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 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.01% |
$356 - $418
|
56.1K
$5.18M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.37K+ 10.9% |
$667K - $783K
|
95.3K
$8.8M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
784+ 3.7% |
$55.9K - $65.6K
|
22K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-29- 0.77% |
$2.07K - $2.43K
|
3.76K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.6K- 1.25% |
$185K - $217K
|
205K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.18K+ 4.45% |
$155K - $182K
|
51.2K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4.53KNew |
$323K - $379K
|
4.53K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-210- 1.4% |
$15K - $17.6K
|
14.8K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7- 0.07% |
$499 - $585
|
10K
$926K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 0.31% |
$1.5K - $1.76K
|
6.77K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 0.17% |
$6.77K - $7.95K
|
54.2K
$5.01M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.4K+ 13.72% |
$1.02M - $1.2M
|
119K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
336+ 6.89% |
$23.9K - $28.1K
|
5.22K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 2.7% |
$15K - $17.6K
|
7.61K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
72.4K+ 914.64% |
$5.16M - $6.06M
|
80.4K
$7.42M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
14KNew |
$997K - $1.17M
|
14K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
11.6K+ 12.59% |
$829K - $973K
|
104K
$9.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-112- 0.34% |
$7.98K - $9.37K
|
33.2K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-9.41K- 6.84% |
$670K - $787K
|
128K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29+ 0.86% |
$2.07K - $2.43K
|
3.4K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.5K- 11.15% |
$178K - $209K
|
19.9K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
155+ 0.66% |
$11K - $13K
|
23.7K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.9K+ 6.53% |
$775K - $910K
|
178K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2+ 0.15% |
$142 - $167
|
1.34K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
44.4K+ 1.82% |
$3.16M - $3.71M
|
2.48M
$229M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
191KNew |
$13.6M - $16M
|
191K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
477+ 2805.88% |
$34K - $39.9K
|
494
$45.6K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-983- 1.79% |
$70K - $82.2K
|
53.8K
$4.97M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.69K+ 3.04% |
$263K - $308K
|
125K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-948- 1.23% |
$67.5K - $79.3K
|
76.3K
$7.05M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-995- 4.36% |
$70.9K - $83.2K
|
21.8K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
161+ 0.34% |
$11.5K - $13.5K
|
47.9K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$71.2 - $83.6
|
6.91K
$638K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
25KNew |
$1.78M - $2.09M
|
25K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63.8KNew |
$4.55M - $5.34M
|
63.8K
$5.89M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-190- 0.32% |
$13.5K - $15.9K
|
58.6K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.26K+ 38.73% |
$375K - $440K
|
18.9K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
58+ 0.77% |
$4.13K - $4.85K
|
7.55K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 9.41% |
$90.5K - $106K
|
12.2K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-826- 6.97% |
$58.8K - $69.1K
|
11K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-488- 9.23% |
$34.8K - $40.8K
|
4.8K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-1.35K- 2.78% |
$96K - $113K
|
47.1K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-7.2K- 7.03% |
$513K - $602K
|
95.2K
$8.79M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
74+ 1.42% |
$5.27K - $6.19K
|
5.27K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
31.8K+ 10.1% |
$2.27M - $2.66M
|
347K
$32M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
72.9K+ 92.29% |
$5.19M - $6.1M
|
152K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.39K+ 16.22% |
$526K - $618K
|
52.9K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-536- 1.89% |
$38.2K - $44.8K
|
27.8K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
182K+ 32.23% |
$13M - $15.2M
|
747K
$69M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.19K+ 0.97% |
$84.8K - $99.5K
|
124K
$11.5M
|