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 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-2.5K- 5.25% |
$228K - $247K
|
45.2K
$4.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
291+ 1.74% |
$26.5K - $28.7K
|
17K
$1.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
11.2KNew |
$1.02M - $1.1M
|
11.2K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
287New |
$26.1K - $28.3K
|
287
$26.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10- 4.03% |
$910 - $987
|
238
$21.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-1.34K- 1.98% |
$122K - $133K
|
66.3K
$6.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
916+ 7.21% |
$83.4K - $90.4K
|
13.6K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-750- 2.44% |
$68.3K - $74K
|
30K
$2.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.2KNew |
$200K - $217K
|
2.2K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-675- 0.44% |
$61.4K - $66.6K
|
153K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.17K+ 50.78% |
$198K - $214K
|
6.45K
$593K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.58KNew |
$235K - $255K
|
2.58K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-307- 4.48% |
$27.9K - $30.3K
|
6.54K
$601K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-344- 1.34% |
$31.3K - $33.9K
|
25.3K
$2.32M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-110- 0.7% |
$10K - $10.9K
|
15.6K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.17% |
$728 - $790
|
4.76K
$437K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.26% |
$182 - $197
|
759
$69.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-42- 0.37% |
$3.82K - $4.14K
|
11.2K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
300+ 0.42% |
$27.3K - $29.6K
|
71.5K
$6.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.19K- 0.54% |
$108K - $117K
|
219K
$20.1M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4+ 0.06% |
$364 - $395
|
6.63K
$610K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-457- 3.37% |
$41.6K - $45.1K
|
13.1K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
43+ 0.37% |
$3.91K - $4.24K
|
11.6K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
24+ 1.07% |
$2.18K - $2.37K
|
2.28K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.43K+ 1.98% |
$312K - $339K
|
177K
$16.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2.33K+ 5.21% |
$212K - $230K
|
47K
$4.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-139- 4.43% |
$12.7K - $13.7K
|
3K
$275K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
248+ 2.55% |
$22.6K - $24.5K
|
9.99K
$918K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-12.5K- 26.43% |
$1.14M - $1.23M
|
34.7K
$3.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-815- 5.75% |
$74.2K - $80.4K
|
13.4K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.75K- 17.19% |
$523K - $567K
|
27.7K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
692+ 7.83% |
$63K - $68.3K
|
9.53K
$876K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-279- 1.64% |
$25.4K - $27.5K
|
16.7K
$1.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-8.02K- 1.67% |
$730K - $792K
|
472K
$43.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-616- 0.91% |
$56.1K - $60.8K
|
66.8K
$6.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
49+ 1.69% |
$4.46K - $4.84K
|
2.94K
$270K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
500+ 3333.33% |
$45.5K - $49.3K
|
515
$47.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
48.1K+ 26.93% |
$4.38M - $4.75M
|
227K
$20.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
13+ 0.18% |
$1.18K - $1.28K
|
7.12K
$654K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-323- 13.9% |
$29.4K - $31.9K
|
2K
$184K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.8KNew |
$1.53M - $1.66M
|
16.8K
$1.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
110New |
$10K - $10.9K
|
110
$10.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-72.1K- 58.52% |
$6.56M - $7.12M
|
51.1K
$4.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.4K- 1.5% |
$1.13M - $1.22M
|
814K
$74.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-155- 0.18% |
$14.1K - $15.3K
|
84.5K
$7.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1.66K- 2.66% |
$151K - $164K
|
60.7K
$5.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.63K+ 4.23% |
$148K - $161K
|
40.1K
$3.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-939- 29.02% |
$85.5K - $92.7K
|
2.3K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.5K+ 29.51% |
$773K - $839K
|
37.3K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
319+ 5.9% |
$29K - $31.5K
|
5.73K
$526K
|
|