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 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
52.1K+ 20.08% |
$3.6M - $4.76M
|
312K
$28.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
51.3K+ 58.88% |
$3.54M - $4.68M
|
138K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
50.5KNew |
$3.49M - $4.61M
|
50.5K
$4.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
50.2K+ 1228.4% |
$3.47M - $4.58M
|
54.3K
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
49.7K+ 15.43% |
$3.43M - $4.53M
|
372K
$34.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
49.6KNew |
$3.43M - $4.53M
|
49.6K
$4.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
48.8KNew |
$3.37M - $4.45M
|
48.8K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
46.8KNew |
$3.23M - $4.27M
|
46.8K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
46.6KNew |
$3.22M - $4.25M
|
46.6K
$4.29M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46.4K+ 27.12% |
$3.2M - $4.23M
|
217K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
46.3K+ 57.17% |
$3.2M - $4.23M
|
127K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
44.6KNew |
$3.08M - $4.07M
|
44.6K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
44K+ 358.09% |
$3.04M - $4.01M
|
56.2K
$5.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
43.6K+ 17.95% |
$3.01M - $3.98M
|
286K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
43.3K+ 65.71% |
$2.99M - $3.95M
|
109K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
42.6K+ 1976.3% |
$2.94M - $3.89M
|
44.8K
$4.12M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
42.5KNew |
$2.93M - $3.88M
|
42.5K
$3.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
41.5KNew |
$2.87M - $3.79M
|
41.5K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
40.8K+ 28.32% |
$2.82M - $3.72M
|
185K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.5KNew |
$2.8M - $3.69M
|
40.5K
$3.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
40.3K+ 26.8% |
$2.78M - $3.67M
|
191K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
40KNew |
$2.76M - $3.65M
|
40K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
39.9K+ 0.73% |
$2.76M - $3.64M
|
5.52M
$508M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
39.5KNew |
$2.73M - $3.61M
|
39.5K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
38.7K+ 5.1% |
$2.67M - $3.53M
|
797K
$73.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.4K+ 12.45% |
$2.65M - $3.5M
|
347K
$31.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
38.1KNew |
$2.63M - $3.47M
|
38.1K
$3.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
PUT |
37K+ 2.58% |
$2.56M - $3.38M
|
1.47M
$135M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
35.2K+ 5.72% |
$2.43M - $3.21M
|
651K
$60M
|
|
|
Aug 14, 2025
Q2 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
35K+ 233.33% |
$2.42M - $3.19M
|
50K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
34.1KNew |
$2.36M - $3.12M
|
34.1K
$3.14M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
34.1KNew |
$2.35M - $3.11M
|
34.1K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
33.2K+ 94.2% |
$2.29M - $3.03M
|
68.5K
$6.31M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
32.6KNew |
$2.25M - $2.98M
|
32.6K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
32.2K+ 13.25% |
$2.22M - $2.94M
|
275K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
31.9K+ 142.1% |
$2.2M - $2.91M
|
54.3K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.4K+ 5.06% |
$2.17M - $2.87M
|
653K
$60.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
30.8K+ 22.43% |
$2.13M - $2.81M
|
168K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
30.7KNew |
$2.12M - $2.8M
|
30.7K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
30.6KNew |
$2.11M - $2.79M
|
30.6K
$2.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
30.3K+ 131.79% |
$2.09M - $2.77M
|
53.3K
$4.91M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.3K+ 8.96% |
$2.09M - $2.77M
|
368K
$33.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
29.8KNew |
$2.06M - $2.72M
|
29.8K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
29.5K+ 144.75% |
$2.03M - $2.69M
|
49.8K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.3K+ 7.35% |
$2.03M - $2.68M
|
428K
$39.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
29.2K+ 7.49% |
$2.01M - $2.66M
|
419K
$38.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
29.1KNew |
$2.01M - $2.66M
|
29.1K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
29.1KNew |
$2.01M - $2.65M
|
29.1K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
28.8K+ 26.17% |
$1.99M - $2.62M
|
139K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.7K+ 251.76% |
$1.98M - $2.62M
|
40.1K
$3.69M
|