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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-118- 7.69% |
$8.26K - $9.31K
|
1.42K
$114K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.52KNew |
$457K - $514K
|
6.52K
$524K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.52K- 43.67% |
$177K - $199K
|
3.25K
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 23.08% |
$2.1K - $2.37K
|
100
$8.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
26.5KNew |
$1.85M - $2.09M
|
26.5K
$2.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-482- 1.09% |
$33.8K - $38K
|
43.8K
$3.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-96.1K- 27.97% |
$6.73M - $7.58M
|
247K
$19.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.26K- 23.54% |
$88.5K - $99.7K
|
4.11K
$330K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.18K- 41.41% |
$433K - $487K
|
8.74K
$703K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21.6K- 45.98% |
$1.52M - $1.71M
|
25.4K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
7.49K+ 38.33% |
$525K - $591K
|
27K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.8KNew |
$896K - $1.01M
|
12.8K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-92.2K- 98.09% |
$6.46M - $7.27M
|
1.8K
$144K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
16.5KNew |
$1.16M - $1.3M
|
16.5K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
11+ 0.3% |
$770 - $868
|
3.67K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$564K - $635K
|
8.05K
$647K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$70 - $78.9
|
4.42K
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.23K- 2.67% |
$86.1K - $97K
|
44.8K
$3.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
69.4KNew |
$4.86M - $5.48M
|
69.4K
$5.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-162- 4.55% |
$11.3K - $12.8K
|
3.4K
$273K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.28% |
$350 - $395
|
1.81K
$146K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-351- 10.44% |
$24.6K - $27.7K
|
3.01K
$242K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-70- 16.59% |
$4.9K - $5.52K
|
352
$28.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
5.45K+ 9.53% |
$382K - $430K
|
62.7K
$5.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
250KNew |
$17.5M - $19.7M
|
250K
$20.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-400- 6.11% |
$28K - $31.6K
|
6.14K
$494K
|
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
311KNew |
$21.8M - $24.5M
|
311K
$25M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 67.89% |
$155K - $175K
|
5.47K
$440K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.13% |
$70 - $78.9
|
798
$64.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-500- 92.76% |
$35K - $39.5K
|
39
$3.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.03% |
$70 - $78.9
|
3.35K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
400New |
$28K - $31.6K
|
400
$32.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
139+ 2.8% |
$9.73K - $11K
|
5.11K
$411K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
300+ 5.15% |
$21K - $23.7K
|
6.13K
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.14K- 35.03% |
$290K - $327K
|
7.69K
$618K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-99- 0.04% |
$6.93K - $7.81K
|
251K
$20.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-4.48K- 39.61% |
$314K - $353K
|
6.83K
$549K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3KNew |
$210K - $237K
|
3K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.81K+ 26.08% |
$127K - $143K
|
8.75K
$704K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
13.9KNew |
$972K - $1.1M
|
13.9K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-550- 23.06% |
$38.5K - $43.4K
|
1.84K
$148K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9- 2.03% |
$630 - $710
|
434
$34.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
126New |
$8.82K - $9.94K
|
126
$10.1K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
395New |
$27.7K - $31.2K
|
395
$31.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
505+ 12.43% |
$35.4K - $39.8K
|
4.57K
$367K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-93.7K- 84.03% |
$6.56M - $7.39M
|
17.8K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
271New |
$19K - $21.4K
|
271
$21.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-126- 57.27% |
$8.82K - $9.94K
|
94
$7.56K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-335- 6.8% |
$23.5K - $26.4K
|
4.6K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-345- 37.3% |
$24.2K - $27.2K
|
580
$46.7K
|