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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.31M+ 9.81% |
$266M - $328M
|
48.3M
$3.63B
|
|
|
Dec 23, 2024
Q3 2024
|
Dudley & Shanley, Inc.
|
BUY
|
- |
4.9K+ 2.08% |
$303K - $373K
|
240K
$18M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-3.15KClosed |
$194K - $239K
|
0
$0
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
79+ 0.56% |
$4.88K - $6.01K
|
14.3K
$1.07M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.8K+ 75.42% |
$1.16M - $1.43M
|
43.8K
$3.29M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.8KClosed |
$173K - $213K
|
0
$0
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-608- 2.5% |
$37.5K - $46.3K
|
23.8K
$1.78M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.05K- 5.92% |
$64.8K - $79.9K
|
16.7K
$1.25M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-11.2K- 0.99% |
$689K - $849K
|
1.11M
$83.4M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-265- 5.72% |
$16.4K - $20.2K
|
4.37K
$328K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-12.8K- 22.79% |
$790K - $973K
|
43.3K
$3.25M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.19M- 11.62% |
$197M - $243M
|
24.3M
$1.82B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-22.6K- 7.94% |
$1.39M - $1.72M
|
262K
$19.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-7.85K- 4.51% |
$484K - $597K
|
166K
$12.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.21K+ 5.48% |
$75K - $92.4K
|
23.4K
$1.75M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
194KNew |
$12M - $14.8M
|
194K
$14.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$89.2K - $110K
|
58.5K
$4.39M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-322K- 95.03% |
$19.9M - $24.5M
|
16.8K
$1.26M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30.2K+ 68.98% |
$1.87M - $2.3M
|
74.1K
$5.56M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
315+ 0.74% |
$19.4K - $24K
|
43K
$3.23M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.64K+ 11.16% |
$225K - $277K
|
36.2K
$2.72M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.25K+ 30.18% |
$448K - $552K
|
31.3K
$2.35M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 11.11% |
$1.54K - $1.9K
|
200
$15K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-523- 0.8% |
$32.3K - $39.8K
|
64.9K
$4.87M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
498+ 4.76% |
$30.7K - $37.9K
|
11K
$822K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-132K- 54.08% |
$8.14M - $10M
|
112K
$8.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
26+ 0.51% |
$1.61K - $1.98K
|
5.17K
$388K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.03K- 87.83% |
$310K - $382K
|
696
$52.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.73K- 50.55% |
$354K - $436K
|
5.6K
$420K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-105K- 23.56% |
$6.47M - $7.97M
|
340K
$25.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
62K+ 11.86% |
$3.83M - $4.72M
|
585K
$43.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5K+ 125.52% |
$712K - $878K
|
20.7K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
89K+ 11.45% |
$5.49M - $6.77M
|
866K
$65M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.16% |
$61.7 - $76.1
|
616
$46.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.4K- 0.81% |
$334K - $411K
|
665K
$49.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
38KNew |
$2.35M - $2.89M
|
38K
$2.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-242- 3.29% |
$14.9K - $18.4K
|
7.11K
$534K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
742+ 1.88% |
$45.8K - $56.5K
|
40.1K
$3.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
203+ 9.82% |
$12.5K - $15.4K
|
2.27K
$170K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
997K+ 22.02% |
$61.6M - $75.9M
|
5.53M
$415M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
922KNew |
$56.9M - $70.1M
|
922K
$69.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
316+ 3.84% |
$19.5K - $24K
|
8.55K
$642K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
11.1KNew |
$685K - $845K
|
11.1K
$833K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
665+ 0.55% |
$41.1K - $50.6K
|
122K
$9.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
82+ 62.6% |
$5.06K - $6.24K
|
213
$16K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
177New |
$10.9K - $13.5K
|
177
$13.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-16K- 35.89% |
$987K - $1.22M
|
28.6K
$2.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-5- 0.02% |
$309 - $380
|
21.2K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-5.54K- 23.07% |
$342K - $421K
|
18.5K
$1.39M
|