Latest Institutional Purchases of Schwab Charles Corp (SCHW)
This list provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
3.13KNew |
$216K - $286K
|
3.13K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.07KNew |
$212K - $280K
|
3.07K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3K+ 46.37% |
$207K - $274K
|
9.47K
$872K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.98K+ 36.74% |
$206K - $272K
|
11.1K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$205K - $270K
|
2.96K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.94KNew |
$203K - $268K
|
2.94K
$271K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.93KNew |
$202K - $267K
|
2.93K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.91K+ 117.85% |
$201K - $266K
|
5.38K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 36.05% |
$199K - $263K
|
10.9K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.87K+ 1.18% |
$198K - $262K
|
247K
$22.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.86K+ 18.38% |
$198K - $261K
|
18.4K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$198K - $261K
|
2.86K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.83KNew |
$195K - $258K
|
2.83K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
2.83KNew |
$195K - $258K
|
2.83K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.81K+ 34.99% |
$194K - $257K
|
10.8K
$999K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.81K+ 55.78% |
$194K - $256K
|
7.83K
$722K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.8KNew |
$193K - $255K
|
2.8K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.79K+ 42.27% |
$193K - $254K
|
9.38K
$864K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.78K+ 18.07% |
$192K - $254K
|
18.2K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.78K+ 535.07% |
$192K - $253K
|
3.3K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.76KNew |
$190K - $251K
|
2.76K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.75K+ 47.49% |
$190K - $251K
|
8.54K
$786K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.75KNew |
$190K - $250K
|
2.75K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.74K+ 23.2% |
$190K - $250K
|
14.6K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 8.44% |
$189K - $250K
|
35.2K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.74KNew |
$189K - $250K
|
2.74K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.73KNew |
$189K - $249K
|
2.73K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.72K+ 40.42% |
$188K - $248K
|
9.44K
$869K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2.71K+ 6.47% |
$187K - $248K
|
44.7K
$4.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.71KNew |
$187K - $247K
|
2.71K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.7KNew |
$186K - $246K
|
2.7K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.69KNew |
$186K - $245K
|
2.69K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.68KNew |
$185K - $245K
|
2.68K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 18.75% |
$185K - $244K
|
17K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.66K+ 9.12% |
$184K - $243K
|
31.8K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.65KNew |
$183K - $242K
|
2.65K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.65KNew |
$183K - $242K
|
2.65K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
BUY
|
- |
2.64KNew |
$182K - $241K
|
2.64K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.64KNew |
$182K - $241K
|
2.64K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.63KNew |
$181K - $240K
|
2.63K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.62KNew |
$181K - $239K
|
2.62K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.61K+ 91.47% |
$180K - $238K
|
5.46K
$503K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.59K+ 2210.26% |
$179K - $236K
|
2.7K
$249K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.58KNew |
$178K - $235K
|
2.58K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.58K+ 9.53% |
$178K - $235K
|
29.7K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.57KNew |
$177K - $234K
|
2.57K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.56K+ 71.13% |
$177K - $233K
|
6.15K
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.55KNew |
$176K - $232K
|
2.55K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
2.52KNew |
$174K - $230K
|
2.52K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.52K+ 24.88% |
$174K - $230K
|
12.6K
$1.16M
|