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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
11+ 0.28% |
$760 - $1K
|
3.88K
$356K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
525+ 0.82% |
$36.3K - $47.9K
|
64.3K
$5.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-116- 18.83% |
$8.01K - $10.6K
|
500
$46K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22.6K- 97.96% |
$1.56M - $2.06M
|
471
$43.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-58- 3.22% |
$4.01K - $5.29K
|
1.74K
$160K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-125- 10.18% |
$8.63K - $11.4K
|
1.1K
$101K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.4KNew |
$166K - $219K
|
2.4K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-37- 0.59% |
$2.56K - $3.38K
|
6.24K
$574K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-42- 6.29% |
$2.9K - $3.83K
|
626
$57.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-23.2K- 5.54% |
$1.6M - $2.12M
|
396K
$36.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.27K+ 10.17% |
$87.6K - $116K
|
13.7K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15New |
$1.04K - $1.37K
|
15
$1.38K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
348New |
$24K - $31.8K
|
348
$32K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
75New |
$5.18K - $6.84K
|
75
$6.89K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 67.11% |
$6.91K - $9.12K
|
249
$22.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-1.3K- 29.53% |
$89.8K - $119K
|
3.1K
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.65KNew |
$183K - $242K
|
2.65K
$244K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
47+ 1.65% |
$3.25K - $4.29K
|
2.89K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
116New |
$8.01K - $10.6K
|
116
$10.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.16K- 30.06% |
$80.3K - $106K
|
2.71K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-700- 12.26% |
$48.3K - $63.9K
|
5.01K
$460K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 0.17% |
$3.66K - $4.84K
|
31.8K
$2.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.25KNew |
$155K - $205K
|
2.25K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1- 0.04% |
$69.1 - $91.2
|
2.73K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-560- 1.54% |
$38.7K - $51.1K
|
35.8K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-29- 27.36% |
$2K - $2.65K
|
77
$7.08K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
200+ 131.58% |
$13.8K - $18.2K
|
352
$32.4K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.52K- 26.0% |
$174K - $230K
|
7.18K
$659K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-300- 2.53% |
$20.7K - $27.4K
|
11.5K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.4KNew |
$166K - $219K
|
2.4K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
279New |
$19.3K - $25.5K
|
279
$25.6K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
400+ 12.78% |
$27.6K - $36.5K
|
3.53K
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-4.76K- 86.89% |
$329K - $434K
|
718
$66K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-50- 1.4% |
$3.45K - $4.56K
|
3.51K
$323K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2K+ 30.06% |
$138K - $183K
|
8.67K
$797K
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-3.33K- 16.49% |
$230K - $304K
|
16.9K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.07% |
$69.1 - $91.2
|
1.35K
$124K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-5- 0.11% |
$345 - $456
|
4.64K
$427K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-8.17K- 2.99% |
$564K - $745K
|
265K
$24.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
2.83KNew |
$195K - $258K
|
2.83K
$260K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.29K- 20.7% |
$434K - $574K
|
24.1K
$2.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-47- 0.65% |
$3.25K - $4.29K
|
7.19K
$661K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.08K- 5.86% |
$74.3K - $98.2K
|
17.3K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-37.1K- 99.81% |
$2.56M - $3.38M
|
69
$6.34K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 1.02% |
$760 - $1K
|
1.07K
$98.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
489+ 12.99% |
$33.8K - $44.6K
|
4.25K
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
2.25KNew |
$155K - $205K
|
2.25K
$207K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
500+ 4.99% |
$34.5K - $45.6K
|
10.5K
$968K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.36KNew |
$370K - $489K
|
5.36K
$492K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
285New |
$19.7K - $26K
|
285
$26.2K
|
|