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 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.4K- 19.82% |
$166K - $219K
|
9.7K
$895K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.54K- 0.84% |
$106K - $141K
|
182K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.48K- 19.32% |
$171K - $226K
|
10.4K
$957K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
239+ 3.19% |
$16.5K - $21.8K
|
7.73K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-406- 1.13% |
$28K - $37K
|
35.5K
$3.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
2K+ 638.98% |
$138K - $182K
|
2.31K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$207 - $274
|
1.02K
$94.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.2KNew |
$152K - $201K
|
2.2K
$203K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-206- 0.61% |
$14.2K - $18.8K
|
33.4K
$3.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-86- 2.66% |
$5.94K - $7.85K
|
3.14K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
251+ 8.32% |
$17.3K - $22.9K
|
3.27K
$302K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 3.72% |
$6.49K - $8.58K
|
2.43K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
460+ 7.57% |
$31.8K - $42K
|
6.54K
$603K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.65KNew |
$183K - $242K
|
2.65K
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.02% |
$345 - $456
|
25.9K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-359- 5.39% |
$24.8K - $32.8K
|
6.3K
$582K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
216+ 3.16% |
$14.9K - $19.7K
|
7.05K
$651K
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.5K- 42.49% |
$311K - $411K
|
6.09K
$562K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.44% |
$69.1 - $91.2
|
227
$21K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
52+ 28.11% |
$3.59K - $4.74K
|
237
$21.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
393+ 0.84% |
$27.1K - $35.9K
|
47.2K
$4.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
550+ 13.24% |
$38K - $50.2K
|
4.7K
$434K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
410+ 3.54% |
$28.3K - $37.4K
|
12K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.24KNew |
$155K - $204K
|
2.24K
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-10.5K- 52.5% |
$725K - $958K
|
9.5K
$877K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-11- 0.2% |
$760 - $1K
|
5.63K
$520K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-562- 1.43% |
$38.8K - $51.3K
|
38.7K
$3.57M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.76% |
$1.73K - $2.28K
|
3.27K
$302K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.93KNew |
$202K - $267K
|
2.93K
$270K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 3.08% |
$41.4K - $54.7K
|
18.9K
$1.74M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-4.27K- 2.55% |
$295K - $389K
|
163K
$15M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-183- 1.99% |
$12.6K - $16.7K
|
9.03K
$833K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17+ 0.11% |
$1.17K - $1.55K
|
16K
$1.48M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
439+ 7.32% |
$30.3K - $40.1K
|
6.44K
$594K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-185- 4.99% |
$12.8K - $16.9K
|
3.53K
$325K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.9K- 5.79% |
$200K - $265K
|
47.3K
$4.36M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
979+ 4.14% |
$67.6K - $89.3K
|
24.6K
$2.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-72- 2.0% |
$4.97K - $6.57K
|
3.53K
$325K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.37KNew |
$164K - $217K
|
2.37K
$219K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-26.4K- 8.28% |
$1.82M - $2.4M
|
292K
$27M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.08% |
$414 - $547
|
7.97K
$735K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.9K+ 15.37% |
$754K - $996K
|
81.9K
$7.56M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.64KNew |
$188K - $221K
|
2.64K
$243K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
28.6K+ 2.25% |
$2.03M - $2.39M
|
1.3M
$120M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
63.8KNew |
$4.54M - $5.33M
|
63.8K
$5.89M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-165- 6.79% |
$11.8K - $13.8K
|
2.27K
$209K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
23.4K+ 33.33% |
$1.67M - $1.96M
|
93.7K
$8.65M
|
|
|
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
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
386New |
$27.5K - $32.3K
|
386
$35.6K
|
|