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 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
75+ 1.46% |
$5.18K - $6.84K
|
5.22K
$482K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-9.1K- 13.67% |
$628K - $830K
|
57.4K
$5.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.8K+ 4.64% |
$1.02M - $1.35M
|
333K
$30.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
360+ 15.09% |
$24.9K - $32.8K
|
2.75K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.08MNew |
$74.3M - $98.1M
|
1.08M
$99.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
44K+ 358.09% |
$3.04M - $4.01M
|
56.2K
$5.19M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-2.27K- 71.46% |
$157K - $207K
|
906
$83.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
26.1K+ 6.66% |
$1.8M - $2.38M
|
417K
$38.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-55- 0.17% |
$3.8K - $5.02K
|
32.2K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-19- 0.41% |
$1.31K - $1.73K
|
4.63K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
400+ 0.17% |
$27.6K - $36.5K
|
241K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-1.74K- 4.46% |
$120K - $159K
|
37.3K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
250+ 6.85% |
$17.3K - $22.8K
|
3.9K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
991+ 24.52% |
$68.4K - $90.4K
|
5.03K
$465K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
809+ 21.61% |
$55.9K - $73.8K
|
4.55K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.99K- 1.05% |
$275K - $364K
|
377K
$34.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-915- 2.18% |
$63.2K - $83.5K
|
41K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-10K- 14.22% |
$693K - $916K
|
60.6K
$5.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
310+ 8.51% |
$21.4K - $28.3K
|
3.95K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.37% |
$2.69K - $3.56K
|
2.88K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.2% |
$483 - $639
|
3.46K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 7.92% |
$95.4K - $126K
|
18.8K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.95K+ 45.61% |
$411K - $543K
|
19K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-18.5K- 56.83% |
$1.27M - $1.68M
|
14K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.29K+ 3.11% |
$573K - $757K
|
275K
$25.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.49K+ 16.75% |
$241K - $319K
|
24.3K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
26+ 0.62% |
$1.8K - $2.37K
|
4.22K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.83K- 4.33% |
$264K - $349K
|
84.7K
$7.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
78+ 1.17% |
$5.39K - $7.12K
|
6.74K
$622K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-841- 26.41% |
$58.1K - $76.7K
|
2.34K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
750+ 3.28% |
$51.8K - $68.4K
|
23.6K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 20.08% |
$72.2K - $95.4K
|
4.16K
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.38K- 51.48% |
$233K - $308K
|
3.19K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
366+ 0.53% |
$25.3K - $33.4K
|
69.5K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
414+ 0.67% |
$28.6K - $37.8K
|
62.3K
$5.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.56K- 14.24% |
$177K - $234K
|
15.4K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-395- 13.56% |
$27.3K - $36K
|
2.52K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.71KNew |
$325K - $430K
|
4.71K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-202- 0.34% |
$14K - $18.4K
|
58.9K
$5.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$198K - $261K
|
2.86K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-99- 1.68% |
$6.84K - $9.03K
|
5.8K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-84- 0.4% |
$5.8K - $7.66K
|
20.9K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$162K - $214K
|
2.34K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 3.3% |
$6.15K - $8.12K
|
2.61K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1+ 0.01% |
$69.1 - $91.2
|
11K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
212+ 1.11% |
$14.6K - $19.3K
|
19.3K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-463- 1.1% |
$32K - $42.2K
|
41.7K
$3.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
62+ 0.8% |
$4.28K - $5.66K
|
7.78K
$718K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 1.6% |
$34.5K - $45.6K
|
30.8K
$2.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.23K- 12.54% |
$292K - $386K
|
29.5K
$2.72M
|