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 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-67.9K- 60.14% |
$4.19M - $5.17M
|
45K
$3.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.08K- 6.84% |
$66.4K - $81.8K
|
14.6K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.16KNew |
$257K - $317K
|
4.16K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
101+ 0.56% |
$6.24K - $7.68K
|
18.3K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
12+ 3.02% |
$741 - $913
|
410
$30.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-7.35K- 13.13% |
$454K - $559K
|
48.6K
$3.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.03K+ 1.16% |
$63.3K - $78.1K
|
89.5K
$6.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
43New |
$2.65K - $3.27K
|
43
$3.23K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-540- 11.69% |
$33.3K - $41.1K
|
4.08K
$306K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-38K- 16.64% |
$2.35M - $2.89M
|
191K
$14.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
684+ 18.37% |
$42.2K - $52K
|
4.41K
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 4.89% |
$67.4K - $83K
|
21.2K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
100+ 3.31% |
$6.17K - $7.61K
|
3.12K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
204K+ 10.24% |
$12.6M - $15.5M
|
2.2M
$165M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
20.1K+ 3.85% |
$1.24M - $1.53M
|
541K
$40.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.11K+ 7.57% |
$131K - $161K
|
30.1K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-83- 0.69% |
$5.12K - $6.31K
|
12K
$898K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
68.6K+ 5.62% |
$4.23M - $5.22M
|
1.29M
$96.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
525K+ 237.22% |
$32.4M - $39.9M
|
746K
$56M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.87K- 11.92% |
$177K - $218K
|
21.2K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.61K- 32.75% |
$346K - $427K
|
11.5K
$864K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-912- 6.75% |
$56.3K - $69.4K
|
12.6K
$946K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.05K- 21.0% |
$64.5K - $79.5K
|
3.93K
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
16.5K+ 7.21% |
$1.02M - $1.26M
|
246K
$18.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
107+ 0.72% |
$6.61K - $8.14K
|
15.1K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.07% |
$185 - $228
|
4.24K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
408+ 1.01% |
$25.2K - $31K
|
41K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-319- 2.39% |
$19.7K - $24.3K
|
13K
$976K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100+ 200.0% |
$6.17K - $7.61K
|
150
$11.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.48KNew |
$277K - $341K
|
4.48K
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
48.2KNew |
$2.98M - $3.67M
|
48.2K
$3.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
50.4K+ 33.44% |
$3.11M - $3.83M
|
201K
$15.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-131- 16.52% |
$8.09K - $9.97K
|
662
$49.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
509New |
$31.4K - $38.7K
|
509
$38.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
537New |
$33.2K - $40.9K
|
537
$40.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.22K+ 4.41% |
$199K - $245K
|
76.3K
$5.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.04K+ 5.05% |
$126K - $155K
|
42.4K
$3.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-8.43K- 7.49% |
$520K - $641K
|
104K
$7.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.92K- 8.15% |
$242K - $298K
|
44.2K
$3.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
20+ 0.05% |
$1.23K - $1.52K
|
43.6K
$3.27M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-269K- 98.79% |
$16.6M - $20.4M
|
3.3K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.37K+ 7.55% |
$455K - $560K
|
105K
$7.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
338+ 0.9% |
$20.9K - $25.7K
|
38.1K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-21- 0.36% |
$1.3K - $1.6K
|
5.79K
$435K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.05K+ 2.15% |
$65K - $80K
|
49.9K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.34K+ 6.25% |
$82.9K - $102K
|
22.8K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
460+ 6.22% |
$28.4K - $35K
|
7.86K
$590K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
345+ 5.52% |
$21.3K - $26.2K
|
6.6K
$495K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.3K- 2.29% |
$266K - $327K
|
184K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-43- 9.77% |
$2.65K - $3.27K
|
397
$29.8K
|