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 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-15- 0.57% |
$1.37K - $1.48K
|
2.64K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-57- 5.32% |
$5.19K - $5.63K
|
1.01K
$93.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
74+ 0.66% |
$6.74K - $7.3K
|
11.3K
$1.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1K- 78.68% |
$91K - $98.7K
|
271
$24.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
107+ 3.33% |
$9.74K - $10.6K
|
3.32K
$306K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-4.05K- 6.69% |
$369K - $400K
|
56.5K
$5.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-14- 0.46% |
$1.27K - $1.38K
|
3.06K
$281K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-1.66K- 3.28% |
$151K - $164K
|
49K
$4.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.18K- 32.66% |
$380K - $412K
|
8.62K
$792K
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-94- 0.91% |
$8.56K - $9.28K
|
10.3K
$946K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-156- 17.22% |
$14.2K - $15.4K
|
750
$68.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.84KNew |
$258K - $280K
|
2.84K
$261K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
24+ 2.27% |
$2.18K - $2.37K
|
1.08K
$99.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
41.4K+ 25.73% |
$3.77M - $4.09M
|
202K
$18.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 16.33% |
$1.46K - $1.58K
|
114
$10.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.07K- 3.49% |
$188K - $204K
|
57.2K
$5.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.2M- 41.49% |
$109M - $119M
|
1.69M
$156M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.61K- 16.65% |
$146K - $158K
|
8.04K
$739K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-49- 0.38% |
$4.46K - $4.84K
|
13K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-803- 6.84% |
$73.1K - $79.2K
|
10.9K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.27K+ 74.54% |
$297K - $322K
|
7.65K
$703K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9.05K+ 164.66% |
$824K - $893K
|
14.5K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
9.18K+ 31.21% |
$836K - $906K
|
38.6K
$3.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.08% |
$182 - $197
|
2.52K
$232K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-286- 30.85% |
$26K - $28.2K
|
641
$58.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.1K- 22.54% |
$282K - $306K
|
10.6K
$978K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.76KNew |
$251K - $272K
|
2.76K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
136+ 0.63% |
$12.4K - $13.4K
|
21.8K
$2.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.1K+ 21.82% |
$100K - $108K
|
6.13K
$563K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
39+ 3.81% |
$3.55K - $3.85K
|
1.06K
$97.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16.8K- 30.57% |
$1.53M - $1.66M
|
38.2K
$3.51M
|
|
|
Oct 08, 2025
Q3 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-100- 1.05% |
$9.1K - $9.87K
|
9.4K
$864K
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
8.12K+ 4.4% |
$739K - $801K
|
193K
$17.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
15+ 0.08% |
$1.37K - $1.48K
|
18.7K
$1.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
30+ 2.64% |
$2.73K - $2.96K
|
1.17K
$107K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-92- 1.98% |
$8.37K - $9.08K
|
4.54K
$418K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-192- 0.65% |
$17.5K - $18.9K
|
29.3K
$2.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-615- 5.94% |
$56K - $60.7K
|
9.75K
$896K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.81% |
$910 - $987
|
1.23K
$113K
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
40.1KNew |
$3.65M - $3.96M
|
40.1K
$3.69M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20- 0.23% |
$1.82K - $1.97K
|
8.62K
$793K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-6.89K- 97.77% |
$627K - $680K
|
157
$14.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$27.3K - $29.6K
|
300
$27.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.47KNew |
$407K - $441K
|
4.47K
$410K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.04% |
$91 - $98.7
|
2.27K
$209K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
106+ 0.33% |
$9.65K - $10.5K
|
32.3K
$2.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-17K- 16.11% |
$1.55M - $1.68M
|
88.7K
$8.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-171- 0.41% |
$15.6K - $16.9K
|
41.5K
$3.82M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
4.25KNew |
$387K - $419K
|
4.25K
$391K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
338+ 3.77% |
$30.8K - $33.4K
|
9.29K
$854K
|
|