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 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.89K+ 99.96% |
$809K - $877K
|
17.8K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
671+ 28.15% |
$61.1K - $66.2K
|
3.06K
$281K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
430+ 4.06% |
$39.1K - $42.4K
|
11K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-495- 4.97% |
$45.1K - $48.9K
|
9.46K
$870K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.18KNew |
$198K - $215K
|
2.18K
$200K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.51K+ 20.18% |
$137K - $149K
|
8.97K
$824K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
111+ 3.92% |
$10.1K - $11K
|
2.94K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.76K+ 14.13% |
$342K - $371K
|
30.3K
$2.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.39K+ 35.0% |
$673K - $729K
|
28.5K
$2.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.44K- 8.34% |
$131K - $142K
|
15.8K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-121- 1.19% |
$11K - $11.9K
|
10.1K
$927K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
129+ 496.15% |
$11.7K - $12.7K
|
155
$14.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.2K- 1.82% |
$473K - $513K
|
281K
$25.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
BUY
|
- |
7.16K+ 40.34% |
$652K - $707K
|
24.9K
$2.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
390+ 23.34% |
$35.5K - $38.5K
|
2.06K
$189K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-37.8K- 51.65% |
$3.44M - $3.73M
|
35.4K
$3.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
2+ 0.02% |
$182 - $197
|
11.3K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.51K- 18.17% |
$410K - $445K
|
20.3K
$1.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
84+ 19.76% |
$7.65K - $8.29K
|
509
$46.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.23K+ 9.25% |
$203K - $220K
|
26.3K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 0.34% |
$4.55K - $4.93K
|
14.8K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.2K+ 164.71% |
$1.11M - $1.21M
|
19.6K
$1.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.7KNew |
$246K - $266K
|
2.7K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-81.9K- 75.07% |
$7.46M - $8.08M
|
27.2K
$2.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-217- 8.82% |
$19.8K - $21.4K
|
2.24K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
100+ 0.99% |
$9.1K - $9.87K
|
10.2K
$940K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.34KNew |
$213K - $231K
|
2.34K
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-599- 0.36% |
$54.5K - $59.1K
|
165K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.24K+ 10.7% |
$841K - $912K
|
95.6K
$8.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
5.88KNew |
$535K - $580K
|
5.88K
$540K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
1.04K+ 7.2% |
$94.6K - $103K
|
15.5K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
100+ 47.39% |
$9.1K - $9.87K
|
311
$28.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$91 - $98.7
|
12.2K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-200- 0.62% |
$18.2K - $19.7K
|
32.2K
$2.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.03% |
$91 - $98.7
|
3.25K
$299K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.64K- 1.65% |
$150K - $162K
|
98.1K
$9.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
136K+ 459.17% |
$12.4M - $13.4M
|
166K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6+ 0.19% |
$546 - $592
|
3.21K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
710+ 1.46% |
$64.6K - $70.1K
|
49.4K
$4.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
329KNew |
$29.9M - $32.4M
|
329K
$30.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.16K+ 2.61% |
$197K - $213K
|
85.1K
$7.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
825+ 0.89% |
$75.1K - $81.4K
|
93.1K
$8.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 2.6% |
$728 - $790
|
316
$29K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.73K- 1.96% |
$885K - $960K
|
488K
$44.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
167+ 7.3% |
$15.2K - $16.5K
|
2.46K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
85.1K+ 2.17% |
$7.75M - $8.4M
|
4M
$368M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-222- 0.65% |
$20.2K - $21.9K
|
34.1K
$3.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.1K+ 3.78% |
$191K - $207K
|
57.6K
$5.3M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.02% |
$182 - $197
|
8.64K
$794K
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-209- 1.28% |
$19K - $20.6K
|
16.1K
$1.48M
|
|