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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.21K+ 22.63% |
$153K - $202K
|
12K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.21KNew |
$152K - $201K
|
2.21K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.2K+ 3.86% |
$152K - $201K
|
59.2K
$5.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.2KNew |
$152K - $201K
|
2.2K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.19K+ 3.63% |
$151K - $199K
|
62.4K
$5.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.16K+ 3.23% |
$149K - $197K
|
69.1K
$6.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
2.13K+ 0.47% |
$147K - $195K
|
460K
$42.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.12K+ 13.12% |
$146K - $194K
|
18.3K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
2.1K+ 0.45% |
$145K - $192K
|
464K
$42.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.09K+ 9.52% |
$144K - $191K
|
24K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.08K+ 59.92% |
$143K - $189K
|
5.54K
$510K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.07K+ 16.74% |
$143K - $189K
|
14.4K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.06K+ 31.01% |
$142K - $188K
|
8.7K
$801K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.04K+ 854.39% |
$141K - $186K
|
2.28K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 32.28% |
$139K - $184K
|
8.24K
$759K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.01K+ 4.69% |
$139K - $183K
|
44.8K
$4.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2K+ 30.06% |
$138K - $183K
|
8.67K
$799K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
2K+ 638.98% |
$138K - $182K
|
2.31K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2K+ 60.55% |
$138K - $182K
|
5.3K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.99K+ 32.09% |
$137K - $181K
|
8.19K
$754K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.99K+ 1.51% |
$137K - $181K
|
133K
$12.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.95K+ 6.7% |
$135K - $178K
|
31.1K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.9K+ 5.69% |
$131K - $174K
|
35.4K
$3.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.89K+ 4.58% |
$131K - $173K
|
43.2K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.89K+ 1.37% |
$130K - $172K
|
139K
$12.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.88K+ 31.75% |
$129K - $171K
|
7.78K
$717K
|
|
|
Aug 14, 2025
Q2 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.86K+ 19.0% |
$128K - $169K
|
11.6K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.85K+ 24.54% |
$128K - $169K
|
9.41K
$866K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.85K+ 6.27% |
$128K - $169K
|
31.3K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.84K+ 14.92% |
$127K - $167K
|
14.1K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.82K+ 54.14% |
$126K - $166K
|
5.18K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.75K+ 5.28% |
$121K - $160K
|
34.9K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.75K+ 10.74% |
$121K - $159K
|
18K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.74K+ 0.9% |
$120K - $159K
|
194K
$17.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.71K+ 50.31% |
$118K - $156K
|
5.09K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 1.59% |
$117K - $154K
|
108K
$9.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.69K+ 0.95% |
$117K - $154K
|
180K
$16.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.69K+ 5.74% |
$117K - $154K
|
31.1K
$2.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.67KNew |
$115K - $153K
|
1.67K
$154K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.67K+ 5.75% |
$115K - $152K
|
30.7K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.67K+ 5.67% |
$115K - $152K
|
31K
$2.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
1.65KNew |
$114K - $151K
|
1.65K
$152K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
1.61K+ 2.51% |
$111K - $147K
|
65.8K
$6.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.6K+ 2253.52% |
$110K - $146K
|
1.67K
$154K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.6K+ 1.0% |
$110K - $146K
|
161K
$14.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.58K+ 8.91% |
$109K - $144K
|
19.3K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.58K+ 11.59% |
$109K - $144K
|
15.2K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.57K+ 26.99% |
$108K - $143K
|
7.38K
$680K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.55K+ 2.57% |
$107K - $142K
|
61.9K
$5.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.55KNew |
$107K - $141K
|
1.55K
$142K
|