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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-59.1K- 34.59% |
$5.38M - $5.84M
|
112K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-362- 0.68% |
$33K - $35.7K
|
52.9K
$4.86M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
692K+ 0.95% |
$63M - $68.3M
|
73.2M
$6.72B
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
439K+ 82.21% |
$40M - $43.3M
|
973K
$89.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
162K+ 240.21% |
$14.7M - $16M
|
229K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.4KNew |
$218K - $236K
|
2.4K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
12.4KNew |
$1.13M - $1.22M
|
12.4K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.92K- 0.97% |
$903K - $979K
|
1.01M
$92.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
281+ 10.29% |
$25.6K - $27.7K
|
3.01K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
68+ 2.27% |
$6.19K - $6.71K
|
3.06K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-84.4K- 1.95% |
$7.68M - $8.33M
|
4.24M
$390M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
557K+ 32.84% |
$50.7M - $55M
|
2.25M
$207M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-317K- 57.98% |
$28.8M - $31.3M
|
230K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-300K- 7.85% |
$27.3M - $29.6M
|
3.52M
$324M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.38M- 35.2% |
$399M - $432M
|
8.07M
$741M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.53K- 4.21% |
$140K - $151K
|
34.9K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Delta Global Management LP
New York, NY |
SELL
|
- |
-49.4K- 9.13% |
$4.5M - $4.87M
|
492K
$45.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
55+ 0.47% |
$5.01K - $5.43K
|
11.7K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
23.2KNew |
$2.11M - $2.29M
|
23.2K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
155KNew |
$14.1M - $15.3M
|
155K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
28.9K+ 2.17% |
$2.63M - $2.85M
|
1.36M
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
488+ 0.96% |
$44.4K - $48.2K
|
51.2K
$4.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
918New |
$83.6K - $90.6K
|
918
$84.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
25.7K+ 81.79% |
$2.34M - $2.53M
|
57.1K
$5.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
1.63K+ 0.35% |
$148K - $161K
|
472K
$43.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.83K+ 19.34% |
$167K - $181K
|
11.3K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-248- 3.44% |
$22.6K - $24.5K
|
6.97K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-5.38K- 7.34% |
$489K - $531K
|
67.9K
$6.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-12- 0.25% |
$1.09K - $1.18K
|
4.82K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.05K+ 19.79% |
$369K - $400K
|
24.5K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
250K+ 214.15% |
$22.8M - $24.7M
|
367K
$33.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-488- 7.71% |
$44.4K - $48.2K
|
5.84K
$537K
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
31.1K+ 32.99% |
$2.83M - $3.07M
|
125K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.9K+ 18.96% |
$6.36M - $6.89M
|
438K
$40.3M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
268K+ 9.08% |
$24.4M - $26.4M
|
3.21M
$295M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-31.4K- 3.42% |
$2.86M - $3.1M
|
888K
$81.6M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.2K- 20.31% |
$746K - $809K
|
32.2K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.75M- 19.18% |
$250M - $272M
|
11.6M
$1.07B
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-91.4K- 30.16% |
$8.32M - $9.02M
|
212K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-58.6K- 14.44% |
$5.34M - $5.79M
|
347K
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-37.1K- 54.15% |
$3.38M - $3.66M
|
31.4K
$2.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-178K- 4.07% |
$16.2M - $17.6M
|
4.21M
$387M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
577+ 9.67% |
$52.5K - $56.9K
|
6.54K
$601K
|
|
|
Nov 14, 2025
Q3 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
8.28K+ 0.53% |
$754K - $817K
|
1.58M
$145M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.4K- 60.74% |
$310K - $336K
|
2.2K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.8K+ 3.49% |
$2.07M - $2.25M
|
676K
$62.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.5K+ 6.74% |
$1.41M - $1.53M
|
245K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.8K+ 4.62% |
$1.26M - $1.37M
|
314K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
15+ 0.24% |
$1.37K - $1.48K
|
6.2K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.46K+ 6.91% |
$224K - $242K
|
38K
$3.5M
|
|