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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
100+ 3.28% |
$7.12K - $8.36K
|
3.15K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3.32K+ 141.28% |
$237K - $278K
|
5.67K
$521K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
59+ 0.97% |
$4.2K - $4.93K
|
6.16K
$566K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 40.35% |
$3.28K - $3.85K
|
160
$14.7K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
5.14K+ 5.18% |
$366K - $429K
|
104K
$9.58M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
816+ 8.59% |
$58.1K - $68.3K
|
10.3K
$948K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-103- 22.06% |
$6.52K - $8.53K
|
364
$33.5K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
750+ 47.47% |
$47.5K - $62.1K
|
2.33K
$214K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
65New |
$4.12K - $5.39K
|
65
$5.97K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
105New |
$6.65K - $8.7K
|
105
$9.65K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
121New |
$7.66K - $10K
|
121
$11.1K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$11.9K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-23.9K- 99.66% |
$1.51M - $1.98M
|
82
$7.54K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
116New |
$7.34K - $9.61K
|
116
$10.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$19K - $24.9K
|
300
$27.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5.49KNew |
$347K - $455K
|
5.49K
$504K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.2K- 14.91% |
$76K - $99.4K
|
6.85K
$630K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$12.7K - $16.6K
|
200
$18.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-60- 0.7% |
$3.8K - $4.97K
|
8.56K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.63M- 50.85% |
$420M - $550M
|
6.41M
$589M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-470- 10.64% |
$29.8K - $38.9K
|
3.95K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-269- 3.78% |
$17K - $22.3K
|
6.84K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.33KNew |
$211K - $276K
|
3.33K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-257K- 96.29% |
$16.2M - $21.3M
|
9.9K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Coatue Management LLC
New York, NY |
BUY
|
- |
4.51MNew |
$286M - $374M
|
4.51M
$415M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
20KNew |
$1.27M - $1.66M
|
20K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
90New |
$5.7K - $7.46K
|
90
$8.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
195New |
$12.3K - $16.2K
|
195
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$329K - $431K
|
5.2K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-376- 9.7% |
$23.8K - $31.2K
|
3.5K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.15KNew |
$516K - $675K
|
8.15K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-93.6K- 96.94% |
$5.93M - $7.76M
|
2.96K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4KNew |
$253K - $331K
|
4K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
2K+ 40.0% |
$127K - $166K
|
7K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.06% |
$127 - $166
|
3.18K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-115K- 79.74% |
$7.31M - $9.57M
|
29.3K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.09K+ 213.67% |
$69.3K - $90.6K
|
1.61K
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
90.4K+ 150.67% |
$5.72M - $7.49M
|
150K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-200- 6.25% |
$12.7K - $16.6K
|
3K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-50- 28.25% |
$3.17K - $4.14K
|
127
$11.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6New |
$380 - $497
|
6
$551
|
|
|
Feb 13, 2025
Q4 2024
|
Harber Asset Management LLC
New York, NY |
SELL
|
- |
-22.8K- 9.58% |
$1.44M - $1.89M
|
215K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.2KNew |
$76.1K - $99.6K
|
1.2K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
161KNew |
$10.2M - $13.3M
|
161K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
8KNew |
$506K - $663K
|
8K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.6K- 2.27% |
$101K - $133K
|
69K
$6.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-148K- 91.16% |
$9.4M - $12.3M
|
14.4K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.54KNew |
$224K - $294K
|
3.54K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-105- 76.64% |
$6.65K - $8.7K
|
32
$2.94K
|
|