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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.78K+ 14.06% |
$468K - $618K
|
55K
$5.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
6.77K+ 15.53% |
$467K - $618K
|
50.4K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
6.74K+ 64.19% |
$466K - $615K
|
17.3K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
6.73K+ 0.66% |
$465K - $614K
|
1.02M
$94.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
6.64K+ 0.52% |
$459K - $606K
|
1.29M
$119M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.49K+ 0.79% |
$448K - $592K
|
826K
$76.1M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
6.42K+ 0.51% |
$444K - $586K
|
1.26M
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
6.4K+ 21.34% |
$442K - $584K
|
36.4K
$3.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.4K+ 24.33% |
$442K - $584K
|
32.7K
$3.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
6.39KNew |
$441K - $583K
|
6.39K
$589K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.33K+ 1131.48% |
$437K - $577K
|
6.88K
$634K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.33K+ 25.45% |
$437K - $577K
|
31.2K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6.3KNew |
$435K - $575K
|
6.3K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.3K+ 134.16% |
$435K - $575K
|
11K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
6.29KNew |
$434K - $573K
|
6.29K
$579K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.27K+ 42.22% |
$433K - $572K
|
21.1K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.23K+ 9.83% |
$430K - $568K
|
69.6K
$6.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
6.17K+ 70.0% |
$426K - $562K
|
15K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6.11K+ 20.15% |
$422K - $557K
|
36.4K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.05KNew |
$417K - $552K
|
6.05K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.95K+ 45.61% |
$411K - $543K
|
19K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
BUY
|
- |
5.91K+ 10.91% |
$408K - $539K
|
60.1K
$5.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.9K+ 5.72% |
$407K - $538K
|
109K
$10M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.89K+ 1.23% |
$406K - $537K
|
483K
$44.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.75KNew |
$397K - $525K
|
5.75K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.69K+ 2.75% |
$393K - $519K
|
213K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.68K+ 4.18% |
$392K - $518K
|
141K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
5.58KNew |
$386K - $509K
|
5.58K
$514K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.47K+ 7.06% |
$378K - $499K
|
83K
$7.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.4K+ 33.35% |
$373K - $493K
|
21.6K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.39K+ 22.96% |
$373K - $492K
|
28.9K
$2.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.36KNew |
$370K - $489K
|
5.36K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
5.35K+ 5.17% |
$369K - $488K
|
109K
$10M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.34K+ 8.6% |
$369K - $487K
|
67.4K
$6.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.34K+ 63.95% |
$369K - $487K
|
13.7K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.33K+ 116.02% |
$368K - $486K
|
9.93K
$914K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.29K+ 25.48% |
$366K - $483K
|
26.1K
$2.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.28K+ 58.4% |
$364K - $481K
|
14.3K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.26KNew |
$363K - $480K
|
5.26K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.26K+ 52.43% |
$363K - $480K
|
15.3K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.21K+ 1.54% |
$360K - $475K
|
344K
$31.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
5.17K+ 3.32% |
$357K - $472K
|
161K
$14.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
5.15K+ 69.95% |
$355K - $469K
|
12.5K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.13K+ 18.92% |
$354K - $468K
|
32.3K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.1KNew |
$352K - $465K
|
5.1K
$469K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
5.05KNew |
$349K - $460K
|
5.05K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
5K+ 25.0% |
$345K - $456K
|
25K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.8KNew |
$332K - $438K
|
4.8K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.79KNew |
$331K - $437K
|
4.79K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.71KNew |
$325K - $430K
|
4.71K
$434K
|