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 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
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.1K- 2.23% |
$78.6K - $92.3K
|
48.4K
$4.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
31+ 4.93% |
$2.21K - $2.59K
|
660
$60.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-231- 1.24% |
$16.5K - $19.3K
|
18.5K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-137- 3.1% |
$9.76K - $11.5K
|
4.28K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-15.4K- 57.73% |
$1.1M - $1.29M
|
11.3K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.71K- 1.86% |
$122K - $143K
|
89.8K
$8.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.39K- 2.52% |
$241K - $283K
|
131K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.47K- 17.63% |
$104K - $123K
|
6.85K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
215+ 1.34% |
$15.3K - $18K
|
16.3K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
74New |
$5.27K - $6.19K
|
74
$6.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-251- 2.16% |
$17.9K - $21K
|
11.4K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
13.4K+ 23.58% |
$951K - $1.12M
|
70K
$6.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-151- 2.71% |
$10.8K - $12.6K
|
5.42K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 3.3% |
$784 - $920
|
322
$29.7K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
29.3K+ 17.17% |
$2.08M - $2.45M
|
200K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
473+ 1.63% |
$33.7K - $39.6K
|
29.4K
$2.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
192+ 0.75% |
$13.7K - $16.1K
|
25.9K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
169+ 53.14% |
$12K - $14.1K
|
487
$45K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.73K- 54.45% |
$266K - $312K
|
3.12K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.03% |
$214 - $251
|
11.3K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
985+ 2.98% |
$70.2K - $82.4K
|
34K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-692- 5.13% |
$49.3K - $57.9K
|
12.8K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.22K+ 4.96% |
$158K - $186K
|
47K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.1K- 14.09% |
$1.65M - $1.93M
|
141K
$13M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
140+ 1.82% |
$9.97K - $11.7K
|
7.82K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-669- 38.36% |
$47.7K - $56K
|
1.08K
$99.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-586- 4.56% |
$41.7K - $49K
|
12.3K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
175+ 5.6% |
$12.5K - $14.6K
|
3.3K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.25K+ 1.96% |
$89.1K - $105K
|
65.2K
$6.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.8K+ 19.5% |
$128K - $150K
|
11K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.6K- 82.0% |
$1.61M - $1.89M
|
4.97K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-924- 36.95% |
$65.8K - $77.3K
|
1.58K
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.27% |
$4.42K - $5.19K
|
23.3K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.22% |
$2.21K - $2.59K
|
13.9K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-60.8K- 56.42% |
$4.33M - $5.09M
|
47K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
32.9K+ 2.81% |
$2.35M - $2.75M
|
1.21M
$111M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.04% |
$926 - $1.09K
|
35.4K
$3.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.22KNew |
$87.1K - $102K
|
1.22K
$113K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
728+ 3.39% |
$51.9K - $60.9K
|
22.2K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-213- 0.97% |
$15.2K - $17.8K
|
21.8K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.86K+ 11.73% |
$133K - $156K
|
17.7K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.24K- 1.02% |
$88.1K - $103K
|
120K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$865K - $1.02M
|
12.1K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-177- 0.39% |
$12.6K - $14.8K
|
44.9K
$4.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
50.6K+ 92.72% |
$3.6M - $4.23M
|
105K
$9.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
241+ 7.02% |
$17.2K - $20.2K
|
3.67K
$339K
|