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
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-36.8K- 65.71% |
$2.27M - $2.8M
|
19.2K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
679+ 3.51% |
$41.9K - $51.7K
|
20K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
1.28K+ 7.46% |
$78.7K - $97K
|
18.4K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.28K- 7.91% |
$203K - $250K
|
38.2K
$2.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.94K+ 10.13% |
$428K - $528K
|
75.4K
$5.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
383New |
$23.6K - $29.1K
|
383
$28.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-46.2K- 4.85% |
$2.85M - $3.51M
|
906K
$67.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 24.93% |
$133K - $164K
|
6.49K
$485K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
9.28K+ 1.73% |
$573K - $706K
|
546K
$40.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
454+ 10.7% |
$28K - $34.5K
|
4.7K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
935+ 7.45% |
$57.7K - $71.1K
|
13.5K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10.2K- 26.21% |
$629K - $775K
|
28.7K
$2.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.03K+ 71.87% |
$310K - $383K
|
12K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
BUY
|
- |
19.1K+ 136.43% |
$1.18M - $1.45M
|
33.1K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.56% |
$1.23K - $1.52K
|
3.61K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
488+ 0.35% |
$30.1K - $37.1K
|
139K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-3.58K- 35.11% |
$221K - $272K
|
6.61K
$494K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
889+ 6.72% |
$54.9K - $67.6K
|
14.1K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-160- 2.38% |
$9.88K - $12.2K
|
6.56K
$490K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 2.76% |
$1.54K - $1.9K
|
930
$69.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
149+ 62.61% |
$9.2K - $11.3K
|
387
$28.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
230+ 2.5% |
$14.2K - $17.5K
|
9.43K
$704K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
1.31K+ 13.03% |
$80.8K - $99.6K
|
11.4K
$848K
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
17.1K+ 0.4% |
$1.06M - $1.3M
|
4.32M
$323M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.42K- 6.08% |
$87.9K - $108K
|
22K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29K- 15.55% |
$1.79M - $2.21M
|
158K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 13.78% |
$37K - $45.6K
|
3.75K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
50+ 0.53% |
$3.09K - $3.8K
|
9.5K
$710K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.83K+ 7.38% |
$113K - $139K
|
26.7K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-138- 0.42% |
$8.52K - $10.5K
|
32.8K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.12K- 9.28% |
$69.3K - $85.4K
|
11K
$820K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 1.5% |
$165K - $203K
|
176K
$13.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
6.09K+ 27.59% |
$376K - $463K
|
28.1K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-74- 1.84% |
$4.57K - $5.63K
|
3.96K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
33.5K+ 24.14% |
$2.07M - $2.55M
|
172K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-16K- 1.17% |
$986K - $1.21M
|
1.35M
$101M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-283- 8.19% |
$17.5K - $21.5K
|
3.17K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.67K- 30.85% |
$165K - $203K
|
5.98K
$447K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
501+ 7.83% |
$30.9K - $38.1K
|
6.9K
$516K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
396+ 0.33% |
$24.4K - $30.1K
|
120K
$8.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.82K- 26.98% |
$174K - $215K
|
7.64K
$571K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.11K - $1.37K
|
18
$1.35K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
127+ 3.37% |
$7.84K - $9.66K
|
3.89K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
55.2K+ 23.33% |
$3.41M - $4.2M
|
292K
$21.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.03K+ 2.85% |
$557K - $687K
|
325K
$24.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.82KNew |
$298K - $367K
|
4.82K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
254+ 4.05% |
$15.7K - $19.3K
|
6.53K
$488K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
670+ 8.21% |
$41.4K - $51K
|
8.83K
$660K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.83K+ 62.11% |
$175K - $216K
|
7.4K
$553K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
545+ 0.86% |
$33.6K - $41.5K
|
63.6K
$4.75M
|