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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
10.1KNew |
$918K - $995K
|
10.1K
$926K
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
10KNew |
$910K - $987K
|
10K
$919K
|
|
|
Nov 13, 2025
Q3 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
10KNew |
$910K - $987K
|
10K
$919K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
9.96K+ 1.22% |
$907K - $983K
|
823K
$75.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.88K+ 19.85% |
$899K - $975K
|
59.6K
$5.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
9.7K+ 17.2% |
$883K - $957K
|
66.1K
$6.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.68KNew |
$881K - $955K
|
9.68K
$890K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
9.58K+ 22.54% |
$872K - $945K
|
52.1K
$4.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.52KNew |
$867K - $940K
|
9.52K
$875K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
9.36K+ 22.08% |
$852K - $924K
|
51.8K
$4.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.26K+ 23.97% |
$843K - $914K
|
47.9K
$4.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.24K+ 10.7% |
$841K - $912K
|
95.6K
$8.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
9.24K+ 9.09% |
$841K - $912K
|
111K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.21K+ 0.31% |
$839K - $909K
|
3.03M
$278M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
9.18K+ 31.21% |
$836K - $906K
|
38.6K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.17K+ 4.87% |
$834K - $904K
|
197K
$18.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9.05K+ 164.66% |
$824K - $893K
|
14.5K
$1.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9.02K+ 294.16% |
$821K - $890K
|
12.1K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$816K - $885K
|
8.97K
$824K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.9K+ 278.34% |
$811K - $879K
|
12.1K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.89K+ 99.96% |
$809K - $877K
|
17.8K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
8.88K+ 15.22% |
$809K - $877K
|
67.2K
$6.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.85K+ 4.93% |
$806K - $874K
|
188K
$17.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
8.67K+ 6.61% |
$789K - $855K
|
140K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
8.66KNew |
$788K - $855K
|
8.66K
$796K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.5K+ 29.51% |
$773K - $839K
|
37.3K
$3.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.39K+ 50.0% |
$763K - $828K
|
25.2K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.38KNew |
$763K - $827K
|
8.38K
$770K
|
|
|
Nov 14, 2025
Q3 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
8.28K+ 0.53% |
$754K - $817K
|
1.58M
$145M
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
8.27KNew |
$753K - $816K
|
8.27K
$760K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
8.26K+ 23.51% |
$752K - $815K
|
43.4K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
8.2KNew |
$746K - $809K
|
8.2K
$754K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
8.16K+ 21.56% |
$743K - $805K
|
46K
$4.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.14K+ 5.66% |
$741K - $804K
|
152K
$14M
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
8.12K+ 4.4% |
$739K - $801K
|
193K
$17.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
7.96K+ 35.68% |
$725K - $786K
|
30.3K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.91K+ 0.29% |
$720K - $780K
|
2.71M
$249M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.9K+ 20.17% |
$719K - $779K
|
47K
$4.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
7.86KNew |
$716K - $776K
|
7.86K
$723K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
7.79KNew |
$709K - $768K
|
7.79K
$716K
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
BUY
|
- |
7.77K+ 70.48% |
$707K - $767K
|
18.8K
$1.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.71K+ 16.44% |
$702K - $761K
|
54.6K
$5.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.56K+ 105.12% |
$688K - $746K
|
14.8K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.48K+ 4.23% |
$681K - $738K
|
184K
$17M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.47K+ 6.22% |
$680K - $737K
|
128K
$11.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.42KNew |
$675K - $732K
|
7.42K
$682K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.39K+ 35.0% |
$673K - $729K
|
28.5K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
7.27K+ 58.12% |
$661K - $717K
|
19.8K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
BUY
|
- |
7.16K+ 40.34% |
$652K - $707K
|
24.9K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7.06K+ 70.98% |
$643K - $697K
|
17K
$1.56M
|
|