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 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
324+ 7.63% |
$22.4K - $29.6K
|
4.57K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
316+ 5.61% |
$21.8K - $28.8K
|
5.95K
$548K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
316+ 3.79% |
$21.8K - $28.8K
|
8.64K
$796K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
313+ 0.63% |
$21.6K - $28.6K
|
50K
$4.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
310+ 8.51% |
$21.4K - $28.3K
|
3.95K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
309+ 40.6% |
$21.3K - $28.2K
|
1.07K
$98.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
305+ 4.68% |
$21.1K - $27.8K
|
6.83K
$629K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
305+ 1.26% |
$21.1K - $27.8K
|
24.5K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
303+ 2.32% |
$20.9K - $27.6K
|
13.4K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
301+ 0.91% |
$20.8K - $27.5K
|
33.5K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
300+ 5.49% |
$20.7K - $27.4K
|
5.77K
$531K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
300New |
$20.7K - $27.4K
|
300
$27.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
300+ 4.37% |
$20.7K - $27.4K
|
7.17K
$661K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
300+ 0.24% |
$20.7K - $27.4K
|
128K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
300+ 13.28% |
$20.7K - $27.4K
|
2.56K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
299+ 2.66% |
$20.6K - $27.3K
|
11.5K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
297+ 0.56% |
$20.5K - $27.1K
|
53.1K
$4.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
296+ 1.74% |
$20.4K - $27K
|
17.3K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
295+ 9.74% |
$20.4K - $26.9K
|
3.32K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
293+ 136.92% |
$20.2K - $26.7K
|
507
$46.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
292+ 0.91% |
$20.2K - $26.6K
|
32.4K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
290+ 3.15% |
$20K - $26.5K
|
9.51K
$876K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
289+ 3.48% |
$20K - $26.4K
|
8.6K
$792K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
288+ 7.5% |
$19.9K - $26.3K
|
4.13K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
286+ 0.53% |
$19.8K - $26.1K
|
54.5K
$5.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
285New |
$19.7K - $26K
|
285
$26.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
279New |
$19.3K - $25.5K
|
279
$25.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
276+ 7.23% |
$19.1K - $25.2K
|
4.09K
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
275+ 1.1% |
$19K - $25.1K
|
25.2K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
270+ 1.66% |
$18.6K - $24.6K
|
16.5K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
263+ 17.94% |
$18.2K - $24K
|
1.73K
$159K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
260+ 0.68% |
$18K - $23.7K
|
38.6K
$3.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
259+ 2.72% |
$17.9K - $23.6K
|
9.78K
$901K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
258+ 5.16% |
$17.8K - $23.5K
|
5.26K
$484K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
255+ 7.97% |
$17.6K - $23.3K
|
3.45K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
252+ 4.81% |
$17.4K - $23K
|
5.49K
$505K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
251+ 8.32% |
$17.3K - $22.9K
|
3.27K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
250+ 6.09% |
$17.3K - $22.8K
|
4.36K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
250+ 6.85% |
$17.3K - $22.8K
|
3.9K
$359K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
242New |
$16.7K - $22.1K
|
242
$22.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
240+ 4.63% |
$16.6K - $21.9K
|
5.43K
$500K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
239+ 3.19% |
$16.5K - $21.8K
|
7.73K
$712K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
235New |
$16.2K - $21.4K
|
235
$21.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
229+ 8.68% |
$15.8K - $20.9K
|
2.87K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
218+ 3.79% |
$15.1K - $19.9K
|
5.97K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
218+ 2.53% |
$15.1K - $19.9K
|
8.84K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
217+ 4.09% |
$15K - $19.8K
|
5.53K
$509K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
216+ 0.29% |
$14.9K - $19.7K
|
74.8K
$6.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
216+ 2.86% |
$14.9K - $19.7K
|
7.77K
$716K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
216+ 3.16% |
$14.9K - $19.7K
|
7.05K
$649K
|