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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.51K+ 1.05% |
$108K - $126K
|
145K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.66K+ 12.56% |
$118K - $139K
|
14.9K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
220+ 90.53% |
$15.7K - $18.4K
|
463
$42.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
94New |
$6.7K - $7.86K
|
94
$8.68K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
8.5K+ 11.94% |
$606K - $711K
|
79.7K
$7.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.77K+ 1.43% |
$126K - $148K
|
126K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 5.0% |
$14.2K - $16.7K
|
3.8K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.78K- 3.66% |
$127K - $149K
|
46.8K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
232+ 1.96% |
$16.5K - $19.4K
|
12.1K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.74K- 13.26% |
$266K - $313K
|
24.5K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.56K - $4.18K
|
31.2K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.84K- 37.03% |
$131K - $154K
|
3.13K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-824- 2.27% |
$58.7K - $68.9K
|
35.4K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
479+ 11.64% |
$34.1K - $40.1K
|
4.59K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-909- 17.13% |
$64.8K - $76K
|
4.4K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-715- 7.91% |
$50.9K - $59.8K
|
8.33K
$769K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.26K+ 3.97% |
$90K - $106K
|
33.1K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
130New |
$9.26K - $10.9K
|
130
$12K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.6K- 20.58% |
$114K - $134K
|
6.17K
$569K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.69KNew |
$191K - $225K
|
2.69K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.6K+ 2.55% |
$1.97M - $2.31M
|
1.11M
$102M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.95K- 43.33% |
$281K - $330K
|
5.17K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.27K+ 7.28% |
$162K - $190K
|
33.4K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
511+ 6.53% |
$36.4K - $42.7K
|
8.33K
$769K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
56.5K+ 13.92% |
$4.03M - $4.73M
|
462K
$42.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
570+ 5.12% |
$40.6K - $47.7K
|
11.7K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
181+ 0.84% |
$12.9K - $15.1K
|
21.7K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-20.4K- 16.08% |
$1.45M - $1.71M
|
106K
$9.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
366+ 2.64% |
$26.1K - $30.6K
|
14.3K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.63K- 2.11% |
$116K - $137K
|
75.8K
$7M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
45.4K+ 17.47% |
$3.24M - $3.8M
|
306K
$28.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-2.56K- 36.83% |
$182K - $214K
|
4.38K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-4.4K- 11.17% |
$313K - $368K
|
35K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
677+ 10.29% |
$48.2K - $56.6K
|
7.26K
$670K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.71KNew |
$336K - $394K
|
4.71K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
78K+ 70.91% |
$5.56M - $6.52M
|
188K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.97K+ 14.71% |
$141K - $165K
|
15.4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-233- 0.2% |
$16.6K - $19.5K
|
118K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
47.5K+ 728.27% |
$3.39M - $3.98M
|
54.1K
$4.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-234- 12.9% |
$16.7K - $19.6K
|
1.58K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
130+ 0.68% |
$9.26K - $10.9K
|
19.3K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.59KNew |
$184K - $216K
|
2.59K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-578- 1.84% |
$41.2K - $48.3K
|
30.8K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-71.1K- 3.74% |
$5.06M - $5.94M
|
1.83M
$169M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
900New |
$64.1K - $75.3K
|
900
$83.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-597- 12.53% |
$42.5K - $49.9K
|
4.17K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 50.07% |
$288K - $338K
|
4.03K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 7.59% |
$820K - $962K
|
163K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-70- 2.04% |
$4.99K - $5.85K
|
3.37K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-512- 2.17% |
$36.5K - $42.8K
|
23.1K
$2.13M
|