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 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
11.6K+ 26.25% |
$779K - $962K
|
55.6K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.43K+ 1.84% |
$433K - $535K
|
356K
$32.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-85.2K- 6.35% |
$5.74M - $7.09M
|
1.26M
$116M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
283+ 152.97% |
$19.1K - $23.6K
|
468
$43.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 49.72% |
$202K - $249K
|
3.03K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
134+ 3.14% |
$9.04K - $11.2K
|
4.4K
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.7K- 21.65% |
$654K - $808K
|
35.1K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-47- 0.86% |
$3.17K - $3.91K
|
5.39K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.45K+ 39.4% |
$435K - $537K
|
22.8K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
810K+ 4.89% |
$54.6M - $67.5M
|
17.4M
$1.6B
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
34.4KNew |
$2.32M - $2.87M
|
34.4K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-195K- 34.68% |
$13.1M - $16.2M
|
366K
$33.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
110New |
$7.42K - $9.16K
|
110
$10.2K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.56KNew |
$173K - $213K
|
2.56K
$236K
|
|
|
Feb 09, 2023
Q4 2022
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-45.2K- 5.86% |
$3.05M - $3.77M
|
726K
$67.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
41.6KNew |
$2.81M - $3.46M
|
41.6K
$3.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.33K- 19.92% |
$89.4K - $110K
|
5.33K
$492K
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-861- 1.18% |
$58.1K - $71.7K
|
72.2K
$6.67M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
400+ 49.08% |
$27K - $33.3K
|
1.22K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-25.1K- 27.77% |
$1.69M - $2.09M
|
65.4K
$6.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.07K- 28.29% |
$207K - $256K
|
7.79K
$719K
|
|
|
Feb 07, 2023
Q4 2022
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-2.15M- 18.49% |
$145M - $179M
|
9.5M
$877M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
70.5KNew |
$4.75M - $5.87M
|
70.5K
$6.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.42KNew |
$163K - $202K
|
2.42K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
70.1K+ 331.82% |
$4.73M - $5.84M
|
91.2K
$8.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
3.43KNew |
$231K - $286K
|
3.43K
$317K
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.21KNew |
$486K - $600K
|
7.21K
$666K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.7K- 2.84% |
$114K - $141K
|
57.9K
$5.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.12K- 5.68% |
$75.4K - $93.1K
|
18.6K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
697+ 9.94% |
$47K - $58K
|
7.71K
$712K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.77K- 40.65% |
$119K - $147K
|
2.58K
$238K
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24.9KNew |
$1.68M - $2.07M
|
24.9K
$2.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.48KNew |
$167K - $207K
|
2.48K
$229K
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-89.7K- 18.39% |
$6.05M - $7.47M
|
398K
$36.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-841- 6.39% |
$56.7K - $70K
|
12.3K
$1.14M
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
SELL
|
- |
-2.55K- 7.6% |
$172K - $212K
|
31K
$2.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-74- 1.27% |
$4.99K - $6.16K
|
5.76K
$531K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
4.65KNew |
$313K - $387K
|
4.65K
$429K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.78KNew |
$187K - $231K
|
2.78K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
118+ 0.27% |
$7.96K - $9.82K
|
43.2K
$3.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
53.6KNew |
$3.61M - $4.46M
|
53.6K
$4.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.94KNew |
$198K - $245K
|
2.94K
$272K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.37KNew |
$429K - $530K
|
6.37K
$588K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.94K- 22.39% |
$401K - $495K
|
20.6K
$1.9M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-300- 6.49% |
$20.2K - $25K
|
4.32K
$399K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
23.6K+ 464.4% |
$1.59M - $1.97M
|
28.7K
$2.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
23New |
$1.55K - $1.91K
|
23
$2.12K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-260- 3.56% |
$17.5K - $21.6K
|
7.04K
$650K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4KNew |
$270K - $333K
|
4K
$369K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
2.43KNew |
$164K - $202K
|
2.43K
$224K
|