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 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
16.2K+ 15.16% |
$1.15M - $1.35M
|
123K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
16.1K+ 33.98% |
$1.15M - $1.35M
|
63.6K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16K+ 35.56% |
$1.14M - $1.34M
|
61.1K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.3K+ 1.63% |
$1.09M - $1.28M
|
958K
$88.4M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.3K+ 1674.37% |
$1.09M - $1.28M
|
16.2K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.3KNew |
$1.09M - $1.28M
|
15.3K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15K+ 2.92% |
$1.07M - $1.26M
|
529K
$48.8M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.9K+ 307.15% |
$1.06M - $1.25M
|
19.8K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.8K+ 2.42% |
$1.05M - $1.24M
|
625K
$57.7M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
14.6K+ 13.87% |
$1.04M - $1.22M
|
120K
$11.1M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.6K+ 4.81% |
$1.04M - $1.22M
|
318K
$29.4M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14.5K+ 255.33% |
$1.03M - $1.21M
|
20.1K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.4K+ 160.43% |
$1.03M - $1.21M
|
23.4K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.4K+ 147.98% |
$1.03M - $1.21M
|
24.2K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.4K+ 14.42% |
$1.03M - $1.2M
|
114K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14.4K+ 6.65% |
$1.02M - $1.2M
|
231K
$21.3M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.4K+ 13.72% |
$1.02M - $1.2M
|
119K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
14.2K+ 34.29% |
$1.01M - $1.19M
|
55.6K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
14K+ 79.55% |
$997K - $1.17M
|
31.6K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
14KNew |
$997K - $1.17M
|
14K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
13.9K+ 19.06% |
$991K - $1.16M
|
86.8K
$8.02M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
13.5K+ 17.5% |
$960K - $1.13M
|
90.5K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
13.4KNew |
$957K - $1.12M
|
13.4K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
13.4K+ 1.32% |
$955K - $1.12M
|
1.03M
$95M
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
13.4K+ 23.58% |
$951K - $1.12M
|
70K
$6.46M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 9.34% |
$939K - $1.1M
|
154K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 41.21% |
$938K - $1.1M
|
45.1K
$4.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
13.1KNew |
$936K - $1.1M
|
13.1K
$1.21M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13K+ 26.42% |
$924K - $1.08M
|
62K
$5.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12.8K+ 298.05% |
$912K - $1.07M
|
17.1K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
12.5K+ 2.04% |
$888K - $1.04M
|
624K
$57.6M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
12.3K+ 2822.76% |
$875K - $1.03M
|
12.7K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
12.2K+ 13.41% |
$869K - $1.02M
|
103K
$9.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$865K - $1.02M
|
12.1K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.9KNew |
$846K - $994K
|
11.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$843K - $989K
|
11.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.8K+ 56.96% |
$841K - $988K
|
32.5K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
11.6K+ 12.59% |
$829K - $973K
|
104K
$9.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 7.59% |
$820K - $962K
|
163K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.4KNew |
$812K - $954K
|
11.4K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11.4K+ 9.15% |
$812K - $954K
|
136K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3K+ 33.8% |
$808K - $948K
|
44.9K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
11.2K+ 7.6% |
$800K - $939K
|
159K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
11.2K+ 13.93% |
$798K - $937K
|
91.6K
$8.46M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.9K+ 6.53% |
$775K - $910K
|
178K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
10.7KNew |
$760K - $892K
|
10.7K
$985K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
BUY
|
- |
10.6K+ 7.33% |
$758K - $890K
|
156K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
10.5KNew |
$748K - $879K
|
10.5K
$970K
|