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 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.26K+ 6.25% |
$77.5K - $95.6K
|
21.4K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-204- 5.78% |
$12.6K - $15.5K
|
3.32K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.04% |
$123 - $152
|
5.1K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.5K+ 18.87% |
$92.6K - $114K
|
9.45K
$706K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-506- 7.98% |
$31.2K - $38.5K
|
5.84K
$436K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.99K+ 2.15% |
$370K - $456K
|
285K
$21.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
635+ 7.26% |
$39.2K - $48.3K
|
9.39K
$702K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.6KNew |
$1.77M - $2.18M
|
28.6K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.04K- 98.39% |
$64.1K - $79K
|
17
$1.27K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.34% |
$61.7 - $76.1
|
291
$21.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
50KNew |
$3.08M - $3.8M
|
50K
$3.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-482- 36.43% |
$29.8K - $36.7K
|
841
$62.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-210- 4.07% |
$13K - $16K
|
4.95K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 12.0% |
$185 - $228
|
28
$2.09K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-63.1K- 4.65% |
$3.89M - $4.8M
|
1.29M
$96.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1.98K- 33.36% |
$122K - $151K
|
3.96K
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-26.2K- 3.32% |
$1.62M - $1.99M
|
763K
$57M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.61K+ 15.02% |
$470K - $579K
|
58.2K
$4.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.47K+ 8.9% |
$214K - $264K
|
42.5K
$3.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
472+ 0.96% |
$29.1K - $35.9K
|
49.5K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 6286.48% |
$1.52M - $1.87M
|
25K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.2K+ 3.59% |
$198K - $244K
|
92.5K
$6.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$123 - $152
|
75.8K
$5.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-429- 3.4% |
$26.5K - $32.6K
|
12.2K
$912K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
23.9K+ 7.73% |
$1.48M - $1.82M
|
333K
$24.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.84K+ 20.56% |
$113K - $140K
|
10.8K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
561+ 4.24% |
$34.6K - $42.7K
|
13.8K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-695- 0.54% |
$42.9K - $52.9K
|
129K
$9.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.91K+ 2.77% |
$427K - $526K
|
257K
$19.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
182+ 2.25% |
$11.2K - $13.8K
|
8.27K
$618K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.84K+ 5.78% |
$237K - $292K
|
70.2K
$5.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23.5K- 12.41% |
$1.45M - $1.79M
|
166K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-165K- 29.39% |
$10.2M - $12.5M
|
396K
$29.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4K+ 3.89% |
$148K - $183K
|
64.1K
$4.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-166- 2.28% |
$10.2K - $12.6K
|
7.11K
$531K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
400+ 3.06% |
$24.7K - $30.4K
|
13.5K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
11.3K+ 6.94% |
$696K - $857K
|
174K
$13M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-434- 13.7% |
$26.8K - $33K
|
2.74K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-37.5K- 55.43% |
$2.32M - $2.85M
|
30.2K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
1+ 0.01% |
$61.7 - $76.1
|
9.59K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-63- 5.32% |
$3.89K - $4.79K
|
1.12K
$83.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11.8K+ 206.97% |
$730K - $899K
|
17.5K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-395- 0.55% |
$24.4K - $30.1K
|
71K
$5.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.92K- 21.8% |
$242K - $298K
|
14.1K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-137- 1.84% |
$8.46K - $10.4K
|
7.31K
$547K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
57.4K+ 14.28% |
$3.55M - $4.37M
|
459K
$34.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.02K+ 23.58% |
$186K - $230K
|
15.8K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.15K- 16.53% |
$71K - $87.5K
|
5.81K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
417+ 0.96% |
$25.7K - $31.7K
|
43.7K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.03K+ 106.62% |
$63.7K - $78.4K
|
2K
$149K
|