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 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.54K- 2.08% |
$110K - $129K
|
72.7K
$6.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-1.66K- 3.05% |
$118K - $139K
|
52.9K
$4.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.26K- 90.34% |
$161K - $189K
|
242
$22.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
144+ 7.95% |
$10.3K - $12K
|
1.96K
$180K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-45- 7.94% |
$3.21K - $3.76K
|
522
$48.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
223+ 3.04% |
$15.9K - $18.7K
|
7.56K
$698K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.5K+ 22.97% |
$107K - $126K
|
8.04K
$742K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10.7K- 66.16% |
$765K - $898K
|
5.49K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-788- 4.48% |
$56.1K - $65.9K
|
16.8K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
361New |
$25.7K - $30.2K
|
361
$33.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
3.2KNew |
$228K - $268K
|
3.2K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
222+ 4.1% |
$15.8K - $18.6K
|
5.64K
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.45K+ 22.38% |
$459K - $539K
|
35.2K
$3.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
74+ 0.25% |
$5.27K - $6.19K
|
29.3K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-4.68K- 47.33% |
$334K - $392K
|
5.21K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
825+ 22.18% |
$58.8K - $69K
|
4.54K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
245+ 7.59% |
$17.5K - $20.5K
|
3.47K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.9K- 39.6% |
$420K - $493K
|
9K
$831K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-400- 11.66% |
$28.5K - $33.5K
|
3.03K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.09K+ 17.58% |
$220K - $258K
|
20.7K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-187- 3.89% |
$13.3K - $15.6K
|
4.62K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-288- 2.66% |
$20.5K - $24.1K
|
10.5K
$973K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-81- 0.62% |
$5.77K - $6.77K
|
13.1K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.6K+ 44.62% |
$1.68M - $1.97M
|
76.4K
$7.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.01K- 29.16% |
$214K - $251K
|
7.3K
$674K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41.6K+ 281.0% |
$2.96M - $3.48M
|
56.4K
$5.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.22K- 4.02% |
$300K - $353K
|
101K
$9.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-20.7K- 3.87% |
$1.47M - $1.73M
|
513K
$47.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.08K- 23.24% |
$77.2K - $90.6K
|
3.58K
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 0.69% |
$712 - $836
|
1.45K
$134K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.44KNew |
$102K - $120K
|
1.44K
$132K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.63K- 15.95% |
$116K - $136K
|
8.57K
$791K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
145+ 6.9% |
$10.3K - $12.1K
|
2.25K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.44K- 1.93% |
$174K - $204K
|
124K
$11.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.08K- 12.32% |
$76.6K - $89.9K
|
7.65K
$706K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 1.28% |
$997 - $1.17K
|
1.08K
$99.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.65K+ 19.04% |
$118K - $138K
|
10.3K
$955K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 27.5% |
$6.27K - $7.36K
|
408
$37.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.6K- 1.79% |
$185K - $217K
|
142K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
28+ 43.08% |
$1.99K - $2.34K
|
93
$8.59K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-17.9K- 9.12% |
$1.28M - $1.5M
|
178K
$16.5M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.15K- 3.32% |
$81.9K - $96.2K
|
33.5K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
747+ 1.14% |
$53.2K - $62.5K
|
66.4K
$6.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
125+ 0.83% |
$8.91K - $10.5K
|
15.2K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
245+ 3.68% |
$17.5K - $20.5K
|
6.9K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.09K- 7.31% |
$77.4K - $90.9K
|
13.8K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-200- 2.03% |
$14.2K - $16.7K
|
9.67K
$893K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
31+ 0.68% |
$2.21K - $2.59K
|
4.62K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.66KNew |
$189K - $222K
|
2.66K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
95+ 0.34% |
$6.77K - $7.95K
|
27.7K
$2.56M
|