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 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
16.5K+ 17.54% |
$1.5M - $1.63M
|
110K
$10.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
15KNew |
$1.37M - $1.48M
|
15K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-32.3K- 10.22% |
$2.94M - $3.19M
|
284K
$26.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
22.6KNew |
$2.06M - $2.23M
|
22.6K
$2.08M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-56- 0.94% |
$5.1K - $5.53K
|
5.9K
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
452+ 1.03% |
$41.1K - $44.6K
|
44.2K
$4.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
989+ 8.02% |
$90K - $97.6K
|
13.3K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.2K- 4.09% |
$110K - $119K
|
28.2K
$2.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61+ 2.04% |
$5.55K - $6.02K
|
3.06K
$281K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-58- 0.39% |
$5.28K - $5.72K
|
14.9K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
2.13KNew |
$194K - $211K
|
2.13K
$196K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
303+ 0.93% |
$27.6K - $29.9K
|
32.9K
$3.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-778- 12.83% |
$70.8K - $76.8K
|
5.28K
$486K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.61K- 20.86% |
$147K - $159K
|
6.12K
$562K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.3% |
$728 - $790
|
2.71K
$249K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
233+ 0.49% |
$21.2K - $23K
|
47.4K
$4.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
8+ 0.32% |
$728 - $790
|
2.54K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
4.32KNew |
$393K - $426K
|
4.32K
$397K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
53+ 1.64% |
$4.82K - $5.23K
|
3.28K
$302K
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.47K- 0.82% |
$133K - $145K
|
177K
$16.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
293+ 1.71% |
$26.7K - $28.9K
|
17.4K
$1.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 0.21% |
$1.09K - $1.18K
|
5.77K
$530K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
10.2K+ 60.87% |
$925K - $1M
|
26.8K
$2.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-466- 1.52% |
$42.4K - $46K
|
30.1K
$2.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13+ 0.19% |
$1.18K - $1.28K
|
6.7K
$616K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
644+ 3.02% |
$58.6K - $63.6K
|
22K
$2.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
1.5KNew |
$137K - $148K
|
1.5K
$138K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
39+ 2.41% |
$3.55K - $3.85K
|
1.66K
$152K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.9K- 0.62% |
$264K - $286K
|
461K
$42.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1KNew |
$91K - $98.7K
|
1K
$91.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
491+ 0.37% |
$44.7K - $48.5K
|
132K
$12.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-97- 2.7% |
$8.83K - $9.57K
|
3.5K
$322K
|
|
|
Nov 05, 2025
Q3 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-225- 1.98% |
$20.5K - $22.2K
|
11.2K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
850+ 35.33% |
$77.4K - $83.9K
|
3.26K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-9.43K- 19.69% |
$858K - $930K
|
38.4K
$3.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
SELL
|
- |
-17.4K- 6.51% |
$1.58M - $1.71M
|
249K
$22.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
214+ 1.72% |
$19.5K - $21.1K
|
12.6K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.26K- 34.77% |
$205K - $223K
|
4.23K
$389K
|
|
|
Nov 05, 2025
Q3 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
8.67K+ 6.61% |
$789K - $855K
|
140K
$12.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59+ 0.88% |
$5.37K - $5.82K
|
6.78K
$623K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-220- 8.03% |
$20K - $21.7K
|
2.52K
$232K
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
872+ 2.47% |
$79.4K - $86.1K
|
36.2K
$3.33M
|
|
|
Nov 05, 2025
Q3 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-2.95K- 19.51% |
$268K - $291K
|
12.2K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.41K+ 39.83% |
$493K - $534K
|
19K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
22.8K+ 66.42% |
$2.07M - $2.25M
|
57K
$5.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
438+ 6.97% |
$39.9K - $43.2K
|
6.72K
$618K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
77New |
$7.01K - $7.6K
|
77
$7.08K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-125- 1.6% |
$11.4K - $12.3K
|
7.69K
$707K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
24+ 1.01% |
$2.18K - $2.37K
|
2.4K
$220K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
3.43K+ 17.95% |
$312K - $338K
|
22.5K
$2.07M
|
|