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 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
10.7KNew |
$675K - $884K
|
10.7K
$858K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.46K+ 19.28% |
$156K - $204K
|
15.2K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.41K+ 41.05% |
$89.3K - $117K
|
4.85K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-458- 4.56% |
$29K - $37.9K
|
9.59K
$771K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
105KNew |
$6.64M - $8.69M
|
105K
$8.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
148+ 2.81% |
$9.37K - $12.3K
|
5.41K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
844+ 2.55% |
$53.4K - $69.9K
|
34K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-113K- 31.99% |
$7.17M - $9.38M
|
241K
$19.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-115- 2.16% |
$7.28K - $9.53K
|
5.22K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23.4K+ 230.08% |
$1.48M - $1.94M
|
33.5K
$2.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-402- 5.96% |
$25.5K - $33.3K
|
6.34K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
57+ 0.86% |
$3.61K - $4.72K
|
6.67K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
380+ 27.94% |
$24.1K - $31.5K
|
1.74K
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
680+ 6.27% |
$43.1K - $56.3K
|
11.5K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-251- 7.09% |
$15.9K - $20.8K
|
3.29K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
527+ 6.15% |
$33.4K - $43.7K
|
9.1K
$732K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.79% |
$3.74K - $4.89K
|
3.35K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.1K+ 10.21% |
$69.6K - $91.1K
|
11.9K
$954K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
83+ 0.53% |
$5.25K - $6.88K
|
15.9K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.57K+ 50.6% |
$99.1K - $130K
|
4.66K
$375K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-964- 11.16% |
$61K - $79.9K
|
7.68K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.1K- 6.91% |
$196K - $257K
|
41.8K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.59K- 3.37% |
$101K - $132K
|
45.6K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
212+ 13.43% |
$13.4K - $17.6K
|
1.79K
$144K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.7KNew |
$361K - $472K
|
5.7K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-392- 6.68% |
$24.8K - $32.5K
|
5.47K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-99- 3.62% |
$6.27K - $8.2K
|
2.64K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
364+ 1.92% |
$23K - $30.2K
|
19.3K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.1K+ 13.92% |
$133K - $174K
|
17.2K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
492+ 1.32% |
$31.1K - $40.8K
|
37.9K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.41KNew |
$216K - $283K
|
3.41K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-121- 2.69% |
$7.66K - $10K
|
4.38K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-279- 0.42% |
$17.7K - $23.1K
|
66.9K
$5.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
51+ 0.52% |
$3.23K - $4.23K
|
9.8K
$788K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
59+ 1.51% |
$3.74K - $4.89K
|
3.97K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-120- 0.55% |
$7.6K - $9.94K
|
21.9K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28+ 0.82% |
$1.77K - $2.32K
|
3.44K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.79K- 13.2% |
$113K - $148K
|
11.8K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
295+ 1.08% |
$18.7K - $24.4K
|
27.6K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.79K+ 25.9% |
$240K - $314K
|
18.4K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.63K+ 1.49% |
$166K - $218K
|
180K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
361K+ 31.69% |
$22.8M - $29.9M
|
1.5M
$121M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.97K- 12.49% |
$188K - $246K
|
20.8K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.48KNew |
$220K - $288K
|
3.48K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
172+ 2.96% |
$10.9K - $14.3K
|
5.99K
$482K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5.45K- 5.81% |
$345K - $451K
|
88.4K
$7.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.24K+ 6830.65% |
$268K - $351K
|
4.3K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.74KNew |
$173K - $227K
|
2.74K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 12.84% |
$22.2K - $29K
|
3.08K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.13% |
$253 - $331
|
3.15K
$254K
|