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 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.98K+ 103.67% |
$453K - $491K
|
9.78K
$899K
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.96K+ 22.94% |
$451K - $489K
|
26.6K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.94K+ 5.04% |
$450K - $488K
|
103K
$9.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
4.9KNew |
$446K - $483K
|
4.9K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
4.84K+ 3.76% |
$441K - $478K
|
133K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
4.81KNew |
$437K - $474K
|
4.81K
$442K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
4.8K+ 14.56% |
$437K - $474K
|
37.8K
$3.47M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.79K+ 16.59% |
$436K - $473K
|
33.7K
$3.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.79K+ 245.52% |
$436K - $473K
|
6.74K
$620K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.66K+ 1.83% |
$424K - $460K
|
259K
$23.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.57K+ 4.35% |
$416K - $451K
|
110K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.55K+ 2.51% |
$414K - $449K
|
186K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
4.54K+ 6.07% |
$413K - $448K
|
79.4K
$7.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.54K+ 14.55% |
$413K - $448K
|
35.7K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.51K+ 189.97% |
$410K - $445K
|
6.88K
$632K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
CALL |
4.5KNew |
$410K - $444K
|
4.5K
$414K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.47KNew |
$407K - $441K
|
4.47K
$410K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.38KNew |
$398K - $432K
|
4.38K
$402K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.36K+ 0.9% |
$397K - $430K
|
487K
$44.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
4.32KNew |
$393K - $426K
|
4.32K
$397K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.29K+ 54.79% |
$391K - $424K
|
12.1K
$1.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
4.25KNew |
$387K - $419K
|
4.25K
$391K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.2K+ 37.28% |
$383K - $415K
|
15.5K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.19K+ 141.1% |
$381K - $413K
|
7.15K
$657K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
4.17K+ 16.84% |
$380K - $411K
|
28.9K
$2.66M
|
|
|
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
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.01K+ 89.8% |
$365K - $396K
|
8.48K
$780K
|
|
|
Nov 14, 2025
Q3 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
PUT |
4KNew |
$364K - $395K
|
4K
$368K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.98K+ 5.33% |
$363K - $393K
|
78.7K
$7.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
3.96KNew |
$361K - $391K
|
3.96K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.96K+ 17.71% |
$360K - $391K
|
26.3K
$2.42M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.95K+ 17.8% |
$360K - $390K
|
26.2K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.92KNew |
$357K - $387K
|
3.92K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
3.9K+ 5.69% |
$355K - $385K
|
72.5K
$6.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
BUY
|
- |
3.89K+ 52.14% |
$354K - $384K
|
11.3K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.87KNew |
$352K - $382K
|
3.87K
$356K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.85KNew |
$350K - $380K
|
3.85K
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.76KNew |
$342K - $371K
|
3.76K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.76K+ 14.13% |
$342K - $371K
|
30.3K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.75K+ 2.26% |
$341K - $370K
|
170K
$15.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.7K+ 14.24% |
$337K - $366K
|
29.7K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.69K+ 55.09% |
$336K - $364K
|
10.4K
$955K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.62KNew |
$330K - $357K
|
3.62K
$333K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.62K+ 14.98% |
$329K - $357K
|
27.8K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3.61K+ 6.29% |
$329K - $356K
|
61.1K
$5.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
3.61KNew |
$329K - $356K
|
3.61K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.56KNew |
$324K - $352K
|
3.56K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.55KNew |
$323K - $350K
|
3.55K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.55K+ 5.7% |
$323K - $350K
|
65.8K
$6.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.5KNew |
$319K - $345K
|
3.5K
$322K
|
|