Latest Institutional Transactions on Schwab Charles Corp (SCHW)
This table provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
44K+ 358.09% |
$3.04M - $4.01M
|
56.2K
$5.19M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-2.27K- 71.46% |
$157K - $207K
|
906
$83.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
26.1K+ 6.66% |
$1.8M - $2.38M
|
417K
$38.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-55- 0.17% |
$3.8K - $5.02K
|
32.2K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-19- 0.41% |
$1.31K - $1.73K
|
4.63K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
400+ 0.17% |
$27.6K - $36.5K
|
241K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-1.74K- 4.46% |
$120K - $159K
|
37.3K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
250+ 6.85% |
$17.3K - $22.8K
|
3.9K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
991+ 24.52% |
$68.4K - $90.4K
|
5.03K
$465K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
809+ 21.61% |
$55.9K - $73.8K
|
4.55K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.99K- 1.05% |
$275K - $364K
|
377K
$34.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-915- 2.18% |
$63.2K - $83.5K
|
41K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-10K- 14.22% |
$693K - $916K
|
60.6K
$5.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
310+ 8.51% |
$21.4K - $28.3K
|
3.95K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.37% |
$2.69K - $3.56K
|
2.88K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.2% |
$483 - $639
|
3.46K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 7.92% |
$95.4K - $126K
|
18.8K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.95K+ 45.61% |
$411K - $543K
|
19K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-18.5K- 56.83% |
$1.27M - $1.68M
|
14K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.29K+ 3.11% |
$573K - $757K
|
275K
$25.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.49K+ 16.75% |
$241K - $319K
|
24.3K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
26+ 0.62% |
$1.8K - $2.37K
|
4.22K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.83K- 4.33% |
$264K - $349K
|
84.7K
$7.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
78+ 1.17% |
$5.39K - $7.12K
|
6.74K
$622K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-841- 26.41% |
$58.1K - $76.7K
|
2.34K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
750+ 3.28% |
$51.8K - $68.4K
|
23.6K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 20.08% |
$72.2K - $95.4K
|
4.16K
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.38K- 51.48% |
$233K - $308K
|
3.19K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
366+ 0.53% |
$25.3K - $33.4K
|
69.5K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
414+ 0.67% |
$28.6K - $37.8K
|
62.3K
$5.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.56K- 14.24% |
$177K - $234K
|
15.4K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-395- 13.56% |
$27.3K - $36K
|
2.52K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.71KNew |
$325K - $430K
|
4.71K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-202- 0.34% |
$14K - $18.4K
|
58.9K
$5.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$198K - $261K
|
2.86K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-463- 1.1% |
$32K - $42.2K
|
41.7K
$3.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
62+ 0.8% |
$4.28K - $5.66K
|
7.78K
$718K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 1.6% |
$34.5K - $45.6K
|
30.8K
$2.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.23K- 12.54% |
$292K - $386K
|
29.5K
$2.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.4K- 19.82% |
$166K - $219K
|
9.7K
$895K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.54K- 0.84% |
$106K - $141K
|
182K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.48K- 19.32% |
$171K - $226K
|
10.4K
$957K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
239+ 3.19% |
$16.5K - $21.8K
|
7.73K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-406- 1.13% |
$28K - $37K
|
35.5K
$3.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
2K+ 638.98% |
$138K - $182K
|
2.31K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$207 - $274
|
1.02K
$94.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.2KNew |
$152K - $201K
|
2.2K
$203K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-206- 0.61% |
$14.2K - $18.8K
|
33.4K
$3.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-86- 2.66% |
$5.94K - $7.85K
|
3.14K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
251+ 8.32% |
$17.3K - $22.9K
|
3.27K
$302K
|