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 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.09% |
$309 - $380
|
5.46K
$439K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
399New |
$24.6K - $30.4K
|
399
$32.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.94K+ 10.13% |
$428K - $528K
|
75.4K
$6.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
383New |
$23.6K - $29.1K
|
383
$30.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-46.2K- 4.85% |
$2.85M - $3.51M
|
906K
$72.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 24.93% |
$133K - $164K
|
6.49K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.56% |
$1.23K - $1.52K
|
3.61K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-160- 2.38% |
$9.88K - $12.2K
|
6.56K
$527K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
149+ 62.61% |
$9.2K - $11.3K
|
387
$31.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 13.78% |
$37K - $45.6K
|
3.75K
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
50+ 0.53% |
$3.09K - $3.8K
|
9.5K
$764K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.11K - $1.37K
|
18
$1.45K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.82KNew |
$298K - $367K
|
4.82K
$388K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
65.5KNew |
$4.04M - $4.98M
|
65.5K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6+ 0.16% |
$370 - $456
|
3.67K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-33- 0.2% |
$2.04K - $2.51K
|
16.7K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.24% |
$4.32K - $5.33K
|
5.74K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 60.64% |
$77.1K - $94.9K
|
810
$65.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-16- 27.12% |
$988 - $1.22K
|
43
$3.46K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-747- 6.06% |
$46.1K - $56.8K
|
11.6K
$932K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-233- 3.47% |
$14.4K - $17.7K
|
6.48K
$521K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
200+ 200.0% |
$12.3K - $15.2K
|
300
$24.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-271- 5.68% |
$16.7K - $20.6K
|
4.5K
$362K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-82- 2.45% |
$5.06K - $6.24K
|
3.27K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 3.36% |
$926 - $1.14K
|
462
$37.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.08K- 48.32% |
$375K - $462K
|
6.5K
$523K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.62% |
$123 - $152
|
320
$25.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
19.1K+ 9.96% |
$1.18M - $1.45M
|
211K
$16.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.06KNew |
$559K - $689K
|
9.06K
$729K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-138- 16.37% |
$8.52K - $10.5K
|
705
$56.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.6% |
$123 - $152
|
331
$26.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
102+ 82.93% |
$6.3K - $7.76K
|
225
$18.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-511K- 59.1% |
$31.5M - $38.9M
|
353K
$28.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.51% |
$61.7 - $76.1
|
197
$15.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
25+ 0.72% |
$1.54K - $1.9K
|
3.49K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$6.17K - $7.61K
|
100
$8.04K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$3.4K - $4.18K
|
55
$4.42K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.34% |
$61.7 - $76.1
|
291
$23.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1.98K- 33.36% |
$122K - $151K
|
3.96K
$318K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.47K+ 8.9% |
$214K - $264K
|
42.5K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-165K- 29.39% |
$10.2M - $12.5M
|
396K
$31.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.15K- 16.53% |
$71K - $87.5K
|
5.81K
$467K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-185- 1.69% |
$11.4K - $14.1K
|
10.7K
$864K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.26% |
$679 - $837
|
4.29K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-74- 4.66% |
$4.57K - $5.63K
|
1.51K
$122K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
552+ 6.0% |
$34.1K - $42K
|
9.75K
$785K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-101- 2.72% |
$6.24K - $7.68K
|
3.62K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40.3K- 70.38% |
$2.49M - $3.07M
|
17K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 58.48% |
$6.17K - $7.61K
|
71
$5.71K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
299+ 24.0% |
$18.5K - $22.7K
|
1.55K
$124K
|