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 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
48+ 26.82% |
$3.42K - $4.01K
|
227
$21K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
485+ 3.97% |
$34.6K - $40.6K
|
12.7K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-20.6K- 41.17% |
$1.47M - $1.72M
|
29.4K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
68+ 2.06% |
$4.84K - $5.69K
|
3.36K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.3KNew |
$1.09M - $1.28M
|
15.3K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
47.9K+ 53.47% |
$3.42M - $4.01M
|
138K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.5K- 7.88% |
$1.81M - $2.13M
|
298K
$27.5M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-984- 20.49% |
$70.1K - $82.3K
|
3.82K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
374+ 1.39% |
$26.6K - $31.3K
|
27.2K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
408+ 0.26% |
$29.1K - $34.1K
|
157K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
54+ 2.22% |
$3.85K - $4.52K
|
2.49K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 69.02% |
$270K - $317K
|
9.27K
$856K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.2% |
$7.12K - $8.36K
|
49K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.36K+ 1.98% |
$453K - $532K
|
328K
$30.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
91.9K+ 85.33% |
$6.55M - $7.69M
|
200K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.15K- 12.83% |
$82.2K - $96.5K
|
7.84K
$724K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-23.8K- 3.19% |
$1.7M - $1.99M
|
723K
$66.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
43+ 0.02% |
$3.06K - $3.6K
|
174K
$16.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.17K+ 14.25% |
$83.4K - $97.9K
|
9.38K
$866K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 22.33% |
$1.64K - $1.92K
|
126
$11.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
535+ 5.39% |
$38.1K - $44.7K
|
10.5K
$967K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-441- 1.71% |
$31.4K - $36.9K
|
25.4K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.4K+ 160.43% |
$1.03M - $1.21M
|
23.4K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-7.6K- 3.8% |
$541K - $636K
|
192K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-116- 3.83% |
$8.26K - $9.7K
|
2.91K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.32K+ 3.77% |
$94K - $110K
|
36.4K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
119+ 1.34% |
$8.48K - $9.95K
|
9.02K
$833K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
16+ 0.58% |
$1.14K - $1.34K
|
2.77K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.51K- 21.55% |
$179K - $210K
|
9.15K
$845K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
400+ 3.48% |
$28.5K - $33.5K
|
11.9K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-900- 6.29% |
$64.1K - $75.3K
|
13.4K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
104+ 0.2% |
$7.41K - $8.7K
|
52.8K
$4.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
45New |
$3.21K - $3.76K
|
45
$4.15K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2.06K- 25.44% |
$147K - $172K
|
6.04K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
588+ 21.55% |
$41.9K - $49.2K
|
3.32K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 2.76% |
$6.84K - $8.03K
|
3.58K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
10.5K+ 10.23% |
$748K - $878K
|
113K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.11K+ 17.3% |
$506K - $595K
|
48.2K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-5- 0.13% |
$356 - $418
|
3.95K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.5K- 10.69% |
$1.46M - $1.72M
|
171K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12.8K+ 298.05% |
$912K - $1.07M
|
17.1K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.38K+ 0.63% |
$98.6K - $116K
|
221K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-508- 4.82% |
$36.2K - $42.5K
|
10K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
70+ 2.34% |
$4.99K - $5.85K
|
3.06K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
226+ 0.9% |
$16.1K - $18.9K
|
25.3K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.97K+ 17.91% |
$211K - $248K
|
19.5K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-250- 4.19% |
$17.8K - $20.9K
|
5.71K
$527K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4- 0.06% |
$285 - $335
|
6.63K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
26+ 0.6% |
$1.85K - $2.17K
|
4.38K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
531+ 6.24% |
$37.8K - $44.4K
|
9.04K
$834K
|