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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.14K- 7.19% |
$135K - $177K
|
27.6K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
16.2KNew |
$1.03M - $1.34M
|
16.2K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
89+ 1.12% |
$5.63K - $7.37K
|
8.01K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.3K+ 10.09% |
$145K - $190K
|
25.1K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
113+ 0.18% |
$7.15K - $9.36K
|
64.3K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-8.43K- 10.64% |
$534K - $699K
|
70.8K
$5.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
19.2K+ 380.48% |
$1.22M - $1.59M
|
24.2K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-552- 7.92% |
$34.9K - $45.7K
|
6.42K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.29K- 14.09% |
$272K - $356K
|
26.2K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
131+ 0.03% |
$8.29K - $10.9K
|
458K
$36.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 27.97% |
$244K - $319K
|
9.91K
$797K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
163+ 7.49% |
$10.3K - $13.5K
|
2.34K
$188K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-409- 8.65% |
$25.9K - $33.9K
|
4.32K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-80- 0.15% |
$5.06K - $6.63K
|
54.5K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-46- 1.64% |
$2.91K - $3.81K
|
2.75K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-5.07K- 20.66% |
$321K - $420K
|
19.5K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.04% |
$2.47K - $3.23K
|
3.79K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.83K- 2.66% |
$116K - $152K
|
67K
$5.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 1.2% |
$11.1K - $14.5K
|
14.4K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-723- 1.14% |
$45.8K - $59.9K
|
62.9K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-559- 4.18% |
$35.4K - $46.3K
|
12.8K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.0% |
$12.7K - $16.6K
|
9.8K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-227- 0.53% |
$14.4K - $18.8K
|
42.3K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-300- 0.51% |
$19K - $24.9K
|
58.7K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-983- 2.32% |
$62.2K - $81.4K
|
41.3K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
964+ 4.74% |
$61K - $79.9K
|
21.3K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.92KNew |
$185K - $242K
|
2.92K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
437+ 8.76% |
$27.7K - $36.2K
|
5.42K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-285- 6.81% |
$18K - $23.6K
|
3.9K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-805- 0.92% |
$51K - $66.7K
|
86.5K
$6.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-45- 0.56% |
$2.85K - $3.73K
|
7.96K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
81+ 0.77% |
$5.13K - $6.71K
|
10.6K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-17- 0.04% |
$1.08K - $1.41K
|
42.8K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-75- 3.45% |
$4.75K - $6.21K
|
2.1K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$443 - $580
|
5.49K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-162- 1.17% |
$10.3K - $13.4K
|
13.7K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.91K+ 23.09% |
$121K - $158K
|
10.2K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-72- 1.11% |
$4.56K - $5.97K
|
6.44K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.24K+ 0.86% |
$78.3K - $102K
|
145K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-22.6K- 10.59% |
$1.43M - $1.87M
|
191K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$190K - $249K
|
3K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3K+ 4.08% |
$652K - $854K
|
263K
$21.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.22K+ 5.57% |
$77K - $101K
|
23.1K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$317 - $414
|
5
$402
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
422+ 1.67% |
$26.7K - $35K
|
25.7K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 0.78% |
$31.7K - $41.4K
|
63.9K
$5.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
309+ 1.34% |
$19.6K - $25.6K
|
23.4K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-10- 0.06% |
$633 - $829
|
17.5K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-16.3K- 2.14% |
$1.03M - $1.35M
|
746K
$60M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-182- 0.83% |
$11.5K - $15.1K
|
21.8K
$1.76M
|