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 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
35+ 0.58% |
$2.49K - $2.93K
|
6.11K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
70+ 2.36% |
$4.99K - $5.85K
|
3.04K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 3.45% |
$7.12K - $8.36K
|
3K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.01K+ 2.71% |
$72K - $84.6K
|
38.4K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.61K- 9.38% |
$114K - $134K
|
15.5K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
2.8K+ 4.01% |
$199K - $234K
|
72.4K
$6.69M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 7.25% |
$107K - $125K
|
19.2K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-78- 58.21% |
$5.56K - $6.52K
|
56
$5.17K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2K- 39.09% |
$142K - $167K
|
3.11K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.2% |
$142 - $167
|
980
$90.5K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-144- 1.01% |
$10.3K - $12K
|
14.1K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.47M- 6.68% |
$105M - $123M
|
20.5M
$1.9B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
168K+ 83.42% |
$12M - $14M
|
369K
$34.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
88.4K+ 345.99% |
$6.3M - $7.39M
|
114K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.56K - $4.18K
|
50
$4.62K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
117+ 1.22% |
$8.34K - $9.79K
|
9.7K
$895K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
44+ 0.02% |
$3.13K - $3.68K
|
179K
$16.5M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-260- 1.1% |
$18.5K - $21.7K
|
23.5K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108New |
$7.69K - $9.03K
|
108
$9.97K
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-48.3K- 1.04% |
$3.44M - $4.04M
|
4.6M
$424M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.16K+ 8.16% |
$154K - $181K
|
28.7K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-82- 0.24% |
$5.84K - $6.86K
|
33.9K
$3.13M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
31.4K+ 29.58% |
$2.23M - $2.62M
|
137K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.01K+ 13.51% |
$71.7K - $84.2K
|
8.46K
$781K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.33K- 17.13% |
$94.7K - $111K
|
6.43K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-120- 1.2% |
$8.55K - $10K
|
9.85K
$910K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.55KNew |
$395K - $464K
|
5.55K
$512K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-28Closed |
$1.99K - $2.34K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.2K- 3.75% |
$442K - $519K
|
159K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-23K- 4.03% |
$1.64M - $1.92M
|
547K
$50.5M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 8.59% |
$112K - $131K
|
16.7K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
13.5K+ 17.5% |
$960K - $1.13M
|
90.5K
$8.36M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
140+ 0.1% |
$9.97K - $11.7K
|
141K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.68KNew |
$476K - $559K
|
6.68K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$182K - $214K
|
2.56K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-450- 9.87% |
$32.1K - $37.6K
|
4.11K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-800- 18.04% |
$57K - $66.9K
|
3.64K
$336K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
279+ 5.41% |
$19.9K - $23.3K
|
5.43K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
576+ 11.99% |
$41K - $48.2K
|
5.38K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-41.2K- 2.57% |
$2.94M - $3.45M
|
1.56M
$144M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2+ 0.05% |
$142 - $167
|
3.67K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-519- 7.2% |
$37K - $43.4K
|
6.69K
$618K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
991+ 10.68% |
$70.6K - $82.9K
|
10.3K
$948K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2K+ 1.23% |
$142K - $167K
|
164K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-73- 2.39% |
$5.2K - $6.11K
|
2.98K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
312+ 1.33% |
$22.2K - $26.1K
|
23.8K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-55- 0.68% |
$3.92K - $4.6K
|
8.01K
$739K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-67.7K- 35.46% |
$4.82M - $5.66M
|
123K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.95K- 14.63% |
$139K - $163K
|
11.4K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
10.7KNew |
$760K - $892K
|
10.7K
$985K
|