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 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
834New |
$59.4K - $69.8K
|
834
$76.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
816+ 8.59% |
$58.1K - $68.3K
|
10.3K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
678New |
$48.3K - $56.7K
|
678
$62.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
531+ 6.24% |
$37.8K - $44.4K
|
9.04K
$831K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
477+ 2805.88% |
$34K - $39.9K
|
494
$45.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
458New |
$32.6K - $38.3K
|
458
$42.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
400+ 3.48% |
$28.5K - $33.5K
|
11.9K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
353New |
$25.1K - $29.5K
|
353
$32.4K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
250+ 0.32% |
$17.8K - $20.9K
|
77.4K
$7.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
245+ 3.68% |
$17.5K - $20.5K
|
6.9K
$634K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
239+ 8.19% |
$17K - $20K
|
3.16K
$290K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
210New |
$15K - $17.6K
|
210
$19.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
181+ 0.84% |
$12.9K - $15.1K
|
21.7K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
129+ 1.64% |
$9.19K - $10.8K
|
7.99K
$734K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
108New |
$7.69K - $9.03K
|
108
$9.93K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 3.45% |
$7.12K - $8.36K
|
3K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
100+ 3.28% |
$7.12K - $8.36K
|
3.15K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
91+ 9100.0% |
$6.48K - $7.61K
|
92
$8.46K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
74New |
$5.27K - $6.19K
|
74
$6.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
59+ 0.97% |
$4.2K - $4.93K
|
6.16K
$566K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
58New |
$4.13K - $4.85K
|
58
$5.33K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
57New |
$4.06K - $4.77K
|
57
$5.24K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.56K - $4.18K
|
31.2K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$3.56K - $4.18K
|
50
$4.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 40.35% |
$3.28K - $3.85K
|
160
$14.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
45New |
$3.21K - $3.76K
|
45
$4.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
32+ 4.37% |
$2.28K - $2.68K
|
764
$70.2K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
28+ 43.08% |
$1.99K - $2.34K
|
93
$8.55K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
27New |
$1.92K - $2.26K
|
27
$2.48K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
20New |
$1.42K - $1.67K
|
20
$1.84K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
14+ 3.03% |
$997 - $1.17K
|
476
$43.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
14+ 14.0% |
$997 - $1.17K
|
114
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13New |
$926 - $1.09K
|
13
$1.19K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6New |
$427 - $502
|
6
$551
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5+ 0.13% |
$356 - $418
|
3.9K
$358K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4+ 10.0% |
$285 - $335
|
44
$4.04K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2+ 0.05% |
$142 - $167
|
3.67K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.12% |
$71.2 - $83.6
|
858
$78.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.03% |
$71.2 - $83.6
|
2.87K
$264K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coatue Management LLC
New York, NY |
BUY
|
- |
4.51MNew |
$286M - $374M
|
4.51M
$415M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
961KNew |
$60.9M - $79.7M
|
961K
$88.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
161KNew |
$10.2M - $13.3M
|
161K
$14.8M
|
|
|
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
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
68.2KNew |
$4.31M - $5.65M
|
68.2K
$6.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
67.1KNew |
$4.25M - $5.56M
|
67.1K
$6.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4KNew |
$2.3M - $3.01M
|
36.4K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
31.5KNew |
$1.99M - $2.61M
|
31.5K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
20KNew |
$1.27M - $1.66M
|
20K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$955K - $1.25M
|
15.1K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
14.8KNew |
$935K - $1.22M
|
14.8K
$1.36M
|
|