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 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
11+ 0.04% |
$784 - $920
|
29.9K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.9K+ 307.15% |
$1.06M - $1.25M
|
19.8K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
597+ 8.76% |
$42.5K - $49.9K
|
7.41K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
76+ 5.28% |
$5.41K - $6.36K
|
1.52K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.4K+ 43.05% |
$670K - $786K
|
31.2K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-15.1K- 5.83% |
$1.08M - $1.26M
|
244K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-120- 1.05% |
$8.55K - $10K
|
11.3K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.37K- 1.28% |
$240K - $281K
|
260K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.76M+ 37.43% |
$125M - $147M
|
6.45M
$596M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.63K+ 10.12% |
$615K - $722K
|
93.9K
$8.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
CALL |
2.9KNew |
$207K - $243K
|
2.9K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.09K+ 100.64% |
$291K - $342K
|
8.15K
$752K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.17KNew |
$83.6K - $98.1K
|
1.17K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.12% |
$71.2 - $83.6
|
858
$79.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 14.54% |
$103K - $121K
|
11.4K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-13.5K- 21.33% |
$958K - $1.13M
|
49.6K
$4.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
38.7K+ 14.63% |
$2.76M - $3.24M
|
303K
$28M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
36New |
$2.56K - $3.01K
|
36
$3.32K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
232New |
$16.5K - $19.4K
|
232
$21.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-8- 0.09% |
$570 - $669
|
9.29K
$857K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5+ 0.13% |
$356 - $418
|
3.9K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
157+ 0.51% |
$11.2K - $13.1K
|
31K
$2.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
794+ 4.95% |
$56.6K - $66.4K
|
16.8K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.7K+ 928.36% |
$1.19M - $1.39M
|
18.5K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.13K- 2.56% |
$80.3K - $94.3K
|
42.8K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-982- 5.66% |
$70K - $82.1K
|
16.4K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
168+ 3.13% |
$12K - $14.1K
|
5.54K
$511K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
30+ 17.24% |
$2.14K - $2.51K
|
204
$18.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
237+ 7.74% |
$16.9K - $19.8K
|
3.3K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.32K+ 16.64% |
$93.7K - $110K
|
9.22K
$851K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
282K+ 298.7% |
$20.1M - $23.6M
|
376K
$34.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
966+ 1.07% |
$68.8K - $80.8K
|
91K
$8.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
39+ 0.33% |
$2.78K - $3.26K
|
11.7K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
100+ 0.33% |
$7.12K - $8.36K
|
30.8K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$499 - $585
|
32.5K
$3M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
18.3K+ 14.27% |
$1.3M - $1.53M
|
146K
$13.5M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.93K+ 0.51% |
$138K - $162K
|
380K
$35.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
180K+ 2.83% |
$12.8M - $15.1M
|
6.55M
$605M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
222+ 1.26% |
$15.8K - $18.6K
|
17.9K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
421+ 3.85% |
$30K - $35.2K
|
11.4K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.06KNew |
$75.4K - $88.5K
|
1.06K
$97.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-678- 12.81% |
$48.3K - $56.7K
|
4.62K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-10.7K- 16.14% |
$763K - $896K
|
55.6K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.66KNew |
$189K - $222K
|
2.66K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.87K+ 1.13% |
$276K - $324K
|
348K
$32.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.84K+ 2.03% |
$131K - $154K
|
92.8K
$8.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-475- 1.0% |
$33.8K - $39.7K
|
47.1K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
369+ 2.6% |
$26.3K - $30.9K
|
14.6K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
292K+ 8.25% |
$20.8M - $24.4M
|
3.83M
$354M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-47.6K- 2.23% |
$3.39M - $3.98M
|
2.09M
$193M
|