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 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
165+ 74.66% |
$15K - $16.3K
|
386
$35.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.19KNew |
$108K - $118K
|
1.19K
$109K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
959+ 2.65% |
$87.3K - $94.6K
|
37.2K
$3.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$182 - $197
|
3.07K
$282K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1K+ 33.33% |
$91K - $98.7K
|
4K
$368K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.3KNew |
$1.4M - $1.51M
|
15.3K
$1.41M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
1.35K+ 3.89% |
$123K - $133K
|
36.1K
$3.31M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
13.8K+ 73.41% |
$1.26M - $1.36M
|
32.6K
$3M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.34KNew |
$213K - $231K
|
2.34K
$215K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
495+ 3.79% |
$45.1K - $48.9K
|
13.5K
$1.24M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-29- 5.19% |
$2.64K - $2.86K
|
530
$48.7K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5New |
$455 - $493
|
5
$460
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
9+ 0.23% |
$622 - $821
|
3.9K
$358K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
280K+ 19.31% |
$19.3M - $25.5M
|
1.73M
$159M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.61M+ 33.5% |
$111M - $147M
|
6.43M
$591M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
90K+ 180.0% |
$6.22M - $8.21M
|
140K
$12.9M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-3.47K- 15.82% |
$239K - $316K
|
18.5K
$1.7M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-5.36K- 36.34% |
$370K - $489K
|
9.38K
$862K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
CALL |
200New |
$13.8K - $18.2K
|
200
$18.4K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
456+ 3.7% |
$31.5K - $41.6K
|
12.8K
$1.18M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
179+ 7.38% |
$12.4K - $16.3K
|
2.61K
$240K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
483+ 202.09% |
$33.4K - $44.1K
|
722
$66.4K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
330New |
$22.8K - $30.1K
|
330
$30.3K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
538+ 3.12% |
$37.2K - $49.1K
|
17.8K
$1.63M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-54.6K- 29.54% |
$3.77M - $4.99M
|
130K
$12M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
34.1KNew |
$2.35M - $3.11M
|
34.1K
$3.13M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
25New |
$1.73K - $2.28K
|
25
$2.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
58New |
$4.01K - $5.29K
|
58
$5.33K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
3+ 0.83% |
$207 - $274
|
364
$33.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.89K- 4.71% |
$199K - $264K
|
58.4K
$5.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
24+ 8.11% |
$1.66K - $2.19K
|
320
$29.4K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
14.4K+ 2.33% |
$993K - $1.31M
|
631K
$58M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-90- 1.03% |
$6.22K - $8.21K
|
8.69K
$799K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.41K- 94.98% |
$235K - $311K
|
180
$16.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
6.39KNew |
$441K - $583K
|
6.39K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
134+ 8.36% |
$9.25K - $12.2K
|
1.74K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-21.3K- 67.85% |
$1.47M - $1.94M
|
10.1K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-12.6K- 94.03% |
$870K - $1.15M
|
800
$73.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
98.6K+ 42.77% |
$6.81M - $9M
|
329K
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
46.6KNew |
$3.22M - $4.25M
|
46.6K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 36.05% |
$199K - $263K
|
10.9K
$999K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.05KNew |
$417K - $552K
|
6.05K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
34.1KNew |
$2.36M - $3.12M
|
34.1K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$205K - $270K
|
2.96K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
21.2K+ 153.2% |
$1.46M - $1.93M
|
35K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-1K- 5.13% |
$69.1K - $91.2K
|
18.5K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
29.1KNew |
$2.01M - $2.66M
|
29.1K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-1.11M- 68.68% |
$76.8M - $101M
|
507K
$46.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
97New |
$6.7K - $8.85K
|
97
$8.92K
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-162K- 92.9% |
$11.2M - $14.8M
|
12.4K
$1.14M
|
|