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 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
9.87K+ 11.7% |
$682K - $901K
|
94.2K
$8.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.86KNew |
$681K - $900K
|
9.86K
$908K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.78K+ 21.8% |
$676K - $893K
|
54.7K
$5.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.73K+ 9.59% |
$672K - $888K
|
111K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.51K+ 240.68% |
$657K - $868K
|
13.5K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
9.51KNew |
$657K - $868K
|
9.51K
$876K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.42K+ 27.15% |
$650K - $859K
|
44.1K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.38KNew |
$648K - $856K
|
9.38K
$864K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9.26K+ 27.95% |
$639K - $845K
|
42.4K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
9.19K+ 1.65% |
$635K - $839K
|
568K
$52.3M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.17KNew |
$633K - $837K
|
9.17K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.17K+ 4.44% |
$633K - $837K
|
216K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9.12KNew |
$630K - $832K
|
9.12K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.91K+ 205.47% |
$615K - $813K
|
13.2K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.9K+ 34.45% |
$614K - $812K
|
34.7K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
8.89K+ 0.21% |
$614K - $811K
|
4.22M
$389M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.85K+ 9.19% |
$611K - $807K
|
105K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.68K+ 10.13% |
$599K - $792K
|
94.3K
$8.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.56K+ 9.11% |
$591K - $781K
|
103K
$9.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
8.5K+ 3.71% |
$587K - $776K
|
238K
$21.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
8.47K+ 17.71% |
$585K - $773K
|
56.3K
$5.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8.42KNew |
$581K - $768K
|
8.42K
$775K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.38KNew |
$579K - $765K
|
8.38K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.37K+ 49.39% |
$578K - $764K
|
25.3K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Nine Masts Capital LTD
|
BUY
|
- |
8.36KNew |
$577K - $763K
|
8.36K
$770K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.29K+ 3.11% |
$573K - $757K
|
275K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.29K+ 2.93% |
$573K - $756K
|
291K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
8.27KNew |
$571K - $755K
|
8.27K
$762K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.2K+ 11.63% |
$566K - $748K
|
78.7K
$7.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.07K+ 65.07% |
$557K - $736K
|
20.5K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.98K+ 25.62% |
$551K - $728K
|
39.1K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.92K+ 78.75% |
$547K - $722K
|
18K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
7.81K+ 33.06% |
$539K - $712K
|
31.4K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.8K+ 23.53% |
$539K - $712K
|
41K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
7.69K+ 25.49% |
$531K - $701K
|
37.9K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.51KNew |
$519K - $685K
|
7.51K
$692K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.5K+ 7.9% |
$518K - $684K
|
102K
$9.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
7.46KNew |
$515K - $680K
|
7.46K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.37K+ 205.98% |
$509K - $672K
|
10.9K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.36K+ 92.31% |
$508K - $671K
|
15.3K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.32K+ 6.83% |
$505K - $668K
|
114K
$10.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
7.23KNew |
$499K - $659K
|
7.23K
$666K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.2K+ 59.25% |
$497K - $657K
|
19.3K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.09KNew |
$490K - $647K
|
7.09K
$653K
|
|
|
Aug 11, 2025
Q2 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
7.04KNew |
$486K - $643K
|
7.04K
$649K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
7K+ 58.33% |
$483K - $639K
|
19K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
6.95K+ 38.99% |
$480K - $634K
|
24.8K
$2.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
6.94KNew |
$479K - $633K
|
6.94K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
6.81K+ 12.49% |
$471K - $622K
|
61.3K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
PUT |
6.8KNew |
$470K - $620K
|
6.8K
$626K
|