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 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
586+ 7.61% |
$36.2K - $44.6K
|
8.29K
$620K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-689- 0.47% |
$42.5K - $52.4K
|
145K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-141- 0.76% |
$8.71K - $10.7K
|
18.5K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.03K- 23.14% |
$187K - $230K
|
10K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 13.18% |
$2.1K - $2.59K
|
292
$21.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-104- 6.67% |
$6.42K - $7.91K
|
1.46K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2K- 0.49% |
$123K - $152K
|
407K
$30.4M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-994- 2.64% |
$61.4K - $75.6K
|
36.6K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-260- 14.11% |
$16.1K - $19.8K
|
1.58K
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-12- 0.15% |
$741 - $913
|
7.92K
$592K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 0.47% |
$926 - $1.14K
|
3.15K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-9.89K- 22.55% |
$611K - $752K
|
34K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-11K- 16.54% |
$682K - $840K
|
55.7K
$4.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
18.7K+ 7.98% |
$1.15M - $1.42M
|
253K
$18.9M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.92K+ 6.23% |
$119K - $146K
|
32.8K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
633+ 8.43% |
$39.1K - $48.2K
|
8.14K
$609K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.4K+ 33.49% |
$334K - $411K
|
21.5K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
36+ 0.81% |
$2.22K - $2.74K
|
4.46K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
543+ 1.47% |
$33.5K - $41.3K
|
37.5K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
246+ 1.36% |
$15.2K - $18.7K
|
18.3K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 11.64% |
$713K - $878K
|
111K
$8.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47+ 0.34% |
$2.9K - $3.58K
|
13.8K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-29.9K- 1.05% |
$1.85M - $2.27M
|
2.82M
$211M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
333+ 2.66% |
$20.6K - $25.3K
|
12.8K
$960K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
63.5K+ 155.91% |
$3.92M - $4.83M
|
104K
$7.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
7.01K+ 51.97% |
$433K - $533K
|
20.5K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.2K+ 6.3% |
$74.1K - $91.3K
|
20.3K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23.6K- 88.12% |
$1.45M - $1.79M
|
3.17K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.05K+ 3.28% |
$64.9K - $80K
|
33.1K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-106- 13.86% |
$6.54K - $8.06K
|
659
$49.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 0.17% |
$5.87K - $7.23K
|
55.4K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 0.87% |
$3.09K - $3.8K
|
5.77K
$431K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-987K- 99.15% |
$61M - $75.1M
|
8.46K
$632K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
935New |
$57.7K - $71.1K
|
935
$69.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
9.94KNew |
$614K - $756K
|
9.94K
$743K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
236+ 0.04% |
$14.6K - $18K
|
557K
$41.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-919- 14.34% |
$56.7K - $69.9K
|
5.49K
$410K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
1.38K+ 0.81% |
$85K - $105K
|
171K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
493+ 6.93% |
$30.4K - $37.5K
|
7.61K
$569K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.01K+ 84.24% |
$186K - $229K
|
6.57K
$491K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
46.7K+ 96.45% |
$2.89M - $3.56M
|
95.2K
$7.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-436- 3.5% |
$26.9K - $33.2K
|
12K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
50+ 0.72% |
$3.09K - $3.8K
|
7K
$523K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.55K- 13.69% |
$343K - $422K
|
35K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.23K+ 15.34% |
$75.9K - $93.6K
|
9.25K
$691K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.09% |
$309 - $380
|
5.46K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.71K- 93.49% |
$538K - $663K
|
607
$45.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
399New |
$24.6K - $30.4K
|
399
$29.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.67K+ 91.68% |
$288K - $355K
|
9.77K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
220New |
$13.6K - $16.7K
|
220
$16.4K
|