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 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
10.5K+ 10.23% |
$748K - $878K
|
113K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.4K+ 22.02% |
$740K - $869K
|
57.6K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10KNew |
$712K - $836K
|
10K
$923K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.98K+ 9.17% |
$711K - $834K
|
119K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
9.93KNew |
$707K - $831K
|
9.93K
$917K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
9.92K+ 12.34% |
$706K - $829K
|
90.3K
$8.33M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 16.1% |
$696K - $817K
|
70.5K
$6.5M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.6K+ 2.39% |
$684K - $803K
|
412K
$38M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.4K+ 43.05% |
$670K - $786K
|
31.2K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.37K+ 10.9% |
$667K - $783K
|
95.3K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.28K+ 14.22% |
$661K - $776K
|
74.5K
$6.88M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.28K+ 17.47% |
$661K - $776K
|
62.4K
$5.76M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
9.26KNew |
$659K - $774K
|
9.26K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.25K+ 432.4% |
$659K - $774K
|
11.4K
$1.05M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.23K+ 42.71% |
$658K - $772K
|
30.8K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.85K+ 239.56% |
$631K - $741K
|
12.6K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8.81K+ 31.83% |
$628K - $737K
|
36.5K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
8.81KNew |
$627K - $737K
|
8.81K
$813K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.77KNew |
$625K - $734K
|
8.77K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.76KNew |
$624K - $733K
|
8.76K
$809K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.63K+ 10.12% |
$615K - $722K
|
93.9K
$8.67M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
8.5K+ 11.94% |
$606K - $711K
|
79.7K
$7.36M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
8.33K+ 3.22% |
$594K - $697K
|
267K
$24.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.22KNew |
$585K - $687K
|
8.22K
$758K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.21KNew |
$585K - $687K
|
8.21K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
8.1K+ 36.7% |
$577K - $677K
|
30.2K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8.09K+ 67.56% |
$576K - $676K
|
20.1K
$1.85M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.91K+ 48.64% |
$563K - $661K
|
24.2K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.89K+ 41.64% |
$562K - $660K
|
26.8K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.83KNew |
$558K - $655K
|
7.83K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.81K+ 12.06% |
$556K - $653K
|
72.6K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.77KNew |
$554K - $650K
|
7.77K
$718K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.76K+ 108.32% |
$553K - $649K
|
14.9K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.7K+ 5.03% |
$548K - $644K
|
161K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7.56K+ 16.1% |
$539K - $632K
|
54.5K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
7.5KNew |
$534K - $627K
|
7.5K
$692K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.5KNew |
$534K - $627K
|
7.5K
$692K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.48K+ 40.59% |
$533K - $625K
|
25.9K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.39K+ 16.22% |
$526K - $618K
|
52.9K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.36K+ 146.67% |
$524K - $615K
|
12.4K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
7.36KNew |
$524K - $615K
|
7.36K
$679K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.23K+ 64.91% |
$515K - $604K
|
18.4K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.11K+ 17.3% |
$506K - $595K
|
48.2K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
7.1K+ 169.05% |
$506K - $594K
|
11.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
7.07K+ 3.21% |
$504K - $592K
|
228K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.9KNew |
$492K - $577K
|
6.9K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.8KNew |
$485K - $569K
|
6.8K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.8K+ 2.05% |
$484K - $569K
|
339K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6.74K+ 14.19% |
$480K - $563K
|
54.2K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.73K+ 39.83% |
$479K - $563K
|
23.6K
$2.18M
|