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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.59K- 6.46% |
$164K - $215K
|
37.5K
$3.07M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
7.1KNew |
$450K - $588K
|
7.1K
$581K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.35K+ 0.47% |
$149K - $194K
|
501K
$41M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.2K- 14.91% |
$76K - $99.4K
|
6.85K
$561K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.99KNew |
$189K - $248K
|
2.99K
$245K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-400- 2.83% |
$25.3K - $33.1K
|
13.7K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$12.7K - $16.6K
|
200
$16.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
191+ 2.05% |
$12.1K - $15.8K
|
9.49K
$777K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-374- 3.17% |
$23.7K - $31K
|
11.4K
$935K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.26K+ 148.64% |
$460K - $602K
|
12.1K
$994K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-60- 0.7% |
$3.8K - $4.97K
|
8.56K
$700K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-261- 2.38% |
$16.5K - $21.6K
|
10.7K
$875K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.56K- 3.6% |
$98.7K - $129K
|
41.8K
$3.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.3K- 57.42% |
$1.03M - $1.35M
|
12.1K
$989K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.2KNew |
$456K - $596K
|
7.2K
$589K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.42% |
$19K - $24.9K
|
20.9K
$1.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-31.4K- 4.72% |
$1.99M - $2.6M
|
634K
$51.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.88K+ 6.1% |
$309K - $404K
|
84.8K
$6.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
47+ 0.07% |
$2.98K - $3.89K
|
70K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
24.7K+ 5.24% |
$1.56M - $2.04M
|
496K
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
563+ 35.72% |
$35.6K - $46.6K
|
2.14K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-8.76K- 5.22% |
$555K - $726K
|
159K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
205K+ 134.63% |
$13M - $17M
|
358K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
261K+ 100.54% |
$16.5M - $21.6M
|
521K
$42.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
80.1K+ 248.3% |
$5.07M - $6.64M
|
112K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-35.6K- 85.17% |
$2.25M - $2.95M
|
6.2K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.63M- 50.85% |
$420M - $550M
|
6.41M
$525M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-330K- 20.41% |
$20.9M - $27.3M
|
1.29M
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-891K- 83.13% |
$56.4M - $73.8M
|
181K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
10.1KNew |
$638K - $835K
|
10.1K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37.3K+ 59.51% |
$2.36M - $3.09M
|
99.9K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.2K- 9.11% |
$1.22M - $1.59M
|
192K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
4.14K+ 6.58% |
$262K - $343K
|
67K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-6.62K- 3.2% |
$419K - $548K
|
200K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-9.64K- 67.97% |
$610K - $799K
|
4.54K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
89KNew |
$5.64M - $7.38M
|
89K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.4K+ 28.41% |
$88.4K - $116K
|
6.31K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
342K+ 228.54% |
$21.6M - $28.3M
|
491K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
531K+ 18.86% |
$33.6M - $44M
|
3.35M
$274M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-245- 1.36% |
$15.5K - $20.3K
|
17.8K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
346K+ 11.1% |
$21.9M - $28.7M
|
3.47M
$284M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
166K+ 82.24% |
$10.5M - $13.7M
|
367K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28.4KNew |
$1.8M - $2.35M
|
28.4K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
20.9K+ 4.13% |
$1.33M - $1.73M
|
527K
$43.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.17% |
$823 - $1.08K
|
7.51K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
419K+ 184.97% |
$26.5M - $34.7M
|
645K
$52.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-193K- 7.11% |
$12.2M - $16M
|
2.53M
$207M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
10.5K+ 5.82% |
$663K - $867K
|
190K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
10.1KNew |
$641K - $839K
|
10.1K
$829K
|