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 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
311K+ 28.97% |
$19.2M - $23.7M
|
1.39M
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.35K- 3.19% |
$145K - $179K
|
71.4K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
470+ 0.43% |
$29K - $35.8K
|
110K
$8.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.71M+ 6.35% |
$106M - $130M
|
28.7M
$2.15B
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-28.1K- 3.97% |
$1.74M - $2.14M
|
680K
$51M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.53K+ 6.75% |
$94.2K - $116K
|
24.1K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-762- 14.82% |
$47K - $58K
|
4.38K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-387K- 19.96% |
$23.9M - $29.5M
|
1.55M
$117M
|
|
|
Nov 12, 2024
Q3 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
5.19M+ 40.08% |
$320M - $395M
|
18.1M
$1.36B
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-813K- 87.26% |
$50.2M - $61.8M
|
119K
$8.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-65- 0.41% |
$4.01K - $4.95K
|
15.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.26K- 28.67% |
$201K - $248K
|
8.1K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.71K+ 4.42% |
$291K - $358K
|
111K
$8.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
66K+ 0.84% |
$4.08M - $5.02M
|
7.89M
$592M
|
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
311K+ 28.04% |
$19.2M - $23.6M
|
1.42M
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-400- 1.96% |
$24.7K - $30.4K
|
20K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-229- 3.33% |
$14.1K - $17.4K
|
6.65K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
97.1K+ 9.66% |
$6M - $7.39M
|
1.1M
$82.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-172- 2.18% |
$10.6K - $13.1K
|
7.73K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
580+ 2.33% |
$35.8K - $44.1K
|
25.5K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.58K- 30.78% |
$345K - $425K
|
12.6K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.1K+ 9.8% |
$438K - $540K
|
79.5K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
145+ 1.71% |
$8.95K - $11K
|
8.62K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-194- 2.6% |
$12K - $14.8K
|
7.26K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.13M+ 101.59% |
$69.7M - $85.9M
|
2.24M
$168M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
60+ 1.29% |
$3.7K - $4.56K
|
4.72K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
10.8K+ 8.03% |
$669K - $824K
|
146K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
266+ 3.25% |
$16.4K - $20.2K
|
8.45K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
8.45KNew |
$522K - $643K
|
8.45K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
263K+ 52.13% |
$16.3M - $20M
|
769K
$57.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-30.4K- 26.1% |
$1.88M - $2.31M
|
86K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.58% |
$61.7 - $76.1
|
170
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-531- 0.3% |
$32.8K - $40.4K
|
175K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.32K+ 4.69% |
$328K - $405K
|
119K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
3.63KNew |
$224K - $276K
|
3.63K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-3.96K- 16.61% |
$244K - $301K
|
19.9K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-601- 13.16% |
$37.1K - $45.7K
|
3.97K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25K- 23.44% |
$1.54M - $1.9M
|
81.7K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.27K+ 3.96% |
$387K - $477K
|
165K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.79M- 83.83% |
$234M - $288M
|
731K
$54.8M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-29- 0.56% |
$1.79K - $2.21K
|
5.11K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.09M- 33.36% |
$67.2M - $82.8M
|
2.17M
$163M
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
2.16K+ 1.24% |
$134K - $165K
|
177K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13.4K- 12.26% |
$828K - $1.02M
|
96K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 3.54% |
$87K - $107K
|
38.4K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
41.8K+ 108.31% |
$2.58M - $3.18M
|
80.5K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
445K+ 1.5% |
$27.5M - $33.9M
|
30.1M
$2.26B
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
195+ 2.0% |
$12K - $14.8K
|
9.95K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.6KNew |
$284K - $350K
|
4.6K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
105+ 0.18% |
$6.48K - $7.99K
|
59.8K
$4.49M
|