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 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.8K+ 315.92% |
$747K - $978K
|
15.5K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
185New |
$11.7K - $15.3K
|
185
$14.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.56MNew |
$162M - $212M
|
2.56M
$206M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
700New |
$44.3K - $58K
|
700
$56.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.16K+ 2.35% |
$73.3K - $95.9K
|
50.5K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.78K+ 6.69% |
$113K - $148K
|
28.5K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
675+ 6.15% |
$42.7K - $55.9K
|
11.6K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.8K+ 70.53% |
$177K - $232K
|
6.77K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.41KNew |
$153K - $200K
|
2.41K
$194K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
31+ 0.02% |
$1.96K - $2.57K
|
139K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
98+ 2.2% |
$6.2K - $8.12K
|
4.56K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.52K- 15.0% |
$160K - $209K
|
14.3K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
2.8KNew |
$177K - $232K
|
2.8K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 115.0% |
$1.46K - $1.91K
|
43
$3.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.21% |
$6.01K - $7.87K
|
44.8K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
14K+ 13.69% |
$888K - $1.16M
|
116K
$9.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.1K- 1.37% |
$69.8K - $91.4K
|
79.4K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.16% |
$317 - $414
|
3.13K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.46K+ 1.63% |
$92.1K - $121K
|
90.9K
$7.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
17.5K+ 300.75% |
$1.11M - $1.45M
|
23.4K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
81+ 1.62% |
$5.13K - $6.71K
|
5.08K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7.59K- 1.85% |
$481K - $629K
|
402K
$32.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-99K- 83.04% |
$6.27M - $8.21M
|
20.2K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-79- 1.76% |
$5K - $6.55K
|
4.42K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.7KNew |
$234K - $307K
|
3.7K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
69.9KNew |
$4.43M - $5.79M
|
69.9K
$5.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.16K- 7.14% |
$136K - $179K
|
28K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
11.1K+ 1.9% |
$703K - $920K
|
596K
$47.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.03K+ 0.87% |
$64.9K - $84.9K
|
119K
$9.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-13.8K- 2.19% |
$875K - $1.15M
|
617K
$49.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 3.63% |
$87.6K - $115K
|
39.5K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 7.9% |
$124K - $162K
|
26.7K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-80- 0.98% |
$5.06K - $6.63K
|
8.09K
$651K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10.6K- 68.95% |
$672K - $879K
|
4.78K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-25- 0.11% |
$1.58K - $2.07K
|
23.6K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-125- 3.34% |
$7.91K - $10.4K
|
3.62K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
37+ 0.31% |
$2.34K - $3.07K
|
12.1K
$971K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-599- 0.41% |
$37.9K - $49.6K
|
144K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
309+ 6.11% |
$19.6K - $25.6K
|
5.37K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.71K- 47.54% |
$298K - $390K
|
5.2K
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-14K- 3.28% |
$886K - $1.16M
|
413K
$33.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-574- 0.46% |
$36.3K - $47.6K
|
123K
$9.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-593- 2.46% |
$37.5K - $49.1K
|
23.5K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
237+ 7.55% |
$15K - $19.6K
|
3.38K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.34K+ 2.61% |
$84.9K - $111K
|
52.7K
$4.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.87K- 2.65% |
$308K - $404K
|
179K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
86.8KNew |
$5.49M - $7.19M
|
86.8K
$6.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-53.5K- 14.04% |
$3.39M - $4.43M
|
327K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
48New |
$3.04K - $3.98K
|
48
$3.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.39% |
$127 - $166
|
512
$41.2K
|