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 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
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
4.25K+ 14.0% |
$303K - $355K
|
34.6K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-860- 7.48% |
$61.3K - $71.9K
|
10.6K
$982K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
96+ 1.38% |
$6.84K - $8.03K
|
7.04K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
88+ 0.68% |
$6.27K - $7.36K
|
13.1K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
595+ 3.03% |
$42.4K - $49.8K
|
20.3K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-470- 4.22% |
$33.5K - $39.3K
|
10.7K
$985K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14+ 14.0% |
$997 - $1.17K
|
114
$10.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-152- 0.35% |
$10.8K - $12.7K
|
43.9K
$4.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 1.17% |
$7.12K - $8.36K
|
8.63K
$796K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
154+ 2.91% |
$11K - $12.9K
|
5.44K
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-11.3K- 0.9% |
$806K - $946K
|
1.25M
$115M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
45.4K+ 15.75% |
$3.24M - $3.8M
|
334K
$30.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-141- 31.26% |
$10K - $11.8K
|
310
$28.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.76K+ 108.32% |
$553K - $649K
|
14.9K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23+ 0.4% |
$1.64K - $1.92K
|
5.73K
$529K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-630- 15.54% |
$44.9K - $52.7K
|
3.42K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 75.0% |
$10.7K - $12.5K
|
350
$32.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.54% |
$71.2 - $83.6
|
187
$17.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
32+ 4.37% |
$2.28K - $2.68K
|
764
$70.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
24+ 0.22% |
$1.71K - $2.01K
|
11K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.96K- 7.0% |
$139K - $164K
|
26K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
45+ 11.63% |
$3.21K - $3.76K
|
432
$39.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 2.63% |
$142 - $167
|
78
$7.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
668New |
$47.6K - $55.9K
|
668
$61.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6.02K- 47.74% |
$429K - $504K
|
6.6K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-39- 0.77% |
$2.78K - $3.26K
|
5K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
30+ 0.98% |
$2.14K - $2.51K
|
3.1K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
58New |
$4.13K - $4.85K
|
58
$5.35K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-263- 52.39% |
$18.7K - $22K
|
239
$22.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
467+ 19.39% |
$33.3K - $39.1K
|
2.88K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-455- 3.33% |
$32.4K - $38.1K
|
13.2K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
46.8KNew |
$3.33M - $3.91M
|
46.8K
$4.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
723+ 1.45% |
$51.5K - $60.5K
|
50.7K
$4.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.7K+ 74.45% |
$264K - $309K
|
8.67K
$800K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-207- 5.43% |
$14.7K - $17.3K
|
3.6K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-703- 8.46% |
$50.1K - $58.8K
|
7.6K
$702K
|