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 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-324- 4.65% |
$22.4K - $29.6K
|
6.64K
$610K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-26- 1.15% |
$1.8K - $2.37K
|
2.23K
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-25.2K- 14.47% |
$1.74M - $2.3M
|
149K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
137+ 0.82% |
$9.46K - $12.5K
|
16.9K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-30- 1.11% |
$2.07K - $2.74K
|
2.67K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-745- 16.56% |
$51.4K - $68K
|
3.76K
$345K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.91K+ 117.85% |
$201K - $266K
|
5.38K
$495K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
324+ 7.63% |
$22.4K - $29.6K
|
4.57K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.65KNew |
$252K - $333K
|
3.65K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
625+ 9.27% |
$43.2K - $57K
|
7.37K
$677K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-40- 2.35% |
$2.76K - $3.65K
|
1.66K
$153K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
32.6KNew |
$2.25M - $2.98M
|
32.6K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6K- 66.67% |
$414K - $547K
|
3K
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.5K- 1.27% |
$104K - $137K
|
117K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$164K - $217K
|
2.38K
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
26+ 20.63% |
$1.8K - $2.37K
|
152
$14K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8.42KNew |
$581K - $768K
|
8.42K
$774K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
7+ 0.06% |
$483 - $639
|
11K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.03K- 40.35% |
$71.2K - $94.1K
|
1.52K
$140K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.47KNew |
$171K - $226K
|
2.47K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-167- 34.29% |
$11.5K - $15.2K
|
320
$29.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.52% |
$69.1 - $91.2
|
194
$17.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
10.4K+ 51.7% |
$719K - $950K
|
30.6K
$2.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
29New |
$2K - $2.65K
|
29
$2.67K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.76KNew |
$190K - $251K
|
2.76K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-424- 2.17% |
$29.3K - $38.7K
|
19.1K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
72+ 11.34% |
$4.97K - $6.57K
|
707
$65K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
580New |
$40.1K - $52.9K
|
580
$53.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-815- 3.27% |
$56.3K - $74.4K
|
24.1K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
2.13K+ 0.47% |
$147K - $195K
|
460K
$42.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-195- 2.71% |
$13.5K - $17.8K
|
7.01K
$644K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
468+ 15.78% |
$32.3K - $42.7K
|
3.43K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.36K+ 92.31% |
$508K - $671K
|
15.3K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-71- 15.74% |
$4.9K - $6.48K
|
380
$34.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-10- 0.1% |
$691 - $912
|
10.3K
$943K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
2.51KNew |
$173K - $229K
|
2.51K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-199- 1.4% |
$13.7K - $18.2K
|
14K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-24- 0.09% |
$1.66K - $2.19K
|
28.2K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-39- 5.04% |
$2.69K - $3.56K
|
735
$67.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-756- 38.67% |
$52.2K - $69K
|
1.2K
$110K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-165- 58.3% |
$11.4K - $15.1K
|
118
$10.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 1.16% |
$483 - $639
|
611
$56.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-500- 16.22% |
$34.5K - $45.6K
|
2.58K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.3% |
$691 - $912
|
3.31K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.22KNew |
$154K - $203K
|
2.22K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
32New |
$2.21K - $2.92K
|
32
$2.94K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13+ 0.98% |
$898 - $1.19K
|
1.34K
$123K
|
|
|
Jul 10, 2025
Q2 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
125KNew |
$8.63M - $11.4M
|
125K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$901K - $1.19M
|
13.1K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.08MNew |
$74.3M - $98.1M
|
1.08M
$98.9M
|
|