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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
3.09K+ 8.31% |
$281K - $305K
|
40.2K
$3.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
188K+ 11.57% |
$17.1M - $18.6M
|
1.82M
$167M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
12.4K+ 68.66% |
$1.13M - $1.23M
|
30.6K
$2.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.78K- 4.23% |
$253K - $275K
|
63K
$5.79M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
629+ 0.29% |
$57.3K - $62.1K
|
220K
$20.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-383- 2.77% |
$34.9K - $37.8K
|
13.5K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
230K+ 19.2% |
$20.9M - $22.7M
|
1.43M
$131M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.51K- 2.98% |
$320K - $347K
|
115K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
BUY
|
- |
1.77KNew |
$161K - $175K
|
1.77K
$163K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-925- 4.31% |
$84.2K - $91.3K
|
20.6K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
35.9K+ 141.65% |
$3.26M - $3.54M
|
61.2K
$5.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11.1K+ 31.89% |
$1.01M - $1.1M
|
46K
$4.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
414K+ 4.83% |
$37.7M - $40.9M
|
8.98M
$826M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
47.9KNew |
$4.36M - $4.73M
|
47.9K
$4.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.57K- 0.6% |
$325K - $353K
|
589K
$54.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
134KNew |
$12.2M - $13.2M
|
134K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
374K+ 10.95% |
$34.1M - $36.9M
|
3.79M
$349M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
69.3K+ 11.8% |
$6.31M - $6.84M
|
657K
$60.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111K+ 3.7% |
$10.1M - $10.9M
|
3.1M
$284M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-82K- 9.07% |
$7.47M - $8.09M
|
822K
$75.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
33.9K+ 2.34% |
$3.08M - $3.34M
|
1.48M
$136M
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.79K+ 155.96% |
$163K - $177K
|
2.94K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
7+ 1.79% |
$637 - $691
|
399
$36.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-64.9K- 2.03% |
$5.91M - $6.41M
|
3.13M
$288M
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
561K+ 78.12% |
$51.1M - $55.4M
|
1.28M
$118M
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$816K - $885K
|
8.97K
$824K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
580+ 1.14% |
$52.8K - $57.2K
|
51.2K
$4.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
96.1K+ 132.86% |
$8.75M - $9.49M
|
168K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.17% |
$455 - $493
|
3.02K
$278K
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
281K+ 35.21% |
$25.6M - $27.7M
|
1.08M
$99.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-277K- 12.63% |
$25.2M - $27.3M
|
1.91M
$176M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
290+ 0.71% |
$26.4K - $28.6K
|
41.3K
$3.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
199K+ 30.61% |
$18.1M - $19.7M
|
851K
$78.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
970+ 14.02% |
$88.3K - $95.7K
|
7.89K
$725K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
27.5K+ 1.98% |
$2.5M - $2.71M
|
1.42M
$130M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-616K- 33.22% |
$56.1M - $60.8M
|
1.24M
$114M
|
|
|
Nov 13, 2025
Q3 2025
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-275K- 61.87% |
$25.1M - $27.2M
|
170K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.5K+ 0.64% |
$137K - $148K
|
235K
$21.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 4.89% |
$117K - $127K
|
27.6K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
114K+ 9.13% |
$10.4M - $11.3M
|
1.37M
$126M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
202+ 3.19% |
$18.4K - $19.9K
|
6.53K
$600K
|
|
|
Nov 13, 2025
Q3 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-388- 0.5% |
$35.3K - $38.3K
|
77.1K
$7.08M
|
|
|
Nov 13, 2025
Q3 2025
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-501K- 23.91% |
$45.6M - $49.5M
|
1.59M
$147M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
70.4K+ 0.23% |
$6.41M - $6.95M
|
30.1M
$2.77B
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.52K- 1.73% |
$139K - $150K
|
86.7K
$7.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Intermede Investment Partners LTD
|
SELL
|
- |
-408K- 27.8% |
$37.1M - $40.2M
|
1.06M
$97.3M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
SELL
|
- |
-4.28K- 9.56% |
$390K - $422K
|
40.5K
$3.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
212K+ 142.4% |
$19.3M - $20.9M
|
360K
$33.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
75.6K+ 34.77% |
$6.88M - $7.46M
|
293K
$26.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
648K+ 456.79% |
$59M - $64M
|
790K
$72.6M
|
|