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 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
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
78+ 4.03% |
$5.56K - $6.52K
|
2.01K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.75K- 60.62% |
$552K - $648K
|
5.04K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-326K- 11.91% |
$23.2M - $27.3M
|
2.41M
$223M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.4K- 3.13% |
$99.7K - $117K
|
43.3K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.64K- 3.31% |
$116K - $137K
|
47.8K
$4.41M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.34K- 0.8% |
$95.1K - $112K
|
165K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.23K+ 64.91% |
$515K - $604K
|
18.4K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.88K- 9.55% |
$134K - $157K
|
17.8K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-115- 41.37% |
$8.19K - $9.62K
|
163
$15K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
261+ 9.65% |
$18.6K - $21.8K
|
2.97K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-66- 0.5% |
$4.7K - $5.52K
|
13.2K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 26.47% |
$228K - $267K
|
8.88K
$820K
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1K+ 0.07% |
$71.2K - $83.6K
|
1.36M
$126M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.61% |
$142 - $167
|
329
$30.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-78- 34.82% |
$5.56K - $6.52K
|
146
$13.5K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.72K+ 34.18% |
$122K - $144K
|
6.74K
$622K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-36- 83.72% |
$2.56K - $3.01K
|
7
$646
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-800- 2.84% |
$57K - $66.9K
|
27.4K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-900- 3.9% |
$64.1K - $75.3K
|
22.2K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
116+ 3.33% |
$8.26K - $9.7K
|
3.6K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 5.32% |
$1.07K - $1.25K
|
297
$27.4K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.4% |
$356 - $418
|
1.25K
$115K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
401K+ 19.04% |
$28.6M - $33.5M
|
2.51M
$231M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
19.1K+ 10.66% |
$1.36M - $1.6M
|
198K
$18.3M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.13K+ 37.65% |
$365K - $429K
|
18.7K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
71.5K+ 15.45% |
$5.09M - $5.98M
|
534K
$49.3M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
45+ 0.66% |
$3.21K - $3.76K
|
6.87K
$634K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
26+ 1.16% |
$1.85K - $2.17K
|
2.26K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
11.2K+ 13.93% |
$798K - $937K
|
91.6K
$8.46M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.58K- 13.05% |
$326K - $383K
|
30.5K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6New |
$427 - $502
|
6
$554
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.68K+ 3.21% |
$120K - $141K
|
54.1K
$5M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 1.37% |
$71.2 - $83.6
|
72
$6.65K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
834New |
$59.4K - $69.8K
|
834
$77K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
189+ 4.34% |
$13.5K - $15.8K
|
4.55K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 9.83% |
$1.8M - $2.11M
|
282K
$26M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.8K+ 2.05% |
$484K - $569K
|
339K
$31.3M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
513New |
$36.5K - $42.9K
|
513
$47.4K
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
2.58KNew |
$184K - $216K
|
2.58K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18+ 0.79% |
$1.28K - $1.51K
|
2.29K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
89+ 3.71% |
$6.34K - $7.44K
|
2.49K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-16.7K- 58.6% |
$1.19M - $1.4M
|
11.8K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.28K+ 54.45% |
$447K - $525K
|
17.8K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-469- 2.3% |
$33.4K - $39.2K
|
19.9K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.08K+ 4.27% |
$77.1K - $90.5K
|
26.4K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
14+ 3.03% |
$997 - $1.17K
|
476
$43.9K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
9.92K+ 12.34% |
$706K - $829K
|
90.3K
$8.33M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.8K- 21.02% |
$128K - $150K
|
6.75K
$623K
|