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
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 2.65% |
$186K - $243K
|
108K
$8.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.15% |
$127 - $166
|
1.36K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
563+ 1309.3% |
$35.6K - $46.6K
|
606
$48.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.3K- 59.5% |
$1.03M - $1.35M
|
11.1K
$891K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$311K - $406K
|
4.91K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12New |
$760 - $994
|
12
$965
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
568+ 10.87% |
$36K - $47.1K
|
5.79K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-51.8K- 15.25% |
$3.28M - $4.29M
|
288K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2.34K- 29.79% |
$148K - $193K
|
5.5K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-122- 0.18% |
$7.72K - $10.1K
|
66.8K
$5.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-48- 1.37% |
$3.04K - $3.98K
|
3.46K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2.72KNew |
$172K - $225K
|
2.72K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
742+ 12.71% |
$47K - $61.5K
|
6.58K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-268- 7.52% |
$17K - $22.2K
|
3.3K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-278- 4.26% |
$17.6K - $23K
|
6.25K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.3K- 28.28% |
$82.5K - $108K
|
3.31K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-233- 1.65% |
$14.8K - $19.3K
|
13.9K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.05K- 3.53% |
$383K - $501K
|
165K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.76K- 38.3% |
$238K - $311K
|
6.06K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
16.6KNew |
$1.05M - $1.37M
|
16.6K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
31.5KNew |
$1.99M - $2.61M
|
31.5K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.13K+ 6.34% |
$578K - $756K
|
153K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-2.23K- 1.26% |
$141K - $184K
|
175K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.06K+ 8.43% |
$67K - $87.7K
|
13.6K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.31KNew |
$526K - $688K
|
8.31K
$668K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
240K+ 3.04% |
$15.2M - $19.9M
|
8.13M
$654M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-7.37K- 39.84% |
$467K - $611K
|
11.1K
$896K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.27% |
$69.6K - $91.1K
|
406K
$32.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
857New |
$54.3K - $71K
|
857
$68.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-725- 2.21% |
$45.9K - $60.1K
|
32.1K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-432- 10.72% |
$27.3K - $35.8K
|
3.6K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-8.75K- 48.18% |
$554K - $725K
|
9.41K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-7.92K- 1.37% |
$502K - $657K
|
570K
$45.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-554- 0.87% |
$35.1K - $45.9K
|
63.1K
$5.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-389- 0.93% |
$24.6K - $32.2K
|
41.7K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
162+ 1.02% |
$10.3K - $13.4K
|
16K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
30+ 0.76% |
$1.9K - $2.49K
|
3.99K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.06K- 30.72% |
$320K - $419K
|
11.4K
$918K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
116New |
$7.34K - $9.61K
|
116
$9.33K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
230K+ 133.59% |
$14.6M - $19M
|
402K
$32.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.5K- 10.49% |
$1.05M - $1.37M
|
141K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-718- 16.39% |
$45.5K - $59.5K
|
3.66K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.88K- 5.25% |
$119K - $156K
|
34K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
29.8K+ 6.89% |
$1.89M - $2.47M
|
463K
$37.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.74K+ 12.66% |
$237K - $310K
|
33.3K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-119- 3.75% |
$7.53K - $9.86K
|
3.05K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-435K- 98.65% |
$27.5M - $36M
|
5.96K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.54K- 13.38% |
$97.5K - $128K
|
9.97K
$802K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-446- 2.86% |
$28.2K - $37K
|
15.1K
$1.22M
|