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 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18.9K+ 15.87% |
$1.2M - $1.57M
|
138K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-45.2K- 9.08% |
$2.86M - $3.75M
|
453K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
44.7K+ 31.55% |
$2.83M - $3.7M
|
186K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-12.9K- 13.16% |
$817K - $1.07M
|
85.1K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.5K+ 14.86% |
$2.18M - $2.85M
|
266K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-31.4K- 24.14% |
$1.99M - $2.6M
|
98.7K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.5K+ 6.38% |
$94.8K - $124K
|
25K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
68.3K+ 105.11% |
$4.32M - $5.66M
|
133K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.16K- 20.98% |
$73.2K - $95.9K
|
4.36K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
17+ 0.24% |
$1.08K - $1.41K
|
7.19K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-543- 17.99% |
$34.4K - $45K
|
2.48K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16New |
$1.01K - $1.33K
|
16
$1.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
197+ 1.09% |
$12.5K - $16.3K
|
18.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-15- 0.15% |
$950 - $1.24K
|
10K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
120+ 56.34% |
$7.6K - $9.94K
|
333
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
155+ 4.3% |
$9.81K - $12.8K
|
3.76K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
32.5K+ 161.96% |
$2.06M - $2.7M
|
52.6K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-137- 1.59% |
$8.67K - $11.4K
|
8.49K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
18.9K+ 35.12% |
$1.2M - $1.57M
|
72.7K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Global Management LP
New York, NY |
BUY
|
- |
548KNew |
$34.7M - $45.4M
|
548K
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-420- 40.98% |
$26.6K - $34.8K
|
605
$49.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
580+ 0.28% |
$36.7K - $48.1K
|
206K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$765K - $1M
|
12.1K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
22.1KNew |
$1.4M - $1.83M
|
22.1K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19.7KNew |
$1.24M - $1.63M
|
19.7K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
40New |
$2.53K - $3.31K
|
40
$3.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
90New |
$5.7K - $7.46K
|
90
$7.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.89KNew |
$119K - $156K
|
1.89K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
5.46KNew |
$345K - $452K
|
5.46K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
16.5KNew |
$1.04M - $1.37M
|
16.5K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
43.9KNew |
$2.78M - $3.64M
|
43.9K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.49KNew |
$94.1K - $123K
|
1.49K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
195New |
$12.3K - $16.2K
|
195
$16K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$329K - $431K
|
5.2K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-796K- 72.36% |
$50.4M - $65.9M
|
304K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-343K- 1.51% |
$21.7M - $28.4M
|
22.4M
$1.83B
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 22.52% |
$153K - $200K
|
13.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-14.2K- 4.32% |
$897K - $1.17M
|
314K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.43K- 0.82% |
$407K - $533K
|
778K
$63.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.46M- 16.41% |
$92.7M - $121M
|
7.46M
$610M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-107- 2.11% |
$6.77K - $8.86K
|
4.96K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
68.1K+ 0.04% |
$4.31M - $5.64M
|
185M
$15.2B
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.1M+ 78.48% |
$69.7M - $91.2M
|
2.5M
$205M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86.1K+ 42.7% |
$5.45M - $7.13M
|
288K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
3.21MNew |
$203M - $266M
|
3.21M
$262M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-144K- 89.18% |
$9.11M - $11.9M
|
17.5K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
220K+ 122.59% |
$13.9M - $18.2M
|
399K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.62K+ 1.45% |
$419K - $549K
|
462K
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-107- 2.56% |
$6.77K - $8.86K
|
4.07K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
273K+ 255.76% |
$17.3M - $22.7M
|
380K
$31.1M
|