNew |
$748K - $879K
|
10.5K
$970K
|
|
|
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
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
105K+ 204.85% |
$7.45M - $8.75M
|
156K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.3K+ 4.07% |
$1.73M - $2.03M
|
622K
$57.4M
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-547- 0.11% |
$39K - $45.8K
|
485K
$44.8M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.95K+ 4.68% |
$210K - $247K
|
65.9K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
31.2K+ 5.92% |
$2.23M - $2.61M
|
559K
$51.6M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
30KNew |
$2.14M - $2.51M
|
30K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10KNew |
$712K - $836K
|
10K
$923K
|
|
|
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 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.6M- 25.67% |
$114M - $133M
|
4.62M
$427M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
22.9K+ 61.04% |
$1.63M - $1.91M
|
60.3K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Greenstone Partners & Co., LLC
Larkspur, CA |
BUY
|
- |
217K+ 99.36% |
$15.5M - $18.2M
|
436K
$40.3M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.48K- 20.09% |
$248K - $291K
|
13.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
300KNew |
$21.4M - $25.1M
|
300K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 19.19% |
$91.6K - $108K
|
7.99K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.95K- 25.8% |
$210K - $247K
|
8.49K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
356K+ 28.06% |
$25.4M - $29.8M
|
1.63M
$150M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-406- 0.83% |
$28.9K - $34K
|
48.7K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.5K- 49.28% |
$107K - $125K
|
1.54K
$143K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
471K+ 122.69% |
$33.6M - $39.4M
|
855K
$78.9M
|
|
|
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 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-246K- 92.41% |
$17.5M - $20.6M
|
20.2K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.77K+ 52.36% |
$268K - $315K
|
11K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-622- 2.01% |
$44.3K - $52K
|
30.3K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.97K- 92.58% |
$497K - $583K
|
559
$51.6K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
43+ 0.51% |
$3.06K - $3.6K
|
8.53K
$787K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.75KClosed |
$338K - $397K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
1.89K+ 8.22% |
$135K - $158K
|
24.9K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
319K+ 920.1% |
$22.7M - $26.6M
|
353K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
24.6K+ 7.45% |
$1.75M - $2.06M
|
355K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$2.9M - $3.41M
|
40.7K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
20KNew |
$1.42M - $1.67M
|
20K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
91+ 9100.0% |
$6.48K - $7.61K
|
92
$8.49K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
86.5K+ 16.19% |
$6.16M - $7.24M
|
621K
$57.3M
|