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
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
142+ 1.11% |
$8.99K - $11.8K
|
13K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-372- 0.14% |
$23.6K - $30.8K
|
266K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-37- 0.31% |
$2.34K - $3.07K
|
12K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-496- 0.06% |
$31.4K - $41.1K
|
798K
$65.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Harber Asset Management LLC
New York, NY |
SELL
|
- |
-22.8K- 9.58% |
$1.44M - $1.89M
|
215K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.79K+ 3235.9% |
$240K - $314K
|
3.9K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
79.1K+ 7.02% |
$5.01M - $6.55M
|
1.21M
$98.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-750- 26.09% |
$47.5K - $62.1K
|
2.13K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.59K- 16.4% |
$227K - $297K
|
18.3K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.02K+ 21.76% |
$255K - $333K
|
22.5K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.37K- 8.05% |
$150K - $196K
|
27.1K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.9K+ 251.52% |
$879K - $1.15M
|
19.4K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
16K+ 0.72% |
$1.02M - $1.33M
|
2.26M
$185M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.2KNew |
$76.1K - $99.6K
|
1.2K
$98.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.3KNew |
$399K - $522K
|
6.3K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
23KNew |
$1.46M - $1.9M
|
23K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.15K- 4.32% |
$72.8K - $95.3K
|
25.5K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-12.7K- 29.12% |
$803K - $1.05M
|
30.9K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
480+ 0.49% |
$30.4K - $39.8K
|
98.2K
$8.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-77- 1.13% |
$4.87K - $6.38K
|
6.72K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
375+ 7.5% |
$23.7K - $31.1K
|
5.38K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.99K+ 1.77% |
$442K - $579K
|
402K
$32.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-15K- 1.29% |
$951K - $1.24M
|
1.15M
$94.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-78.7K- 23.11% |
$4.98M - $6.52M
|
262K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 7.95% |
$754K - $987K
|
162K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.07K+ 5.47% |
$321K - $420K
|
97.8K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-933- 21.0% |
$59.1K - $77.3K
|
3.51K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
864K+ 1244.04% |
$54.7M - $71.6M
|
934K
$76.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
33.8K+ 5.95% |
$2.14M - $2.8M
|
602K
$49.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
161KNew |
$10.2M - $13.3M
|
161K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
201K+ 23.31% |
$12.7M - $16.7M
|
1.06M
$87.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
21.9K+ 119.26% |
$1.39M - $1.81M
|
40.3K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.88K+ 6.93% |
$119K - $156K
|
29.1K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
162+ 0.27% |
$10.3K - $13.4K
|
61.2K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-218K- 0.24% |
$13.8M - $18.1M
|
89.4M
$7.31B
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-429- 53.16% |
$27.2K - $35.5K
|
378
$30.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.36M- 60.28% |
$85.9M - $112M
|
893K
$73.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-150K- 69.78% |
$9.51M - $12.4M
|
65K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
519+ 4.17% |
$32.9K - $43K
|
13K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-6K- 17.7% |
$380K - $497K
|
27.9K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-8.13K- 16.72% |
$515K - $674K
|
40.5K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
147+ 0.19% |
$9.31K - $12.2K
|
77.3K
$6.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-8.39K- 63.07% |
$531K - $695K
|
4.91K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-528- 1.38% |
$33.4K - $43.7K
|
37.9K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
30K+ 1.43% |
$1.9M - $2.48M
|
2.12M
$174M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
701K+ 33.4% |
$44.4M - $58.1M
|
2.8M
$229M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-252K- 5.01% |
$16M - $20.9M
|
4.78M
$391M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-402K- 88.73% |
$25.5M - $33.3M
|
51.1K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4K+ 2.11% |
$782K - $1.02M
|
598K
$48.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
8KNew |
$506K - $663K
|
8K
$655K
|