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 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-30K- 16.05% |
$2.14M - $2.51M
|
157K
$14.5M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.91K+ 48.64% |
$563K - $661K
|
24.2K
$2.24M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.03K+ 3.91% |
$287K - $337K
|
107K
$9.91M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.21KNew |
$585K - $687K
|
8.21K
$760K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.51K+ 5.39% |
$108K - $126K
|
29.5K
$2.73M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$21.4K - $25.1K
|
300
$27.8K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
72.2K+ 77.4% |
$5.14M - $6.04M
|
165K
$15.3M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
210New |
$15K - $17.6K
|
210
$19.4K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.63K- 49.61% |
$401K - $471K
|
5.72K
$530K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.6K+ 4.81% |
$1.04M - $1.22M
|
318K
$29.5M
|
|
|
May 19, 2025
Q1 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-36.9K- 91.57% |
$2.63M - $3.08M
|
3.4K
$315K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.18M+ 10.12% |
$84M - $98.7M
|
12.8M
$1.19B
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-162- 0.72% |
$11.5K - $13.5K
|
22.4K
$2.07M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.98K+ 65.56% |
$141K - $166K
|
5K
$463K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.23K+ 42.71% |
$658K - $772K
|
30.8K
$2.86M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13K+ 26.42% |
$924K - $1.08M
|
62K
$5.74M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
10New |
$712 - $836
|
10
$926
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.74K- 8.57% |
$409K - $480K
|
61.3K
$5.68M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.51K- 30.17% |
$108K - $126K
|
3.5K
$324K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.05% |
$142 - $167
|
4.2K
$389K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-775- 3.02% |
$55.2K - $64.8K
|
24.9K
$2.3M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4+ 10.0% |
$285 - $335
|
44
$4.07K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 2.76% |
$356 - $418
|
176
$16.3K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
498New |
$35.5K - $41.7K
|
498
$46.1K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.02K+ 2.45% |
$72.9K - $85.6K
|
42.8K
$3.96M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.97M- 20.02% |
$140M - $164M
|
7.85M
$727M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
951KNew |
$67.7M - $79.5M
|
951K
$88M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-265K- 89.2% |
$18.9M - $22.1M
|
32.1K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
48.4K+ 767.42% |
$3.45M - $4.05M
|
54.7K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
391K+ 6.0% |
$27.8M - $32.7M
|
6.9M
$639M
|
|
|
May 15, 2025
Q1 2025
|
Intermede Investment Partners LTD
|
BUY
|
- |
1.54MNew |
$110M - $129M
|
1.54M
$143M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-65.1K- 44.54% |
$4.64M - $5.44M
|
81K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
16.9KNew |
$1.21M - $1.42M
|
16.9K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.18K+ 3.75% |
$155K - $182K
|
60.2K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
5.48KNew |
$390K - $458K
|
5.48K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
20KNew |
$1.42M - $1.67M
|
20K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
157KNew |
$11.2M - $13.1M
|
157K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.4K+ 14.42% |
$1.03M - $1.2M
|
114K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.71M+ 758.9% |
$193M - $227M
|
3.07M
$284M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
163K+ 16.97% |
$11.6M - $13.6M
|
1.12M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-223K- 13.96% |
$15.9M - $18.6M
|
1.37M
$127M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.57K- 1.52% |
$254K - $298K
|
231K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-58.1K- 58.86% |
$4.14M - $4.86M
|
40.6K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-48- 6.71% |
$3.42K - $4.01K
|
667
$61.8K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-50.6K- 47.59% |
$3.6M - $4.23M
|
55.7K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-757- 8.53% |
$53.9K - $63.3K
|
8.11K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-158- 2.1% |
$11.3K - $13.2K
|
7.36K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
16.7K+ 8.76% |
$1.19M - $1.39M
|
207K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
446+ 2.95% |
$31.8K - $37.3K
|
15.6K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
664K+ 20.95% |
$47.3M - $55.5M
|
3.83M
$355M
|