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 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69.7K+ 190.89% |
$4.41M - $5.78M
|
106K
$8.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2.04K- 11.95% |
$129K - $169K
|
15K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
41K+ 7.88% |
$2.6M - $3.4M
|
561K
$45.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91.3K- 14.87% |
$5.78M - $7.57M
|
523K
$42M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
164+ 0.11% |
$10.4K - $13.6K
|
151K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.62K- 0.55% |
$293K - $383K
|
842K
$67.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.6K- 2.27% |
$101K - $133K
|
69K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-32K- 13.77% |
$2.02M - $2.65M
|
200K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51.3K- 64.85% |
$3.25M - $4.25M
|
27.8K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.68M+ 742.03% |
$233M - $305M
|
4.18M
$336M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-148K- 91.16% |
$9.4M - $12.3M
|
14.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.42K- 1.27% |
$89.7K - $117K
|
111K
$8.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-917- 8.57% |
$58.1K - $76K
|
9.78K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.54KNew |
$224K - $294K
|
3.54K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-105- 76.64% |
$6.65K - $8.7K
|
32
$2.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15K+ 94.24% |
$950K - $1.24M
|
30.9K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8.25K- 22.77% |
$522K - $684K
|
28K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
19.9K+ 160.18% |
$1.26M - $1.65M
|
32.3K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.5K+ 11.15% |
$411K - $538K
|
64.7K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224New |
$14.2K - $18.6K
|
224
$18K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43New |
$2.72K - $3.56K
|
43
$3.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
239KNew |
$15.1M - $19.8M
|
239K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
17.8KNew |
$1.13M - $1.48M
|
17.8K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
493KNew |
$31.2M - $40.8M
|
493K
$39.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-5.48K- 1.8% |
$347K - $454K
|
298K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
375+ 11.36% |
$23.7K - $31.1K
|
3.68K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.7K- 14.99% |
$234K - $306K
|
21K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
33.2K+ 11.57% |
$2.1M - $2.75M
|
320K
$25.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-57.5K- 5.78% |
$3.64M - $4.76M
|
936K
$75.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.54K- 22.61% |
$350K - $459K
|
18.9K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 44.56% |
$753K - $985K
|
38.6K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-99K- 1.7% |
$6.27M - $8.2M
|
5.73M
$461M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.94K- 2.05% |
$503K - $658K
|
379K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-89.2K- 13.31% |
$5.65M - $7.39M
|
581K
$46.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
68.2KNew |
$4.31M - $5.65M
|
68.2K
$5.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-400- 4.83% |
$25.3K - $33.1K
|
7.88K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-8.68K- 6.07% |
$549K - $719K
|
134K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
379+ 3.66% |
$24K - $31.4K
|
10.7K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-660- 10.0% |
$41.8K - $54.7K
|
5.94K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
223KNew |
$14.1M - $18.4M
|
223K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Maplelane Capital, LLC
New York, NY |
BUY
|
CALL |
144KNew |
$9.15M - $12M
|
144K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.8K+ 83.0% |
$1.07M - $1.4M
|
37.1K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-547K- 7.34% |
$34.6M - $45.3M
|
6.9M
$555M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
54+ 1.64% |
$3.42K - $4.47K
|
3.35K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.79K+ 7.29% |
$367K - $480K
|
85.3K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-22.8K- 6.17% |
$1.44M - $1.89M
|
346K
$27.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
641+ 1.69% |
$40.6K - $53.1K
|
38.7K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-50- 28.25% |
$3.17K - $4.14K
|
127
$10.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
100KNew |
$6.33M - $8.28M
|
100K
$8.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-443- 2.64% |
$28K - $36.7K
|
16.4K
$1.32M
|