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 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.37K- 54.93% |
$525K - $617K
|
6.05K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
461+ 10.46% |
$32.8K - $38.6K
|
4.87K
$449K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.02K- 11.28% |
$72.7K - $85.4K
|
8.03K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-396- 1.96% |
$28.2K - $33.1K
|
19.8K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
37+ 0.34% |
$2.64K - $3.09K
|
11K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.69K- 41.88% |
$192K - $225K
|
3.73K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-229- 1.64% |
$16.3K - $19.2K
|
13.8K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.1M+ 10.39% |
$363M - $426M
|
54.2M
$5B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
392+ 49.87% |
$27.9K - $32.8K
|
1.18K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
135+ 1.59% |
$9.62K - $11.3K
|
8.61K
$795K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-124- 2.27% |
$8.83K - $10.4K
|
5.35K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14.4K+ 6.65% |
$1.02M - $1.2M
|
231K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-692- 4.36% |
$49.3K - $57.9K
|
15.2K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.07K- 1.71% |
$75.9K - $89.2K
|
61.3K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
100+ 1.49% |
$7.12K - $8.36K
|
6.81K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.47K+ 17.58% |
$176K - $207K
|
16.5K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-283- 3.88% |
$20.2K - $23.7K
|
7.02K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
15+ 0.27% |
$1.07K - $1.25K
|
5.48K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 0.94% |
$855 - $1K
|
1.27K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
171K+ 14.16% |
$12.2M - $14.3M
|
1.38M
$127M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
940+ 28.44% |
$67K - $78.6K
|
4.25K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
65K+ 13.79% |
$4.63M - $5.43M
|
536K
$49.5M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
286+ 5.81% |
$20.4K - $23.9K
|
5.21K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-62- 1.61% |
$4.42K - $5.19K
|
3.78K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
557+ 9.49% |
$39.7K - $46.6K
|
6.43K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.08KNew |
$219K - $257K
|
3.08K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
854New |
$60.8K - $71.4K
|
854
$78.8K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
577+ 0.29% |
$41.1K - $48.3K
|
200K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
88.9K+ 6.06% |
$6.33M - $7.43M
|
1.55M
$144M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.67K+ 11.46% |
$119K - $140K
|
16.2K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19- 0.02% |
$1.35K - $1.59K
|
105K
$9.71M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
110K+ 112.36% |
$7.81M - $9.17M
|
207K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-5.24K- 3.7% |
$373K - $438K
|
136K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
167K+ 81.76% |
$11.9M - $14M
|
372K
$34.3M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.05K+ 119.23% |
$360K - $423K
|
9.29K
$858K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 33.33% |
$1.21K - $1.42K
|
68
$6.28K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-845- 2.02% |
$60.2K - $70.7K
|
41.1K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.53K- 2.7% |
$465K - $546K
|
235K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.55K+ 89.29% |
$182K - $213K
|
5.41K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.75K- 4.68% |
$338K - $397K
|
96.7K
$8.93M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 1.06% |
$92.3K - $108K
|
121K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.75K+ 13.84% |
$339K - $398K
|
39.1K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
136+ 2.25% |
$9.69K - $11.4K
|
6.19K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.04K+ 1.25% |
$74.4K - $87.3K
|
84.4K
$7.79M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.85K+ 239.56% |
$631K - $741K
|
12.6K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.21K- 6.56% |
$86.3K - $101K
|
17.2K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
432+ 8.79% |
$30.8K - $36.1K
|
5.35K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-65.3K- 12.54% |
$4.65M - $5.46M
|
456K
$42.1M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-76- 0.53% |
$5.41K - $6.36K
|
14.3K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
735+ 1.86% |
$52.4K - $61.5K
|
40.2K
$3.71M
|