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
|
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
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
237K+ 24.16% |
$16.9M - $19.8M
|
1.22M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 25.49% |
$123K - $144K
|
5.04K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-60- 9.9% |
$4.27K - $5.02K
|
546
$50.4K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.7M+ 10.8% |
$121M - $142M
|
17.4M
$1.61B
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-394- 0.23% |
$28.1K - $33K
|
174K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
52.6KNew |
$3.75M - $4.4M
|
52.6K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.24K+ 6.55% |
$88.6K - $104K
|
20.2K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.26K+ 29.9% |
$89.6K - $105K
|
5.47K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
775K+ 287.97% |
$55.2M - $64.9M
|
1.04M
$96.5M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
26.6K+ 21.48% |
$1.89M - $2.22M
|
150K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-701- 2.35% |
$49.9K - $58.6K
|
29.1K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.28K+ 14.22% |
$661K - $776K
|
74.5K
$6.88M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-4.1K- 52.06% |
$292K - $343K
|
3.78K
$349K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-92- 0.99% |
$6.55K - $7.69K
|
9.16K
$845K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93K+ 11.04% |
$6.62M - $7.78M
|
935K
$86.3M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-18K- 48.61% |
$1.29M - $1.51M
|
19.1K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.32K+ 2.61% |
$93.9K - $110K
|
51.8K
$4.78M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
13.9K+ 19.06% |
$991K - $1.16M
|
86.8K
$8.02M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-744- 47.0% |
$53K - $62.2K
|
839
$77.5K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.4K+ 4.33% |
$99.7K - $117K
|
33.7K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4+ 0.07% |
$285 - $335
|
5.75K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
89.5KNew |
$6.38M - $7.49M
|
89.5K
$8.27M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
13.4KNew |
$957K - $1.12M
|
13.4K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
296New |
$21.1K - $24.8K
|
296
$27.3K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
613K+ 25.15% |
$43.7M - $51.3M
|
3.05M
$282M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
259+ 14.04% |
$18.5K - $21.7K
|
2.1K
$194K
|
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-83.6K- 32.45% |
$5.96M - $6.99M
|
174K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
2.5KNew |
$178K - $209K
|
2.5K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.04M+ 90.71% |
$74.2M - $87.1M
|
2.19M
$202M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-600K- 29.53% |
$42.8M - $50.2M
|
1.43M
$132M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-2.45K- 0.82% |
$175K - $205K
|
298K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
78.1K+ 126.14% |
$5.56M - $6.53M
|
140K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
291K+ 20.95% |
$20.7M - $24.3M
|
1.68M
$155M
|
|
|
May 12, 2025
Q1 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
24.7K+ 6.77% |
$1.76M - $2.07M
|
390K
$36M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
181K+ 19.57% |
$12.9M - $15.1M
|
1.1M
$102M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
40+ 1.48% |
$2.85K - $3.35K
|
2.75K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.38K+ 7.1% |
$98.2K - $115K
|
20.8K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
117+ 0.06% |
$8.34K - $9.79K
|
210K
$19.4M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.98KNew |
$212K - $249K
|
2.98K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
34.3K+ 147.89% |
$2.45M - $2.87M
|
57.6K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
113K+ 148.56% |
$8.06M - $9.47M
|
189K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-3.61K- 0.88% |
$257K - $302K
|
409K
$37.8M
|