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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.48K- 5.76% |
$135K - $146K
|
24.2K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-600- 3.79% |
$54.6K - $59.2K
|
15.3K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-34.6K- 26.09% |
$3.15M - $3.41M
|
97.9K
$9M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
3.9K+ 5.69% |
$355K - $385K
|
72.5K
$6.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.94M+ 303.36% |
$267M - $290M
|
3.9M
$359M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
471K+ 26.65% |
$42.9M - $46.5M
|
2.24M
$206M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
162K+ 31.8% |
$14.7M - $15.9M
|
670K
$61.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
341+ 13.27% |
$31K - $33.7K
|
2.91K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.16K+ 21.97% |
$197K - $213K
|
12K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-744K- 48.08% |
$67.7M - $73.4M
|
804K
$73.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
12.5K+ 25.0% |
$1.14M - $1.23M
|
62.5K
$5.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
870KNew |
$79.2M - $85.9M
|
870K
$80M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.52M+ 140.51% |
$229M - $248M
|
4.31M
$396M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
49.1K+ 8.24% |
$4.47M - $4.85M
|
645K
$59.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
1K+ 0.11% |
$91K - $98.7K
|
910K
$83.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
PUT |
4KNew |
$364K - $395K
|
4K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
462KNew |
$42M - $45.6M
|
462K
$42.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
99.2K+ 57.25% |
$9.03M - $9.79M
|
273K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-5.2K- 52.53% |
$473K - $513K
|
4.7K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.16KNew |
$105K - $114K
|
1.16K
$106K
|
|
|
Nov 14, 2025
Q3 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
907K+ 154.16% |
$82.6M - $89.5M
|
1.5M
$137M
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
843K+ 200.21% |
$76.7M - $83.2M
|
1.26M
$116M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-154- 2.89% |
$14K - $15.2K
|
5.18K
$476K
|
|
|
Nov 14, 2025
Q3 2025
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
272K+ 670.64% |
$24.8M - $26.9M
|
313K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
6.25K+ 2.27% |
$569K - $617K
|
282K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
10KNew |
$910K - $987K
|
10K
$919K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
161K+ 4578.16% |
$14.7M - $15.9M
|
164K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-513- 2.03% |
$46.7K - $50.6K
|
24.7K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
SELL
|
- |
-11.5K- 12.13% |
$1.05M - $1.13M
|
83.3K
$7.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-63.7K- 24.03% |
$5.8M - $6.29M
|
201K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.52KNew |
$229K - $249K
|
2.52K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-5.79K- 73.06% |
$527K - $572K
|
2.14K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.56KNew |
$324K - $352K
|
3.56K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
485New |
$44.1K - $47.9K
|
485
$44.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.42K+ 14.6% |
$129K - $140K
|
11.1K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
CALL |
6New |
$546 - $592
|
6
$551
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.52K+ 4.85% |
$138K - $150K
|
32.9K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
604New |
$55K - $59.6K
|
604
$55.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
529New |
$48.2K - $52.2K
|
529
$48.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-520K- 29.42% |
$47.3M - $51.3M
|
1.25M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
15+ 0.17% |
$1.37K - $1.48K
|
8.68K
$798K
|
|
|
Nov 14, 2025
Q3 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-13- 0.14% |
$1.18K - $1.28K
|
9.39K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
45.2K+ 83.3% |
$4.12M - $4.46M
|
99.5K
$9.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
108+ 49.77% |
$9.83K - $10.7K
|
325
$29.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-22.1K- 10.29% |
$2.01M - $2.18M
|
192K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-137K- 5.11% |
$12.5M - $13.5M
|
2.54M
$233M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
10+ 250.0% |
$910 - $987
|
14
$1.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-9.27K- 79.04% |
$844K - $915K
|
2.46K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
5.25K+ 3.56% |
$478K - $518K
|
153K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-473K- 42.52% |
$43.1M - $46.7M
|
639K
$58.8M
|
|