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 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-172- 1.5% |
$11.9K - $15.7K
|
11.3K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-500- 16.22% |
$34.5K - $45.6K
|
2.58K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
23+ 0.11% |
$1.59K - $2.1K
|
21.7K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.35K- 20.47% |
$162K - $214K
|
9.11K
$841K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9+ 0.09% |
$622 - $821
|
9.94K
$917K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-541K- 18.32% |
$37.3M - $49.3M
|
2.41M
$223M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-142- 1.25% |
$9.81K - $13K
|
11.2K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.3% |
$691 - $912
|
3.31K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
41+ 1.36% |
$2.83K - $3.74K
|
3.06K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 1.13% |
$276 - $365
|
350
$32.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-944- 1.26% |
$65.2K - $86.1K
|
74K
$6.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
17.7KNew |
$1.23M - $1.62M
|
17.7K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400+ 1.91% |
$27.6K - $36.5K
|
21.3K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-48.3K- 26.72% |
$3.34M - $4.41M
|
133K
$12.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.43K- 1.94% |
$306K - $404K
|
223K
$20.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
276+ 7.23% |
$19.1K - $25.2K
|
4.09K
$378K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-241- 7.36% |
$16.6K - $22K
|
3.03K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 18.75% |
$185K - $244K
|
17K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.98K+ 36.74% |
$206K - $272K
|
11.1K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-395- 2.23% |
$27.3K - $36K
|
17.3K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-292- 5.79% |
$20.2K - $26.6K
|
4.75K
$439K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-576- 18.53% |
$39.8K - $52.6K
|
2.53K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-92- 0.15% |
$6.35K - $8.39K
|
61.6K
$5.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.22KNew |
$154K - $203K
|
2.22K
$205K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.8K+ 5.07% |
$747K - $987K
|
224K
$20.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-552- 1.84% |
$38.1K - $50.4K
|
29.4K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
641+ 3.93% |
$44.3K - $58.5K
|
16.9K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-58- 1.62% |
$4.01K - $5.29K
|
3.53K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
104K+ 16.0% |
$7.19M - $9.5M
|
755K
$69.7M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-295- 1.66% |
$20.4K - $26.9K
|
17.4K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.4K+ 2.42% |
$1.82M - $2.41M
|
1.11M
$103M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
32New |
$2.21K - $2.92K
|
32
$2.95K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13+ 0.98% |
$898 - $1.19K
|
1.34K
$124K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
92.4K+ 16.75% |
$6.38M - $8.43M
|
644K
$59.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-688- 7.63% |
$47.5K - $62.8K
|
8.33K
$769K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-286- 8.41% |
$19.8K - $26.1K
|
3.12K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
125KNew |
$8.63M - $11.4M
|
125K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
237K+ 5141.21% |
$16.4M - $21.6M
|
242K
$22.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.2K- 76.23% |
$909K - $1.2M
|
4.1K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.77K- 4.66% |
$122K - $161K
|
36.2K
$3.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$69.1 - $91.2
|
2.67K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-697- 22.08% |
$48.1K - $63.6K
|
2.46K
$227K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-12- 0.25% |
$829 - $1.09K
|
4.81K
$444K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.37K- 55.59% |
$233K - $307K
|
2.69K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.4K- 5.5% |
$97K - $128K
|
24.1K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$901K - $1.19M
|
13.1K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.64KNew |
$182K - $241K
|
2.64K
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-776- 2.36% |
$53.6K - $70.8K
|
32.1K
$2.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.57K+ 26.99% |
$108K - $143K
|
7.38K
$682K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
58+ 1.01% |
$4.01K - $5.29K
|
5.8K
$536K
|