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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-774- 2.33% |
$49K - $64.1K
|
32.4K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-6.24K- 9.45% |
$395K - $517K
|
59.8K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.15K- 1.23% |
$579K - $758K
|
731K
$58.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 40.0% |
$2.28K - $2.98K
|
126
$10.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-26.8K- 0.83% |
$1.7M - $2.22M
|
3.21M
$258M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.61K+ 2.29% |
$102K - $133K
|
71.8K
$5.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.92KNew |
$185K - $242K
|
2.92K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
114+ 9.08% |
$7.22K - $9.44K
|
1.37K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-911- 4.98% |
$57.7K - $75.5K
|
17.4K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
15+ 22.39% |
$950 - $1.24K
|
82
$6.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8.2KNew |
$519K - $679K
|
8.2K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-421- 4.74% |
$26.7K - $34.9K
|
8.45K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.34K+ 19.99% |
$84.8K - $111K
|
8.04K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-84- 0.59% |
$5.32K - $6.96K
|
14.2K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.1% |
$317 - $414
|
4.87K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.01K- 6.76% |
$190K - $249K
|
41.5K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-514- 5.36% |
$32.5K - $42.6K
|
9.07K
$730K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
70+ 0.57% |
$4.43K - $5.8K
|
12.3K
$987K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.3KNew |
$1.03M - $1.35M
|
16.3K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-885- 4.8% |
$56K - $73.3K
|
17.5K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.37% |
$63.3 - $82.9
|
268
$21.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.8K+ 10.09% |
$1.13M - $1.48M
|
194K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
195K+ 5.82% |
$12.3M - $16.1M
|
3.54M
$285M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 4.2% |
$31.7K - $41.4K
|
11.4K
$918K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
781+ 1.59% |
$49.4K - $64.7K
|
49.9K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.17K- 1.42% |
$201K - $263K
|
220K
$17.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.15K- 31.41% |
$72.6K - $95K
|
2.51K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.29K- 25.27% |
$81.6K - $107K
|
3.81K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
694+ 2238.71% |
$43.9K - $57.5K
|
725
$58.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
834New |
$52.8K - $69.1K
|
834
$67.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62+ 1.89% |
$3.93K - $5.14K
|
3.34K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
750+ 11.28% |
$47.5K - $62.1K
|
7.4K
$595K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
35.4K+ 241.96% |
$2.24M - $2.93M
|
50K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
256+ 3.59% |
$16.2K - $21.2K
|
7.38K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-12.3K- 15.61% |
$777K - $1.02M
|
66.4K
$5.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.04K+ 89.51% |
$382K - $500K
|
12.8K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
451+ 12.49% |
$28.6K - $37.4K
|
4.06K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
309+ 1.61% |
$19.6K - $25.6K
|
19.5K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
890+ 1.07% |
$56.3K - $73.7K
|
84.4K
$6.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-105- 2.42% |
$6.65K - $8.7K
|
4.24K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.04K+ 1.68% |
$129K - $169K
|
124K
$9.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.48K- 6.5% |
$157K - $206K
|
35.7K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.67K+ 24.29% |
$106K - $139K
|
8.56K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-2.15K- 17.83% |
$136K - $178K
|
9.89K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
4.2KNew |
$266K - $348K
|
4.2K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.71K- 2.31% |
$108K - $142K
|
72.4K
$5.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-571- 1.14% |
$36.2K - $47.3K
|
49.4K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.2K+ 114.84% |
$1.66M - $2.17M
|
49.1K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.4K+ 3.61% |
$279K - $365K
|
126K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-25.9K- 27.23% |
$1.64M - $2.15M
|
69.3K
$5.57M
|