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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
65+ 1.38% |
$4.12K - $5.39K
|
4.78K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.84KNew |
$243K - $318K
|
3.84K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3KNew |
$970K - $1.27M
|
15.3K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$63.3 - $82.9
|
723
$66.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-29- 18.35% |
$1.84K - $2.4K
|
129
$11.9K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$63.3 - $82.9
|
3.42K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.6K+ 1.51% |
$101K - $133K
|
108K
$9.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$311K - $406K
|
4.91K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12New |
$760 - $994
|
12
$1.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2.34K- 29.79% |
$148K - $193K
|
5.5K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
16.6KNew |
$1.05M - $1.37M
|
16.6K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
31.5KNew |
$1.99M - $2.61M
|
31.5K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-389- 0.93% |
$24.6K - $32.2K
|
41.7K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.06K- 30.72% |
$320K - $419K
|
11.4K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.8K+ 315.92% |
$747K - $978K
|
15.5K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
700New |
$44.3K - $58K
|
700
$64.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.41KNew |
$153K - $200K
|
2.41K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
2.8KNew |
$177K - $232K
|
2.8K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 115.0% |
$1.46K - $1.91K
|
43
$3.97K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-79- 1.76% |
$5K - $6.55K
|
4.42K
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
86.8KNew |
$5.49M - $7.19M
|
86.8K
$8.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
48New |
$3.04K - $3.98K
|
48
$4.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1K- 3.43% |
$63.3K - $82.9K
|
28.2K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$2.47K - $3.23K
|
39
$3.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 1.9% |
$1.14K - $1.49K
|
929
$85.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.3KNew |
$82.4K - $108K
|
1.3K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
53New |
$3.36K - $4.39K
|
53
$4.89K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.51KNew |
$95.7K - $125K
|
1.51K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7K+ 167.58% |
$2.2M - $2.88M
|
55.5K
$5.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
304+ 5.71% |
$19.2K - $25.2K
|
5.63K
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
710+ 3.04% |
$45K - $58.8K
|
24.1K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-990- 14.0% |
$62.7K - $82K
|
6.08K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.14K- 23.98% |
$515K - $675K
|
25.8K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-87- 32.46% |
$5.51K - $7.21K
|
181
$16.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
317+ 2.46% |
$20.1K - $26.3K
|
13.2K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17+ 0.39% |
$1.08K - $1.41K
|
4.33K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.4K- 47.11% |
$469K - $613K
|
8.31K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-90- 1.24% |
$5.7K - $7.46K
|
7.17K
$662K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
33.1K+ 217.05% |
$2.1M - $2.74M
|
48.4K
$4.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-200- 2.46% |
$12.7K - $16.6K
|
7.94K
$733K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
182New |
$11.5K - $15.1K
|
182
$16.8K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.71% |
$63.3 - $82.9
|
142
$13.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
217New |
$13.7K - $18K
|
217
$20K
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
3.33KNew |
$211K - $276K
|
3.33K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.45K+ 1.26% |
$155K - $203K
|
197K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$69.4K - $90.8K
|
1.1K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
248+ 40.86% |
$15.7K - $20.5K
|
855
$78.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
847+ 2.42% |
$53.6K - $70.2K
|
35.9K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.13KNew |
$135K - $176K
|
2.13K
$196K
|