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 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 3.72% |
$6.49K - $8.58K
|
2.43K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
460+ 7.57% |
$31.8K - $42K
|
6.54K
$605K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.65KNew |
$183K - $242K
|
2.65K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.02% |
$345 - $456
|
25.9K
$2.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-359- 5.39% |
$24.8K - $32.8K
|
6.3K
$583K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
216+ 3.16% |
$14.9K - $19.7K
|
7.05K
$653K
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.5K- 42.49% |
$311K - $411K
|
6.09K
$564K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.44% |
$69.1 - $91.2
|
227
$21K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
52+ 28.11% |
$3.59K - $4.74K
|
237
$21.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
393+ 0.84% |
$27.1K - $35.9K
|
47.2K
$4.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
550+ 13.24% |
$38K - $50.2K
|
4.7K
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
410+ 3.54% |
$28.3K - $37.4K
|
12K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.24KNew |
$155K - $204K
|
2.24K
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-10.5K- 52.5% |
$725K - $958K
|
9.5K
$880K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-11- 0.2% |
$760 - $1K
|
5.63K
$521K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-562- 1.43% |
$38.8K - $51.3K
|
38.7K
$3.58M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.76% |
$1.73K - $2.28K
|
3.27K
$302K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.93KNew |
$202K - $267K
|
2.93K
$271K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 3.08% |
$41.4K - $54.7K
|
18.9K
$1.75M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-4.27K- 2.55% |
$295K - $389K
|
163K
$15.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-183- 1.99% |
$12.6K - $16.7K
|
9.03K
$836K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17+ 0.11% |
$1.17K - $1.55K
|
16K
$1.48M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
439+ 7.32% |
$30.3K - $40.1K
|
6.44K
$596K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-185- 4.99% |
$12.8K - $16.9K
|
3.53K
$326K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.9K- 5.79% |
$200K - $265K
|
47.3K
$4.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
979+ 4.14% |
$67.6K - $89.3K
|
24.6K
$2.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-72- 2.0% |
$4.97K - $6.57K
|
3.53K
$326K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.37KNew |
$164K - $217K
|
2.37K
$220K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-26.4K- 8.28% |
$1.82M - $2.4M
|
292K
$27M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.08% |
$414 - $547
|
7.97K
$738K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.9K+ 15.37% |
$754K - $996K
|
81.9K
$7.59M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.64KNew |
$188K - $221K
|
2.64K
$244K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
28.6K+ 2.25% |
$2.03M - $2.39M
|
1.3M
$120M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
63.8KNew |
$4.54M - $5.33M
|
63.8K
$5.9M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
26.5K+ 4.24% |
$1.89M - $2.21M
|
651K
$60.3M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-165- 6.79% |
$11.8K - $13.8K
|
2.27K
$210K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
23.4K+ 33.33% |
$1.67M - $1.96M
|
93.7K
$8.68M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.4KNew |
$99.7K - $117K
|
1.4K
$130K
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.03% |
$21.4K - $25.1K
|
14.5K
$1.34M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
386New |
$27.5K - $32.3K
|
386
$35.7K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.11K- 20.24% |
$293K - $343K
|
16.2K
$1.5M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.01% |
$71.2 - $83.6
|
7.26K
$672K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-100- 0.62% |
$7.12K - $8.36K
|
16.1K
$1.49M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.68K- 12.57% |
$262K - $308K
|
25.6K
$2.37M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.5K+ 15.86% |
$1.31M - $1.54M
|
135K
$12.5M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-2.22K- 3.17% |
$158K - $185K
|
67.8K
$6.27M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
868+ 19.1% |
$61.8K - $72.6K
|
5.41K
$501K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-100- 2.98% |
$7.12K - $8.36K
|
3.26K
$302K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.3K+ 1674.37% |
$1.09M - $1.28M
|
16.2K
$1.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.1K- 10.55% |
$790K - $928K
|
94.1K
$8.71M
|
|