Latest Institutional Transactions on Schwab Charles Corp (SCHW)
This table provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-125- 0.54% |
$8.91K - $10.5K
|
23.1K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-500- 5.97% |
$35.6K - $41.8K
|
7.88K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-470- 12.99% |
$33.5K - $39.3K
|
3.15K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-59.3K- 59.9% |
$4.22M - $4.96M
|
39.7K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.35% |
$21.4K - $25.1K
|
84.6K
$7.78M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4- 0.66% |
$285 - $335
|
601
$55.2K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13New |
$926 - $1.09K
|
13
$1.19K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-60- 9.9% |
$4.27K - $5.02K
|
546
$50.2K
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
89.5KNew |
$6.38M - $7.49M
|
89.5K
$8.23M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
2.5KNew |
$178K - $209K
|
2.5K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
15KNew |
$1.07M - $1.25M
|
15K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
854New |
$60.8K - $71.4K
|
854
$78.5K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-5.24K- 3.7% |
$373K - $438K
|
136K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 1.06% |
$92.3K - $108K
|
121K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
950KNew |
$67.7M - $79.5M
|
950K
$87.3M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.55KNew |
$110K - $130K
|
1.55K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-533- 87.38% |
$38K - $44.6K
|
77
$7.08K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.7K+ 88.1% |
$264K - $309K
|
7.9K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Pamalican Asset Management LTD
Hong Kong, K3 |
BUY
|
CALL |
250KNew |
$17.8M - $20.9M
|
250K
$23M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-944- 25.77% |
$67.3K - $79K
|
2.72K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-7.75K- 68.62% |
$552K - $648K
|
3.55K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.53KNew |
$180K - $212K
|
2.53K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-323- 9.8% |
$23K - $27K
|
2.97K
$273K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.08KNew |
$76.8K - $90.2K
|
1.08K
$99.1K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.78KNew |
$127K - $149K
|
1.78K
$164K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
86.7KNew |
$6.17M - $7.25M
|
86.7K
$7.97M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-36- 0.22% |
$2.56K - $3.01K
|
16.6K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.37K+ 10.9% |
$667K - $783K
|
95.3K
$8.76M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
477+ 2805.88% |
$34K - $39.9K
|
494
$45.4K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
25KNew |
$1.78M - $2.09M
|
25K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8.23K- 41.56% |
$586K - $689K
|
11.6K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
129+ 1.64% |
$9.19K - $10.8K
|
7.99K
$734K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-16.5K- 98.72% |
$1.18M - $1.38M
|
214
$19.7K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
250+ 0.32% |
$17.8K - $20.9K
|
77.4K
$7.11M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
40.7KNew |
$2.9M - $3.41M
|
40.7K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-69- 60.0% |
$4.92K - $5.77K
|
46
$4.23K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
27New |
$1.92K - $2.26K
|
27
$2.48K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-108K- 72.78% |
$7.69M - $9.03M
|
40.4K
$3.71M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.6KNew |
$185K - $217K
|
2.6K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-132K- 55.48% |
$9.4M - $11M
|
106K
$9.73M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1K- 35.03% |
$71.2K - $83.6K
|
1.86K
$170K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-93- 0.8% |
$6.63K - $7.78K
|
11.6K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 3.45% |
$7.12K - $8.36K
|
3K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 7.25% |
$107K - $125K
|
19.2K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.56K - $4.18K
|
50
$4.6K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108New |
$7.69K - $9.03K
|
108
$9.93K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2+ 0.05% |
$142 - $167
|
3.67K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-115- 41.37% |
$8.19K - $9.62K
|
163
$15K
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1K+ 0.07% |
$71.2K - $83.6K
|
1.36M
$125M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-36- 83.72% |
$2.56K - $3.01K
|
7
$643
|
|