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, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.42K+ 13.66% |
$596K - $780K
|
78.4K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.28K+ 52.35% |
$144K - $189K
|
6.64K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
832+ 6.03% |
$52.7K - $68.9K
|
14.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.09K+ 19.66% |
$259K - $339K
|
24.9K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-7.96K- 2.72% |
$504K - $659K
|
285K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
100K+ 987.59% |
$6.35M - $8.31M
|
110K
$9.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.77K+ 9.37% |
$365K - $478K
|
67.4K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9+ 0.18% |
$570 - $746
|
5.12K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.87K- 10.77% |
$498K - $652K
|
65.3K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.33K+ 12.55% |
$148K - $193K
|
20.9K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
48.4K+ 125.55% |
$3.07M - $4.01M
|
87K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
87.2K+ 20.26% |
$5.52M - $7.23M
|
518K
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-201K- 65.33% |
$12.8M - $16.7M
|
107K
$8.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-23.9K- 0.49% |
$1.51M - $1.98M
|
4.86M
$397M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-38.5K- 13.6% |
$2.43M - $3.19M
|
244K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.38M+ 431.0% |
$87.6M - $115M
|
1.71M
$140M
|
|
|
Feb 13, 2025
Q4 2024
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-39.3K- 2.07% |
$2.49M - $3.25M
|
1.86M
$152M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.34K+ 13.5% |
$148K - $194K
|
19.6K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-92.2K- 94.58% |
$5.84M - $7.64M
|
5.29K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50+ 8.91% |
$3.17K - $4.14K
|
611
$50K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
959+ 16.35% |
$60.7K - $79.5K
|
6.83K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.09K+ 5.77% |
$323K - $422K
|
93.4K
$7.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
348+ 37.42% |
$22K - $28.8K
|
1.28K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-666- 0.79% |
$42.2K - $55.2K
|
83.1K
$6.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
7.18K+ 6.56% |
$455K - $595K
|
117K
$9.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
22.5K+ 4.85% |
$1.42M - $1.86M
|
486K
$39.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-97.5K- 94.63% |
$6.17M - $8.08M
|
5.54K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.65K+ 40.73% |
$484K - $634K
|
26.4K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-50- 28.25% |
$3.17K - $4.14K
|
127
$10.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
16.9KNew |
$1.07M - $1.4M
|
16.9K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
958+ 9.22% |
$60.7K - $79.4K
|
11.4K
$929K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.41M- 43.63% |
$153M - $200M
|
3.12M
$255M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.26M+ 136.77% |
$79.8M - $104M
|
2.18M
$179M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-857- 4.77% |
$54.3K - $71K
|
17.1K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
366+ 0.18% |
$23.2K - $30.3K
|
201K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
2.8KNew |
$178K - $232K
|
2.8K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.37K+ 2.27% |
$86.9K - $114K
|
61.9K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30K+ 143.06% |
$1.9M - $2.48M
|
50.9K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-761- 16.38% |
$48.2K - $63K
|
3.88K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.64K+ 16.2% |
$420K - $550K
|
47.6K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
651+ 0.02% |
$41.2K - $53.9K
|
3.28M
$268M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.81K- 24.91% |
$115K - $150K
|
5.47K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6New |
$380 - $497
|
6
$491
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
120New |
$7.6K - $9.94K
|
120
$9.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.8K- 21.77% |
$936K - $1.22M
|
53.1K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.5K+ 17.69% |
$1.11M - $1.45M
|
116K
$9.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-565- 3.73% |
$35.8K - $46.8K
|
14.6K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.56KNew |
$352K - $461K
|
5.56K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 19.77% |
$198K - $260K
|
19K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
12.2K+ 1.3% |
$770K - $1.01M
|
948K
$77.6M
|