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 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
4.7KNew |
$324K - $429K
|
4.7K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.67KNew |
$323K - $426K
|
4.67K
$430K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.66K+ 13.7% |
$322K - $425K
|
38.7K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4.64KNew |
$320K - $423K
|
4.64K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.63KNew |
$320K - $422K
|
4.63K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.63K+ 531.61% |
$319K - $422K
|
5.5K
$506K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.5K+ 4.78% |
$311K - $411K
|
98.6K
$9.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
4.41K+ 164.06% |
$305K - $402K
|
7.1K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4.31K+ 11.94% |
$297K - $393K
|
40.4K
$3.72M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.06K+ 13.56% |
$280K - $371K
|
34K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.05K+ 7.7% |
$280K - $370K
|
56.7K
$5.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.04K+ 17.4% |
$279K - $369K
|
27.3K
$2.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 142.89% |
$277K - $366K
|
6.81K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
4K+ 0.44% |
$276K - $365K
|
909K
$83.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.96K+ 17.7% |
$273K - $361K
|
26.3K
$2.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.95K+ 3.47% |
$273K - $360K
|
118K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.94K+ 2.22% |
$272K - $359K
|
181K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.9K+ 1.13% |
$269K - $356K
|
350K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.81K+ 29.94% |
$263K - $348K
|
16.6K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.79K+ 4.92% |
$261K - $345K
|
80.7K
$7.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
3.78K+ 30.47% |
$261K - $345K
|
16.2K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.78KNew |
$261K - $345K
|
3.78K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.73K+ 22.41% |
$257K - $340K
|
20.4K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
3.7KNew |
$256K - $338K
|
3.7K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.69KNew |
$255K - $337K
|
3.69K
$340K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.65KNew |
$252K - $333K
|
3.65K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.64K+ 956.17% |
$252K - $332K
|
4.02K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
3.58K+ 14.74% |
$247K - $326K
|
27.9K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.56K+ 8.86% |
$246K - $325K
|
43.8K
$4.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
3.55K+ 0.39% |
$245K - $324K
|
904K
$83.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.54K+ 67.22% |
$245K - $323K
|
8.81K
$811K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
3.5K+ 7.69% |
$241K - $319K
|
49K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.49K+ 16.75% |
$241K - $319K
|
24.3K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.49KNew |
$241K - $318K
|
3.49K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.45K+ 6.62% |
$238K - $314K
|
55.5K
$5.11M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.44K+ 77.79% |
$237K - $314K
|
7.86K
$724K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.43K+ 11.12% |
$237K - $313K
|
34.3K
$3.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.41K+ 16.5% |
$235K - $311K
|
24.1K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.38K+ 28.48% |
$234K - $309K
|
15.3K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.36K+ 20.35% |
$232K - $307K
|
19.9K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 0.89% |
$231K - $305K
|
381K
$35.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.35K+ 30.56% |
$231K - $305K
|
14.3K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.28KNew |
$227K - $299K
|
3.28K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.28KNew |
$226K - $299K
|
3.28K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
3.27KNew |
$226K - $298K
|
3.27K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.24K+ 72.29% |
$224K - $296K
|
7.73K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.23K+ 9.92% |
$223K - $295K
|
35.8K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.22KNew |
$222K - $294K
|
3.22K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
BUY
|
- |
3.18KNew |
$220K - $290K
|
3.18K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.18K+ 28.9% |
$220K - $290K
|
14.2K
$1.31M
|