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 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-3.84K- 33.98% |
$237K - $292K
|
7.45K
$557K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-185- 1.69% |
$11.4K - $14.1K
|
10.7K
$802K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.26% |
$679 - $837
|
4.29K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2- 0.06% |
$123 - $152
|
3.12K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-74- 4.66% |
$4.57K - $5.63K
|
1.51K
$113K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-90- 0.85% |
$5.56K - $6.85K
|
10.5K
$784K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-84- 0.81% |
$5.19K - $6.39K
|
10.2K
$764K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-287- 38.42% |
$17.7K - $21.8K
|
460
$34.4K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-8.87K- 14.72% |
$548K - $675K
|
51.4K
$3.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
552+ 6.0% |
$34.1K - $42K
|
9.75K
$729K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-36- 13.79% |
$2.22K - $2.74K
|
225
$16.8K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-561- 14.27% |
$34.6K - $42.7K
|
3.37K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9.25K- 20.24% |
$571K - $704K
|
36.5K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
222+ 0.51% |
$13.7K - $16.9K
|
44K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-101- 2.72% |
$6.24K - $7.68K
|
3.62K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
12.2K+ 27.62% |
$756K - $932K
|
56.6K
$4.23M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10.4K+ 32.56% |
$642K - $791K
|
42.3K
$3.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-793- 9.84% |
$49K - $60.3K
|
7.27K
$543K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-380- 85.01% |
$23.5K - $28.9K
|
67
$5.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
8.73K+ 0.7% |
$539K - $664K
|
1.26M
$94.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-364- 10.53% |
$22.5K - $27.7K
|
3.09K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-24- 0.55% |
$1.48K - $1.83K
|
4.31K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40.3K- 70.38% |
$2.49M - $3.07M
|
17K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
169+ 43.44% |
$10.4K - $12.9K
|
558
$41.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14K+ 49.46% |
$864K - $1.06M
|
42.3K
$3.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.88K- 6.59% |
$178K - $219K
|
40.8K
$3.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.39K+ 3.85% |
$147K - $181K
|
64.3K
$4.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 58.48% |
$6.17K - $7.61K
|
71
$5.31K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
299+ 24.0% |
$18.5K - $22.7K
|
1.55K
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
660K+ 138.0% |
$40.7M - $50.2M
|
1.14M
$85.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.1K- 5.94% |
$868K - $1.07M
|
223K
$16.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.47% |
$24.7K - $30.4K
|
84.1K
$6.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.41K- 12.22% |
$272K - $335K
|
31.7K
$2.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2- 0.06% |
$123 - $152
|
3.56K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.75K- 18.91% |
$355K - $437K
|
24.6K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.62K+ 1.58% |
$347K - $427K
|
362K
$27.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.85K- 6.8% |
$114K - $141K
|
25.3K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-193- 1.48% |
$11.9K - $14.7K
|
12.9K
$962K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-589- 12.56% |
$36.4K - $44.8K
|
4.1K
$306K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
104+ 315.15% |
$6.42K - $7.91K
|
137
$10.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-25.5K- 65.72% |
$1.57M - $1.94M
|
13.3K
$994K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-11.4K- 50.0% |
$703K - $866K
|
11.4K
$851K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
173+ 0.8% |
$10.7K - $13.2K
|
21.8K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
47.7K+ 28.3% |
$2.94M - $3.63M
|
216K
$16.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-72K- 71.63% |
$4.45M - $5.48M
|
28.5K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
4.46K+ 2.09% |
$275K - $339K
|
218K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-90- 0.61% |
$5.56K - $6.85K
|
14.6K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4.85K+ 18.94% |
$300K - $369K
|
30.5K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
41+ 0.97% |
$2.53K - $3.12K
|
4.25K
$318K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 22.31% |
$80.2K - $98.8K
|
7.12K
$532K
|