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 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-22- 0.41% |
$1.57K - $1.84K
|
5.4K
$499K
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
40+ 0.03% |
$2.85K - $3.35K
|
127K
$11.8M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-127- 73.84% |
$9.05K - $10.6K
|
45
$4.15K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.68KNew |
$191K - $224K
|
2.68K
$247K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.47K+ 30.16% |
$247K - $290K
|
15K
$1.38M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.22KNew |
$585K - $687K
|
8.22K
$758K
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
4.09KNew |
$291K - $342K
|
4.09K
$377K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
71+ 0.72% |
$5.06K - $5.94K
|
9.87K
$911K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
78+ 0.09% |
$5.56K - $6.52K
|
84.5K
$7.8M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
13.1KNew |
$936K - $1.1M
|
13.1K
$1.21M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
132+ 2.06% |
$9.4K - $11K
|
6.55K
$605K
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.23K- 4.68% |
$87.3K - $103K
|
25K
$2.3M
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-65- 0.01% |
$4.63K - $5.44K
|
457K
$42.2M
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
4.83KNew |
$344K - $404K
|
4.83K
$446K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 2.63% |
$1.99K - $2.34K
|
1.04K
$95.6K
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.8K+ 31.26% |
$342K - $401K
|
20.1K
$1.86M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-904- 10.54% |
$64.4K - $75.6K
|
7.67K
$708K
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.61K+ 23.02% |
$115K - $135K
|
8.62K
$796K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 23.26% |
$712 - $836
|
33
$3.05K
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-12.4K- 63.57% |
$885K - $1.04M
|
7.12K
$657K
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.36K- 16.06% |
$96.7K - $114K
|
7.1K
$655K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
630+ 13.38% |
$44.9K - $52.7K
|
5.34K
$493K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
616+ 2.54% |
$43.9K - $51.5K
|
24.9K
$2.29M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.63KNew |
$187K - $220K
|
2.63K
$243K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18+ 1.01% |
$1.28K - $1.51K
|
1.8K
$166K
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
16.3KNew |
$1.16M - $1.36M
|
16.3K
$1.5M
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-51- 17.96% |
$3.63K - $4.27K
|
233
$21.5K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11.4K+ 9.15% |
$812K - $954K
|
136K
$12.6M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
166+ 4.61% |
$11.8K - $13.9K
|
3.76K
$347K
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
49K+ 22.28% |
$3.49M - $4.1M
|
269K
$24.8M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
615+ 9.84% |
$43.8K - $51.4K
|
6.86K
$633K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.1K- 6.68% |
$2.71M - $3.18M
|
531K
$49.1M
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-253- 12.94% |
$18K - $21.2K
|
1.7K
$157K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.14K+ 2.21% |
$224K - $263K
|
145K
$13.4M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
54+ 1.79% |
$3.85K - $4.52K
|
3.08K
$284K
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
34+ 0.33% |
$2.42K - $2.84K
|
10.5K
$968K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.73K+ 43.34% |
$195K - $229K
|
9.04K
$834K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.8KNew |
$485K - $569K
|
6.8K
$628K
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-1- 0.02% |
$71.2 - $83.6
|
6.23K
$575K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
375+ 1.4% |
$26.7K - $31.4K
|
27.1K
$2.5M
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-21.2K- 85.04% |
$1.51M - $1.78M
|
3.74K
$345K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.5KNew |
$534K - $627K
|
7.5K
$692K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-17.8K- 50.29% |
$1.27M - $1.49M
|
17.6K
$1.62M
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-220- 7.54% |
$15.7K - $18.4K
|
2.7K
$249K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.82K+ 29.57% |
$201K - $236K
|
12.4K
$1.14M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.92K+ 36.09% |
$208K - $244K
|
11K
$1.02M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-115- 28.89% |
$8.19K - $9.62K
|
283
$26.1K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15New |
$1.07K - $1.25K
|
15
$1.38K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.83K+ 39.2% |
$273K - $321K
|
13.6K
$1.26M
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.77K+ 0.22% |
$411K - $483K
|
2.6M
$240M
|