Latest Institutional Purchases of Schwab Charles Corp (SCHW)
This list provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.37MNew |
$403M - $528M
|
6.37M
$533M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.56MNew |
$162M - $212M
|
2.56M
$214M
|
|
|
Feb 04, 2025
Q4 2024
|
Veritas Asset Management LLP
|
BUY
|
- |
2.51MNew |
$159M - $208M
|
2.51M
$210M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.39M+ 186.68% |
$88.1M - $115M
|
2.14M
$179M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.18M+ 13948.27% |
$74.7M - $97.8M
|
1.19M
$99.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
624KNew |
$39.5M - $51.7M
|
624K
$52.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
361K+ 31.69% |
$22.8M - $29.9M
|
1.5M
$125M
|
|
|
Jan 31, 2025
Q4 2024
|
Provident Trust CO
|
BUY
|
- |
322K+ 7.46% |
$20.4M - $26.7M
|
4.65M
$389M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
266K+ 1.32% |
$16.8M - $22M
|
20.5M
$1.71B
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
240K+ 3.04% |
$15.2M - $19.9M
|
8.13M
$680M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
230K+ 133.59% |
$14.6M - $19M
|
402K
$33.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
198K+ 11.57% |
$12.5M - $16.4M
|
1.91M
$159M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
195K+ 5.82% |
$12.3M - $16.1M
|
3.54M
$296M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
167K+ 364.88% |
$10.6M - $13.8M
|
213K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
141K+ 7.86% |
$8.94M - $11.7M
|
1.94M
$162M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
117K+ 591.99% |
$7.41M - $9.7M
|
137K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
105KNew |
$6.64M - $8.69M
|
105K
$8.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
97.2K+ 1228.6% |
$6.16M - $8.06M
|
105K
$8.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
91K+ 3.88% |
$5.76M - $7.54M
|
2.44M
$204M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
86.8KNew |
$5.49M - $7.19M
|
86.8K
$7.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
71.5K+ 2.83% |
$4.52M - $5.92M
|
2.59M
$217M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
69.9KNew |
$4.43M - $5.79M
|
69.9K
$5.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
61.4K+ 5.52% |
$3.88M - $5.08M
|
1.17M
$98.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
59.4K+ 3.22% |
$3.76M - $4.92M
|
1.9M
$159M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
57K+ 296.88% |
$3.61M - $4.72M
|
76.2K
$6.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
52.8K+ 10.99% |
$3.35M - $4.38M
|
534K
$44.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
43.3K+ 7.28% |
$2.74M - $3.59M
|
638K
$53.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4KNew |
$2.3M - $3.01M
|
36.4K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
35.4K+ 241.96% |
$2.24M - $2.93M
|
50K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7K+ 167.58% |
$2.2M - $2.88M
|
55.5K
$4.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
33.1K+ 217.05% |
$2.1M - $2.74M
|
48.4K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
31.9K+ 9.58% |
$2.02M - $2.64M
|
365K
$30.5M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
31.5K+ 5.67% |
$2M - $2.61M
|
588K
$49.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
31.5KNew |
$1.99M - $2.61M
|
31.5K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
29.8K+ 6.89% |
$1.89M - $2.47M
|
463K
$38.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
26.5KNew |
$1.68M - $2.19M
|
26.5K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.2K+ 114.84% |
$1.66M - $2.17M
|
49.1K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
25.6K+ 9.86% |
$1.62M - $2.12M
|
285K
$23.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
23.6KNew |
$1.5M - $1.96M
|
23.6K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23.4K+ 230.08% |
$1.48M - $1.94M
|
33.5K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
23.1K+ 199.8% |
$1.46M - $1.91M
|
34.6K
$2.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
23K+ 10457.27% |
$1.46M - $1.91M
|
23.2K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
22.8K+ 26.86% |
$1.44M - $1.89M
|
108K
$9.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.8K+ 6.51% |
$1.25M - $1.64M
|
324K
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
19.2K+ 380.48% |
$1.22M - $1.59M
|
24.2K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
19K+ 32.42% |
$1.2M - $1.58M
|
77.7K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.8K+ 10.09% |
$1.13M - $1.48M
|
194K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.7K+ 2.99% |
$1.12M - $1.47M
|
610K
$51M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
17.6KNew |
$1.11M - $1.46M
|
17.6K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
17.5K+ 300.75% |
$1.11M - $1.45M
|
23.4K
$1.96M
|