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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-250- 3.34% |
$15.4K - $19K
|
7.23K
$581K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.52% |
$61.7 - $76.1
|
192
$15.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-216- 1.44% |
$13.3K - $16.4K
|
14.8K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-728- 7.01% |
$44.9K - $55.4K
|
9.66K
$777K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
100New |
$6.17K - $7.61K
|
100
$8.04K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
104+ 3.72% |
$6.42K - $7.91K
|
2.9K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-19- 0.51% |
$1.17K - $1.45K
|
3.69K
$297K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
37New |
$2.28K - $2.81K
|
37
$2.98K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
928+ 682.35% |
$57.3K - $70.6K
|
1.06K
$85.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.02% |
$123 - $152
|
11K
$883K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
320+ 10.55% |
$19.8K - $24.3K
|
3.35K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-152- 0.63% |
$9.38K - $11.6K
|
24K
$1.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$30.9K - $38K
|
500
$40.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-50- 7.69% |
$3.09K - $3.8K
|
600
$48.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.29K
|
17
$1.37K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
20.3KNew |
$1.25M - $1.54M
|
20.3K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-43- 1.27% |
$2.65K - $3.27K
|
3.36K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
33+ 0.34% |
$2.04K - $2.51K
|
9.87K
$794K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-425- 1.8% |
$26.2K - $32.3K
|
23.1K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 7.73% |
$81.6K - $101K
|
15.8K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46New |
$2.84K - $3.5K
|
46
$3.7K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-13.7K- 53.52% |
$846K - $1.04M
|
11.9K
$957K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2- 0.05% |
$123 - $152
|
3.69K
$297K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
83New |
$5.12K - $6.31K
|
83
$6.68K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
850+ 152.33% |
$52.5K - $64.7K
|
1.41K
$113K
|
|
| Q2 2024 | |||||||
|
Feb 21, 2025
Q2 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-115KClosed |
$8.05M - $9.07M
|
0
$0
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.9KNew |
$413K - $465K
|
5.9K
$475K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.82KNew |
$477K - $538K
|
6.82K
$548K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
13.4KNew |
$941K - $1.06M
|
13.4K
$1.08M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
19New |
$1.33K - $1.5K
|
19
$1.53K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
122New |
$8.54K - $9.63K
|
122
$9.81K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.25K- 41.15% |
$87.5K - $98.6K
|
1.79K
$144K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7New |
$490 - $552
|
7
$563
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
3.93KNew |
$275K - $310K
|
3.93K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-446K- 25.85% |
$31.3M - $35.2M
|
1.28M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-250- 3.52% |
$17.5K - $19.7K
|
6.85K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 23.36% |
$70K - $78.9K
|
5.28K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
102KNew |
$7.16M - $8.06M
|
102K
$8.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-3.06K- 14.01% |
$214K - $241K
|
18.8K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-361- 10.2% |
$25.3K - $28.5K
|
3.18K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-404K- 54.72% |
$28.3M - $31.9M
|
335K
$26.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.25K- 4.92% |
$87.8K - $98.9K
|
24.2K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
156K+ 16.76% |
$10.9M - $12.3M
|
1.09M
$87.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
11.3K+ 240.22% |
$791K - $892K
|
16K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.38KNew |
$236K - $266K
|
3.38K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.81KNew |
$407K - $458K
|
5.81K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-15.9K- 4.62% |
$1.12M - $1.26M
|
329K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.39% |
$140 - $158
|
514
$41.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
418+ 0.68% |
$29.3K - $33K
|
61.9K
$4.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
151K+ 0.66% |
$10.6M - $11.9M
|
22.9M
$1.84B
|
|