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 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-642- 4.8% |
$58.4K - $63.4K
|
12.7K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-50- 30.3% |
$4.55K - $4.93K
|
115
$10.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-28- 0.53% |
$2.55K - $2.76K
|
5.26K
$483K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-144- 1.14% |
$13.1K - $14.2K
|
12.5K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
CALL |
4.5KNew |
$410K - $444K
|
4.5K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.47K+ 3.06% |
$225K - $244K
|
83.1K
$7.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.55K+ 5.7% |
$323K - $350K
|
65.8K
$6.05M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
75.8K+ 34.37% |
$6.9M - $7.48M
|
296K
$27.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-13.4K- 10.09% |
$1.22M - $1.32M
|
119K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
36K+ 153.9% |
$3.28M - $3.55M
|
59.4K
$5.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-166- 3.97% |
$15.1K - $16.4K
|
4.01K
$369K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
31.4K+ 57.9% |
$2.86M - $3.1M
|
85.7K
$7.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
680+ 4.32% |
$61.9K - $67.1K
|
16.4K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-521K- 48.56% |
$47.4M - $51.4M
|
552K
$50.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
28.4K+ 576.5% |
$2.59M - $2.81M
|
33.4K
$3.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
BUY
|
- |
10.1K+ 317.3% |
$918K - $996K
|
13.3K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
BUY
|
- |
3.89K+ 52.14% |
$354K - $384K
|
11.3K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
BUY
|
- |
7.77K+ 70.48% |
$707K - $767K
|
18.8K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
5.16K+ 43.34% |
$469K - $509K
|
17.1K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
BUY
|
- |
6.13K+ 34.45% |
$558K - $604K
|
23.9K
$2.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
BUY
|
- |
19.4K+ 79.72% |
$1.77M - $1.92M
|
43.8K
$4.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-100- 3.91% |
$9.1K - $9.87K
|
2.46K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.42K+ 56.93% |
$129K - $140K
|
3.92K
$360K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
950+ 0.8% |
$86.5K - $93.8K
|
120K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.48K- 1.53% |
$135K - $146K
|
95.5K
$8.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
345+ 5.3% |
$31.4K - $34K
|
6.86K
$630K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
158+ 6.56% |
$14.4K - $15.6K
|
2.57K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-373- 2.47% |
$34K - $36.8K
|
14.7K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$637 - $691
|
7
$643
|
|
|
Nov 07, 2025
Q3 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
7.27K+ 58.12% |
$661K - $717K
|
19.8K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2K+ 1.95% |
$182K - $198K
|
105K
$9.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
5.99K+ 86.24% |
$545K - $591K
|
12.9K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-234- 6.56% |
$21.3K - $23.1K
|
3.34K
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3+ 0.05% |
$273 - $296
|
5.63K
$518K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.02K- 11.04% |
$184K - $199K
|
16.3K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
40.3K+ 82.21% |
$3.66M - $3.97M
|
89.2K
$8.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Caledonia Investments PLC
|
BUY
|
- |
110K+ 21.96% |
$10M - $10.9M
|
611K
$56.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
652+ 1.23% |
$59.4K - $64.3K
|
53.7K
$4.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
16K+ 9.49% |
$1.45M - $1.58M
|
184K
$16.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.55K- 5.69% |
$232K - $252K
|
42.3K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
494+ 1.28% |
$45K - $48.8K
|
39.2K
$3.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
154+ 0.09% |
$14K - $15.2K
|
180K
$16.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.06K+ 39.68% |
$278K - $301K
|
10.8K
$988K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
5.5KNew |
$501K - $543K
|
5.5K
$506K
|
|
|
Nov 06, 2025
Q3 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.01K- 3.75% |
$547K - $593K
|
154K
$14.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.49K- 15.04% |
$409K - $443K
|
25.3K
$2.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-387- 8.42% |
$35.2K - $38.2K
|
4.21K
$387K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 50.0% |
$182 - $197
|
6
$551
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-6.68K- 2.46% |
$608K - $659K
|
265K
$24.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.01% |
$91 - $98.7
|
12.7K
$1.17M
|
|