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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.57K+ 12.29% |
$183K - $215K
|
23.5K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.79KNew |
$199K - $234K
|
2.79K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-169- 0.97% |
$12K - $14.1K
|
17.3K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 101.43% |
$1.19M - $1.4M
|
33.2K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.89K+ 41.64% |
$562K - $660K
|
26.8K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
310K+ 49.07% |
$22.1M - $25.9M
|
941K
$86.8M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.59K+ 1.7% |
$185K - $217K
|
155K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-821- 0.83% |
$58.5K - $68.7K
|
98K
$9.05M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
591K+ 14.54% |
$42.1M - $49.4M
|
4.65M
$430M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46K+ 36.79% |
$3.28M - $3.85M
|
171K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
437K+ 14.42% |
$31.2M - $36.6M
|
3.47M
$320M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.44M+ 17.61% |
$388M - $455M
|
36.3M
$3.36B
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.35% |
$21.4K - $25.1K
|
84.6K
$7.81M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-23.9K- 9.45% |
$1.7M - $2M
|
229K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.44K+ 3.27% |
$387K - $455K
|
172K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
55.6K+ 9.91% |
$3.96M - $4.65M
|
617K
$56.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
101K+ 12.4% |
$7.19M - $8.44M
|
914K
$84.4M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
337+ 0.42% |
$24K - $28.2K
|
81K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
438+ 7.82% |
$31.2K - $36.6K
|
6.04K
$557K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4- 0.66% |
$285 - $335
|
601
$55.5K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-87K- 3.86% |
$6.2M - $7.28M
|
2.17M
$200M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-12.3K- 24.36% |
$873K - $1.03M
|
38.1K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
9.93KNew |
$707K - $831K
|
9.93K
$917K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.73K- 4.62% |
$693K - $814K
|
201K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13New |
$926 - $1.09K
|
13
$1.2K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.27K- 2.01% |
$90.1K - $106K
|
61.7K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
216+ 3.46% |
$15.4K - $18.1K
|
6.47K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.7K+ 5.03% |
$548K - $644K
|
161K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-230- 2.96% |
$16.4K - $19.2K
|
7.55K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.99K+ 0.78% |
$142K - $166K
|
257K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-172K- 98.27% |
$12.3M - $14.4M
|
3.04K
$280K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
254K+ 8.97% |
$18.1M - $21.3M
|
3.09M
$285M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 2.83% |
$14.2K - $16.7K
|
6.86K
$633K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 4.99% |
$135K - $158K
|
39.7K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.14K+ 0.12% |
$81.1K - $95.3K
|
949K
$87.6M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 6.45% |
$837K - $983K
|
171K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-116- 0.97% |
$8.26K - $9.7K
|
11.9K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
49New |
$3.49K - $4.1K
|
49
$4.52K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 1.77% |
$486K - $571K
|
378K
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-52.9K- 26.45% |
$3.77M - $4.43M
|
147K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-270- 4.11% |
$19.2K - $22.6K
|
6.3K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
15.5MNew |
$1.1B - $1.3B
|
15.5M
$1.43B
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.31KNew |
$378K - $444K
|
5.31K
$490K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.82K+ 15.08% |
$272K - $320K
|
29.1K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
288+ 0.65% |
$20.5K - $24.1K
|
44.7K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-71.4K- 2.79% |
$5.09M - $5.98M
|
2.49M
$230M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.73K+ 39.83% |
$479K - $563K
|
23.6K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
7.5KNew |
$534K - $627K
|
7.5K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 12.36% |
$116K - $136K
|
14.8K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.88M+ 92.62% |
$347M - $408M
|
10.1M
$936M
|