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 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-416- 11.56% |
$29.6K - $34.8K
|
3.18K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19.8M+ 15.41% |
$1.41B - $1.66B
|
148M
$13.7B
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-3.21K- 9.85% |
$229K - $268K
|
29.4K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
96+ 7.01% |
$6.84K - $8.03K
|
1.47K
$135K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
450+ 10.04% |
$32.1K - $37.6K
|
4.93K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-36- 0.22% |
$2.56K - $3.01K
|
16.6K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.5KNew |
$249K - $293K
|
3.5K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
18.9KNew |
$1.34M - $1.58M
|
18.9K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
766+ 0.76% |
$54.6K - $64.1K
|
102K
$9.39M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
12.5K+ 2.04% |
$888K - $1.04M
|
624K
$57.6M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
9.75M+ 229.28% |
$695M - $815M
|
14M
$1.29B
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-36.5K- 61.95% |
$2.6M - $3.05M
|
22.4K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.34% |
$71.2 - $83.6
|
299
$27.6K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.22M+ 15.05% |
$87.2M - $102M
|
9.36M
$864M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
150KNew |
$10.7M - $12.6M
|
150K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-93- 0.38% |
$6.63K - $7.78K
|
24.2K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
11.2K+ 7.6% |
$800K - $939K
|
159K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.58K- 3.22% |
$183K - $215K
|
77.5K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.05K+ 3.13% |
$289K - $339K
|
133K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.19KNew |
$227K - $267K
|
3.19K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-99- 2.84% |
$7.05K - $8.28K
|
3.39K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
257+ 6.33% |
$18.3K - $21.5K
|
4.31K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
242K+ 18.51% |
$17.2M - $20.2M
|
1.55M
$143M
|
|
|
May 08, 2025
Q1 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
2.26K+ 21.19% |
$161K - $189K
|
12.9K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
362+ 0.04% |
$25.8K - $30.3K
|
900K
$83.1M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
519+ 6.74% |
$37K - $43.4K
|
8.22K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14.5K+ 255.33% |
$1.03M - $1.21M
|
20.1K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-6.21K- 3.06% |
$442K - $519K
|
196K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.73K+ 12.67% |
$266K - $312K
|
33.2K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.88K+ 14.42% |
$134K - $157K
|
14.9K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
45.5KNew |
$3.24M - $3.8M
|
45.5K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
89+ 3.84% |
$6.34K - $7.44K
|
2.41K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-441- 5.45% |
$31.4K - $36.9K
|
7.65K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
45.2K+ 380.82% |
$3.22M - $3.78M
|
57K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.68K- 11.2% |
$262K - $307K
|
29.2K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-935- 0.67% |
$66.6K - $78.2K
|
138K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
47K+ 164.85% |
$3.35M - $3.93M
|
75.5K
$6.97M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.04K- 11.5% |
$74.4K - $87.3K
|
8.04K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-196- 2.92% |
$14K - $16.4K
|
6.52K
$602K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.71K+ 0.34% |
$122K - $143K
|
503K
$46.4M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.32K+ 11.05% |
$165K - $194K
|
23.3K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
85.1K+ 26.57% |
$6.06M - $7.12M
|
405K
$37.4M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-254- 3.71% |
$18.1K - $21.2K
|
6.6K
$609K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.59KNew |
$256K - $300K
|
3.59K
$332K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
48K+ 23.88% |
$3.42M - $4.01M
|
249K
$23M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
904+ 7.85% |
$64.4K - $75.6K
|
12.4K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.07K+ 7.0% |
$361K - $424K
|
77.4K
$7.15M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-230- 1.77% |
$16.4K - $19.2K
|
12.7K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.1K- 2.54% |
$292K - $343K
|
157K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.53K+ 17.8% |
$322K - $378K
|
29.9K
$2.76M
|