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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
40+ 0.1% |
$2.85K - $3.35K
|
38.6K
$3.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
40+ 0.03% |
$2.85K - $3.35K
|
127K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
39+ 0.33% |
$2.78K - $3.26K
|
11.7K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
38+ 0.36% |
$2.71K - $3.18K
|
10.6K
$979K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
38New |
$2.71K - $3.18K
|
38
$3.51K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
37+ 0.34% |
$2.64K - $3.09K
|
11K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
36New |
$2.56K - $3.01K
|
36
$3.32K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
35+ 0.58% |
$2.49K - $2.93K
|
6.11K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34New |
$2.42K - $2.84K
|
34
$3.14K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.77% |
$2.42K - $2.84K
|
4.46K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
34+ 0.33% |
$2.42K - $2.84K
|
10.5K
$968K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
32+ 4.37% |
$2.28K - $2.68K
|
764
$70.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
31+ 4.93% |
$2.21K - $2.59K
|
660
$60.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.22% |
$2.21K - $2.59K
|
13.9K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
31+ 0.68% |
$2.21K - $2.59K
|
4.62K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
30+ 17.24% |
$2.14K - $2.51K
|
204
$18.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
30+ 0.98% |
$2.14K - $2.51K
|
3.1K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29+ 0.86% |
$2.07K - $2.43K
|
3.4K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
28+ 43.08% |
$1.99K - $2.34K
|
93
$8.59K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
28+ 0.29% |
$1.99K - $2.34K
|
9.52K
$879K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
27New |
$1.92K - $2.26K
|
27
$2.49K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27+ 0.41% |
$1.92K - $2.26K
|
6.64K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
26New |
$1.85K - $2.17K
|
26
$2.4K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
26+ 1.16% |
$1.85K - $2.17K
|
2.26K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 9.42% |
$1.85K - $2.17K
|
302
$27.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
26+ 0.6% |
$1.85K - $2.17K
|
4.38K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
24+ 0.22% |
$1.71K - $2.01K
|
11K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
24+ 29.27% |
$1.71K - $2.01K
|
106
$9.79K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
24+ 0.7% |
$1.71K - $2.01K
|
3.46K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23+ 0.4% |
$1.64K - $1.92K
|
5.73K
$529K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 22.33% |
$1.64K - $1.92K
|
126
$11.6K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
20New |
$1.42K - $1.67K
|
20
$1.85K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20+ 0.05% |
$1.42K - $1.67K
|
37.4K
$3.45M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
19+ 61.29% |
$1.35K - $1.59K
|
50
$4.62K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18+ 0.79% |
$1.28K - $1.51K
|
2.29K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18+ 1.01% |
$1.28K - $1.51K
|
1.8K
$166K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 33.33% |
$1.21K - $1.42K
|
68
$6.28K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
17New |
$1.21K - $1.42K
|
17
$1.57K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
16New |
$1.14K - $1.34K
|
16
$1.48K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
16+ 0.58% |
$1.14K - $1.34K
|
2.77K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
15+ 0.27% |
$1.07K - $1.25K
|
5.48K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 5.32% |
$1.07K - $1.25K
|
297
$27.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15New |
$1.07K - $1.25K
|
15
$1.38K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
14+ 0.36% |
$997 - $1.17K
|
3.86K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
14+ 3.03% |
$997 - $1.17K
|
476
$43.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14+ 14.0% |
$997 - $1.17K
|
114
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13New |
$926 - $1.09K
|
13
$1.2K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
13+ 0.14% |
$926 - $1.09K
|
9.43K
$870K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.04% |
$926 - $1.09K
|
35.4K
$3.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 0.33% |
$926 - $1.09K
|
4K
$370K
|