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
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.06% |
$127 - $166
|
3.18K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.96K- 17.28% |
$251K - $328K
|
18.9K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
144+ 0.31% |
$9.12K - $11.9K
|
46.5K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
7.9KNew |
$500K - $655K
|
7.9K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
610New |
$38.6K - $50.5K
|
610
$49.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
4.2KNew |
$266K - $348K
|
4.2K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
4.95KNew |
$313K - $410K
|
4.95K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.34% |
$63.3 - $82.9
|
298
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
411K+ 75.01% |
$26M - $34.1M
|
960K
$78.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
34.3KNew |
$2.17M - $2.84M
|
34.3K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
187K+ 24.92% |
$11.9M - $15.5M
|
939K
$76.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-3.78K- 20.64% |
$239K - $313K
|
14.5K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
81K+ 76.44% |
$5.13M - $6.71M
|
187K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-178- 2.26% |
$11.3K - $14.7K
|
7.7K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-115K- 79.74% |
$7.31M - $9.57M
|
29.3K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.09K+ 213.67% |
$69.3K - $90.6K
|
1.61K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43K- 2.07% |
$2.72M - $3.56M
|
2.04M
$167M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
90.4K+ 150.67% |
$5.72M - $7.49M
|
150K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20.5K- 7.84% |
$1.3M - $1.7M
|
242K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-464- 13.98% |
$29.4K - $38.4K
|
2.86K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.19K+ 13.7% |
$75.4K - $98.7K
|
9.89K
$809K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.89K- 7.96% |
$246K - $322K
|
44.9K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-40.4K- 11.12% |
$2.56M - $3.35M
|
323K
$26.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.04K- 0.56% |
$382K - $500K
|
1.08M
$88.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.52K- 0.44% |
$286K - $374K
|
1.02M
$83.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-181- 4.46% |
$11.5K - $15K
|
3.88K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
148K+ 15.74% |
$9.36M - $12.2M
|
1.09M
$89M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 84.1% |
$373K - $488K
|
12.9K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
567K+ 158.97% |
$35.9M - $46.9M
|
923K
$75.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-8.67K- 15.01% |
$549K - $718K
|
49.1K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-200- 6.25% |
$12.7K - $16.6K
|
3K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-635- 12.02% |
$40.2K - $52.6K
|
4.65K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.66K- 27.56% |
$485K - $635K
|
20.1K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-123- 2.38% |
$7.79K - $10.2K
|
5.04K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 24.61% |
$830K - $1.09M
|
40.2K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
206K+ 19.29% |
$13M - $17M
|
1.27M
$104M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
13.5K+ 17.49% |
$857K - $1.12M
|
91K
$7.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-184K- 23.39% |
$11.7M - $15.3M
|
603K
$49.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.03K+ 1.39% |
$128K - $168K
|
148K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
904K+ 494.97% |
$57.3M - $74.9M
|
1.09M
$89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-867- 8.01% |
$54.9K - $71.8K
|
9.95K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-17.3K- 7.16% |
$1.09M - $1.43M
|
224K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.01M- 93.57% |
$63.9M - $83.6M
|
69.4K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
430K+ 2.99% |
$27.2M - $35.6M
|
14.8M
$1.21B
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.47M- 23.57% |
$157M - $205M
|
8.02M
$656M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6.62K+ 68.88% |
$419K - $548K
|
16.2K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4.32KNew |
$273K - $358K
|
4.32K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-12- 0.29% |
$760 - $994
|
4.13K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.01KNew |
$191K - $250K
|
3.01K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.88K+ 0.73% |
$309K - $404K
|
674K
$55.2M
|