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 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
9.58K+ 22.54% |
$872K - $945K
|
52.1K
$4.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
70+ 2.97% |
$6.37K - $6.91K
|
2.43K
$223K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-83- 2.14% |
$7.56K - $8.19K
|
3.79K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-500- 1.65% |
$45.5K - $49.3K
|
29.8K
$2.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-12.7K- 2.13% |
$1.16M - $1.26M
|
584K
$53.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-112- 2.62% |
$10.2K - $11.1K
|
4.16K
$382K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44+ 18.18% |
$4.01K - $4.34K
|
286
$26.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20+ 4.81% |
$1.82K - $1.97K
|
436
$40.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
118+ 6.82% |
$10.7K - $11.6K
|
1.85K
$170K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.38K+ 7.12% |
$125K - $136K
|
20.7K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.36K+ 0.9% |
$397K - $430K
|
487K
$44.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.41KNew |
$219K - $238K
|
2.41K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
28+ 7.05% |
$2.55K - $2.76K
|
425
$39.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
147+ 3.4% |
$13.4K - $14.5K
|
4.47K
$411K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
154+ 0.7% |
$14K - $15.2K
|
22.1K
$2.03M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
137K+ 10.87% |
$12.4M - $13.5M
|
1.39M
$128M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-993- 4.0% |
$90.4K - $98K
|
23.8K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
160New |
$14.6K - $15.8K
|
160
$14.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
10.1KNew |
$918K - $995K
|
10.1K
$926K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.92K+ 10.7% |
$266K - $288K
|
30.2K
$2.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
800+ 6.38% |
$72.8K - $79K
|
13.3K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
9.24K+ 9.09% |
$841K - $912K
|
111K
$10.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-682- 64.83% |
$62.1K - $67.3K
|
370
$34K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-262- 8.52% |
$23.8K - $25.9K
|
2.81K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
3.96KNew |
$361K - $391K
|
3.96K
$364K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.71K+ 16.44% |
$702K - $761K
|
54.6K
$5.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.96KNew |
$542K - $588K
|
5.96K
$547K
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-64- 12.52% |
$5.83K - $6.32K
|
447
$41.1K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.54K+ 188.27% |
$231K - $250K
|
3.88K
$357K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.89K- 7.72% |
$627K - $680K
|
82.4K
$7.57M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
11New |
$1K - $1.09K
|
11
$1.01K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
900+ 0.15% |
$81.9K - $88.8K
|
615K
$56.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.75K+ 2.26% |
$341K - $370K
|
170K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
107+ 0.32% |
$9.74K - $10.6K
|
33.7K
$3.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
979+ 20.0% |
$89.1K - $96.6K
|
5.88K
$540K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
17.8K+ 13.74% |
$1.62M - $1.76M
|
147K
$13.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
79+ 2.35% |
$7.19K - $7.8K
|
3.44K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
PUT |
100New |
$9.1K - $9.87K
|
100
$9.19K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.5K+ 31.55% |
$1.23M - $1.33M
|
56.4K
$5.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-4.28K- 2.58% |
$389K - $422K
|
161K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
201+ 1.01% |
$18.3K - $19.8K
|
20K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
SELL
|
- |
-5K- 1.79% |
$455K - $494K
|
275K
$25.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
7.96K+ 35.68% |
$725K - $786K
|
30.3K
$2.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
17.7K+ 182.74% |
$1.61M - $1.74M
|
27.3K
$2.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
165+ 5.01% |
$15K - $16.3K
|
3.46K
$318K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-482- 5.75% |
$43.9K - $47.6K
|
7.9K
$726K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
137+ 1.95% |
$12.5K - $13.5K
|
7.17K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.04K+ 38.58% |
$94.2K - $102K
|
3.72K
$342K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.73K- 1.92% |
$340K - $368K
|
191K
$17.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-280- 3.47% |
$25.5K - $27.6K
|
7.79K
$716K
|
|