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 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
47.2K+ 4.79% |
$3.37M - $3.95M
|
1.03M
$95.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
47K+ 164.85% |
$3.35M - $3.93M
|
75.5K
$6.97M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
46.8K+ 11.63% |
$3.33M - $3.91M
|
449K
$41.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
46.8KNew |
$3.33M - $3.91M
|
46.8K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46K+ 36.79% |
$3.28M - $3.85M
|
171K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
45.5K+ 14.51% |
$3.24M - $3.81M
|
359K
$33.2M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
45.5KNew |
$3.24M - $3.8M
|
45.5K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
45.4K+ 17.47% |
$3.24M - $3.8M
|
306K
$28.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
45.4K+ 15.75% |
$3.24M - $3.8M
|
334K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
45.4K+ 1.36% |
$3.23M - $3.8M
|
3.39M
$313M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
45.2K+ 380.82% |
$3.22M - $3.78M
|
57K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
44.7KNew |
$3.18M - $3.74M
|
44.7K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.5K+ 1.63% |
$3.17M - $3.72M
|
2.77M
$256M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
44.4K+ 1.82% |
$3.16M - $3.71M
|
2.48M
$229M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
43.9K+ 317.64% |
$3.13M - $3.67M
|
57.7K
$5.33M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
43.4K+ 95.78% |
$3.09M - $3.63M
|
88.7K
$8.19M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
43K+ 852.73% |
$3.06M - $3.6M
|
48K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
42KNew |
$2.99M - $3.51M
|
42K
$3.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41.6K+ 281.0% |
$2.96M - $3.48M
|
56.4K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$2.9M - $3.41M
|
40.7K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
40.7KNew |
$2.9M - $3.41M
|
40.7K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.7K+ 101.35% |
$2.9M - $3.41M
|
80.9K
$7.47M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
40.6K+ 16.63% |
$2.9M - $3.4M
|
285K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
39.8K+ 9.1% |
$2.84M - $3.33M
|
477K
$44M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.2K+ 0.4% |
$2.79M - $3.28M
|
9.76M
$901M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
39.2K+ 19.03% |
$2.79M - $3.28M
|
245K
$22.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
38.7K+ 14.63% |
$2.76M - $3.24M
|
303K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 7.13% |
$2.65M - $3.12M
|
560K
$51.7M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
37.2KNew |
$2.65M - $3.12M
|
37.2K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
36.2K+ 5.03% |
$2.58M - $3.03M
|
757K
$69.8M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
35K+ 43.88% |
$2.49M - $2.93M
|
115K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
34.3K+ 147.89% |
$2.45M - $2.87M
|
57.6K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34K+ 11.08% |
$2.42M - $2.84M
|
341K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
33.4KNew |
$2.38M - $2.8M
|
33.4K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
33.4K+ 80.68% |
$2.38M - $2.79M
|
74.8K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
33.1K+ 7.31% |
$2.36M - $2.77M
|
486K
$44.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
32.9K+ 2.81% |
$2.35M - $2.75M
|
1.21M
$111M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
31.8K+ 10.1% |
$2.27M - $2.66M
|
347K
$32M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
31.4K+ 29.58% |
$2.23M - $2.62M
|
137K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
31.2K+ 5.92% |
$2.23M - $2.61M
|
559K
$51.6M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
30.7K+ 42.18% |
$2.19M - $2.57M
|
103K
$9.54M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
30KNew |
$2.14M - $2.51M
|
30K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
29.6KNew |
$2.11M - $2.48M
|
29.6K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
29.4K+ 7.33% |
$2.1M - $2.46M
|
431K
$39.8M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
29.3K+ 17.17% |
$2.08M - $2.45M
|
200K
$18.4M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
28.6K+ 2.25% |
$2.03M - $2.39M
|
1.3M
$120M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
27.9K+ 408.23% |
$1.98M - $2.33M
|
34.7K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.6K+ 2.55% |
$1.97M - $2.31M
|
1.11M
$102M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
27.5K+ 168.47% |
$1.96M - $2.3M
|
43.8K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
27.3K+ 11.05% |
$1.95M - $2.29M
|
275K
$25.4M
|