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 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-1.4K- 19.7% |
$127K - $138K
|
5.71K
$525K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.8K+ 0.9% |
$619K - $671K
|
762K
$70M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.84K- 3.07% |
$350K - $379K
|
121K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-72- 0.8% |
$6.55K - $7.11K
|
8.88K
$817K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-329- 3.84% |
$29.9K - $32.5K
|
8.25K
$758K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
28+ 0.1% |
$2.55K - $2.76K
|
28K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
422+ 8.17% |
$38.4K - $41.6K
|
5.59K
$513K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-36K- 19.8% |
$3.28M - $3.55M
|
146K
$13.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-307- 13.27% |
$27.9K - $30.3K
|
2.01K
$184K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-452- 0.26% |
$41.1K - $44.6K
|
174K
$16M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
111+ 4.13% |
$10.1K - $11K
|
2.8K
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-265- 1.38% |
$24.1K - $26.2K
|
18.9K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.07K- 1.44% |
$97.3K - $105K
|
73K
$6.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-380- 1.65% |
$34.6K - $37.5K
|
22.6K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
107+ 23.78% |
$9.74K - $10.6K
|
557
$51.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
106+ 4.64% |
$9.65K - $10.5K
|
2.39K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.77K- 27.82% |
$252K - $273K
|
7.19K
$661K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
336+ 1.85% |
$30.6K - $33.2K
|
18.5K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-4.22K- 38.46% |
$384K - $417K
|
6.76K
$621K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-928- 0.67% |
$84.5K - $91.6K
|
137K
$12.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
833+ 15.35% |
$75.8K - $82.2K
|
6.26K
$575K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100+ 3.22% |
$9.1K - $9.87K
|
3.2K
$294K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
17.4K+ 16.86% |
$1.58M - $1.71M
|
120K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
966+ 0.43% |
$87.9K - $95.3K
|
224K
$20.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3.42KNew |
$311K - $337K
|
3.42K
$314K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
19+ 0.13% |
$1.73K - $1.88K
|
14.4K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
467+ 33.57% |
$42.5K - $46.1K
|
1.86K
$171K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.54K+ 14.55% |
$413K - $448K
|
35.7K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
578+ 2.33% |
$52.6K - $57K
|
25.3K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
531New |
$48.3K - $52.4K
|
531
$48.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
689K+ 7137.66% |
$62.8M - $68M
|
699K
$64.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
61+ 1.61% |
$5.55K - $6.02K
|
3.85K
$354K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
18K+ 17.85% |
$1.64M - $1.78M
|
119K
$10.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
720+ 15.7% |
$65.5K - $71.1K
|
5.31K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 13.7% |
$211K - $229K
|
19.3K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12.3K- 5.82% |
$1.12M - $1.21M
|
199K
$18.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
15+ 0.26% |
$1.37K - $1.48K
|
5.78K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.43K+ 7.02% |
$130K - $141K
|
21.8K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.69KNew |
$245K - $266K
|
2.69K
$248K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
25+ 0.43% |
$2.28K - $2.47K
|
5.83K
$536K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-78- 0.02% |
$7.1K - $7.7K
|
333K
$30.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-182- 3.16% |
$16.6K - $18K
|
5.57K
$512K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
684+ 20.85% |
$62.3K - $67.5K
|
3.97K
$364K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.2K+ 37.28% |
$383K - $415K
|
15.5K
$1.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
21New |
$1.91K - $2.07K
|
21
$1.93K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
2.5KNew |
$228K - $247K
|
2.5K
$230K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
156+ 2.55% |
$14.2K - $15.4K
|
6.28K
$577K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-998- 0.3% |
$90.8K - $98.5K
|
328K
$30.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.47KNew |
$225K - $244K
|
2.47K
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
311+ 10.02% |
$28.3K - $30.7K
|
3.42K
$314K
|
|