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 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
2.51KNew |
$173K - $229K
|
2.51K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.5KNew |
$173K - $228K
|
2.5K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
2.49KNew |
$172K - $227K
|
2.49K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.48KNew |
$171K - $226K
|
2.48K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.48K+ 23.98% |
$171K - $226K
|
12.8K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.48KNew |
$171K - $226K
|
2.48K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.47KNew |
$171K - $226K
|
2.47K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.46KNew |
$170K - $225K
|
2.46K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.46KNew |
$170K - $224K
|
2.46K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.45KNew |
$169K - $224K
|
2.45K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.43KNew |
$168K - $222K
|
2.43K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.43KNew |
$168K - $222K
|
2.43K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.42KNew |
$167K - $221K
|
2.42K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
2.42K+ 3.33% |
$167K - $220K
|
74.8K
$6.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.41KNew |
$166K - $220K
|
2.41K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.41KNew |
$166K - $220K
|
2.41K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.4KNew |
$166K - $219K
|
2.4K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.4KNew |
$166K - $219K
|
2.4K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.38KNew |
$165K - $218K
|
2.38K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$164K - $217K
|
2.38K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$164K - $217K
|
2.38K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.38KNew |
$164K - $217K
|
2.38K
$219K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.37KNew |
$164K - $217K
|
2.37K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 81.4% |
$164K - $216K
|
5.28K
$486K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.37K+ 9.77% |
$163K - $216K
|
26.6K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.36KNew |
$163K - $215K
|
2.36K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.35KNew |
$162K - $215K
|
2.35K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$162K - $214K
|
2.34K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.33K+ 31.5% |
$161K - $212K
|
9.72K
$895K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2.32KNew |
$160K - $212K
|
2.32K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.31KNew |
$160K - $211K
|
2.31K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.31K+ 76.29% |
$159K - $210K
|
5.33K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.3KNew |
$159K - $210K
|
2.3K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
2.29KNew |
$158K - $209K
|
2.29K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.29K+ 17.04% |
$158K - $209K
|
15.7K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.29KNew |
$158K - $209K
|
2.29K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.28KNew |
$158K - $208K
|
2.28K
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.27KNew |
$157K - $207K
|
2.27K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.27KNew |
$156K - $207K
|
2.27K
$209K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.25KNew |
$155K - $205K
|
2.25K
$207K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
2.25KNew |
$155K - $205K
|
2.25K
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.24KNew |
$155K - $204K
|
2.24K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
2.24KNew |
$154K - $204K
|
2.24K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.24KNew |
$154K - $204K
|
2.24K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.24K+ 39.04% |
$154K - $204K
|
7.96K
$733K
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
2.23KNew |
$154K - $203K
|
2.23K
$205K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.23K+ 0.3% |
$154K - $203K
|
749K
$69M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.22KNew |
$154K - $203K
|
2.22K
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
2.22KNew |
$153K - $202K
|
2.22K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
2.22K+ 5.04% |
$153K - $202K
|
46.2K
$4.26M
|