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
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
460+ 4.73% |
$41.9K - $45.4K
|
10.2K
$936K
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-116- 1.47% |
$10.6K - $11.4K
|
7.78K
$715K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
75.7K+ 120.12% |
$6.89M - $7.47M
|
139K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-4.06K- 3.98% |
$369K - $400K
|
97.9K
$9M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
413+ 5.38% |
$37.6K - $40.8K
|
8.08K
$743K
|
|
|
Nov 13, 2025
Q3 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-283K- 4.29% |
$25.8M - $28M
|
6.32M
$580M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.26M+ 201.62% |
$115M - $125M
|
1.89M
$174M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
145K+ 16.2% |
$13.2M - $14.3M
|
1.04M
$95.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.38K+ 7.96% |
$126K - $136K
|
18.7K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.2K+ 25.37% |
$925K - $1M
|
50.2K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-112- 0.87% |
$10.2K - $11.1K
|
12.7K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-678- 21.33% |
$61.7K - $66.9K
|
2.5K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-259- 3.64% |
$23.6K - $25.6K
|
6.87K
$631K
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
3.25KNew |
$296K - $321K
|
3.25K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
32.2KNew |
$2.93M - $3.18M
|
32.2K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-3.7K- 2.25% |
$337K - $365K
|
161K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4+ 0.16% |
$364 - $395
|
2.53K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-491- 2.87% |
$44.7K - $48.5K
|
16.6K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-491- 36.1% |
$44.7K - $48.5K
|
869
$79.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-37- 14.92% |
$3.37K - $3.65K
|
211
$19.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-89.3K- 90.36% |
$8.13M - $8.82M
|
9.53K
$876K
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-467- 3.51% |
$42.5K - $46.1K
|
12.8K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
90.6K+ 56.6% |
$8.25M - $8.94M
|
251K
$23M
|
|
|
Nov 12, 2025
Q3 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-57.9K- 7.11% |
$5.27M - $5.71M
|
756K
$69.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-24.2K- 0.14% |
$2.2M - $2.39M
|
17.7M
$1.63B
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
341+ 10.4% |
$31K - $33.7K
|
3.62K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-793- 11.8% |
$72.2K - $78.3K
|
5.93K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
102K+ 19.87% |
$9.28M - $10.1M
|
615K
$56.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-305- 43.26% |
$27.8K - $30.1K
|
400
$36.8K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-310- 1.31% |
$28.2K - $30.6K
|
23.4K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.45K- 6.1% |
$132K - $143K
|
22.3K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
66.1K+ 141.23% |
$6.02M - $6.52M
|
113K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.04K+ 6.23% |
$277K - $300K
|
51.8K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.17K- 1.55% |
$106K - $115K
|
73.9K
$6.79M
|
|
|
Nov 12, 2025
Q3 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
17.9K+ 137.96% |
$1.63M - $1.77M
|
30.9K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 4.17% |
$91 - $98.7
|
25
$2.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-5.89K- 17.48% |
$536K - $581K
|
27.8K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-397- 0.44% |
$36.1K - $39.2K
|
90.5K
$8.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
20+ 0.61% |
$1.82K - $1.97K
|
3.29K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.16% |
$364 - $395
|
2.51K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
3+ 0.0% |
$273 - $296
|
296K
$27.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-50- 0.1% |
$4.55K - $4.93K
|
49.3K
$4.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-259- 0.39% |
$23.6K - $25.6K
|
66.9K
$6.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
3.61KNew |
$329K - $356K
|
3.61K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
268+ 11.12% |
$24.4K - $26.4K
|
2.68K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-80- 0.43% |
$7.28K - $7.9K
|
18.5K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.6KNew |
$510K - $553K
|
5.6K
$515K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
975+ 314.52% |
$88.8K - $96.2K
|
1.29K
$118K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
709+ 20.54% |
$64.5K - $70K
|
4.16K
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-12.3K- 9.69% |
$1.12M - $1.21M
|
114K
$10.5M
|
|