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 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
816+ 8.59% |
$58.1K - $68.3K
|
10.3K
$953K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.65K+ 30.56% |
$118K - $138K
|
7.05K
$651K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
148K+ 2.89% |
$9.38M - $12.3M
|
5.28M
$487M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-344- 1.61% |
$21.8K - $28.5K
|
21K
$1.94M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.35K+ 1.61% |
$339K - $443K
|
337K
$31.1M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.17KNew |
$517K - $677K
|
8.17K
$754K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-51.5K- 41.59% |
$3.26M - $4.26M
|
72.3K
$6.67M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-310K- 10.05% |
$19.6M - $25.7M
|
2.77M
$256M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 0.8% |
$1.9K - $2.49K
|
3.78K
$349K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-28.7K- 2.96% |
$1.81M - $2.37M
|
939K
$86.7M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
54+ 1.33% |
$3.42K - $4.47K
|
4.13K
$381K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
121New |
$7.66K - $10K
|
121
$11.2K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
150+ 2.18% |
$9.5K - $12.4K
|
7.03K
$649K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
2.32KNew |
$147K - $192K
|
2.32K
$214K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$12K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
32.9KNew |
$2.09M - $2.73M
|
32.9K
$3.04M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-23.9K- 99.66% |
$1.51M - $1.98M
|
82
$7.57K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
116New |
$7.34K - $9.61K
|
116
$10.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$19K - $24.9K
|
300
$27.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5.49KNew |
$347K - $455K
|
5.49K
$506K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.58% |
$1.08K - $1.41K
|
2.93K
$270K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.63K- 3.72% |
$103K - $135K
|
42.2K
$3.89M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.96KNew |
$251K - $328K
|
3.96K
$365K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
36New |
$2.28K - $2.98K
|
36
$3.32K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-999- 8.16% |
$63.2K - $82.8K
|
11.2K
$1.04M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
200New |
$12.7K - $16.6K
|
200
$18.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.2K- 14.91% |
$76K - $99.4K
|
6.85K
$632K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$12.7K - $16.6K
|
200
$18.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.26K+ 148.64% |
$460K - $602K
|
12.1K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-60- 0.7% |
$3.8K - $4.97K
|
8.56K
$790K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.2KNew |
$456K - $596K
|
7.2K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.63M- 50.85% |
$420M - $550M
|
6.41M
$592M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-330K- 20.41% |
$20.9M - $27.3M
|
1.29M
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
10.1KNew |
$641K - $839K
|
10.1K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-23.9K- 27.4% |
$1.51M - $1.98M
|
63.4K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
3.01KNew |
$191K - $249K
|
3.01K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-470- 10.64% |
$29.8K - $38.9K
|
3.95K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-269- 3.78% |
$17K - $22.3K
|
6.84K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.33KNew |
$211K - $276K
|
3.33K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
81.2K+ 56.88% |
$5.14M - $6.72M
|
224K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-8.77K- 90.14% |
$555K - $727K
|
959
$88.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
98+ 1.34% |
$6.2K - $8.12K
|
7.39K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-257K- 96.29% |
$16.2M - $21.3M
|
9.9K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.87K- 43.48% |
$245K - $321K
|
5.04K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
307K+ 153.94% |
$19.5M - $25.5M
|
507K
$46.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-87- 1.33% |
$5.51K - $7.21K
|
6.44K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Coatue Management LLC
New York, NY |
BUY
|
- |
4.51MNew |
$286M - $374M
|
4.51M
$416M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
20KNew |
$1.27M - $1.66M
|
20K
$1.85M
|
|