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 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-25- 0.46% |
$1.58K - $2.07K
|
5.4K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
646+ 3.23% |
$40.9K - $53.5K
|
20.6K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-11.8K- 54.19% |
$750K - $982K
|
10K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
695+ 4.41% |
$44K - $57.6K
|
16.5K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.79K- 97.82% |
$113K - $148K
|
40
$3.22K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 20.0% |
$1.2K - $1.57K
|
114
$9.17K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3.36K- 6.12% |
$213K - $278K
|
51.5K
$4.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.1K- 26.5% |
$196K - $257K
|
8.6K
$692K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.1K+ 78.52% |
$69.6K - $91.1K
|
2.5K
$201K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
380+ 0.04% |
$24.1K - $31.5K
|
938K
$75.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
436+ 4.75% |
$27.6K - $36.1K
|
9.62K
$774K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 2.05% |
$2.66K - $3.48K
|
2.01K
$161K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-844- 6.04% |
$53.4K - $69.9K
|
13.1K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.4K- 30.08% |
$405K - $531K
|
14.9K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 173.78% |
$70.1K - $91.7K
|
1.74K
$140K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 9.19% |
$19.4K - $25.4K
|
3.02K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-5.03K- 2.91% |
$318K - $416K
|
168K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-103- 3.42% |
$6.52K - $8.53K
|
2.91K
$234K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
451+ 5.11% |
$28.6K - $37.4K
|
9.28K
$746K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-116- 1.57% |
$7.34K - $9.61K
|
7.29K
$587K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-20.6K- 5.99% |
$1.31M - $1.71M
|
324K
$26.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-880K- 98.91% |
$55.7M - $72.9M
|
9.74K
$784K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$219K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16+ 0.38% |
$1.01K - $1.33K
|
4.28K
$344K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.06% |
$127 - $166
|
3.6K
$289K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
144+ 2.46% |
$9.12K - $11.9K
|
6K
$482K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-33- 0.03% |
$2.09K - $2.73K
|
99.1K
$7.97M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8.16K+ 16.33% |
$516K - $676K
|
58.1K
$4.67M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 8.24% |
$2.91K - $3.81K
|
604
$48.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.62K- 9.71% |
$166K - $217K
|
24.3K
$1.96M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6.74K+ 1130.7% |
$427K - $558K
|
7.34K
$590K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
962+ 13.26% |
$60.9K - $79.7K
|
8.22K
$661K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 0.98% |
$506 - $663
|
812
$65.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.85% |
$138K - $181K
|
74.3K
$5.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.38K+ 82.28% |
$87.6K - $115K
|
3.07K
$247K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-50- 1.3% |
$3.17K - $4.14K
|
3.79K
$304K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 2.03% |
$6.33K - $8.29K
|
4.83K
$389K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.5K+ 6.15% |
$475K - $621K
|
129K
$10.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
279+ 0.97% |
$17.7K - $23.1K
|
28.9K
$2.33M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.64% |
$3.17K - $4.14K
|
7.81K
$628K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.08KNew |
$195K - $255K
|
3.08K
$248K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.92% |
$3.17K - $4.14K
|
5.4K
$434K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
1.38K+ 4.86% |
$87.6K - $115K
|
29.9K
$2.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-91.8K- 72.89% |
$5.81M - $7.61M
|
34.1K
$2.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.09K+ 6.73% |
$132K - $173K
|
33.2K
$2.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-125- 0.95% |
$7.91K - $10.4K
|
13.1K
$1.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
993+ 2.19% |
$62.9K - $82.3K
|
46.3K
$3.72M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.26K+ 10.26% |
$206K - $270K
|
35K
$2.82M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.8K+ 3.78% |
$178K - $232K
|
76.9K
$6.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
109+ 1.49% |
$6.9K - $9.03K
|
7.42K
$597K
|