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 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.4K+ 24.85% |
$1.96M - $2.59M
|
143K
$13.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
28.2K+ 2.7% |
$1.94M - $2.57M
|
1.07M
$98.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
28K+ 32.3% |
$1.94M - $2.56M
|
115K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
27K+ 14.36% |
$1.86M - $2.46M
|
215K
$19.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
27K+ 5.03% |
$1.86M - $2.46M
|
563K
$51.8M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
26.9K+ 30.74% |
$1.86M - $2.45M
|
114K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
26.8K+ 281.24% |
$1.85M - $2.45M
|
36.3K
$3.35M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
26.5K+ 1.7% |
$1.83M - $2.42M
|
1.58M
$146M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.4K+ 2.42% |
$1.82M - $2.41M
|
1.11M
$103M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.2K+ 17.0% |
$1.81M - $2.39M
|
181K
$16.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
26.1K+ 6.66% |
$1.8M - $2.38M
|
417K
$38.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
25.9K+ 16.33% |
$1.79M - $2.36M
|
185K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
25.8KNew |
$1.78M - $2.35M
|
25.8K
$2.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
25.5K+ 4.58% |
$1.76M - $2.33M
|
582K
$53.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
25K+ 23.19% |
$1.73M - $2.28M
|
133K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
24.8KNew |
$1.71M - $2.26M
|
24.8K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
24.4KNew |
$1.68M - $2.22M
|
24.4K
$2.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
23.9K+ 4.05% |
$1.65M - $2.18M
|
614K
$56.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
23.5K+ 97.09% |
$1.62M - $2.14M
|
47.7K
$4.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
23.4KNew |
$1.62M - $2.13M
|
23.4K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22.9K+ 85.37% |
$1.58M - $2.09M
|
49.8K
$4.58M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
22.9K+ 39.67% |
$1.58M - $2.09M
|
80.6K
$7.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.4K+ 10.12% |
$1.55M - $2.04M
|
244K
$22.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22.2K+ 6.52% |
$1.53M - $2.03M
|
363K
$33.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
22K+ 4425.7% |
$1.52M - $2.01M
|
22.5K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
21.2K+ 153.2% |
$1.46M - $1.93M
|
35K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
20.7K+ 1.87% |
$1.43M - $1.89M
|
1.13M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
20.4KNew |
$1.41M - $1.86M
|
20.4K
$1.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
19.8K+ 23.54% |
$1.37M - $1.81M
|
104K
$9.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.4K+ 19.27% |
$1.34M - $1.77M
|
120K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.1KNew |
$1.32M - $1.74M
|
19.1K
$1.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18.7K+ 6.27% |
$1.29M - $1.7M
|
317K
$29.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
18.5K+ 22.44% |
$1.28M - $1.69M
|
101K
$9.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
18.5KNew |
$1.27M - $1.68M
|
18.5K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.4K+ 3.92% |
$1.27M - $1.68M
|
487K
$44.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.3K+ 368.32% |
$1.26M - $1.67M
|
23.3K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
18.1K+ 23.46% |
$1.25M - $1.65M
|
95.1K
$8.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
18K+ 7.45% |
$1.24M - $1.64M
|
259K
$23.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
17.8K+ 11.45% |
$1.23M - $1.62M
|
173K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
17.7KNew |
$1.23M - $1.62M
|
17.7K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
17.5KNew |
$1.21M - $1.6M
|
17.5K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.5K+ 204.38% |
$1.21M - $1.59M
|
26K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
17.3KNew |
$1.2M - $1.58M
|
17.3K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.2K+ 87.05% |
$1.19M - $1.57M
|
37.1K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
16.3KNew |
$1.13M - $1.49M
|
16.3K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
16.3KNew |
$1.12M - $1.49M
|
16.3K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.2K+ 10.05% |
$1.12M - $1.47M
|
177K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
15.8KNew |
$1.09M - $1.44M
|
15.8K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15.7K+ 11.02% |
$1.08M - $1.43M
|
158K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.6K+ 60.93% |
$1.08M - $1.42M
|
41.2K
$3.79M
|