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, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
154+ 592.31% |
$7.29K - $8.8K
|
180
$14.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
87New |
$4.12K - $4.97K
|
87
$7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.26K- 13.23% |
$344K - $415K
|
47.6K
$3.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.57K- 10.35% |
$74.6K - $89.9K
|
13.6K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10KNew |
$474K - $572K
|
10K
$806K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-195- 3.08% |
$9.24K - $11.1K
|
6.13K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$237K - $286K
|
5K
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.21K+ 17.36% |
$104K - $126K
|
14.9K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
165New |
$7.82K - $9.43K
|
165
$13.3K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
125New |
$5.92K - $7.14K
|
125
$10.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.2K- 5.86% |
$104K - $126K
|
35.3K
$2.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.26K- 50.26% |
$59.7K - $72.1K
|
1.25K
$100K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-24.8K- 85.22% |
$1.17M - $1.42M
|
4.3K
$346K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.26KNew |
$296K - $358K
|
6.26K
$503K
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
20.8KNew |
$985K - $1.19M
|
20.8K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
BUY
|
- |
28.3KNew |
$1.34M - $1.62M
|
28.3K
$2.28M
|
|
|
Aug 07, 2023
Q2 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
5K+ 6.12% |
$237K - $286K
|
86.7K
$6.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
354New |
$16.8K - $20.2K
|
354
$28.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-4.4K- 30.0% |
$208K - $251K
|
10.3K
$826K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.04KNew |
$239K - $288K
|
5.04K
$405K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
4.31KNew |
$204K - $246K
|
4.31K
$347K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
251New |
$11.9K - $14.3K
|
251
$20.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300+ 150.0% |
$14.2K - $17.1K
|
500
$40.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-31- 0.68% |
$1.47K - $1.77K
|
4.51K
$363K
|
|
|
Aug 04, 2023
Q2 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
PUT |
63.4K+ 293.52% |
$3M - $3.62M
|
85K
$6.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Paralel Advisors LLC
|
BUY
|
- |
400K+ 114.29% |
$18.9M - $22.9M
|
750K
$60.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.92K+ 161.11% |
$422K - $509K
|
14.5K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50KNew |
$2.37M - $2.86M
|
50K
$4.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
149New |
$7.06K - $8.51K
|
149
$12K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
727+ 7.73% |
$34.4K - $41.5K
|
10.1K
$815K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-395- 39.3% |
$18.7K - $22.6K
|
610
$49.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4.59K- 85.17% |
$217K - $262K
|
799
$64.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16.5KNew |
$782K - $944K
|
16.5K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
4.49KNew |
$213K - $256K
|
4.49K
$361K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.27K+ 5.95% |
$60.2K - $72.6K
|
22.6K
$1.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
32.2KNew |
$1.53M - $1.84M
|
32.2K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-46- 2.13% |
$2.18K - $2.63K
|
2.11K
$170K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
250+ 3.35% |
$11.8K - $14.3K
|
7.71K
$620K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$23.7K - $28.6K
|
500
$40.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-108- 46.55% |
$5.12K - $6.17K
|
124
$9.97K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$4.74K - $5.71K
|
100
$8.04K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.8KNew |
$559K - $674K
|
11.8K
$949K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 5.13% |
$9.47K - $11.4K
|
3.7K
$298K
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-85.4K- 31.63% |
$4.05M - $4.88M
|
185K
$14.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
6.77K+ 16.26% |
$321K - $387K
|
48.4K
$3.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
14+ 0.47% |
$663 - $800
|
2.97K
$239K
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
33.6KNew |
$1.59M - $1.92M
|
33.6K
$2.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.7KNew |
$509K - $614K
|
10.7K
$864K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 0.58% |
$3.6K - $4.34K
|
13.1K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
40.7K+ 21.14% |
$1.93M - $2.33M
|
233K
$18.8M
|