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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
16K+ 9.49% |
$1.45M - $1.58M
|
184K
$16.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
16KNew |
$1.45M - $1.57M
|
16K
$1.47M
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15.9K+ 3.8% |
$1.45M - $1.57M
|
433K
$39.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 11.22% |
$1.44M - $1.57M
|
157K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.6K+ 15.25% |
$1.42M - $1.54M
|
118K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.5K+ 6.74% |
$1.41M - $1.53M
|
245K
$22.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4K+ 1.38% |
$1.4M - $1.52M
|
1.13M
$104M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
15.3K+ 4.78% |
$1.4M - $1.51M
|
336K
$30.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.3KNew |
$1.4M - $1.51M
|
15.3K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.2K+ 10.63% |
$1.38M - $1.5M
|
158K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
15.1KNew |
$1.38M - $1.49M
|
15.1K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
15KNew |
$1.37M - $1.48M
|
15K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
15K+ 75.0% |
$1.37M - $1.48M
|
35K
$3.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
15KNew |
$1.37M - $1.48M
|
15K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
15K+ 136.67% |
$1.36M - $1.48M
|
25.9K
$2.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14.7K+ 16.26% |
$1.34M - $1.45M
|
105K
$9.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
14.6K+ 88.2% |
$1.33M - $1.45M
|
31.3K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Torrey Growth & Income Advisors
Del Mar, CA |
BUY
|
- |
14.5KNew |
$1.32M - $1.43M
|
14.5K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
14.4K+ 12.59% |
$1.31M - $1.42M
|
129K
$11.8M
|
|
|
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
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
13.8K+ 73.41% |
$1.26M - $1.36M
|
32.6K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
13.7K+ 74.86% |
$1.25M - $1.35M
|
32K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.6K+ 87.68% |
$1.24M - $1.34M
|
29K
$2.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.5K+ 31.55% |
$1.23M - $1.33M
|
56.4K
$5.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$1.2M - $1.3M
|
13.2K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
13K+ 2.2% |
$1.18M - $1.28M
|
604K
$55.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Skylands Capital, LLC
|
BUY
|
- |
12.9K+ 87.41% |
$1.17M - $1.27M
|
27.6K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
12.5K+ 25.0% |
$1.14M - $1.23M
|
62.5K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
12.4K+ 68.66% |
$1.13M - $1.23M
|
30.6K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 30.14% |
$1.13M - $1.22M
|
53.6K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
12.4KNew |
$1.13M - $1.22M
|
12.4K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.3KNew |
$1.12M - $1.22M
|
12.3K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
12.3K+ 89.95% |
$1.12M - $1.22M
|
26K
$2.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 43.65% |
$1.12M - $1.21M
|
40.5K
$3.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.2K+ 164.71% |
$1.11M - $1.21M
|
19.6K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.7K+ 10.15% |
$1.06M - $1.15M
|
127K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
11.7KNew |
$1.06M - $1.15M
|
11.7K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
11.6K+ 491.75% |
$1.06M - $1.15M
|
14K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
11.5KNew |
$1.05M - $1.13M
|
11.5K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 7.11% |
$1.04M - $1.13M
|
172K
$15.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Provident Trust CO
|
BUY
|
- |
11.2K+ 0.25% |
$1.02M - $1.11M
|
4.59M
$422M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
11.2K+ 1.74% |
$1.02M - $1.11M
|
655K
$60.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
11.2KNew |
$1.02M - $1.1M
|
11.2K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11.1K+ 31.89% |
$1.01M - $1.1M
|
46K
$4.23M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11K+ 42.02% |
$1M - $1.08M
|
37.2K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
11K+ 10.1% |
$1M - $1.08M
|
120K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
10.9KNew |
$992K - $1.08M
|
10.9K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 11.09% |
$978K - $1.06M
|
108K
$9.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
10.7KNew |
$976K - $1.06M
|
10.7K
$986K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
10.5KNew |
$956K - $1.04M
|
10.5K
$965K
|
|