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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-642K- 18.01% |
$39.7M - $48.9M
|
2.93M
$220M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
13.6K+ 4.68% |
$838K - $1.03M
|
304K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.9K- 17.85% |
$117K - $144K
|
8.74K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-74- 1.4% |
$4.57K - $5.63K
|
5.23K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 13.66% |
$1.54K - $1.9K
|
158
$11.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-339- 1.91% |
$20.9K - $25.8K
|
17.4K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
32.2K+ 2.84% |
$1.99M - $2.45M
|
1.17M
$87.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
937K+ 16.67% |
$57.9M - $71.3M
|
6.56M
$492M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.1K- 11.18% |
$686K - $846K
|
88.3K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.8K+ 16.41% |
$2.95M - $3.64M
|
339K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
24KNew |
$1.48M - $1.83M
|
24K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
322K+ 12.12% |
$19.9M - $24.5M
|
2.98M
$223M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-13.2K- 9.07% |
$815K - $1M
|
132K
$9.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-190K- 99.58% |
$11.7M - $14.5M
|
807
$60.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-482K- 3.36% |
$29.8M - $36.7M
|
13.9M
$1.04B
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-74.1K- 66.3% |
$4.57M - $5.63M
|
37.6K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
41.9K+ 2.04% |
$2.59M - $3.19M
|
2.09M
$157M
|
|
|
Nov 13, 2024
Q3 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
66K+ 7.58% |
$4.07M - $5.02M
|
936K
$70.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 8.77% |
$150K - $184K
|
25.2K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
129K+ 26.51% |
$7.94M - $9.79M
|
614K
$46.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.58M+ 35.14% |
$97.7M - $120M
|
6.09M
$457M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
7.21K+ 25.34% |
$445K - $548K
|
35.6K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
354+ 4.71% |
$21.9K - $26.9K
|
7.88K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.3K- 2.83% |
$142K - $175K
|
79K
$5.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.28KNew |
$202K - $249K
|
3.28K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.94K- 3.24% |
$119K - $147K
|
57.7K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
72+ 1.01% |
$4.45K - $5.48K
|
7.17K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.29K+ 40.83% |
$203K - $250K
|
11.4K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
89.8K+ 32.15% |
$5.54M - $6.83M
|
369K
$27.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-19.2K- 65.5% |
$1.19M - $1.46M
|
10.1K
$759K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57- 17.48% |
$3.52K - $4.34K
|
269
$20.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-119- 0.9% |
$7.35K - $9.05K
|
13.1K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.75K- 2.78% |
$108K - $133K
|
61K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
473K+ 10.94% |
$29.2M - $36M
|
4.8M
$360M
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.22K+ 4.3% |
$261K - $321K
|
102K
$7.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.9K- 2.44% |
$611K - $753K
|
395K
$29.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.79K- 5.9% |
$234K - $288K
|
60.5K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-99- 2.18% |
$6.11K - $7.53K
|
4.44K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.47KNew |
$214K - $264K
|
3.47K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
741K+ 111.97% |
$45.7M - $56.4M
|
1.4M
$105M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
8.74K+ 16.69% |
$539K - $665K
|
61.1K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.89M+ 528.64% |
$117M - $144M
|
2.25M
$169M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
215KNew |
$13.3M - $16.4M
|
215K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
269+ 2.21% |
$16.6K - $20.5K
|
12.5K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 1.02% |
$1.42K - $1.75K
|
2.23K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
27.1KNew |
$1.67M - $2.06M
|
27.1K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 0.79% |
$190K - $234K
|
387K
$29.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
86.1K+ 14.74% |
$5.31M - $6.55M
|
670K
$50.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.9K- 1.09% |
$670K - $826K
|
982K
$73.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
486+ 0.61% |
$30K - $37K
|
80K
$6M
|