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 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-20.5K- 16.41% |
$1.86M - $2.02M
|
104K
$9.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
68+ 0.38% |
$6.19K - $6.71K
|
18.1K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
559+ 4.2% |
$50.9K - $55.2K
|
13.9K
$1.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
29+ 0.49% |
$2.64K - $2.86K
|
5.98K
$550K
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.63KNew |
$239K - $259K
|
2.63K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.08K+ 75.15% |
$189K - $205K
|
4.85K
$446K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-115- 4.61% |
$10.5K - $11.3K
|
2.38K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
3New |
$273 - $296
|
3
$276
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
2.42K+ 2.69% |
$220K - $239K
|
92.6K
$8.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-13.2K- 4.42% |
$1.2M - $1.3M
|
284K
$26.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
364+ 3.47% |
$33.1K - $35.9K
|
10.8K
$997K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
573+ 15.88% |
$52.2K - $56.5K
|
4.18K
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
517+ 17.3% |
$47.1K - $51K
|
3.51K
$322K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
640+ 6.68% |
$58.3K - $63.2K
|
10.2K
$939K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
900+ 3.11% |
$81.9K - $88.8K
|
29.9K
$2.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.25K- 31.54% |
$114K - $124K
|
2.72K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15.4K- 5.59% |
$1.4M - $1.52M
|
260K
$23.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-500- 1.15% |
$45.5K - $49.3K
|
43K
$3.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
286+ 11.73% |
$26K - $28.2K
|
2.73K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-200- 14.2% |
$18.2K - $19.7K
|
1.21K
$111K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-200- 12.11% |
$18.2K - $19.7K
|
1.45K
$133K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-2.59K- 1.05% |
$235K - $255K
|
244K
$22.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
194+ 0.81% |
$17.7K - $19.1K
|
24.2K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
116+ 0.38% |
$10.6K - $11.4K
|
30.8K
$2.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-41- 0.32% |
$3.73K - $4.05K
|
12.7K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-139- 0.04% |
$12.7K - $13.7K
|
377K
$34.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-896- 0.67% |
$81.6K - $88.4K
|
133K
$12.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-418- 15.23% |
$38.1K - $41.3K
|
2.33K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
162+ 3.5% |
$14.7K - $16K
|
4.79K
$440K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-130- 44.07% |
$11.8K - $12.8K
|
165
$15.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.1% |
$455 - $493
|
4.89K
$449K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.36KNew |
$579K - $628K
|
6.36K
$585K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.29K- 1.84% |
$209K - $226K
|
122K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.6K+ 15.25% |
$1.42M - $1.54M
|
118K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.04K- 1.5% |
$94.5K - $102K
|
67.9K
$6.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.36K- 8.35% |
$124K - $134K
|
14.9K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
37.6K+ 20.22% |
$3.42M - $3.71M
|
224K
$20.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.28K+ 28.03% |
$116K - $126K
|
5.83K
$536K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.72KNew |
$247K - $268K
|
2.72K
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-204- 2.26% |
$18.6K - $20.1K
|
8.82K
$811K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
832+ 1.57% |
$75.7K - $82.1K
|
54K
$4.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
147+ 1.53% |
$13.4K - $14.5K
|
9.78K
$899K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.16% |
$182 - $197
|
1.25K
$115K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-222K- 10.16% |
$20.2M - $21.9M
|
1.96M
$180M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.19K+ 5.84% |
$290K - $315K
|
57.9K
$5.32M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
208+ 0.91% |
$18.9K - $20.5K
|
23K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
609+ 1.84% |
$55.4K - $60.1K
|
33.7K
$3.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
65+ 0.15% |
$5.92K - $6.41K
|
42.8K
$3.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
327+ 6.19% |
$29.8K - $32.3K
|
5.61K
$516K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-3.62K- 3.06% |
$329K - $357K
|
115K
$10.5M
|
|