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 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-917- 18.32% |
$58.1K - $76K
|
4.09K
$329K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.19K+ 345.35% |
$75.2K - $98.4K
|
1.53K
$123K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.94K+ 16.13% |
$186K - $243K
|
21.1K
$1.7M
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-5.95K- 1.24% |
$367K - $452K
|
475K
$38.2M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-6.74KClosed |
$416K - $513K
|
0
$0
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
182New |
$11.2K - $13.8K
|
182
$14.6K
|
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-4.05K- 23.83% |
$250K - $308K
|
12.9K
$1.04M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 17.64% |
$6.17K - $7.61K
|
667
$53.7K
|
|
|
Dec 23, 2024
Q3 2024
|
Dudley & Shanley, Inc.
|
BUY
|
- |
4.9K+ 2.08% |
$303K - $373K
|
240K
$19.3M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.8K+ 75.42% |
$1.16M - $1.43M
|
43.8K
$3.52M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.8KClosed |
$173K - $213K
|
0
$0
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.05K- 5.92% |
$64.8K - $79.9K
|
16.7K
$1.34M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-7.85K- 4.51% |
$484K - $597K
|
166K
$13.4M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
315+ 0.74% |
$19.4K - $24K
|
43K
$3.46M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.25K+ 30.18% |
$448K - $552K
|
31.3K
$2.52M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 11.11% |
$1.54K - $1.9K
|
200
$16.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
26+ 0.51% |
$1.61K - $1.98K
|
5.17K
$416K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.03K- 87.83% |
$310K - $382K
|
696
$56K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.16% |
$61.7 - $76.1
|
616
$49.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
203+ 9.82% |
$12.5K - $15.4K
|
2.27K
$183K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
16New |
$988 - $1.22K
|
16
$1.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-855- 17.99% |
$52.8K - $65K
|
3.9K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Fosun International LTD
|
SELL
|
- |
-6.15K- 29.09% |
$379K - $468K
|
15K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.33M- 99.98% |
$82.4M - $102M
|
258
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-84.8K- 97.98% |
$5.24M - $6.45M
|
1.75K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Hst Ventures, LLC
|
BUY
|
- |
240K+ 342.38% |
$14.8M - $18.2M
|
310K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-219- 6.97% |
$13.5K - $16.7K
|
2.92K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
14+ 0.37% |
$864 - $1.07K
|
3.76K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.28KNew |
$78.8K - $97.1K
|
1.28K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
135+ 9.7% |
$8.33K - $10.3K
|
1.53K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.55K- 0.72% |
$404K - $498K
|
907K
$73M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
569+ 9.39% |
$35.1K - $43.3K
|
6.63K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-1.1K- 52.38% |
$67.9K - $83.7K
|
1K
$80.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-286K- 57.69% |
$17.7M - $21.8M
|
210K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Theleme Partners LLP
London, X0 |
SELL
|
- |
-403K- 8.75% |
$24.9M - $30.7M
|
4.2M
$338M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
102+ 1.16% |
$6.3K - $7.76K
|
8.87K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.96K- 22.28% |
$121K - $149K
|
6.82K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
15.1KNew |
$934K - $1.15M
|
15.1K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-165- 4.04% |
$10.2K - $12.6K
|
3.92K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2- 0.11% |
$123 - $152
|
1.78K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
58+ 0.28% |
$3.58K - $4.41K
|
20.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9.84K+ 17.12% |
$607K - $749K
|
67.3K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
73.1KNew |
$4.51M - $5.56M
|
73.1K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
67.9K+ 21.14% |
$4.19M - $5.17M
|
389K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
14.6K+ 19.53% |
$899K - $1.11M
|
89.1K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
910K+ 33.56% |
$56.2M - $69.2M
|
3.62M
$291M
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-37K- 44.06% |
$2.28M - $2.81M
|
47K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.2K+ 258.72% |
$1.25M - $1.54M
|
28.1K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
26.6K+ 324.39% |
$1.64M - $2.02M
|
34.8K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.34M- 99.75% |
$82.6M - $102M
|
3.33K
$268K
|
|