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 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.53K+ 33.36% |
$106K - $140K
|
6.13K
$564K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.51K+ 1.21% |
$104K - $137K
|
126K
$11.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.5K+ 5.66% |
$103K - $136K
|
27.9K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.5K+ 17.67% |
$103K - $136K
|
9.96K
$917K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.47K+ 317.71% |
$102K - $134K
|
1.93K
$178K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.47K+ 1.01% |
$101K - $134K
|
147K
$13.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.42K+ 61.99% |
$98K - $129K
|
3.71K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.41K+ 45.76% |
$97.2K - $128K
|
4.48K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 7.92% |
$95.4K - $126K
|
18.8K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.37K+ 234.08% |
$94.4K - $125K
|
1.95K
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.36K+ 4.75% |
$94.1K - $124K
|
30K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.36K+ 6.75% |
$93.9K - $124K
|
21.5K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 8.64% |
$92.8K - $123K
|
16.9K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.32K+ 36.87% |
$91.1K - $120K
|
4.9K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
1.31K+ 0.29% |
$90.1K - $119K
|
444K
$40.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.3K+ 0.89% |
$89.8K - $119K
|
148K
$13.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 48.8% |
$89.8K - $119K
|
3.96K
$365K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.27K+ 10.17% |
$87.6K - $116K
|
13.7K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.26K+ 4.89% |
$86.9K - $115K
|
27K
$2.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.26K+ 2.32% |
$86.7K - $115K
|
55.4K
$5.1M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
1.26K+ 3.75% |
$86.7K - $115K
|
34.7K
$3.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.25K+ 46.06% |
$86.5K - $114K
|
3.97K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.25K+ 30.66% |
$86.3K - $114K
|
5.32K
$490K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.25K+ 6.61% |
$86K - $114K
|
20.1K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.24K+ 40.38% |
$85.4K - $113K
|
4.3K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.22K+ 52.8% |
$83.9K - $111K
|
3.52K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.21K+ 3.92% |
$83.3K - $110K
|
31.9K
$2.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.18K+ 12.01% |
$81.7K - $108K
|
11K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.18K+ 1.23% |
$81.6K - $108K
|
97K
$8.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 4.23% |
$81.3K - $107K
|
29K
$2.67M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.17K+ 4.68% |
$80.5K - $106K
|
26K
$2.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.15KNew |
$79.3K - $105K
|
1.15K
$106K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.14K+ 14.2% |
$78.9K - $104K
|
9.18K
$846K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.11K+ 4.69% |
$76.7K - $101K
|
24.8K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.11K+ 2.5% |
$76.3K - $101K
|
45.2K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 2.87% |
$76K - $100K
|
39.4K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.1K+ 16.74% |
$76K - $100K
|
7.67K
$706K
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1.1K+ 0.23% |
$76K - $100K
|
486K
$44.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.09K+ 0.02% |
$75.3K - $99.5K
|
4.65M
$429M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
1.07K+ 7.14% |
$73.9K - $97.6K
|
16.1K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.07K+ 2.56% |
$73.7K - $97.4K
|
42.7K
$3.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.05K+ 1.81% |
$72.7K - $96K
|
59K
$5.44M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.05K+ 13.86% |
$72.6K - $95.9K
|
8.64K
$795K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.05K+ 1.93% |
$72.2K - $95.3K
|
55.3K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.04K+ 22.27% |
$72.1K - $95.3K
|
5.73K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.04KNew |
$71.8K - $94.8K
|
1.04K
$95.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
1.04K+ 23.71% |
$71.7K - $94.7K
|
5.42K
$499K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.02K+ 0.43% |
$70.4K - $93K
|
238K
$21.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.02K+ 21.23% |
$70.4K - $93K
|
5.82K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.01K+ 31.67% |
$69.8K - $92.2K
|
4.2K
$387K
|