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 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
19+ 0.16% |
$1.17K - $1.45K
|
11.6K
$868K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.51% |
$61.7 - $76.1
|
197
$14.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-51- 0.66% |
$3.15K - $3.88K
|
7.71K
$576K
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.63K- 0.73% |
$286K - $352K
|
630K
$47.1M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
379K+ 15.59% |
$23.4M - $28.9M
|
2.81M
$210M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-10.9K- 30.55% |
$672K - $828K
|
24.7K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.65K+ 9.42% |
$163K - $201K
|
30.7K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-294- 1.38% |
$18.2K - $22.4K
|
21.1K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.1K+ 6.07% |
$746K - $919K
|
211K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.44K+ 3.35% |
$89.1K - $110K
|
44.5K
$3.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-104- 0.35% |
$6.42K - $7.91K
|
29.9K
$2.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.64M+ 2617.65% |
$102M - $125M
|
1.71M
$128M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
96+ 1.8% |
$5.93K - $7.3K
|
5.43K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-78.8K- 3.25% |
$4.87M - $6M
|
2.34M
$175M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.68K+ 3.15% |
$351K - $432K
|
186K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-41- 0.32% |
$2.53K - $3.12K
|
12.8K
$958K
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-22.1K- 49.77% |
$1.37M - $1.68M
|
22.3K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
964+ 6.16% |
$59.5K - $73.3K
|
16.6K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-328- 5.08% |
$20.3K - $25K
|
6.12K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.36KNew |
$269K - $331K
|
4.36K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
31K+ 125.0% |
$1.91M - $2.36M
|
55.8K
$4.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-82.1K- 91.21% |
$5.07M - $6.25M
|
7.92K
$592K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-657- 15.57% |
$40.6K - $50K
|
3.56K
$266K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 0.82% |
$1.23K - $1.52K
|
2.43K
$182K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.14K- 17.66% |
$441K - $543K
|
33.3K
$2.49M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-363K- 13.26% |
$22.4M - $27.6M
|
2.37M
$177M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-30- 9.46% |
$1.85K - $2.28K
|
287
$21.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.8K+ 4.74% |
$358K - $441K
|
128K
$9.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-182- 1.17% |
$11.2K - $13.8K
|
15.4K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
25+ 0.72% |
$1.54K - $1.9K
|
3.49K
$261K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$6.17K - $7.61K
|
100
$7.47K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-135- 0.73% |
$8.33K - $10.3K
|
18.4K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
282+ 0.17% |
$17.4K - $21.5K
|
162K
$12.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 4.91% |
$63.5K - $78.2K
|
19.9K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-350- 0.27% |
$21.6K - $26.6K
|
128K
$9.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-249- 92.57% |
$15.4K - $18.9K
|
20
$1.49K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.31K- 16.17% |
$328K - $404K
|
27.5K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.72K+ 1.52% |
$168K - $207K
|
182K
$13.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-194- 0.78% |
$12K - $14.8K
|
24.6K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
751+ 2.82% |
$46.4K - $57.1K
|
27.4K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.58K- 4.2% |
$345K - $425K
|
127K
$9.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
673K+ 36.44% |
$41.6M - $51.2M
|
2.52M
$188M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
189+ 3.59% |
$11.7K - $14.4K
|
5.45K
$407K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$3.4K - $4.18K
|
55
$4.11K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-706- 7.07% |
$43.6K - $53.7K
|
9.27K
$693K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-470- 12.93% |
$29K - $35.8K
|
3.17K
$237K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
357+ 3.2% |
$22K - $27.2K
|
11.5K
$860K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19+ 0.33% |
$1.17K - $1.45K
|
5.74K
$429K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-41- 0.29% |
$2.53K - $3.12K
|
13.9K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-47- 0.2% |
$2.9K - $3.58K
|
23.5K
$1.76M
|