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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
65.5KNew |
$4.04M - $4.98M
|
65.5K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.69K- 29.52% |
$104K - $128K
|
4.03K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6+ 0.16% |
$370 - $456
|
3.67K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
22.8KNew |
$1.41M - $1.74M
|
22.8K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.33K- 9.75% |
$81.8K - $101K
|
12.3K
$917K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52K+ 2.21% |
$156K - $192K
|
117K
$8.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-473- 0.98% |
$29.2K - $36K
|
47.9K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.86K- 15.45% |
$362K - $446K
|
32.1K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.13K+ 51.3% |
$132K - $162K
|
6.29K
$470K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
5.69K+ 13.37% |
$351K - $433K
|
48.2K
$3.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.48K+ 34.77% |
$153K - $189K
|
9.61K
$718K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
15.9KNew |
$980K - $1.21M
|
15.9K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
27+ 0.41% |
$1.67K - $2.05K
|
6.61K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
218+ 0.93% |
$13.5K - $16.6K
|
23.6K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-33- 0.2% |
$2.04K - $2.51K
|
16.7K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-66- 2.5% |
$4.07K - $5.02K
|
2.57K
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
38.2K+ 0.58% |
$2.36M - $2.91M
|
6.67M
$499M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-15.1K- 47.9% |
$935K - $1.15M
|
16.5K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$61.7 - $76.1
|
7.31K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 4.17% |
$101K - $124K
|
40.8K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.24% |
$4.32K - $5.33K
|
5.74K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.6K- 2.45% |
$98.5K - $121K
|
63.6K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 60.64% |
$77.1K - $94.9K
|
810
$60.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-29- 0.85% |
$1.79K - $2.21K
|
3.38K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
284+ 2.47% |
$17.5K - $21.6K
|
11.8K
$882K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.55K- 1.51% |
$95.8K - $118K
|
101K
$7.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-16- 27.12% |
$988 - $1.22K
|
43
$3.21K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.6K+ 2.0% |
$718K - $885K
|
595K
$44.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.93K- 3.99% |
$304K - $375K
|
118K
$8.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.9KNew |
$179K - $221K
|
2.9K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
514New |
$31.7K - $39.1K
|
514
$38.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-10.5K- 1.76% |
$648K - $799K
|
585K
$43.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-303- 0.9% |
$18.7K - $23.1K
|
33.4K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-709- 4.57% |
$43.8K - $53.9K
|
14.8K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-140- 1.4% |
$8.64K - $10.7K
|
9.85K
$736K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.43K+ 16.11% |
$273K - $337K
|
31.9K
$2.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.45K- 0.73% |
$89.8K - $111K
|
199K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15.9K- 15.49% |
$981K - $1.21M
|
86.7K
$6.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-9.88K- 15.79% |
$610K - $751K
|
52.7K
$3.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-502K- 8.51% |
$31M - $38.2M
|
5.4M
$404M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
869+ 2.07% |
$53.7K - $66.1K
|
42.8K
$3.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.9K- 45.47% |
$364K - $448K
|
7.07K
$528K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.86K- 2.59% |
$486K - $598K
|
295K
$22.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-747- 6.06% |
$46.1K - $56.8K
|
11.6K
$866K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-233- 3.47% |
$14.4K - $17.7K
|
6.48K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.72K+ 25.37% |
$168K - $207K
|
13.4K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
200+ 200.0% |
$12.3K - $15.2K
|
300
$22.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-298- 4.24% |
$18.4K - $22.7K
|
6.73K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.6K+ 13.47% |
$284K - $350K
|
38.7K
$2.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
93.8KNew |
$5.79M - $7.14M
|
93.8K
$7.01M
|