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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21+ 0.36% |
$1.33K - $1.74K
|
5.92K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
873+ 13.88% |
$55.3K - $72.3K
|
7.16K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-433- 2.95% |
$27.4K - $35.9K
|
14.2K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
31.9K+ 9.58% |
$2.02M - $2.64M
|
365K
$29.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
100+ 0.43% |
$6.33K - $8.29K
|
23.2K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.07K+ 8.55% |
$384K - $503K
|
77K
$6.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 13.03% |
$76.5K - $100K
|
8.07K
$649K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
79+ 0.14% |
$5K - $6.55K
|
56.6K
$4.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-393- 0.31% |
$24.9K - $32.6K
|
125K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.45KNew |
$218K - $286K
|
3.45K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
624KNew |
$39.5M - $51.7M
|
624K
$50.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
651+ 11.95% |
$41.2K - $53.9K
|
6.1K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.39K- 22.39% |
$404K - $529K
|
22.1K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
39+ 0.78% |
$2.47K - $3.23K
|
5.04K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.03K+ 1.39% |
$192K - $251K
|
221K
$17.7M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-108- 3.36% |
$6.84K - $8.95K
|
3.11K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
37New |
$2.34K - $3.07K
|
37
$2.98K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-557- 1.75% |
$35.3K - $46.1K
|
31.3K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
749+ 6.01% |
$47.4K - $62.1K
|
13.2K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23New |
$1.46K - $1.91K
|
23
$1.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.19K- 11.22% |
$392K - $512K
|
48.9K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 10.74% |
$69.5K - $91K
|
9.13K
$734K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-2.86K- 13.08% |
$181K - $237K
|
19K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.12KNew |
$71.1K - $93K
|
1.12K
$90.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.22% |
$1.58K - $2.07K
|
11.4K
$914K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-177K- 69.16% |
$11.2M - $14.7M
|
79K
$6.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.61K- 22.25% |
$229K - $299K
|
12.6K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
567+ 1.15% |
$35.9K - $47K
|
50K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
167K+ 364.88% |
$10.6M - $13.8M
|
213K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-160- 3.22% |
$10.1K - $13.3K
|
4.81K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-381- 11.55% |
$24.1K - $31.6K
|
2.92K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 1.51% |
$11K - $14.3K
|
11.3K
$908K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
208+ 3.44% |
$13.2K - $17.2K
|
6.26K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-300- 3.02% |
$19K - $24.9K
|
9.64K
$776K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.34K- 14.8% |
$148K - $194K
|
13.5K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-197- 4.63% |
$12.5K - $16.3K
|
4.05K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.23K+ 8.71% |
$268K - $351K
|
52.8K
$4.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
673New |
$42.6K - $55.8K
|
673
$54.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
14.8KNew |
$935K - $1.22M
|
14.8K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
1.11K+ 0.53% |
$70K - $91.5K
|
210K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33- 0.98% |
$2.09K - $2.73K
|
3.32K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.44KNew |
$281K - $367K
|
4.44K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 1.69% |
$7.91K - $10.4K
|
7.52K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
88+ 0.67% |
$5.57K - $7.29K
|
13.2K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.22K- 11.69% |
$204K - $267K
|
24.3K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 3.15% |
$3.99K - $5.22K
|
1.94K
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.91% |
$82.3K - $108K
|
69.2K
$5.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-332- 6.71% |
$21K - $27.5K
|
4.62K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3KNew |
$190K - $249K
|
3K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-229- 4.05% |
$14.5K - $19K
|
5.42K
$436K
|