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 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
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$71.2 - $83.6
|
2.99K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
68.7K+ 11.12% |
$4.89M - $5.75M
|
687K
$63.4M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
110+ 0.67% |
$7.84K - $9.2K
|
16.5K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
848+ 1.72% |
$60.4K - $70.9K
|
50.2K
$4.64M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-28.5K- 0.35% |
$2.03M - $2.38M
|
8.21M
$758M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.21K- 18.24% |
$300K - $352K
|
18.9K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
200+ 2.52% |
$14.2K - $16.7K
|
8.14K
$752K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-175- 2.89% |
$12.5K - $14.6K
|
5.87K
$542K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.9K+ 7.14% |
$6.4M - $7.52M
|
1.35M
$124M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
211+ 0.53% |
$15K - $17.6K
|
40.1K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-716- 17.57% |
$51K - $59.9K
|
3.36K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
609+ 2.45% |
$43.4K - $50.9K
|
25.5K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8.23K- 41.56% |
$586K - $689K
|
11.6K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.77% |
$2.42K - $2.84K
|
4.46K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-50- 30.3% |
$3.56K - $4.18K
|
115
$10.6K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-748- 13.71% |
$53.3K - $62.6K
|
4.71K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
129+ 1.64% |
$9.19K - $10.8K
|
7.99K
$737K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-605- 4.06% |
$43.1K - $50.6K
|
14.3K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
6.7K+ 17.96% |
$477K - $561K
|
44K
$4.06M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-16.5K- 98.72% |
$1.18M - $1.38M
|
214
$19.8K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.21K- 3.59% |
$86.1K - $101K
|
32.5K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
19.7K+ 24.27% |
$1.41M - $1.65M
|
101K
$9.33M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-4.7K- 31.13% |
$335K - $393K
|
10.4K
$960K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
2.16KNew |
$154K - $180K
|
2.16K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
23.4K+ 489.56% |
$1.66M - $1.95M
|
28.1K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
121K+ 24.35% |
$8.59M - $10.1M
|
616K
$56.9M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.4K+ 147.98% |
$1.03M - $1.21M
|
24.2K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
250+ 0.32% |
$17.8K - $20.9K
|
77.4K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
40.7KNew |
$2.9M - $3.41M
|
40.7K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.45% |
$71.2 - $83.6
|
222
$20.5K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-693- 6.83% |
$49.4K - $58K
|
9.45K
$872K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
538+ 0.51% |
$38.3K - $45K
|
107K
$9.83M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
322KNew |
$22.9M - $26.9M
|
322K
$29.7M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
301+ 6.52% |
$21.4K - $25.2K
|
4.92K
$454K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.95KNew |
$210K - $247K
|
2.95K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.06K+ 31.48% |
$75.7K - $88.9K
|
4.44K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
14.6K+ 13.87% |
$1.04M - $1.22M
|
120K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-465- 6.29% |
$33.1K - $38.9K
|
6.93K
$640K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-69- 60.0% |
$4.92K - $5.77K
|
46
$4.25K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
27New |
$1.92K - $2.26K
|
27
$2.49K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
537+ 138.4% |
$38.3K - $44.9K
|
925
$85.4K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.0% |
$142 - $167
|
175K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2K+ 9.41% |
$142K - $167K
|
23.2K
$2.15M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62+ 0.82% |
$4.42K - $5.19K
|
7.58K
$700K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
777+ 4.79% |
$55.4K - $65K
|
17K
$1.57M
|