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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-21K- 12.65% |
$1.33M - $1.74M
|
145K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.08K- 8.0% |
$195K - $255K
|
35.4K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
552+ 5.37% |
$34.9K - $45.7K
|
10.8K
$871K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$63.3 - $82.9
|
396
$31.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.73K- 86.82% |
$363K - $475K
|
870
$70K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.97K- 5.19% |
$124K - $163K
|
35.9K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.99KNew |
$189K - $247K
|
2.99K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-223- 0.18% |
$14.1K - $18.5K
|
121K
$9.75M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.8KNew |
$304K - $398K
|
4.8K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.89K+ 0.97% |
$120K - $157K
|
196K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-405- 0.63% |
$25.6K - $33.6K
|
63.9K
$5.14M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
78+ 0.36% |
$4.94K - $6.46K
|
21.9K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
892+ 0.71% |
$56.5K - $73.9K
|
127K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-700- 9.56% |
$44.3K - $58K
|
6.62K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
35+ 0.96% |
$2.22K - $2.9K
|
3.7K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-724- 4.32% |
$45.8K - $60K
|
16K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-250- 1.23% |
$15.8K - $20.7K
|
20.2K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.29K- 16.9% |
$145K - $189K
|
11.2K
$904K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-123- 1.28% |
$7.79K - $10.2K
|
9.48K
$762K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
141+ 1.14% |
$8.93K - $11.7K
|
12.5K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.59K+ 3.54% |
$227K - $297K
|
105K
$8.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-346- 3.52% |
$21.9K - $28.7K
|
9.5K
$764K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
71.5K+ 2.83% |
$4.52M - $5.92M
|
2.59M
$209M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-303- 5.23% |
$19.2K - $25.1K
|
5.49K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-114- 2.72% |
$7.22K - $9.44K
|
4.08K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-764- 10.29% |
$48.4K - $63.3K
|
6.66K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$633K - $829K
|
10K
$804K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.83K+ 7.21% |
$179K - $234K
|
42K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 2.61% |
$14K - $18.3K
|
8.69K
$699K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-499- 7.02% |
$31.6K - $41.3K
|
6.61K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
811+ 0.18% |
$51.3K - $67.2K
|
460K
$37M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.5K- 94.33% |
$475K - $621K
|
451
$36.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-858- 2.1% |
$54.3K - $71.1K
|
39.9K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 2.62% |
$85.1K - $111K
|
50K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
217+ 4.96% |
$13.7K - $18K
|
4.59K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-501- 8.94% |
$31.7K - $41.5K
|
5.1K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
396+ 104.76% |
$25.1K - $32.8K
|
774
$62.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
625+ 3.67% |
$39.6K - $51.8K
|
17.7K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
175+ 0.63% |
$11.1K - $14.5K
|
28.1K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 2.27% |
$836K - $1.09M
|
569K
$45.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-793- 3.19% |
$50.2K - $65.7K
|
24.1K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$10.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.89K- 10.03% |
$373K - $488K
|
52.8K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
36+ 0.5% |
$2.28K - $2.98K
|
7.3K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.04% |
$127 - $166
|
5.38K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.12K+ 49.86% |
$134K - $176K
|
6.37K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-566- 4.92% |
$35.8K - $46.9K
|
10.9K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-116- 11.49% |
$7.34K - $9.61K
|
894
$71.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-250- 7.52% |
$15.8K - $20.7K
|
3.07K
$247K
|