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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.54K- 49.4% |
$404K - $497K
|
6.7K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
48.4K+ 428.32% |
$2.99M - $3.68M
|
59.7K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-584- 15.55% |
$36.1K - $44.4K
|
3.17K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.32KNew |
$205K - $253K
|
3.32K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
16.6K+ 49.33% |
$1.02M - $1.26M
|
50.3K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
15KNew |
$926K - $1.14M
|
15K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-103K- 96.21% |
$6.34M - $7.81M
|
4.05K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-259K- 29.8% |
$16M - $19.7M
|
610K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-40.5K- 35.9% |
$2.5M - $3.08M
|
72.3K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
14.5KNew |
$894K - $1.1M
|
14.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
6.23KNew |
$385K - $474K
|
6.23K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
720+ 0.06% |
$44.5K - $54.8K
|
1.14M
$91.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.45K- 5.82% |
$89.8K - $111K
|
23.5K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-102K- 57.46% |
$6.28M - $7.74M
|
75.3K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47.9K- 23.71% |
$2.96M - $3.65M
|
154K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
130New |
$8.03K - $9.89K
|
130
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.66K- 18.11% |
$473K - $583K
|
34.6K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
154+ 270.18% |
$9.51K - $11.7K
|
211
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.66KNew |
$596K - $735K
|
9.66K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-17- 1.84% |
$1.05K - $1.29K
|
909
$73.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mount Capital LTD
|
BUY
|
- |
101K+ 22.29% |
$6.26M - $7.72M
|
557K
$44.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.79K- 25.92% |
$296K - $365K
|
13.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-14.5K- 41.88% |
$893K - $1.1M
|
20.1K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-19- 1.43% |
$1.17K - $1.45K
|
1.31K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 1.66% |
$556 - $685
|
550
$44.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
15.7K+ 8.56% |
$972K - $1.2M
|
200K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 27.27% |
$18.5K - $22.8K
|
800
$64.4K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
273+ 9.05% |
$16.9K - $20.8K
|
3.29K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
50KNew |
$3.09M - $3.8M
|
50K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
24KNew |
$1.48M - $1.83M
|
24K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
7.21K+ 25.34% |
$445K - $548K
|
35.6K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57- 17.48% |
$3.52K - $4.34K
|
269
$21.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
27.1KNew |
$1.67M - $2.06M
|
27.1K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
71.6K+ 42.62% |
$4.42M - $5.45M
|
240K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2+ 0.13% |
$123 - $152
|
1.54K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-90- 10.27% |
$5.56K - $6.85K
|
786
$63.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
224New |
$13.8K - $17K
|
224
$18K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
430K+ 171.66% |
$26.5M - $32.7M
|
681K
$54.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-132- 1.3% |
$8.15K - $10K
|
10K
$804K
|
|
|
Nov 13, 2024
Q3 2024
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
35KNew |
$2.16M - $2.66M
|
35K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.52K- 9.14% |
$155K - $192K
|
25K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.09% |
$66.2K - $81.6K
|
9.56K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.07K+ 20.13% |
$313K - $385K
|
30.2K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
3.63KNew |
$224K - $276K
|
3.63K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-3.96K- 16.61% |
$244K - $301K
|
19.9K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.79M- 83.83% |
$234M - $288M
|
731K
$58.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
105+ 0.18% |
$6.48K - $7.99K
|
59.8K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.34% |
$617 - $761
|
2.91K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.96KNew |
$615K - $758K
|
9.96K
$801K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.3K- 15.24% |
$142K - $175K
|
12.8K
$1.03M
|