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 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
283+ 3.68% |
$20.2K - $23.7K
|
7.97K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
283+ 9.51% |
$20.2K - $23.7K
|
3.26K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
281+ 9.17% |
$20K - $23.5K
|
3.35K
$309K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
279+ 5.41% |
$19.9K - $23.3K
|
5.43K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 10.03% |
$19.7K - $23.1K
|
3.03K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
275+ 0.2% |
$19.6K - $23K
|
137K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
266+ 3.81% |
$18.9K - $22.2K
|
7.24K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
266+ 4.85% |
$18.9K - $22.2K
|
5.75K
$531K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
266+ 4.49% |
$18.9K - $22.2K
|
6.19K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
261+ 9.65% |
$18.6K - $21.8K
|
2.97K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
259+ 14.04% |
$18.5K - $21.7K
|
2.1K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
257+ 8.88% |
$18.3K - $21.5K
|
3.15K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
257+ 6.33% |
$18.3K - $21.5K
|
4.31K
$398K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
250+ 0.32% |
$17.8K - $20.9K
|
77.4K
$7.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
245+ 7.59% |
$17.5K - $20.5K
|
3.47K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
245+ 3.68% |
$17.5K - $20.5K
|
6.9K
$637K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
241+ 7.02% |
$17.2K - $20.2K
|
3.67K
$339K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
240+ 75.24% |
$17.1K - $20.1K
|
559
$51.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
239+ 8.19% |
$17K - $20K
|
3.16K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
237+ 7.74% |
$16.9K - $19.8K
|
3.3K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
234+ 3.54% |
$16.7K - $19.6K
|
6.84K
$631K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
232+ 1.96% |
$16.5K - $19.4K
|
12.1K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
232New |
$16.5K - $19.4K
|
232
$21.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
226+ 0.9% |
$16.1K - $18.9K
|
25.3K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
223+ 3.04% |
$15.9K - $18.7K
|
7.56K
$698K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
222+ 1.26% |
$15.8K - $18.6K
|
17.9K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
222+ 4.1% |
$15.8K - $18.6K
|
5.64K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
221+ 1.97% |
$15.7K - $18.5K
|
11.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
220+ 90.53% |
$15.7K - $18.4K
|
463
$42.7K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219+ 7.17% |
$15.6K - $18.3K
|
3.27K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
217New |
$15.5K - $18.1K
|
217
$20K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
216+ 3.46% |
$15.4K - $18.1K
|
6.47K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
215+ 1.34% |
$15.3K - $18K
|
16.3K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
211+ 0.53% |
$15K - $17.6K
|
40.1K
$3.7M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
210New |
$15K - $17.6K
|
210
$19.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
210+ 0.16% |
$15K - $17.6K
|
133K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
202+ 2.55% |
$14.4K - $16.9K
|
8.13K
$751K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
200+ 2.52% |
$14.2K - $16.7K
|
8.14K
$752K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
192+ 0.75% |
$13.7K - $16.1K
|
25.9K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
189+ 4.34% |
$13.5K - $15.8K
|
4.55K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
188+ 6.0% |
$13.4K - $15.7K
|
3.32K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
187+ 3.23% |
$13.3K - $15.6K
|
5.98K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
185+ 2.03% |
$13.2K - $15.5K
|
9.32K
$860K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
181+ 0.84% |
$12.9K - $15.1K
|
21.7K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
179+ 13.12% |
$12.8K - $15K
|
1.54K
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
175+ 5.6% |
$12.5K - $14.6K
|
3.3K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
173New |
$12.3K - $14.5K
|
173
$16K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
173+ 12.21% |
$12.3K - $14.5K
|
1.59K
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
169+ 53.14% |
$12K - $14.1K
|
487
$45K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
168+ 3.13% |
$12K - $14.1K
|
5.54K
$511K
|