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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
479+ 11.64% |
$34.1K - $40.1K
|
4.59K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
478+ 2.18% |
$34.1K - $40K
|
22.4K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
477+ 2805.88% |
$34K - $39.9K
|
494
$45.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
473+ 1.63% |
$33.7K - $39.6K
|
29.4K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
467+ 19.39% |
$33.3K - $39.1K
|
2.88K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
461+ 10.46% |
$32.8K - $38.6K
|
4.87K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
458New |
$32.6K - $38.3K
|
458
$42.3K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
450+ 10.04% |
$32.1K - $37.6K
|
4.93K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
446+ 2.95% |
$31.8K - $37.3K
|
15.6K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
438+ 7.82% |
$31.2K - $36.6K
|
6.04K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
437+ 5.55% |
$31.1K - $36.6K
|
8.31K
$767K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
433+ 3.53% |
$30.8K - $36.2K
|
12.7K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
432+ 8.79% |
$30.8K - $36.1K
|
5.35K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
426+ 7.15% |
$30.3K - $35.6K
|
6.39K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
421+ 3.85% |
$30K - $35.2K
|
11.4K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
415+ 10.39% |
$29.6K - $34.7K
|
4.41K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
408+ 0.26% |
$29.1K - $34.1K
|
157K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
405+ 1.36% |
$28.9K - $33.9K
|
30.3K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
403+ 10.08% |
$28.7K - $33.7K
|
4.4K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
400+ 3.48% |
$28.5K - $33.5K
|
11.9K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
399+ 6650.0% |
$28.4K - $33.4K
|
405
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
396+ 4.1% |
$28.2K - $33.1K
|
10K
$927K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
395New |
$28.1K - $33K
|
395
$36.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
395+ 1.55% |
$28.1K - $33K
|
26K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
392+ 49.87% |
$27.9K - $32.8K
|
1.18K
$109K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
386New |
$27.5K - $32.3K
|
386
$35.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
375+ 1.4% |
$26.7K - $31.4K
|
27.1K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
374+ 1.39% |
$26.6K - $31.3K
|
27.2K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
369+ 2.6% |
$26.3K - $30.9K
|
14.6K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
366+ 2.64% |
$26.1K - $30.6K
|
14.3K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
365+ 0.49% |
$26K - $30.5K
|
74.8K
$6.91M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
362+ 0.04% |
$25.8K - $30.3K
|
900K
$83.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
361New |
$25.7K - $30.2K
|
361
$33.3K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
359+ 10.23% |
$25.6K - $30K
|
3.87K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
353New |
$25.1K - $29.5K
|
353
$32.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
347+ 1.44% |
$24.7K - $29K
|
24.4K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
344+ 3.02% |
$24.5K - $28.8K
|
11.7K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
337+ 0.42% |
$24K - $28.2K
|
81K
$7.48M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
337+ 11.77% |
$24K - $28.2K
|
3.2K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
336+ 6.89% |
$23.9K - $28.1K
|
5.22K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
331+ 7.6% |
$23.6K - $27.7K
|
4.69K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
312+ 1.33% |
$22.2K - $26.1K
|
23.8K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
311+ 154.73% |
$22.2K - $26K
|
512
$47.3K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
310New |
$22.1K - $25.9K
|
310
$28.6K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
301+ 6.52% |
$21.4K - $25.2K
|
4.92K
$454K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$21.4K - $25.1K
|
300
$27.7K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
298+ 2.14% |
$21.2K - $24.9K
|
14.2K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
296New |
$21.1K - $24.8K
|
296
$27.3K
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
288+ 0.65% |
$20.5K - $24.1K
|
44.7K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
286+ 5.81% |
$20.4K - $23.9K
|
5.21K
$481K
|