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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
400+ 13.56% |
$27.6K - $36.5K
|
3.35K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$794K - $1.05M
|
11.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Rokos Capital Management LLP
London, X0 |
SELL
|
PUT |
-8.8K- 4.92% |
$608K - $803K
|
170K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.91K+ 205.47% |
$615K - $813K
|
13.2K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenstone Partners & Co., LLC
Larkspur, CA |
SELL
|
- |
-74.4K- 17.06% |
$5.14M - $6.79M
|
362K
$33.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.61K+ 91.47% |
$180K - $238K
|
5.46K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Public Investment Fund
Riyadh, T0 |
BUY
|
CALL |
1.25M+ 157.8% |
$86.6M - $114M
|
2.05M
$188M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.58% |
$69.1 - $91.2
|
174
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
100KNew |
$6.91M - $9.12M
|
100K
$9.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.63KNew |
$320K - $422K
|
4.63K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Longaeva Partners L.P.
Chicago, IL |
SELL
|
- |
-481K- 85.93% |
$33.2M - $43.9M
|
78.7K
$7.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
PUT |
6.8KNew |
$470K - $620K
|
6.8K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$767K - $1.01M
|
11.1K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-50- 1.79% |
$3.45K - $4.56K
|
2.75K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.04KNew |
$71.8K - $94.8K
|
1.04K
$95.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-72- 2.12% |
$4.97K - $6.57K
|
3.33K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 2.87% |
$76K - $100K
|
39.4K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Point State Capital LP
New York, NY |
SELL
|
- |
-652K- 21.32% |
$45.1M - $59.5M
|
2.41M
$221M
|
|
|
Aug 14, 2025
Q2 2025
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-125K- 45.45% |
$8.63M - $11.4M
|
150K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.17K+ 4.44% |
$633K - $837K
|
216K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
25.8KNew |
$1.78M - $2.35M
|
25.8K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
40KNew |
$2.76M - $3.65M
|
40K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
125KNew |
$8.63M - $11.4M
|
125K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.69KNew |
$255K - $337K
|
3.69K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
67KNew |
$4.63M - $6.11M
|
67K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
473KNew |
$32.6M - $43.1M
|
473K
$43.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-763- 18.13% |
$52.7K - $69.6K
|
3.45K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
53.1KNew |
$3.67M - $4.84M
|
53.1K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
361KNew |
$25M - $33M
|
361K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
8.27KNew |
$571K - $755K
|
8.27K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$164K - $217K
|
2.38K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.49KNew |
$241K - $318K
|
3.49K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
39New |
$2.69K - $3.56K
|
39
$3.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6.3KNew |
$435K - $575K
|
6.3K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.1KNew |
$352K - $465K
|
5.1K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
29.1KNew |
$2.01M - $2.65M
|
29.1K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
PUT |
-69.7K- 93.18% |
$4.81M - $6.36M
|
5.1K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-298- 19.71% |
$20.6K - $27.2K
|
1.21K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-20K- 80.32% |
$1.38M - $1.82M
|
4.9K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 0.32% |
$898 - $1.19K
|
4.02K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
20.4KNew |
$1.41M - $1.86M
|
20.4K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 17.65% |
$414 - $547
|
28
$2.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-7.38K- 4.7% |
$509K - $673K
|
150K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-121- 2.72% |
$8.36K - $11K
|
4.33K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-2.99K- 28.72% |
$206K - $273K
|
7.41K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.5K- 79.16% |
$104K - $137K
|
395
$36.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
120New |
$8.29K - $10.9K
|
120
$11K
|
|
|
Aug 13, 2025
Q2 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
6.74K+ 64.19% |
$466K - $615K
|
17.3K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
5K+ 25.0% |
$345K - $456K
|
25K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-65- 2.35% |
$4.49K - $5.93K
|
2.7K
$248K
|
|