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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 11.6% |
$219K - $233K
|
18.2K
$1.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
330+ 4.53% |
$30.3K - $32.2K
|
7.61K
$699K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.11% |
$368 - $391
|
3.49K
$321K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
SELL
|
- |
-238- 10.14% |
$21.9K - $23.3K
|
2.11K
$194K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
75+ 0.22% |
$6.89K - $7.33K
|
33.5K
$3.08M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
5+ 0.11% |
$460 - $489
|
4.52K
$415K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
360+ 1.2% |
$33.1K - $35.2K
|
30.3K
$2.78M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
234+ 6.8% |
$21.5K - $22.9K
|
3.68K
$338K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-28.7K- 10.77% |
$2.63M - $2.8M
|
237K
$21.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
12+ 0.19% |
$1.1K - $1.17K
|
6.38K
$586K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.44% |
$91.9 - $97.7
|
228
$21K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.78K- 42.88% |
$163K - $174K
|
2.37K
$218K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
280New |
$25.7K - $27.4K
|
280
$25.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
9.47KNew |
$871K - $926K
|
9.47K
$871K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-270- 0.89% |
$24.8K - $26.4K
|
30K
$2.76M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.79K+ 5.39% |
$256K - $272K
|
54.5K
$5.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.1K- 15.66% |
$101K - $107K
|
5.93K
$545K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-70- 0.89% |
$6.43K - $6.84K
|
7.78K
$715K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32+ 0.57% |
$2.94K - $3.13K
|
5.65K
$519K
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
SELL
|
- |
-1.58K- 0.99% |
$146K - $155K
|
158K
$14.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.94K+ 8.4% |
$270K - $287K
|
38K
$3.49M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.7K- 5.54% |
$1.06M - $1.15M
|
199K
$18.3M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
503+ 1.93% |
$45.8K - $49.6K
|
26.5K
$2.44M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.21K+ 57.43% |
$565K - $613K
|
17K
$1.56M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
135+ 1.55% |
$12.3K - $13.3K
|
8.84K
$812K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 3.14% |
$228K - $247K
|
77.2K
$7.09M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
5.65KNew |
$515K - $558K
|
5.65K
$520K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
609+ 3.03% |
$55.4K - $60.1K
|
20.7K
$1.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
9.36K+ 22.08% |
$852K - $924K
|
51.8K
$4.76M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
4.8K+ 14.56% |
$437K - $474K
|
37.8K
$3.47M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
114+ 0.19% |
$10.4K - $11.3K
|
60.3K
$5.54M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1KNew |
$91K - $98.7K
|
1K
$91.9K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
7.79KNew |
$709K - $768K
|
7.79K
$716K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 5.41% |
$18.2K - $19.7K
|
3.5K
$322K
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-8.34K- 4.89% |
$759K - $823K
|
162K
$14.9M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
917New |
$83.5K - $90.5K
|
917
$84.3K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
45+ 5.2% |
$4.1K - $4.44K
|
911
$83.7K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.42% |
$91 - $98.7
|
239
$22K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 1.16% |
$2K - $2.17K
|
1.88K
$173K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.9M- 88.94% |
$173M - $187M
|
236K
$21.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-47.4K- 2.55% |
$4.31M - $4.68M
|
1.81M
$166M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-317- 11.23% |
$28.9K - $31.3K
|
2.51K
$230K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-15- 0.57% |
$1.37K - $1.48K
|
2.62K
$240K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26.4K- 36.76% |
$2.4M - $2.61M
|
45.5K
$4.18M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11K+ 42.02% |
$1M - $1.08M
|
37.2K
$3.41M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.2K- 36.15% |
$564K - $611K
|
10.9K
$1.01M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.03% |
$91 - $98.7
|
3.14K
$288K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
364+ 910.0% |
$33.1K - $35.9K
|
404
$37.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
569+ 2.23% |
$51.8K - $56.2K
|
26.1K
$2.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
127KNew |
$11.6M - $12.5M
|
127K
$11.7M
|
|