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 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-963K- 46.09% |
$66.5M - $87.9M
|
1.13M
$104M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.27K- 55.65% |
$295K - $389K
|
3.4K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 2.68% |
$2.69K - $3.56K
|
1.49K
$137K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.48KNew |
$171K - $226K
|
2.48K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
30.6KNew |
$2.11M - $2.79M
|
30.6K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 17.38% |
$107K - $141K
|
7.34K
$675K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.2K+ 11.63% |
$566K - $748K
|
78.7K
$7.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15KNew |
$1.04M - $1.37M
|
15K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.7% |
$69.1 - $91.2
|
143
$13.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.1K- 9.61% |
$145K - $192K
|
19.7K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.55KNew |
$107K - $141K
|
1.55K
$142K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-624- 15.91% |
$43.1K - $56.9K
|
3.3K
$303K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-600- 4.76% |
$41.4K - $54.7K
|
12K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
235New |
$16.2K - $21.4K
|
235
$21.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25+ 0.09% |
$1.73K - $2.28K
|
27.7K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.8KNew |
$193K - $255K
|
2.8K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.99K+ 1.51% |
$137K - $181K
|
133K
$12.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106+ 30.11% |
$7.32K - $9.67K
|
458
$42.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
565+ 8.85% |
$39K - $51.6K
|
6.95K
$639K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.79% |
$69.1 - $91.2
|
57
$5.24K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-85- 0.57% |
$5.87K - $7.76K
|
14.7K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-20- 0.37% |
$1.38K - $1.82K
|
5.46K
$501K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
30+ 5.85% |
$2.07K - $2.74K
|
543
$49.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-145- 2.37% |
$10K - $13.2K
|
5.96K
$548K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8+ 0.7% |
$552 - $730
|
1.16K
$106K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
2New |
$138 - $182
|
2
$184
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.23K+ 9.83% |
$430K - $568K
|
69.6K
$6.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
560+ 386.21% |
$38.7K - $51.1K
|
705
$64.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
190New |
$13.1K - $17.3K
|
190
$17.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
41+ 0.3% |
$2.83K - $3.74K
|
13.8K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-33.9K- 70.11% |
$2.34M - $3.09M
|
14.5K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-17- 19.54% |
$1.17K - $1.55K
|
70
$6.43K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
9.51KNew |
$657K - $868K
|
9.51K
$874K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
309+ 40.6% |
$21.3K - $28.2K
|
1.07K
$98.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
138+ 2.05% |
$9.53K - $12.6K
|
6.88K
$633K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-66- 16.18% |
$4.56K - $6.02K
|
342
$31.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
92New |
$6.35K - $8.39K
|
92
$8.46K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2K+ 60.55% |
$138K - $182K
|
5.3K
$487K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.09KNew |
$490K - $647K
|
7.09K
$652K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
1.04K+ 23.71% |
$71.7K - $94.7K
|
5.42K
$498K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.46KNew |
$170K - $224K
|
2.46K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 29.08% |
$78.9K - $104K
|
2.79K
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
182+ 2.19% |
$12.6K - $16.6K
|
8.5K
$781K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.94KNew |
$203K - $268K
|
2.94K
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
550+ 13.39% |
$38K - $50.2K
|
4.66K
$428K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-703- 73.31% |
$48.5K - $64.1K
|
256
$23.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.41% |
$69.1 - $91.2
|
242
$22.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-21.1K- 48.81% |
$1.46M - $1.93M
|
22.2K
$2.04M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-279- 5.14% |
$19.3K - $25.5K
|
5.15K
$474K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
18.1K+ 23.46% |
$1.25M - $1.65M
|
95.1K
$8.74M
|
|