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 13, 2025
Q3 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.5K+ 0.64% |
$137K - $148K
|
235K
$21.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 4.89% |
$117K - $127K
|
27.6K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
114K+ 9.13% |
$10.4M - $11.3M
|
1.37M
$126M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
202+ 3.19% |
$18.4K - $19.9K
|
6.53K
$600K
|
|
|
Nov 13, 2025
Q3 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-388- 0.5% |
$35.3K - $38.3K
|
77.1K
$7.08M
|
|
|
Nov 13, 2025
Q3 2025
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-501K- 23.91% |
$45.6M - $49.5M
|
1.59M
$147M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
70.4K+ 0.23% |
$6.41M - $6.95M
|
30.1M
$2.77B
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.52K- 1.73% |
$139K - $150K
|
86.7K
$7.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Intermede Investment Partners LTD
|
SELL
|
- |
-408K- 27.8% |
$37.1M - $40.2M
|
1.06M
$97.3M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
SELL
|
- |
-4.28K- 9.56% |
$390K - $422K
|
40.5K
$3.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
212K+ 142.4% |
$19.3M - $20.9M
|
360K
$33.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
75.6K+ 34.77% |
$6.88M - $7.46M
|
293K
$26.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
648K+ 456.79% |
$59M - $64M
|
790K
$72.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
102K+ 71.32% |
$9.3M - $10.1M
|
246K
$22.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.55KNew |
$323K - $350K
|
3.55K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
32.9K+ 2.55% |
$2.99M - $3.25M
|
1.32M
$121M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-208- 0.77% |
$18.9K - $20.5K
|
26.8K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-2.81K- 15.06% |
$256K - $278K
|
15.9K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-11- 19.3% |
$1K - $1.09K
|
46
$4.23K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
621New |
$56.5K - $61.3K
|
621
$57.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.07K- 0.62% |
$97.5K - $106K
|
171K
$15.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
301+ 1.44% |
$27.4K - $29.7K
|
21.3K
$1.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21+ 10.29% |
$1.91K - $2.07K
|
225
$20.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
795+ 19.23% |
$72.4K - $78.5K
|
4.93K
$453K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
389K+ 5.34% |
$35.4M - $38.4M
|
7.68M
$706M
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
937+ 3.78% |
$85.3K - $92.5K
|
25.7K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.88K+ 19.85% |
$899K - $975K
|
59.6K
$5.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.57K+ 11.46% |
$143K - $155K
|
15.3K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-31.8K- 0.68% |
$2.89M - $3.14M
|
4.62M
$425M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-193K- 14.68% |
$17.6M - $19.1M
|
1.12M
$103M
|
|
|
Nov 13, 2025
Q3 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-645K- 15.81% |
$58.7M - $63.6M
|
3.43M
$316M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
70+ 1.34% |
$6.37K - $6.91K
|
5.3K
$487K
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
481+ 1.43% |
$43.8K - $47.5K
|
34.1K
$3.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
104+ 2.34% |
$9.47K - $10.3K
|
4.55K
$418K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
500K+ 42.95% |
$45.6M - $49.4M
|
1.67M
$153M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-500- 7.93% |
$45.5K - $49.3K
|
5.8K
$533K
|
|
|
Nov 13, 2025
Q3 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 0.35% |
$9.1K - $9.87K
|
28.5K
$2.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
334+ 13.75% |
$30.4K - $33K
|
2.76K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.24K+ 10.32% |
$295K - $320K
|
34.7K
$3.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-14.9K- 1.64% |
$1.36M - $1.47M
|
894K
$82.1M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
75New |
$6.83K - $7.4K
|
75
$6.89K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.21K+ 0.31% |
$839K - $909K
|
3.03M
$278M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.1K- 5.14% |
$373K - $405K
|
75.6K
$6.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.4K+ 17.6% |
$127K - $138K
|
9.36K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
250+ 233.64% |
$22.8K - $24.7K
|
357
$32.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.98M- 43.94% |
$362M - $393M
|
5.08M
$467M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
PUT |
176K+ 14.7% |
$16M - $17.4M
|
1.38M
$126M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.96K+ 22.94% |
$451K - $489K
|
26.6K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
127+ 0.78% |
$11.6K - $12.5K
|
16.4K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-604- 2.51% |
$55K - $59.6K
|
23.4K
$2.15M
|
|