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 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.51KNew |
$519K - $685K
|
7.51K
$690K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
225K+ 1111.97% |
$15.5M - $20.5M
|
245K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
1.32M+ 1324.88% |
$91.5M - $121M
|
1.42M
$131M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
29.5K+ 144.75% |
$2.03M - $2.69M
|
49.8K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 225.0% |
$1.86K - $2.46K
|
39
$3.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
49New |
$3.38K - $4.47K
|
49
$4.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
52.3KNew |
$3.61M - $4.77M
|
52.3K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-4.2K- 15.27% |
$290K - $383K
|
23.3K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.74KNew |
$189K - $250K
|
2.74K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-13.9K- 27.94% |
$960K - $1.27M
|
35.8K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
3.7KNew |
$256K - $338K
|
3.7K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1K+ 18.1% |
$69.1K - $91.2K
|
6.52K
$600K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
979New |
$67.6K - $89.3K
|
979
$90K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-87- 7.0% |
$6.01K - $7.94K
|
1.16K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
21+ 14.38% |
$1.45K - $1.92K
|
167
$15.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.05% |
$138 - $182
|
3.92K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
32.2K+ 13.25% |
$2.22M - $2.94M
|
275K
$25.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-180- 4.77% |
$12.4K - $16.4K
|
3.6K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
6.73K+ 0.66% |
$465K - $614K
|
1.02M
$94.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2+ 0.08% |
$138 - $182
|
2.58K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.48K- 33.98% |
$448K - $592K
|
12.6K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
862New |
$59.5K - $78.6K
|
862
$79.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Bain Capital Public Equity, LP
Boston, MA |
SELL
|
- |
-10.2K- 16.56% |
$704K - $930K
|
51.3K
$4.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
17New |
$1.17K - $1.55K
|
17
$1.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.45% |
$69.1 - $91.2
|
223
$20.5K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 66.19% |
$694K - $917K
|
25.2K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
61+ 1.81% |
$4.21K - $5.57K
|
3.43K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.1K- 73.54% |
$560K - $739K
|
2.92K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
91+ 9100.0% |
$6.28K - $8.3K
|
92
$8.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
165+ 1.45% |
$11.4K - $15.1K
|
11.6K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.14K- 12.63% |
$78.6K - $104K
|
7.87K
$723K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
544New |
$37.6K - $49.6K
|
544
$50K
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
2.23KNew |
$154K - $203K
|
2.23K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
7.04KNew |
$486K - $643K
|
7.04K
$647K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
98KNew |
$6.77M - $8.94M
|
98K
$9M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-279- 3.88% |
$19.3K - $25.5K
|
6.92K
$636K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
400New |
$27.6K - $36.5K
|
400
$36.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
300New |
$20.7K - $27.4K
|
300
$27.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-26K- 32.07% |
$1.8M - $2.37M
|
55.1K
$5.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
800+ 11.75% |
$55.2K - $73K
|
7.61K
$699K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
252+ 4.81% |
$17.4K - $23K
|
5.49K
$504K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.34K- 5.22% |
$161K - $213K
|
42.4K
$3.89M
|
|
|
Aug 11, 2025
Q2 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
30.7KNew |
$2.12M - $2.8M
|
30.7K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
89.6KNew |
$6.19M - $8.17M
|
89.6K
$8.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-8.09K- 66.55% |
$558K - $738K
|
4.06K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.43KNew |
$168K - $222K
|
2.43K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14New |
$967 - $1.28K
|
14
$1.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-99- 4.37% |
$6.84K - $9.03K
|
2.17K
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
812New |
$56.1K - $74.1K
|
812
$74.6K
|
|