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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
503+ 1.93% |
$45.8K - $49.6K
|
26.5K
$2.44M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.21K+ 57.43% |
$565K - $613K
|
17K
$1.56M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
135+ 1.55% |
$12.3K - $13.3K
|
8.84K
$812K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 3.14% |
$228K - $247K
|
77.2K
$7.09M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
5.65KNew |
$515K - $558K
|
5.65K
$520K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
609+ 3.03% |
$55.4K - $60.1K
|
20.7K
$1.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
9.36K+ 22.08% |
$852K - $924K
|
51.8K
$4.76M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
4.8K+ 14.56% |
$437K - $474K
|
37.8K
$3.47M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
114+ 0.19% |
$10.4K - $11.3K
|
60.3K
$5.54M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1KNew |
$91K - $98.7K
|
1K
$91.9K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
7.79KNew |
$709K - $768K
|
7.79K
$716K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 5.41% |
$18.2K - $19.7K
|
3.5K
$322K
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-8.34K- 4.89% |
$759K - $823K
|
162K
$14.9M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
917New |
$83.5K - $90.5K
|
917
$84.3K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
45+ 5.2% |
$4.1K - $4.44K
|
911
$83.7K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.42% |
$91 - $98.7
|
239
$22K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 1.16% |
$2K - $2.17K
|
1.88K
$173K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.9M- 88.94% |
$173M - $187M
|
236K
$21.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-47.4K- 2.55% |
$4.31M - $4.68M
|
1.81M
$166M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-317- 11.23% |
$28.9K - $31.3K
|
2.51K
$230K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-15- 0.57% |
$1.37K - $1.48K
|
2.62K
$240K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26.4K- 36.76% |
$2.4M - $2.61M
|
45.5K
$4.18M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11K+ 42.02% |
$1M - $1.08M
|
37.2K
$3.41M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.2K- 36.15% |
$564K - $611K
|
10.9K
$1.01M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$91 - $98.7
|
3.14K
$288K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
364+ 910.0% |
$33.1K - $35.9K
|
404
$37.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
569+ 2.23% |
$51.8K - $56.2K
|
26.1K
$2.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
127KNew |
$11.6M - $12.5M
|
127K
$11.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
200+ 9.09% |
$18.2K - $19.7K
|
2.4K
$221K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.79K+ 16.59% |
$436K - $473K
|
33.7K
$3.09M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.41K- 1.17% |
$310K - $336K
|
288K
$26.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12+ 0.3% |
$1.09K - $1.18K
|
3.96K
$364K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 98.09% |
$954K - $1.03M
|
21.2K
$1.95M
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$364 - $395
|
4.12K
$379K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.38KNew |
$398K - $432K
|
4.38K
$402K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.05K+ 0.3% |
$278K - $301K
|
1.03M
$94.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.48K- 21.95% |
$499K - $541K
|
19.5K
$1.79M
|
|
|
Nov 18, 2025
Q3 2025
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-670- 17.29% |
$61K - $66.1K
|
3.21K
$295K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-273- 7.81% |
$24.9K - $26.9K
|
3.22K
$296K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.95K- 6.08% |
$178K - $193K
|
30.2K
$2.77M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.95K+ 17.8% |
$360K - $390K
|
26.2K
$2.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-91.1K- 14.67% |
$8.29M - $8.99M
|
530K
$48.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-692- 1.93% |
$63K - $68.3K
|
35.1K
$3.22M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
SELL
|
- |
-517- 3.47% |
$47.1K - $51K
|
14.4K
$1.32M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
93.8KNew |
$8.54M - $9.25M
|
93.8K
$8.62M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
110K+ 8.85% |
$10M - $10.9M
|
1.36M
$125M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
756+ 23.14% |
$68.8K - $74.6K
|
4.02K
$370K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11.6K- 6.08% |
$1.05M - $1.14M
|
179K
$16.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.13K+ 22.77% |
$467K - $506K
|
27.7K
$2.54M
|
|