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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.4K+ 40.58% |
$3M - $3.93M
|
164K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.45KNew |
$345K - $451K
|
5.45K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-9.02K- 6.19% |
$571K - $747K
|
137K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.16% |
$253 - $331
|
2.44K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
666+ 2.74% |
$42.2K - $55.2K
|
25K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
299+ 5.02% |
$18.9K - $24.8K
|
6.25K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.19K- 6.3% |
$75K - $98.2K
|
17.6K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
418+ 1.66% |
$26.5K - $34.6K
|
25.6K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-510K- 21.05% |
$32.3M - $42.2M
|
1.91M
$154M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
72.3KNew |
$4.58M - $5.99M
|
72.3K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
139+ 267.31% |
$8.8K - $11.5K
|
191
$15.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
135K+ 83.94% |
$8.58M - $11.2M
|
297K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
1.7MNew |
$108M - $141M
|
1.7M
$137M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
3.22M+ 310.32% |
$204M - $266M
|
4.25M
$342M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-49.7K- 17.12% |
$3.15M - $4.12M
|
241K
$19.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2- 0.05% |
$127 - $166
|
3.91K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.81K- 9.56% |
$241K - $315K
|
36K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.73K+ 0.99% |
$110K - $144K
|
176K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-127- 0.53% |
$8.04K - $10.5K
|
23.6K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-34- 0.47% |
$2.15K - $2.82K
|
7.27K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.48K+ 71.0% |
$347K - $454K
|
13.2K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
55+ 21.24% |
$3.48K - $4.56K
|
314
$25.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-411- 0.23% |
$26K - $34.1K
|
175K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-232K- 55.98% |
$14.7M - $19.2M
|
182K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
503+ 6.52% |
$31.8K - $41.7K
|
8.21K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 6.16% |
$93.3K - $122K
|
25.4K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
541+ 5.44% |
$34.3K - $44.8K
|
10.5K
$844K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-733- 15.95% |
$46.4K - $60.7K
|
3.86K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
703+ 9.87% |
$44.5K - $58.2K
|
7.82K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.95K- 6.91% |
$376K - $493K
|
80.1K
$6.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
37.9K+ 17.04% |
$2.4M - $3.14M
|
260K
$20.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-289- 3.58% |
$18.3K - $23.9K
|
7.78K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
57K+ 157.0% |
$3.61M - $4.72M
|
93.2K
$7.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.81K+ 1.1% |
$115K - $150K
|
167K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
59+ 1.44% |
$3.74K - $4.89K
|
4.16K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.6K+ 140050.0% |
$355K - $464K
|
5.61K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
750+ 3.75% |
$47.5K - $62.1K
|
20.7K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-192- 3.32% |
$12.2K - $15.9K
|
5.6K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
26.1K+ 55.74% |
$1.65M - $2.16M
|
72.9K
$5.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
978New |
$61.9K - $81K
|
978
$78.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-75K- 40.54% |
$4.75M - $6.21M
|
110K
$8.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
141K+ 7.86% |
$8.94M - $11.7M
|
1.94M
$156M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
5.41K+ 49.65% |
$343K - $448K
|
16.3K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
385+ 0.13% |
$24.4K - $31.9K
|
307K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
351+ 0.12% |
$22.2K - $29.1K
|
300K
$24.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
47K+ 22.32% |
$2.98M - $3.9M
|
258K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-997- 11.38% |
$63.1K - $82.6K
|
7.76K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-13.8K- 42.07% |
$874K - $1.14M
|
19K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.93K- 9.18% |
$122K - $160K
|
19.1K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.95KNew |
$440K - $576K
|
6.95K
$559K
|