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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.06K+ 15.73% |
$642K - $697K
|
51.9K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.03K+ 115.59% |
$640K - $694K
|
13.1K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
7K+ 36.84% |
$637K - $691K
|
26K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
6.9K+ 70.54% |
$628K - $681K
|
16.7K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.8K+ 0.9% |
$619K - $671K
|
762K
$70M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.77K+ 27.83% |
$616K - $668K
|
31.1K
$2.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.74K+ 11.66% |
$613K - $665K
|
64.5K
$5.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
6.65K+ 50.46% |
$605K - $656K
|
19.8K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
6.58KNew |
$599K - $649K
|
6.58K
$605K
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
6.55KNew |
$596K - $646K
|
6.55K
$602K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.46K+ 2.75% |
$588K - $638K
|
241K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.4K+ 4.6% |
$582K - $631K
|
146K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.36KNew |
$579K - $628K
|
6.36K
$585K
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
6.27K+ 1.69% |
$570K - $618K
|
378K
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
6.25K+ 2.27% |
$569K - $617K
|
282K
$25.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
6.23K+ 80.02% |
$567K - $614K
|
14K
$1.29M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.21K+ 57.43% |
$565K - $613K
|
17K
$1.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
BUY
|
- |
6.13K+ 34.45% |
$558K - $604K
|
23.9K
$2.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
6.1KNew |
$555K - $602K
|
6.1K
$560K
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
5.99K+ 86.24% |
$545K - $591K
|
12.9K
$1.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.96KNew |
$542K - $588K
|
5.96K
$547K
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
5.93K+ 2.37% |
$540K - $585K
|
256K
$23.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
5.91K+ 42.66% |
$538K - $583K
|
19.8K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.89K+ 13.36% |
$537K - $582K
|
50K
$4.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
5.88KNew |
$535K - $580K
|
5.88K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.87K+ 92.04% |
$534K - $579K
|
12.2K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.84K+ 2.61% |
$532K - $577K
|
230K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.69KNew |
$518K - $562K
|
5.69K
$523K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.69K+ 60.73% |
$518K - $562K
|
15.1K
$1.38M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
5.65KNew |
$515K - $558K
|
5.65K
$520K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.6KNew |
$510K - $553K
|
5.6K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.56KNew |
$506K - $549K
|
5.56K
$511K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.56K+ 108.18% |
$506K - $548K
|
10.7K
$983K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.52K+ 30.75% |
$503K - $545K
|
23.5K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
5.5KNew |
$501K - $543K
|
5.5K
$506K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.46K+ 4.77% |
$497K - $539K
|
120K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.43K+ 28.59% |
$494K - $536K
|
24.4K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.41K+ 39.83% |
$493K - $534K
|
19K
$1.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.34K+ 7.19% |
$486K - $527K
|
79.6K
$7.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.31KNew |
$484K - $524K
|
5.31K
$488K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
5.25K+ 3.56% |
$478K - $518K
|
153K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.19K+ 32.98% |
$472K - $512K
|
20.9K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
5.16K+ 43.34% |
$469K - $509K
|
17.1K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.15K+ 141.83% |
$469K - $508K
|
8.78K
$807K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.13K+ 22.77% |
$467K - $506K
|
27.7K
$2.54M
|
|