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 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.13K+ 22.77% |
$467K - $506K
|
27.7K
$2.54M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
20+ 0.18% |
$1.82K - $1.97K
|
11.2K
$1.03M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-730- 2.91% |
$66.5K - $72K
|
24.3K
$2.24M
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-31.3K- 4.8% |
$2.85M - $3.09M
|
622K
$57.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
5.91K+ 42.66% |
$538K - $583K
|
19.8K
$1.82M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.87K- 42.4% |
$352K - $382K
|
5.26K
$483K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
8.26K+ 23.51% |
$752K - $815K
|
43.4K
$3.99M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-224- 5.97% |
$20.4K - $22.1K
|
3.53K
$324K
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-55.8K- 76.28% |
$5.08M - $5.51M
|
17.4K
$1.6M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-838- 1.87% |
$76.3K - $82.7K
|
44K
$4.04M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.53KNew |
$230K - $249K
|
2.53K
$232K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.02% |
$91 - $98.7
|
5.47K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
1.12K+ 23.48% |
$102K - $111K
|
5.91K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
13+ 27.08% |
$1.18K - $1.28K
|
61
$5.61K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-24K- 10.02% |
$2.19M - $2.37M
|
216K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
100KNew |
$9.1M - $9.87M
|
100K
$9.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-1- 0.27% |
$91 - $98.7
|
367
$33.7K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
16.9K+ 1.71% |
$1.54M - $1.67M
|
1.01M
$92.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.18K- 3.49% |
$198K - $215K
|
60.2K
$5.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
8.66KNew |
$788K - $855K
|
8.66K
$796K
|
|
|
Nov 14, 2025
Q3 2025
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.2K- 13.5% |
$200K - $217K
|
14.1K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
31.9K+ 61.99% |
$2.9M - $3.15M
|
83.4K
$7.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.34K- 9.22% |
$486K - $527K
|
52.6K
$4.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.19K- 12.66% |
$109K - $118K
|
8.24K
$757K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.2K+ 10.63% |
$1.38M - $1.5M
|
158K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 11.22% |
$1.44M - $1.57M
|
157K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
219K+ 42.47% |
$19.9M - $21.6M
|
735K
$67.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-162K- 37.66% |
$14.7M - $16M
|
268K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
314K+ 338.43% |
$28.6M - $31M
|
406K
$37.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-59.1K- 34.59% |
$5.38M - $5.84M
|
112K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-362- 0.68% |
$33K - $35.7K
|
52.9K
$4.86M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
692K+ 0.95% |
$63M - $68.3M
|
73.2M
$6.72B
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
439K+ 82.21% |
$40M - $43.3M
|
973K
$89.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
162K+ 240.21% |
$14.7M - $16M
|
229K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.4KNew |
$218K - $236K
|
2.4K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
12.4KNew |
$1.13M - $1.22M
|
12.4K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.92K- 0.97% |
$903K - $979K
|
1.01M
$92.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
281+ 10.29% |
$25.6K - $27.7K
|
3.01K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
68+ 2.27% |
$6.19K - $6.71K
|
3.06K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-84.4K- 1.95% |
$7.68M - $8.33M
|
4.24M
$390M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
557K+ 32.84% |
$50.7M - $55M
|
2.25M
$207M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-317K- 57.98% |
$28.8M - $31.3M
|
230K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-300K- 7.85% |
$27.3M - $29.6M
|
3.52M
$324M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.38M- 35.2% |
$399M - $432M
|
8.07M
$741M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.53K- 4.21% |
$140K - $151K
|
34.9K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Delta Global Management LP
New York, NY |
SELL
|
- |
-49.4K- 9.13% |
$4.5M - $4.87M
|
492K
$45.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
55+ 0.47% |
$5.01K - $5.43K
|
11.7K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
23.2KNew |
$2.11M - $2.29M
|
23.2K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
155KNew |
$14.1M - $15.3M
|
155K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
28.9K+ 2.17% |
$2.63M - $2.85M
|
1.36M
$125M
|
|