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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
33.4KNew |
$2.38M - $2.8M
|
33.4K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-51K- 45.01% |
$3.63M - $4.26M
|
62.3K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1.1K- 2.39% |
$78.4K - $92.1K
|
44.9K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-108- 0.59% |
$7.69K - $9.03K
|
18.2K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-590K- 53.79% |
$42.1M - $49.4M
|
507K
$47M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
786K+ 56.26% |
$56M - $65.8M
|
2.18M
$202M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.7K+ 101.35% |
$2.9M - $3.41M
|
80.9K
$7.49M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-667K- 51.36% |
$47.5M - $55.8M
|
631K
$58.5M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-217K- 66.26% |
$15.5M - $18.1M
|
111K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-352- 9.07% |
$25.1K - $29.4K
|
3.53K
$327K
|
|
|
May 15, 2025
Q1 2025
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
4.36MNew |
$310M - $364M
|
4.36M
$403M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
494+ 1.6% |
$35.2K - $41.3K
|
31.4K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
331+ 7.6% |
$23.6K - $27.7K
|
4.69K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
695+ 1.32% |
$49.5K - $58.1K
|
53.3K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8.09K+ 67.56% |
$576K - $676K
|
20.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.25KNew |
$231K - $272K
|
3.25K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 14.85% |
$90K - $106K
|
9.77K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.59M+ 19.33% |
$184M - $216M
|
16M
$1.48B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
634K+ 63.45% |
$45.2M - $53.1M
|
1.63M
$151M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-990K- 4.42% |
$70.5M - $82.8M
|
21.4M
$1.98B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-63.9K- 95.24% |
$4.56M - $5.35M
|
3.2K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.07K+ 17.16% |
$148K - $173K
|
14.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.17M+ 37.47% |
$83.2M - $97.7M
|
4.28M
$397M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.72M- 78.65% |
$122M - $144M
|
466K
$43.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.71K- 1.31% |
$122K - $143K
|
129K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-700- 70.0% |
$49.9K - $58.5K
|
300
$27.8K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.1K- 6.28% |
$78.4K - $92K
|
16.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.17% |
$499 - $585
|
4.25K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-7.96K- 15.07% |
$567K - $666K
|
44.9K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.71K+ 15.4% |
$193K - $226K
|
20.3K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-260- 8.63% |
$18.5K - $21.7K
|
2.75K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-594- 4.15% |
$42.3K - $49.7K
|
13.7K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
187+ 3.23% |
$13.3K - $15.6K
|
5.98K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219+ 7.17% |
$15.6K - $18.3K
|
3.27K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
20.5KNew |
$1.46M - $1.72M
|
20.5K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
179KNew |
$12.7M - $15M
|
179K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-14.7K- 97.48% |
$1.05M - $1.23M
|
381
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
153KNew |
$10.9M - $12.8M
|
153K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.62K+ 20.17% |
$187K - $219K
|
15.6K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
48.4K+ 2.28% |
$3.45M - $4.04M
|
2.17M
$201M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.25K- 11.6% |
$89.1K - $105K
|
9.53K
$882K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 173.43% |
$1.59M - $1.87M
|
35.3K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
111K+ 391.55% |
$7.91M - $9.29M
|
139K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
275+ 0.2% |
$19.6K - $23K
|
137K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
5.8K+ 156.76% |
$413K - $485K
|
9.5K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53.3K+ 12.84% |
$3.8M - $4.46M
|
469K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
136K+ 5.41% |
$9.66M - $11.3M
|
2.64M
$245M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
6.34K+ 0.09% |
$452K - $530K
|
7.22M
$669M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.46M- 23.23% |
$104M - $122M
|
4.81M
$446M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-100K- 66.67% |
$7.12M - $8.36M
|
50K
$4.63M
|