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 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$63.3 - $82.9
|
4.24K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-640- 0.62% |
$40.5K - $53K
|
102K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.43M- 23.57% |
$90.8M - $119M
|
4.65M
$374M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-386- 40.63% |
$24.4K - $32K
|
564
$45.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 1.17% |
$8.23K - $10.8K
|
11.2K
$904K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-270- 2.74% |
$17.1K - $22.4K
|
9.58K
$771K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
65+ 1.38% |
$4.12K - $5.39K
|
4.78K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-336- 1.37% |
$21.3K - $27.8K
|
24.3K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
658+ 2.43% |
$41.7K - $54.5K
|
27.7K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.84KNew |
$243K - $318K
|
3.84K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
77K+ 14.22% |
$4.87M - $6.38M
|
618K
$49.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3KNew |
$970K - $1.27M
|
15.3K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 9.23% |
$1.98M - $2.59M
|
308K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-58K- 18.65% |
$3.67M - $4.81M
|
253K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3+ 1.4% |
$190 - $249
|
217
$17.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.66K- 35.85% |
$105K - $138K
|
2.98K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.37K+ 80.99% |
$213K - $279K
|
7.53K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.47K+ 40.62% |
$92.7K - $121K
|
5.07K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-62- 0.65% |
$3.93K - $5.14K
|
9.54K
$768K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-178- 4.49% |
$11.3K - $14.7K
|
3.79K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 0.54% |
$760 - $994
|
2.22K
$178K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$214K - $280K
|
3.38K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-139- 2.64% |
$8.8K - $11.5K
|
5.13K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
311+ 4.35% |
$19.7K - $25.8K
|
7.45K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$63.3 - $82.9
|
723
$58.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
15.9KNew |
$1M - $1.31M
|
15.9K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
23.7K+ 10.72% |
$1.5M - $1.96M
|
244K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-384- 1.05% |
$24.3K - $31.8K
|
36.2K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.03% |
$127 - $166
|
5.74K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-7.34K- 64.39% |
$465K - $608K
|
4.06K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-46- 0.14% |
$2.91K - $3.81K
|
33K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-29- 18.35% |
$1.84K - $2.4K
|
129
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.86K- 14.58% |
$371K - $486K
|
34.3K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.21K- 25.59% |
$140K - $183K
|
6.42K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.49K+ 1.5% |
$94.3K - $123K
|
101K
$8.12M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$63.3 - $82.9
|
3.42K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.39K- 5.15% |
$88.2K - $115K
|
25.7K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.6K+ 1.51% |
$101K - $133K
|
108K
$8.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-136K- 4.73% |
$8.6M - $11.3M
|
2.74M
$220M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
13K+ 0.96% |
$823K - $1.08M
|
1.36M
$110M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
678+ 3.54% |
$42.9K - $56.2K
|
19.8K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.85K- 49.62% |
$307K - $402K
|
4.92K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.97KNew |
$188K - $246K
|
2.97K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-276- 4.96% |
$17.5K - $22.9K
|
5.29K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-85.8K- 93.6% |
$5.43M - $7.11M
|
5.86K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.95K- 1.81% |
$376K - $493K
|
322K
$25.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 1.63% |
$420K - $550K
|
401K
$32.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.64K- 6.81% |
$104K - $136K
|
22.4K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
313+ 1.38% |
$19.8K - $25.9K
|
23K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-327- 0.54% |
$20.7K - $27.1K
|
60.7K
$4.88M
|