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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
784+ 3.7% |
$55.9K - $65.6K
|
22K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
780+ 1.85% |
$55.6K - $65.2K
|
42.9K
$3.96M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
777+ 4.79% |
$55.4K - $65K
|
17K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
774+ 0.66% |
$55.1K - $64.7K
|
117K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
766+ 0.76% |
$54.6K - $64.1K
|
102K
$9.39M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
749+ 20.24% |
$53.4K - $62.6K
|
4.45K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
747+ 1.14% |
$53.2K - $62.5K
|
66.4K
$6.13M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
735+ 1.86% |
$52.4K - $61.5K
|
40.2K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
728+ 3.39% |
$51.9K - $60.9K
|
22.2K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
723+ 1.45% |
$51.5K - $60.5K
|
50.7K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
721+ 7.66% |
$51.4K - $60.3K
|
10.1K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
695+ 1.32% |
$49.5K - $58.1K
|
53.3K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
694+ 11.07% |
$49.4K - $58K
|
6.96K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
690+ 2.43% |
$49.2K - $57.7K
|
29.1K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
678New |
$48.3K - $56.7K
|
678
$62.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
677+ 10.29% |
$48.2K - $56.6K
|
7.26K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
673+ 10.14% |
$47.9K - $56.3K
|
7.31K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
673+ 12.11% |
$47.9K - $56.3K
|
6.23K
$575K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
668New |
$47.6K - $55.9K
|
668
$61.7K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
661+ 0.53% |
$47.1K - $55.3K
|
126K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
651+ 9.92% |
$46.4K - $54.4K
|
7.21K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
645+ 556.03% |
$45.9K - $53.9K
|
761
$70.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
630+ 13.38% |
$44.9K - $52.7K
|
5.34K
$493K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
627+ 10.55% |
$44.7K - $52.4K
|
6.57K
$607K
|
|
|
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
|
Mission Wealth Management, LP
|
BUY
|
- |
615+ 9.84% |
$43.8K - $51.4K
|
6.86K
$633K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
609+ 2.45% |
$43.4K - $50.9K
|
25.5K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
597+ 5.31% |
$42.5K - $49.9K
|
11.8K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
597+ 8.76% |
$42.5K - $49.9K
|
7.41K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
595+ 3.03% |
$42.4K - $49.8K
|
20.3K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
588+ 21.55% |
$41.9K - $49.2K
|
3.32K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
577+ 0.29% |
$41.1K - $48.3K
|
200K
$18.5M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
576+ 11.99% |
$41K - $48.2K
|
5.38K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
570+ 5.12% |
$40.6K - $47.7K
|
11.7K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
563+ 3.61% |
$40.1K - $47.1K
|
16.2K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
557+ 9.49% |
$39.7K - $46.6K
|
6.43K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
550+ 1.96% |
$39.2K - $46K
|
28.7K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
547+ 1.79% |
$39K - $45.8K
|
31.2K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
538+ 0.51% |
$38.3K - $45K
|
107K
$9.83M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
537+ 138.4% |
$38.3K - $44.9K
|
925
$85.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
535+ 5.39% |
$38.1K - $44.7K
|
10.5K
$967K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
531+ 6.24% |
$37.8K - $44.4K
|
9.04K
$834K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
525+ 1.36% |
$37.4K - $43.9K
|
39.2K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
519+ 6.74% |
$37K - $43.4K
|
8.22K
$759K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
513New |
$36.5K - $42.9K
|
513
$47.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
511+ 6.53% |
$36.4K - $42.7K
|
8.33K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
502+ 15.91% |
$35.8K - $42K
|
3.66K
$338K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
498New |
$35.5K - $41.7K
|
498
$46K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
494+ 1.6% |
$35.2K - $41.3K
|
31.4K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
485+ 3.97% |
$34.6K - $40.6K
|
12.7K
$1.17M
|