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 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
13.7K+ 16.93% |
$845K - $1.04M
|
94.5K
$7.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.2K- 1.52% |
$197K - $243K
|
207K
$15.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
506+ 57.7% |
$31.2K - $38.5K
|
1.38K
$103K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3.77KNew |
$233K - $287K
|
3.77K
$282K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-162K- 2.93% |
$9.98M - $12.3M
|
5.36M
$400M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.73K+ 40.67% |
$539K - $664K
|
30.2K
$2.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
45.3K+ 1.37% |
$2.8M - $3.44M
|
3.35M
$250M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-404- 95.73% |
$24.9K - $30.7K
|
18
$1.35K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.41KNew |
$334K - $412K
|
5.41K
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.27K- 27.03% |
$140K - $173K
|
6.13K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
34.9K+ 55.82% |
$2.16M - $2.66M
|
97.5K
$7.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.38K+ 5.52% |
$394K - $485K
|
122K
$9.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-600- 2.53% |
$37K - $45.6K
|
23.1K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40+ 5.06% |
$2.47K - $3.04K
|
830
$62K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-6.2K- 4.76% |
$383K - $471K
|
124K
$9.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
100+ 2.05% |
$6.17K - $7.61K
|
4.98K
$372K
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
198K+ 12.0% |
$12.2M - $15.1M
|
1.85M
$138M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-78.8K- 80.56% |
$4.86M - $5.99M
|
19K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
5.5KNew |
$340K - $418K
|
5.5K
$411K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.29K+ 70.78% |
$141K - $174K
|
5.52K
$412K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
97+ 5.95% |
$5.99K - $7.38K
|
1.73K
$129K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-126K- 70.17% |
$7.8M - $9.62M
|
53.7K
$4.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
13.2KNew |
$816K - $1.01M
|
13.2K
$988K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.31KNew |
$266K - $328K
|
4.31K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-638- 8.58% |
$39.4K - $48.5K
|
6.8K
$508K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
775+ 0.55% |
$47.8K - $59K
|
142K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
10.6K+ 15.02% |
$654K - $806K
|
81.1K
$6.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
386+ 9.93% |
$23.8K - $29.4K
|
4.28K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-32.6K- 24.53% |
$2.01M - $2.48M
|
100K
$7.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-17.5K- 12.02% |
$1.08M - $1.33M
|
128K
$9.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
4.2KNew |
$259K - $320K
|
4.2K
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-17.9K- 22.48% |
$1.11M - $1.36M
|
61.7K
$4.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43+ 23.37% |
$2.65K - $3.27K
|
227
$17K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
29.6KNew |
$1.83M - $2.25M
|
29.6K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
7.55KNew |
$466K - $574K
|
7.55K
$564K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.69% |
$6.17K - $7.61K
|
6.03K
$450K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-154- 3.74% |
$9.51K - $11.7K
|
3.96K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.98K- 2.25% |
$246K - $303K
|
173K
$13M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-714- 7.28% |
$44.1K - $54.3K
|
9.09K
$680K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 20.72% |
$114K - $140K
|
10.7K
$802K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.95K- 0.34% |
$120K - $148K
|
578K
$43.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.01K+ 11.91% |
$186K - $229K
|
28.2K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-6.17K- 22.03% |
$381K - $469K
|
21.8K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-60- 1.61% |
$3.7K - $4.56K
|
3.66K
$274K
|
|
|
Nov 05, 2024
Q3 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
20.3K+ 8.67% |
$1.25M - $1.54M
|
254K
$19M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.05K- 4.79% |
$64.5K - $79.5K
|
20.8K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-525- 1.23% |
$32.4K - $39.9K
|
42.3K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-408- 5.34% |
$25.2K - $31K
|
7.23K
$540K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.99K- 34.07% |
$246K - $304K
|
7.72K
$577K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
457+ 1.19% |
$28.2K - $34.8K
|
38.8K
$2.9M
|