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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-33- 2.95% |
$3K - $3.26K
|
1.09K
$99.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-822- 1.74% |
$74.8K - $81.1K
|
46.3K
$4.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
175K+ 18.08% |
$15.9M - $17.3M
|
1.14M
$105M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
117+ 2.25% |
$10.7K - $11.5K
|
5.33K
$489K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-50- 1.96% |
$4.55K - $4.93K
|
2.51K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.15K- 12.07% |
$105K - $113K
|
8.38K
$770K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
268+ 0.38% |
$24.4K - $26.4K
|
71K
$6.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
151+ 1.87% |
$13.7K - $14.9K
|
8.22K
$755K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
16.6K+ 20.66% |
$1.52M - $1.64M
|
97.2K
$8.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-6.79K- 21.84% |
$618K - $670K
|
24.3K
$2.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
6.58KNew |
$599K - $649K
|
6.58K
$605K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-8.33K- 6.56% |
$758K - $822K
|
119K
$10.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-104- 2.01% |
$9.47K - $10.3K
|
5.06K
$465K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
171K+ 34.5% |
$15.5M - $16.9M
|
666K
$61.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.09K+ 7.57% |
$99K - $107K
|
15.5K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
736New |
$67K - $72.6K
|
736
$67.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-980- 0.96% |
$89.2K - $96.7K
|
101K
$9.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
352+ 0.3% |
$32K - $34.7K
|
116K
$10.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
261+ 9.08% |
$23.8K - $25.8K
|
3.14K
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-496- 17.09% |
$45.2K - $49K
|
2.41K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-293- 2.59% |
$26.7K - $28.9K
|
11K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.42KNew |
$675K - $732K
|
7.42K
$682K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.73K+ 163.16% |
$248K - $269K
|
4.4K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 3.95% |
$127K - $137K
|
33.8K
$3.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
70.7KNew |
$6.44M - $6.98M
|
70.7K
$6.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
4.17K+ 16.84% |
$380K - $411K
|
28.9K
$2.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-650- 14.5% |
$59.2K - $64.1K
|
3.83K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.18K - $1.28K
|
2.62K
$240K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.32M- 7.18% |
$120M - $130M
|
17.1M
$1.57B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.88K- 1.46% |
$444K - $482K
|
330K
$30.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
7.86KNew |
$716K - $776K
|
7.86K
$723K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
15K+ 136.67% |
$1.36M - $1.48M
|
25.9K
$2.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
6.23K+ 80.02% |
$567K - $614K
|
14K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-833- 1.95% |
$75.8K - $82.2K
|
41.9K
$3.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-291- 5.34% |
$26.5K - $28.7K
|
5.15K
$474K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
10.5KNew |
$956K - $1.04M
|
10.5K
$965K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-336- 7.81% |
$30.6K - $33.2K
|
3.97K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
59.4K+ 1643.09% |
$5.41M - $5.86M
|
63K
$5.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-718- 8.09% |
$65.4K - $70.9K
|
8.16K
$750K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20+ 0.71% |
$1.82K - $1.97K
|
2.86K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 0.73% |
$455 - $493
|
686
$63.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.74K+ 11.66% |
$613K - $665K
|
64.5K
$5.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.54K+ 48.19% |
$231K - $250K
|
7.8K
$717K
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
462+ 15.91% |
$42.1K - $45.6K
|
3.37K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200+ 57.14% |
$18.2K - $19.7K
|
550
$50.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-99- 7.59% |
$9.01K - $9.77K
|
1.21K
$111K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
45K+ 20.93% |
$4.1M - $4.44M
|
260K
$23.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-2.39K- 19.86% |
$217K - $235K
|
9.63K
$885K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-106- 3.61% |
$9.65K - $10.5K
|
2.83K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.87KNew |
$352K - $382K
|
3.87K
$356K
|
|