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 04, 2025
Q4 2024
|
Veritas Asset Management LLP
|
BUY
|
- |
2.51MNew |
$159M - $208M
|
2.51M
$202M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.14K- 23.98% |
$515K - $675K
|
25.8K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.18M+ 13948.27% |
$74.7M - $97.8M
|
1.19M
$95.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.79K- 7.65% |
$177K - $231K
|
33.7K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5.36K- 9.62% |
$339K - $444K
|
50.3K
$4.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.02K- 2.38% |
$445K - $582K
|
288K
$23.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
326+ 6.94% |
$20.6K - $27K
|
5.02K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-349- 4.45% |
$22.1K - $28.9K
|
7.49K
$603K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-87- 32.46% |
$5.51K - $7.21K
|
181
$14.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
317+ 2.46% |
$20.1K - $26.3K
|
13.2K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
99+ 0.06% |
$6.27K - $8.2K
|
174K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
270+ 0.21% |
$17.1K - $22.4K
|
128K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
16.6K+ 39.2% |
$1.05M - $1.38M
|
58.9K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-149- 0.4% |
$9.43K - $12.3K
|
37.4K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.31K- 4.97% |
$146K - $192K
|
44.2K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.01K+ 13.43% |
$64K - $83.8K
|
8.54K
$687K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-119- 2.78% |
$7.53K - $9.86K
|
4.16K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16.6K- 77.53% |
$1.05M - $1.37M
|
4.81K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.33K- 8.97% |
$464K - $607K
|
74.4K
$5.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
211+ 2.73% |
$13.4K - $17.5K
|
7.93K
$638K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-35.4K- 2.16% |
$2.24M - $2.93M
|
1.6M
$129M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.83K- 8.8% |
$559K - $732K
|
91.5K
$7.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.26K+ 4.89% |
$396K - $518K
|
134K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
6+ 0.16% |
$380 - $497
|
3.67K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
376+ 2.72% |
$23.8K - $31.2K
|
14.2K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.69K+ 0.85% |
$107K - $140K
|
201K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
465+ 0.02% |
$29.4K - $38.5K
|
2.81M
$226M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
623New |
$39.4K - $51.6K
|
623
$50.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
718+ 0.44% |
$45.5K - $59.5K
|
162K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.5K- 56.69% |
$664K - $869K
|
8.02K
$645K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
52.8K+ 10.99% |
$3.35M - $4.38M
|
534K
$42.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
2.71KNew |
$171K - $224K
|
2.71K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-930- 9.84% |
$58.9K - $77.1K
|
8.53K
$686K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
166+ 1.27% |
$10.5K - $13.8K
|
13.2K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17+ 0.39% |
$1.08K - $1.41K
|
4.33K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-311- 1.5% |
$19.7K - $25.8K
|
20.4K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-817K- 7.07% |
$51.7M - $67.7M
|
10.7M
$863M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.4K- 47.11% |
$469K - $613K
|
8.31K
$669K
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-133- 1.44% |
$8.42K - $11K
|
9.12K
$733K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-37- 11.75% |
$2.34K - $3.07K
|
278
$22.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 0.04% |
$317 - $414
|
13.4K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-90- 1.24% |
$5.7K - $7.46K
|
7.17K
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.55K- 2.76% |
$161K - $211K
|
90K
$7.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
23K+ 10457.27% |
$1.46M - $1.91M
|
23.2K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
57K+ 296.88% |
$3.61M - $4.72M
|
76.2K
$6.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.89K+ 13.12% |
$119K - $156K
|
16.3K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
127+ 2.74% |
$8.04K - $10.5K
|
4.76K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.41K- 1.36% |
$89.5K - $117K
|
103K
$8.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 7.47% |
$110K - $144K
|
21.5K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.7K+ 2.99% |
$1.12M - $1.47M
|
610K
$49.1M
|