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 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
174+ 1.93% |
$10.7K - $13.2K
|
9.2K
$688K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
469+ 4.76% |
$29K - $35.7K
|
10.3K
$772K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-598- 0.92% |
$36.9K - $45.5K
|
64.1K
$4.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-4.41K- 3.28% |
$272K - $336K
|
130K
$9.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.33% |
$741 - $913
|
3.61K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
830+ 4.51% |
$51.2K - $63.1K
|
19.2K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.51K- 0.97% |
$155K - $191K
|
256K
$19.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-2.27K- 47.88% |
$140K - $173K
|
2.47K
$185K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.25KNew |
$262K - $323K
|
4.25K
$318K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
75+ 0.48% |
$4.63K - $5.71K
|
15.6K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.8K+ 1.06% |
$605K - $746K
|
937K
$70.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
790+ 48.59% |
$48.8K - $60.1K
|
2.42K
$181K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.66K- 22.68% |
$102K - $126K
|
5.65K
$422K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
79+ 0.5% |
$4.88K - $6.01K
|
15.7K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.55K+ 5.51% |
$219K - $270K
|
67.9K
$5.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-361- 3.92% |
$22.3K - $27.5K
|
8.84K
$661K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.19K+ 73.36% |
$382K - $471K
|
14.6K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-305- 4.5% |
$18.8K - $23.2K
|
6.47K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
80K+ 58.55% |
$4.94M - $6.09M
|
217K
$16.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 10.01% |
$644K - $794K
|
93.8K
$7.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
476+ 8.29% |
$29.4K - $36.2K
|
6.22K
$465K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
753+ 0.78% |
$46.5K - $57.3K
|
97.8K
$7.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
150+ 2.31% |
$9.26K - $11.4K
|
6.65K
$497K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-104K- 73.08% |
$6.45M - $7.94M
|
38.5K
$2.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
348+ 2.51% |
$21.5K - $26.5K
|
14.2K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
133+ 3.16% |
$8.21K - $10.1K
|
4.34K
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.64K- 1.72% |
$101K - $125K
|
94K
$7.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-40- 50.0% |
$2.47K - $3.04K
|
40
$2.99K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
15.3K+ 470.53% |
$942K - $1.16M
|
18.5K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
21.6K+ 63.83% |
$1.34M - $1.65M
|
55.6K
$4.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.73K- 1.42% |
$107K - $131K
|
120K
$8.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.53K+ 32.55% |
$280K - $345K
|
18.5K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.98K+ 2.28% |
$308K - $379K
|
223K
$16.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
7.58K+ 88.44% |
$468K - $577K
|
16.2K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.1K+ 53.0% |
$1.12M - $1.38M
|
52.3K
$3.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
610+ 7.0% |
$37.7K - $46.4K
|
9.32K
$697K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.3K- 29.0% |
$265K - $327K
|
10.5K
$786K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.49% |
$6.17K - $7.61K
|
3.92K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
692+ 5.52% |
$42.7K - $52.6K
|
13.2K
$988K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
5.03K+ 27.43% |
$311K - $383K
|
23.4K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.6K- 49.36% |
$838K - $1.03M
|
13.9K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-614- 6.8% |
$37.9K - $46.7K
|
8.42K
$629K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-429- 0.65% |
$26.5K - $32.6K
|
65.2K
$4.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
350+ 0.64% |
$21.6K - $26.6K
|
55.1K
$4.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
57.1K+ 161.23% |
$3.53M - $4.35M
|
92.5K
$6.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.12% |
$370 - $456
|
5.05K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 11.11% |
$123 - $152
|
20
$1.49K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
878K+ 7559.94% |
$54.2M - $66.8M
|
890K
$66.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.1K+ 5.25% |
$439K - $540K
|
142K
$10.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-205- 0.45% |
$12.7K - $15.6K
|
45.6K
$3.41M
|