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 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
44K+ 358.09% |
$3.04M - $4.01M
|
56.2K
$5.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.83K- 4.33% |
$264K - $349K
|
84.7K
$7.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-395- 13.56% |
$27.3K - $36K
|
2.52K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$162K - $214K
|
2.34K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.5K- 42.49% |
$311K - $411K
|
6.09K
$560K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
410+ 3.54% |
$28.3K - $37.4K
|
12K
$1.1M
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
102+ 2.39% |
$7.27K - $8.53K
|
4.37K
$402K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.94KNew |
$209K - $245K
|
2.94K
$270K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.56K - $4.18K
|
31.2K
$2.87M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
23.4K+ 33.33% |
$1.67M - $1.96M
|
93.7K
$8.61M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.4KNew |
$99.7K - $117K
|
1.4K
$129K
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.03% |
$21.4K - $25.1K
|
14.5K
$1.33M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-100- 2.98% |
$7.12K - $8.36K
|
3.26K
$299K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
210New |
$15K - $17.6K
|
210
$19.3K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.51K- 30.17% |
$108K - $126K
|
3.5K
$321K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4+ 10.0% |
$285 - $335
|
44
$4.04K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
20KNew |
$1.42M - $1.67M
|
20K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
75.4KNew |
$5.37M - $6.31M
|
75.4K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-48.1K- 56.52% |
$3.43M - $4.02M
|
37K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-40.9K- 21.27% |
$2.91M - $3.42M
|
151K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-60- 2.01% |
$4.27K - $5.02K
|
2.92K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-92- 2.33% |
$6.55K - $7.69K
|
3.86K
$355K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
33.4KNew |
$2.38M - $2.8M
|
33.4K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-352- 9.07% |
$25.1K - $29.4K
|
3.53K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-700- 70.0% |
$49.9K - $58.5K
|
300
$27.6K
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
20.5KNew |
$1.46M - $1.72M
|
20.5K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
153KNew |
$10.9M - $12.8M
|
153K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.3K+ 1.63% |
$1.09M - $1.28M
|
958K
$88M
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
125KNew |
$8.91M - $10.5M
|
125K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.13MNew |
$80.7M - $94.7M
|
1.13M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
678New |
$48.3K - $56.7K
|
678
$62.3K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
SELL
|
- |
-329- 6.65% |
$23.4K - $27.5K
|
4.62K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Darsana Capital Partners LP
New York, NY |
BUY
|
- |
2.25MNew |
$160M - $188M
|
2.25M
$207M
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
350KNew |
$24.9M - $29.3M
|
350K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
353New |
$25.1K - $29.5K
|
353
$32.4K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
57New |
$4.06K - $4.77K
|
57
$5.24K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
56.6KNew |
$4.03M - $4.73M
|
56.6K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.87K+ 14.05% |
$347K - $407K
|
39.5K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
20New |
$1.42K - $1.67K
|
20
$1.84K
|
|
|
May 14, 2025
Q1 2025
|
Fortress Investment Group LLC
New York, NY |
BUY
|
- |
90.7KNew |
$6.46M - $7.59M
|
90.7K
$8.34M
|
|
|
May 14, 2025
Q1 2025
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
75KNew |
$5.34M - $6.27M
|
75K
$6.89M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
63.2KNew |
$4.5M - $5.29M
|
63.2K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-150- 18.75% |
$10.7K - $12.5K
|
650
$59.7K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.66K- 2.99% |
$190K - $223K
|
86.4K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.64KNew |
$188K - $221K
|
2.64K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
27KNew |
$1.92M - $2.26M
|
27K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10KNew |
$712K - $836K
|
10K
$919K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.5K- 49.28% |
$107K - $125K
|
1.54K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
91+ 9100.0% |
$6.48K - $7.61K
|
92
$8.46K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.99KNew |
$213K - $250K
|
2.99K
$275K
|
|