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
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34New |
$2.42K - $2.84K
|
34
$3.14K
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
189K+ 62.3% |
$13.5M - $15.8M
|
493K
$45.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.88KClosed |
$277K - $325K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
673+ 12.11% |
$47.9K - $56.3K
|
6.23K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.38K- 5.16% |
$312K - $366K
|
80.5K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.04K- 7.35% |
$145K - $171K
|
25.7K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.99KNew |
$213K - $250K
|
2.99K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-270K- 54.84% |
$19.2M - $22.6M
|
222K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-55.6K- 18.63% |
$3.96M - $4.65M
|
243K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-55- 0.2% |
$3.92K - $4.6K
|
26.9K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-21.9K- 2.82% |
$1.56M - $1.83M
|
756K
$69.8M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.29K- 6.03% |
$91.7K - $108K
|
20K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-388K- 22.88% |
$27.6M - $32.4M
|
1.31M
$121M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-251- 4.14% |
$17.9K - $21K
|
5.82K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
185KNew |
$13.2M - $15.5M
|
185K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
270KNew |
$19.3M - $22.6M
|
270K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
165K+ 5.91% |
$11.8M - $13.8M
|
2.96M
$274M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
774+ 0.66% |
$55.1K - $64.7K
|
117K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
266+ 4.85% |
$18.9K - $22.2K
|
5.75K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-717- 4.88% |
$51.1K - $60K
|
14K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.4K- 5.18% |
$740K - $869K
|
190K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
66+ 0.8% |
$4.7K - $5.52K
|
8.27K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-16K- 11.94% |
$1.14M - $1.34M
|
118K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
1.02MNew |
$72.4M - $85.1M
|
1.02M
$93.9M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.53K+ 6.66% |
$109K - $128K
|
24.4K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
627+ 10.55% |
$44.7K - $52.4K
|
6.57K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-22.5K- 10.12% |
$1.6M - $1.88M
|
200K
$18.5M
|
|
|
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 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-142K- 2.06% |
$10.1M - $11.9M
|
6.76M
$624M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4K+ 6.15% |
$1.17M - $1.37M
|
283K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-3.13K- 1.96% |
$223K - $261K
|
156K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 2.36% |
$3.78K - $4.43K
|
2.3K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
61.5KNew |
$4.38M - $5.15M
|
61.5K
$5.68M
|
|
|
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 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-41- 4.51% |
$2.92K - $3.43K
|
868
$80.1K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
30.7K+ 42.18% |
$2.19M - $2.57M
|
103K
$9.54M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.32M- 75.63% |
$593M - $696M
|
2.68M
$248M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
939+ 10.32% |
$66.9K - $78.5K
|
10K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
689K+ 73.41% |
$49.1M - $57.6M
|
1.63M
$150M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.48K- 3.78% |
$176K - $207K
|
63K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-38.5K- 55.46% |
$2.74M - $3.22M
|
30.9K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
78.7K+ 16.47% |
$5.6M - $6.58M
|
556K
$51.4M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.63K- 3.94% |
$188K - $220K
|
64.2K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-120K- 6.01% |
$8.51M - $10M
|
1.87M
$172M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-20.6K- 17.22% |
$1.47M - $1.72M
|
98.9K
$9.13M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.79K+ 12.5% |
$412K - $484K
|
52.1K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-3.04K- 99.9% |
$216K - $254K
|
3
$277
|
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
17.6KNew |
$1.26M - $1.47M
|
17.6K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-42.5K- 14.89% |
$3.03M - $3.55M
|
243K
$22.4M
|