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 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
239+ 3.19% |
$16.5K - $21.8K
|
7.73K
$714K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
216+ 3.16% |
$14.9K - $19.7K
|
7.05K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
212+ 1.11% |
$14.6K - $19.3K
|
19.3K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
78+ 1.17% |
$5.39K - $7.12K
|
6.74K
$622K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
75+ 1.46% |
$5.18K - $6.84K
|
5.22K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
62+ 0.8% |
$4.28K - $5.66K
|
7.78K
$718K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
58+ 1.01% |
$4.01K - $5.29K
|
5.8K
$536K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
52+ 28.11% |
$3.59K - $4.74K
|
237
$21.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
41+ 1.36% |
$2.83K - $3.74K
|
3.06K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.37% |
$2.69K - $3.56K
|
2.88K
$266K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
32New |
$2.21K - $2.92K
|
32
$2.95K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
26+ 0.62% |
$1.8K - $2.37K
|
4.22K
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
23+ 0.11% |
$1.59K - $2.1K
|
21.7K
$2.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17+ 0.11% |
$1.17K - $1.55K
|
16K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13+ 0.98% |
$898 - $1.19K
|
1.34K
$124K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.3% |
$691 - $912
|
3.31K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9+ 0.09% |
$622 - $821
|
9.94K
$917K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.08% |
$414 - $547
|
7.97K
$735K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.02% |
$345 - $456
|
25.9K
$2.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$207 - $274
|
1.02K
$94.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$69.1 - $91.2
|
2.67K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1+ 0.01% |
$69.1 - $91.2
|
11K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.44% |
$69.1 - $91.2
|
227
$21K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
27.6MNew |
$1.97B - $2.31B
|
27.6M
$2.55B
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19.8M+ 15.41% |
$1.41B - $1.66B
|
148M
$13.7B
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4M+ 879.8% |
$1.31B - $1.54B
|
20.5M
$1.89B
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
15.5MNew |
$1.1B - $1.3B
|
15.5M
$1.43B
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
9.75M+ 229.28% |
$695M - $815M
|
14M
$1.29B
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.95M+ 12.25% |
$638M - $749M
|
82M
$7.57B
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
8.49M+ 13.39% |
$605M - $710M
|
71.9M
$6.64B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.63MNew |
$401M - $471M
|
5.63M
$520M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.44M+ 17.61% |
$388M - $455M
|
36.3M
$3.36B
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.1M+ 2657.45% |
$364M - $427M
|
5.3M
$489M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.1M+ 10.39% |
$363M - $426M
|
54.2M
$5B
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.01M+ 20.71% |
$357M - $419M
|
29.2M
$2.7B
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.92M+ 163.76% |
$350M - $411M
|
7.92M
$731M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
4.9MNew |
$349M - $410M
|
4.9M
$453M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.88M+ 92.62% |
$347M - $408M
|
10.1M
$936M
|
|
|
May 15, 2025
Q1 2025
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
4.36MNew |
$310M - $364M
|
4.36M
$402M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.45M+ 243.18% |
$246M - $289M
|
4.87M
$450M
|
|
|
May 15, 2025
Q1 2025
|
Viking Global Investors LP
|
BUY
|
- |
3.06M+ 20.86% |
$218M - $256M
|
17.7M
$1.64B
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.71M+ 758.9% |
$193M - $227M
|
3.07M
$284M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.59M+ 19.33% |
$184M - $216M
|
16M
$1.48B
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.53M+ 1955.65% |
$180M - $212M
|
2.66M
$246M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.36M+ 15.96% |
$168M - $197M
|
17.1M
$1.58B
|
|
|
May 15, 2025
Q1 2025
|
Darsana Capital Partners LP
New York, NY |
BUY
|
- |
2.25MNew |
$160M - $188M
|
2.25M
$208M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.06M+ 694.1% |
$147M - $172M
|
2.36M
$218M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.05M+ 172.58% |
$146M - $172M
|
3.24M
$299M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.84MNew |
$131M - $154M
|
1.84M
$170M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.77M+ 199.27% |
$126M - $148M
|
2.65M
$245M
|
|