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
|
Thornburg Investment Management Inc
|
SELL
|
- |
-34.8K- 3.72% |
$2.48M - $2.91M
|
902K
$83.2M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$71.2 - $83.6
|
7.27K
$672K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.1K+ 19.55% |
$78.1K - $91.7K
|
6.7K
$619K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-22.9K- 9.39% |
$1.63M - $1.92M
|
221K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
61+ 0.82% |
$4.35K - $5.1K
|
7.48K
$691K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.9K- 17.77% |
$1.56M - $1.83M
|
102K
$9.37M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
68.9K+ 6.19% |
$4.91M - $5.76M
|
1.18M
$109M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
105K+ 5.4% |
$7.46M - $8.76M
|
2.04M
$189M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.38K+ 18.86% |
$169K - $199K
|
15K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.91K- 13.26% |
$136K - $159K
|
12.5K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27+ 0.41% |
$1.92K - $2.26K
|
6.64K
$613K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
426+ 7.15% |
$30.3K - $35.6K
|
6.39K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
51.9K+ 9.64% |
$3.7M - $4.34M
|
590K
$54.5M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.3% |
$712 - $836
|
3.37K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-108K- 72.78% |
$7.69M - $9.03M
|
40.4K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-374- 6.68% |
$26.6K - $31.3K
|
5.22K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.36K- 12.87% |
$168K - $197K
|
16K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.8K- 0.4% |
$271K - $318K
|
958K
$88.4M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.79K- 1.79% |
$127K - $150K
|
98.3K
$9.08M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
2.89KNew |
$206K - $241K
|
2.89K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
7.1K+ 169.05% |
$506K - $594K
|
11.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-18- 1.16% |
$1.28K - $1.51K
|
1.54K
$142K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 2.92% |
$83.5K - $98K
|
41.3K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
20.6KNew |
$1.47M - $1.72M
|
20.6K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-814- 0.45% |
$58K - $68.1K
|
180K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
4+ 0.02% |
$285 - $335
|
24.3K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.6KNew |
$185K - $217K
|
2.6K
$240K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-45.1K- 16.0% |
$3.22M - $3.77M
|
237K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
89.4KNew |
$6.37M - $7.48M
|
89.4K
$8.25M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
7.36KNew |
$524K - $615K
|
7.36K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
563+ 3.61% |
$40.1K - $47.1K
|
16.2K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
344+ 3.02% |
$24.5K - $28.8K
|
11.7K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.15KNew |
$81.9K - $96.2K
|
1.15K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
364K+ 79.93% |
$25.9M - $30.5M
|
820K
$75.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.6KNew |
$327K - $384K
|
4.6K
$424K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-793- 3.28% |
$56.5K - $66.3K
|
23.4K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-226- 5.44% |
$16.1K - $18.9K
|
3.93K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-385- 1.65% |
$27.4K - $32.2K
|
23K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 1.28% |
$3.56K - $4.18K
|
3.85K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 16.1% |
$696K - $817K
|
70.5K
$6.5M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-92- 1.57% |
$6.55K - $7.69K
|
5.77K
$533K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9K+ 5.25% |
$1.42M - $1.66M
|
399K
$36.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-32.5K- 27.17% |
$2.32M - $2.72M
|
87.1K
$8.04M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
13+ 0.14% |
$926 - $1.09K
|
9.43K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
135+ 3.1% |
$9.62K - $11.3K
|
4.49K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-450- 3.36% |
$32.1K - $37.6K
|
12.9K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.77KNew |
$554K - $650K
|
7.77K
$718K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$219K - $257K
|
3.07K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 9.34% |
$939K - $1.1M
|
154K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-201- 6.89% |
$14.3K - $16.8K
|
2.72K
$251K
|