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 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
702+ 4.39% |
$48.5K - $64.1K
|
16.7K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
692+ 1.53% |
$47.8K - $63.1K
|
45.8K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
686+ 6.2% |
$47.4K - $62.6K
|
11.7K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
675+ 5.75% |
$46.6K - $61.6K
|
12.4K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
671+ 0.99% |
$46.3K - $61.2K
|
68.4K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
662+ 1.41% |
$45.7K - $60.4K
|
47.5K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
659+ 4.0% |
$45.5K - $60.1K
|
17.1K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
656+ 12.13% |
$45.3K - $59.9K
|
6.06K
$558K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
645+ 5.9% |
$44.5K - $58.8K
|
11.6K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
641+ 3.93% |
$44.3K - $58.5K
|
16.9K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
640+ 0.48% |
$44.2K - $58.4K
|
133K
$12.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
625+ 9.27% |
$43.2K - $57K
|
7.37K
$678K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
620+ 12.29% |
$42.8K - $56.6K
|
5.66K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
619+ 4.88% |
$42.7K - $56.5K
|
13.3K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
606+ 9.43% |
$41.9K - $55.3K
|
7.03K
$648K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
605+ 26.32% |
$41.8K - $55.2K
|
2.9K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
604+ 22.43% |
$41.7K - $55.1K
|
3.3K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
600+ 20.0% |
$41.4K - $54.7K
|
3.6K
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
600+ 2.19% |
$41.4K - $54.7K
|
28K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
580New |
$40.1K - $52.9K
|
580
$53.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
577+ 12.26% |
$39.8K - $52.6K
|
5.29K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
565+ 8.85% |
$39K - $51.6K
|
6.95K
$640K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
560+ 386.21% |
$38.7K - $51.1K
|
705
$64.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
550+ 13.39% |
$38K - $50.2K
|
4.66K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
550+ 10.18% |
$38K - $50.2K
|
5.95K
$548K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
550+ 13.24% |
$38K - $50.2K
|
4.7K
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
544New |
$37.6K - $49.6K
|
544
$50.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
544+ 10.8% |
$37.6K - $49.6K
|
5.58K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
533+ 7.74% |
$36.8K - $48.6K
|
7.42K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
527+ 18.02% |
$36.4K - $48.1K
|
3.45K
$318K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
525+ 0.82% |
$36.3K - $47.9K
|
64.3K
$5.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
524+ 13.36% |
$36.2K - $47.8K
|
4.45K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
523+ 1.05% |
$36.1K - $47.7K
|
50.1K
$4.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
523+ 1.37% |
$36.1K - $47.7K
|
38.6K
$3.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
521+ 4.89% |
$36K - $47.5K
|
11.2K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
513+ 8.58% |
$35.4K - $46.8K
|
6.49K
$598K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
513+ 7.78% |
$35.4K - $46.8K
|
7.11K
$655K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
512+ 3.88% |
$35.4K - $46.7K
|
13.7K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
511+ 13.97% |
$35.3K - $46.6K
|
4.17K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
506+ 3.11% |
$34.9K - $46.2K
|
16.8K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
500+ 4.99% |
$34.5K - $45.6K
|
10.5K
$970K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
489+ 3.51% |
$33.8K - $44.6K
|
14.4K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
489+ 12.99% |
$33.8K - $44.6K
|
4.25K
$392K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
483+ 202.09% |
$33.4K - $44.1K
|
722
$66.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
479+ 18.52% |
$33.1K - $43.7K
|
3.07K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
477+ 0.92% |
$32.9K - $43.5K
|
52.2K
$4.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
468+ 15.78% |
$32.3K - $42.7K
|
3.43K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
463+ 4.99% |
$32K - $42.2K
|
9.74K
$897K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
460+ 7.57% |
$31.8K - $42K
|
6.54K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
458+ 16.3% |
$31.6K - $41.8K
|
3.27K
$301K
|