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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1K+ 18.1% |
$69.1K - $91.2K
|
6.52K
$601K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1K+ 369.0% |
$69.1K - $91.2K
|
1.27K
$117K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
991+ 24.52% |
$68.4K - $90.4K
|
5.03K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
979+ 0.36% |
$67.6K - $89.3K
|
276K
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
979+ 2.83% |
$67.6K - $89.3K
|
35.6K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
979New |
$67.6K - $89.3K
|
979
$90.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
979+ 4.14% |
$67.6K - $89.3K
|
24.6K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
974+ 0.62% |
$67.3K - $88.9K
|
157K
$14.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
971+ 0.78% |
$67.1K - $88.6K
|
125K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
967+ 0.32% |
$66.8K - $88.2K
|
301K
$27.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
966+ 3.54% |
$66.7K - $88.1K
|
28.3K
$2.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
945+ 0.57% |
$65.3K - $86.2K
|
166K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
944+ 0.03% |
$65.2K - $86.1K
|
2.86M
$263M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
934+ 8.19% |
$64.5K - $85.2K
|
12.3K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
931+ 9.43% |
$64.3K - $84.9K
|
10.8K
$995K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
927+ 23.84% |
$64K - $84.6K
|
4.82K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
923+ 21.74% |
$63.7K - $84.2K
|
5.17K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
922+ 11.79% |
$63.7K - $84.1K
|
8.74K
$805K
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
904+ 0.57% |
$62.4K - $82.5K
|
160K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
903+ 6.72% |
$62.4K - $82.4K
|
14.3K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
897+ 10.24% |
$61.9K - $81.8K
|
9.66K
$890K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
896+ 1.37% |
$61.9K - $81.8K
|
66.1K
$6.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
881+ 2.1% |
$60.8K - $80.4K
|
42.8K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
862New |
$59.5K - $78.6K
|
862
$79.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
862+ 54.66% |
$59.5K - $78.6K
|
2.44K
$225K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
858+ 2.0% |
$59.3K - $78.3K
|
43.7K
$4.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
855+ 24.63% |
$59K - $78K
|
4.33K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
852+ 0.49% |
$58.8K - $77.7K
|
175K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
847+ 5.99% |
$58.5K - $77.3K
|
15K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
830+ 11.44% |
$57.3K - $75.7K
|
8.09K
$745K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
823+ 4.46% |
$56.8K - $75.1K
|
19.3K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
812New |
$56.1K - $74.1K
|
812
$74.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
809+ 21.61% |
$55.9K - $73.8K
|
4.55K
$419K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
803+ 4.04% |
$55.5K - $73.3K
|
20.7K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
800+ 11.75% |
$55.2K - $73K
|
7.61K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
793+ 5.17% |
$54.8K - $72.4K
|
16.1K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
789+ 80.51% |
$54.5K - $72K
|
1.77K
$163K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
788+ 6.43% |
$54.4K - $71.9K
|
13K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
785+ 2.08% |
$54.2K - $71.6K
|
38.5K
$3.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
765+ 0.23% |
$52.8K - $69.8K
|
335K
$30.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
757New |
$52.3K - $69.1K
|
757
$69.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
756+ 5.9% |
$52.2K - $69K
|
13.6K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
755+ 8.13% |
$52.1K - $68.9K
|
10K
$925K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
750+ 3750.0% |
$51.8K - $68.4K
|
770
$70.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
750+ 3.28% |
$51.8K - $68.4K
|
23.6K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
747+ 23.37% |
$51.6K - $68.2K
|
3.94K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
738+ 1.29% |
$51K - $67.3K
|
57.8K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
730+ 3.0% |
$50.4K - $66.6K
|
25.1K
$2.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
725+ 17.44% |
$50.1K - $66.1K
|
4.88K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
709+ 3.5% |
$49K - $64.7K
|
21K
$1.93M
|