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
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
457+ 3.27% |
$31.6K - $41.7K
|
14.4K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
456+ 0.91% |
$31.5K - $41.6K
|
50.7K
$4.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
455+ 4.58% |
$31.4K - $41.5K
|
10.4K
$956K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
453+ 7.32% |
$31.3K - $41.3K
|
6.64K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
451+ 1.86% |
$31.1K - $41.1K
|
24.6K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
448+ 3.66% |
$30.9K - $40.9K
|
12.7K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
446+ 1.64% |
$30.8K - $40.7K
|
27.6K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
443+ 5.17% |
$30.6K - $40.4K
|
9.01K
$830K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
439+ 7.32% |
$30.3K - $40.1K
|
6.44K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
426+ 7.06% |
$29.4K - $38.9K
|
6.46K
$595K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
423+ 12.92% |
$29.2K - $38.6K
|
3.7K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
421+ 7.36% |
$29.1K - $38.4K
|
6.14K
$566K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
420+ 3.11% |
$29K - $38.3K
|
13.9K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
420+ 4.51% |
$29K - $38.3K
|
9.74K
$897K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
419+ 5.48% |
$28.9K - $38.2K
|
8.07K
$743K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
416+ 14.41% |
$28.7K - $38K
|
3.3K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
416+ 0.57% |
$28.7K - $38K
|
73.2K
$6.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
415+ 0.22% |
$28.7K - $37.9K
|
191K
$17.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
415+ 3.55% |
$28.7K - $37.9K
|
12.1K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
414+ 0.67% |
$28.6K - $37.8K
|
62.3K
$5.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
410+ 8.32% |
$28.3K - $37.4K
|
5.34K
$492K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
410+ 3.54% |
$28.3K - $37.4K
|
12K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
409+ 1.59% |
$28.2K - $37.3K
|
26.2K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
400+ 13.56% |
$27.6K - $36.5K
|
3.35K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
400New |
$27.6K - $36.5K
|
400
$36.8K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
400+ 12.78% |
$27.6K - $36.5K
|
3.53K
$325K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
400+ 1.91% |
$27.6K - $36.5K
|
21.3K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
400+ 0.17% |
$27.6K - $36.5K
|
241K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
396+ 0.75% |
$27.3K - $36.1K
|
53.3K
$4.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
393+ 0.84% |
$27.1K - $35.9K
|
47.2K
$4.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
392New |
$27.1K - $35.8K
|
392
$36.1K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
391+ 7.77% |
$27K - $35.7K
|
5.42K
$499K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
391+ 13.84% |
$27K - $35.7K
|
3.22K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
387+ 14.25% |
$26.7K - $35.3K
|
3.1K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
384+ 3.49% |
$26.5K - $35K
|
11.4K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
381+ 0.05% |
$26.3K - $34.8K
|
729K
$67.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
380+ 0.18% |
$26.2K - $34.7K
|
211K
$19.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
373+ 14.35% |
$25.8K - $34K
|
2.97K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
368New |
$25.4K - $33.6K
|
368
$33.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
366+ 0.53% |
$25.3K - $33.4K
|
69.5K
$6.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
364New |
$25.1K - $33.2K
|
364
$33.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
360+ 15.09% |
$24.9K - $32.8K
|
2.75K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
355+ 1.45% |
$24.5K - $32.4K
|
24.8K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
348New |
$24K - $31.8K
|
348
$32.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
340+ 2.99% |
$23.5K - $31K
|
11.7K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
339+ 96.86% |
$23.4K - $30.9K
|
689
$63.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
338+ 2.66% |
$23.3K - $30.8K
|
13K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
337+ 1.89% |
$23.3K - $30.7K
|
18.1K
$1.67M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
334+ 13.41% |
$23.1K - $30.5K
|
2.82K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
329+ 16.39% |
$22.7K - $30K
|
2.34K
$215K
|