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 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
58New |
$3.67K - $4.81K
|
58
$4.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-691K- 23.67% |
$43.7M - $57.2M
|
2.23M
$179M
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
50.3KNew |
$3.19M - $4.17M
|
50.3K
$4.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
911+ 0.92% |
$57.7K - $75.5K
|
100K
$8.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
39+ 0.18% |
$2.47K - $3.23K
|
21.2K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
32.8KNew |
$2.08M - $2.72M
|
32.8K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
448+ 9.28% |
$28.4K - $37.1K
|
5.27K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-22- 5.37% |
$1.39K - $1.82K
|
388
$31.2K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-191- 0.52% |
$12.1K - $15.8K
|
36.4K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.83K+ 12.11% |
$242K - $317K
|
35.4K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-642K- 4.17% |
$40.7M - $53.2M
|
14.8M
$1.19B
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.94K+ 28.87% |
$249K - $326K
|
17.6K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
620K+ 80.63% |
$39.2M - $51.3M
|
1.39M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
760K+ 2.52% |
$48.1M - $63M
|
30.9M
$2.49B
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
33New |
$2.09K - $2.73K
|
33
$2.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.49KNew |
$474K - $620K
|
7.49K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9.57K- 49.79% |
$606K - $793K
|
9.65K
$776K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-251- 2.3% |
$15.9K - $20.8K
|
10.7K
$858K
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-12.6K- 2.02% |
$800K - $1.05M
|
611K
$49.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
264K+ 156.22% |
$16.7M - $21.8M
|
432K
$34.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 0.3% |
$696 - $911
|
3.6K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-493- 4.29% |
$31.2K - $40.8K
|
11K
$884K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
59KNew |
$3.73M - $4.89M
|
59K
$4.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.74KNew |
$173K - $227K
|
2.74K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
76+ 0.31% |
$4.81K - $6.3K
|
24.5K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
14KNew |
$886K - $1.16M
|
14K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
81New |
$5.13K - $6.71K
|
81
$6.52K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.37K- 26.32% |
$86.9K - $114K
|
3.84K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14K+ 65.86% |
$884K - $1.16M
|
35.1K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.68M- 23.3% |
$423M - $554M
|
22M
$1.77B
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.38K+ 6.6% |
$594K - $777K
|
152K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.02K+ 5.06% |
$64.5K - $84.4K
|
21.2K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
9.7K+ 13.18% |
$614K - $804K
|
83.3K
$6.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
421+ 4.25% |
$26.7K - $34.9K
|
10.3K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
640+ 12.93% |
$40.5K - $53K
|
5.59K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
266KNew |
$16.8M - $22M
|
266K
$21.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
54+ 0.21% |
$3.42K - $4.47K
|
25.6K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
55KNew |
$3.48M - $4.56M
|
55K
$4.42M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.08K- 67.41% |
$131K - $172K
|
1K
$80.8K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-1.7K- 20.48% |
$108K - $141K
|
6.6K
$531K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
11.5KNew |
$729K - $954K
|
11.5K
$926K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-195K- 6.68% |
$12.4M - $16.2M
|
2.73M
$220M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
99KNew |
$6.27M - $8.2M
|
99K
$7.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
975+ 6.67% |
$61.7K - $80.8K
|
15.6K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.1K+ 1.35% |
$4.56M - $5.97M
|
5.43M
$437M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-1.34K- 5.74% |
$84.9K - $111K
|
22K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-178- 5.51% |
$11.3K - $14.7K
|
3.05K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-75- 0.45% |
$4.75K - $6.21K
|
16.5K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
235+ 4.92% |
$14.9K - $19.5K
|
5.02K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 1.08% |
$3.17K - $4.14K
|
4.58K
$369K
|