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 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
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 9.42% |
$1.85K - $2.17K
|
302
$27.9K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
9.26KNew |
$659K - $774K
|
9.26K
$855K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.84K+ 122.29% |
$274K - $321K
|
6.98K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-8.2K- 3.59% |
$584K - $686K
|
220K
$20.4M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.67K+ 9.18% |
$261K - $307K
|
43.6K
$4.02M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.39K+ 9.39% |
$170K - $200K
|
27.8K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.97K+ 58.06% |
$354K - $415K
|
13.5K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.99K+ 5.55% |
$141K - $166K
|
37.7K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.3K- 80.45% |
$1.16M - $1.36M
|
3.95K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
433+ 3.53% |
$30.8K - $36.2K
|
12.7K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.23KNew |
$301K - $354K
|
4.23K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 3.28% |
$76.7K - $90.1K
|
31.8K
$2.93M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-93- 4.13% |
$6.63K - $7.78K
|
2.16K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-213K- 16.94% |
$15.2M - $17.8M
|
1.04M
$96.4M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-36.6K- 12.72% |
$2.61M - $3.07M
|
251K
$23.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 11.02% |
$110K - $129K
|
15.6K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.19K- 11.98% |
$370K - $434K
|
38.1K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
23.2K+ 5.86% |
$1.65M - $1.94M
|
419K
$38.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-8K- 1.3% |
$570K - $669K
|
609K
$56.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.21% |
$570 - $669
|
3.89K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.44K+ 28.81% |
$174K - $204K
|
10.9K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
12+ 0.31% |
$855 - $1K
|
3.86K
$357K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
221+ 1.97% |
$15.7K - $18.5K
|
11.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-354- 0.94% |
$25.2K - $29.6K
|
37.1K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
40+ 0.1% |
$2.85K - $3.35K
|
38.6K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-165K- 3.39% |
$11.8M - $13.8M
|
4.71M
$435M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.08% |
$71.2 - $83.6
|
1.23K
$113K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
76.6K+ 0.71% |
$5.45M - $6.4M
|
10.8M
$998M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.35K+ 6.16% |
$239K - $280K
|
57.7K
$5.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
63+ 1.97% |
$4.49K - $5.27K
|
3.26K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
53.2K+ 11.57% |
$3.79M - $4.45M
|
514K
$47.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.53K- 5.57% |
$607K - $713K
|
145K
$13.3M
|