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 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
34.4K+ 4.71% |
$3.13M - $3.39M
|
764K
$70.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.37KNew |
$307K - $333K
|
3.37K
$310K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-145- 5.36% |
$13.2K - $14.3K
|
2.56K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36K- 9.91% |
$3.28M - $3.55M
|
327K
$30.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-104- 2.75% |
$9.47K - $10.3K
|
3.68K
$338K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.33% |
$1.27K - $1.38K
|
4.28K
$393K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
608+ 0.92% |
$55.3K - $60K
|
66.7K
$6.13M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 5.41% |
$182 - $197
|
39
$3.58K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
932+ 4.89% |
$84.8K - $92K
|
20K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.09K+ 4.57% |
$190K - $206K
|
47.9K
$4.4M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-773- 6.41% |
$70.4K - $76.3K
|
11.3K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
24+ 0.22% |
$2.18K - $2.37K
|
11.1K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
6+ 0.26% |
$546 - $592
|
2.34K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
10.9KNew |
$992K - $1.08M
|
10.9K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.53K- 2.29% |
$777K - $842K
|
365K
$33.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-215- 1.47% |
$19.6K - $21.2K
|
14.4K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-70- 0.83% |
$6.37K - $6.91K
|
8.36K
$768K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-194- 5.6% |
$17.7K - $19.1K
|
3.27K
$300K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-200- 1.28% |
$18.2K - $19.7K
|
15.4K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
CALL |
100New |
$9.1K - $9.87K
|
100
$9.19K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.04M+ 225.78% |
$94.8M - $103M
|
1.5M
$138M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.56K+ 62.78% |
$142K - $154K
|
4.04K
$371K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-524- 12.95% |
$47.7K - $51.7K
|
3.52K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-422- 0.19% |
$38.4K - $41.6K
|
219K
$20.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.14KNew |
$195K - $211K
|
2.14K
$197K
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.17KNew |
$197K - $214K
|
2.17K
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 0.58% |
$3.64K - $3.95K
|
6.82K
$626K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.56K+ 108.18% |
$506K - $548K
|
10.7K
$983K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.23K+ 31.1% |
$112K - $122K
|
5.2K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-80- 1.17% |
$7.28K - $7.9K
|
6.76K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.02K- 1.03% |
$92.8K - $101K
|
97.6K
$8.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
76+ 55.47% |
$6.92K - $7.5K
|
213
$19.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-95- 0.56% |
$8.65K - $9.38K
|
16.7K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-3.48K- 18.41% |
$317K - $343K
|
15.4K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.67% |
$54.6K - $59.2K
|
89.5K
$8.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
47+ 1.64% |
$4.28K - $4.64K
|
2.91K
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-275- 7.94% |
$25K - $27.1K
|
3.19K
$293K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.05K+ 136.39% |
$278K - $301K
|
5.29K
$486K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
423+ 2.61% |
$38.5K - $41.7K
|
16.6K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-44- 25.0% |
$4.01K - $4.34K
|
132
$12.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.27% |
$546 - $592
|
2.24K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.04K- 0.09% |
$94.4K - $102K
|
1.1M
$101M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
52+ 4.63% |
$4.73K - $5.13K
|
1.18K
$108K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-47- 0.83% |
$4.28K - $4.64K
|
5.63K
$517K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-206- 0.81% |
$18.8K - $20.3K
|
25.1K
$2.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
427+ 19.24% |
$38.9K - $42.1K
|
2.65K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
8.2KNew |
$746K - $809K
|
8.2K
$754K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-149K- 16.24% |
$13.6M - $14.7M
|
769K
$70.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 5.41% |
$182 - $197
|
39
$3.58K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-674- 0.47% |
$61.4K - $66.5K
|
143K
$13.1M
|
|