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
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
15.5K+ 10.32% |
$1.07M - $1.42M
|
166K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15KNew |
$1.04M - $1.37M
|
15K
$1.38M
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
14.9KNew |
$1.03M - $1.36M
|
14.9K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.8K+ 4.64% |
$1.02M - $1.35M
|
333K
$30.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14.5K+ 2.13% |
$1M - $1.32M
|
696K
$64.1M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
14.4K+ 2.33% |
$993K - $1.31M
|
631K
$58.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
14.2KNew |
$980K - $1.29M
|
14.2K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
13.9KNew |
$957K - $1.26M
|
13.9K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.8KNew |
$956K - $1.26M
|
13.8K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
13.8K+ 18.97% |
$950K - $1.26M
|
86.3K
$7.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.7K+ 11.83% |
$943K - $1.25M
|
129K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
13.6K+ 29.33% |
$943K - $1.25M
|
60.2K
$5.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.5K+ 16.74% |
$930K - $1.23M
|
93.9K
$8.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.4K+ 10.21% |
$923K - $1.22M
|
144K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$901K - $1.19M
|
13.1K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
13KNew |
$897K - $1.19M
|
13K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
BUY
|
- |
13K+ 268.23% |
$894K - $1.18M
|
17.8K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.9K+ 23.1% |
$888K - $1.17M
|
68.5K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
12.8K+ 15.78% |
$885K - $1.17M
|
94K
$8.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
12.6K+ 229.38% |
$872K - $1.15M
|
18.1K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$843K - $1.11M
|
12.2K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
11.9KNew |
$821K - $1.09M
|
11.9K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
11.7K+ 216.65% |
$810K - $1.07M
|
17.1K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$794K - $1.05M
|
11.5K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
11.3K+ 0.82% |
$781K - $1.03M
|
1.39M
$128M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11.3K+ 154.74% |
$781K - $1.03M
|
18.6K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
11.3K+ 3.06% |
$780K - $1.03M
|
380K
$35M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.3K+ 6.91% |
$778K - $1.03M
|
174K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 5.01% |
$774K - $1.02M
|
235K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$767K - $1.01M
|
11.1K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
11KNew |
$762K - $1.01M
|
11K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
11KNew |
$761K - $1.01M
|
11K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.9K+ 15.37% |
$754K - $996K
|
81.9K
$7.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
10.9K+ 9.08% |
$753K - $995K
|
131K
$12.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.8K+ 5.07% |
$747K - $987K
|
224K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
10.8K+ 27.0% |
$744K - $983K
|
50.7K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
10.6K+ 70.93% |
$731K - $965K
|
25.5K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10.5K+ 60.1% |
$722K - $954K
|
27.9K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
10.4K+ 51.7% |
$719K - $950K
|
30.6K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.3K+ 16.62% |
$712K - $941K
|
72.3K
$6.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.3K+ 1.13% |
$712K - $940K
|
919K
$84.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10.3K+ 197.22% |
$709K - $937K
|
15.5K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
10.1KNew |
$699K - $924K
|
10.1K
$932K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.1K+ 7.53% |
$696K - $920K
|
144K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 66.19% |
$694K - $917K
|
25.2K
$2.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
10KNew |
$692K - $915K
|
10K
$923K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
10K+ 3.28% |
$691K - $913K
|
316K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
10KNew |
$691K - $912K
|
10K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
10KNew |
$691K - $912K
|
10K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10K+ 12.36% |
$690K - $912K
|
90.9K
$8.37M
|