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
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
143K+ 779.13% |
$8.83M - $10.9M
|
161K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
33.8K+ 6.05% |
$2.09M - $2.57M
|
592K
$44.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
26.5K+ 43.23% |
$1.64M - $2.02M
|
87.8K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-7.57K- 99.95% |
$467K - $576K
|
4
$300
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$185 - $228
|
7.89K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.3K- 17.95% |
$638K - $787K
|
47.3K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
5.24K+ 7.47% |
$323K - $398K
|
75.3K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
532+ 5.59% |
$32.8K - $40.5K
|
10K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-140- 3.13% |
$8.64K - $10.7K
|
4.34K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.65K+ 2.63% |
$349K - $429K
|
220K
$16.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
66.9K+ 4.11% |
$4.13M - $5.09M
|
1.69M
$127M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28K+ 0.75% |
$141K - $173K
|
306K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-41.3K- 87.93% |
$2.55M - $3.14M
|
5.66K
$425K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
66.9K+ 43.64% |
$4.13M - $5.09M
|
220K
$16.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
29.9K+ 13.01% |
$1.85M - $2.27M
|
260K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
184+ 2.84% |
$11.4K - $14K
|
6.66K
$499K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-36.9K- 8.82% |
$2.28M - $2.8M
|
381K
$28.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.74KNew |
$231K - $284K
|
3.74K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-38.1K- 42.97% |
$2.35M - $2.9M
|
50.6K
$3.8M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-45K- 3.01% |
$2.78M - $3.42M
|
1.45M
$109M
|
|
|
Nov 08, 2024
Q3 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
150K+ 1.32% |
$9.27M - $11.4M
|
11.6M
$867M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-7.18K- 33.32% |
$443K - $546K
|
14.4K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.7KNew |
$167K - $205K
|
2.7K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-52- 0.47% |
$3.21K - $3.96K
|
10.9K
$819K
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
70K+ 8.43% |
$4.32M - $5.33M
|
900K
$67.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
482New |
$29.8K - $36.7K
|
482
$36.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-65- 17.2% |
$4.01K - $4.95K
|
313
$23.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
426+ 11.16% |
$26.3K - $32.4K
|
4.24K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-573- 1.34% |
$35.4K - $43.6K
|
42.1K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.52K+ 13.43% |
$217K - $268K
|
29.8K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
387+ 9.41% |
$23.9K - $29.4K
|
4.5K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-375- 2.5% |
$23.2K - $28.5K
|
14.6K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-117- 2.48% |
$7.22K - $8.9K
|
4.61K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
9.67K+ 1.25% |
$597K - $736K
|
785K
$58.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
694+ 1.11% |
$42.8K - $52.8K
|
63.5K
$4.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.96KNew |
$491K - $605K
|
7.96K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-275K- 39.86% |
$17M - $20.9M
|
414K
$31.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18K- 37.06% |
$1.11M - $1.37M
|
30.6K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Central Securities Corp
New York, NY |
BUY
|
- |
100K+ 14.29% |
$6.17M - $7.61M
|
800K
$60M
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-5.08K- 1.67% |
$314K - $387K
|
300K
$22.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
815+ 21.35% |
$50.3K - $62K
|
4.63K
$348K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.88KNew |
$548K - $675K
|
8.88K
$666K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-10.1K- 21.99% |
$624K - $769K
|
35.8K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Cooke & Bieler LP
|
BUY
|
- |
703K+ 32.39% |
$43.4M - $53.5M
|
2.87M
$216M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-52.4K- 74.26% |
$3.24M - $3.99M
|
18.2K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-73.6K- 25.67% |
$4.54M - $5.6M
|
213K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-11.4K- 4.05% |
$705K - $869K
|
270K
$20.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.1K+ 7.61% |
$5.25M - $6.47M
|
1.2M
$90.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
74+ 2.2% |
$4.57K - $5.63K
|
3.43K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.4K- 46.76% |
$395K - $487K
|
7.28K
$547K
|