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 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.09K+ 3.47% |
$253K - $311K
|
122K
$9.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.1K+ 42.6% |
$870K - $1.07M
|
47.1K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 2.05% |
$114K - $140K
|
88.3K
$6.53M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-55- 0.22% |
$3.4K - $4.18K
|
24.4K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
128+ 0.53% |
$7.9K - $9.74K
|
24.3K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.58K- 8.54% |
$283K - $348K
|
49K
$3.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
PUT |
-1.5K- 9.09% |
$92.6K - $114K
|
15K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-44- 91.67% |
$2.72K - $3.35K
|
4
$296
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$61.7 - $76.1
|
395
$29.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-964- 19.67% |
$59.5K - $73.3K
|
3.94K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
561+ 5.17% |
$34.6K - $42.7K
|
11.4K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-250- 3.34% |
$15.4K - $19K
|
7.23K
$535K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.11% |
$61.7 - $76.1
|
904
$66.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-20- 0.44% |
$1.23K - $1.52K
|
4.5K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
204+ 128.3% |
$12.6K - $15.5K
|
363
$26.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
648+ 3.55% |
$40K - $49.3K
|
18.9K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-103- 1.23% |
$6.36K - $7.84K
|
8.28K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.52K+ 21.88% |
$93.8K - $116K
|
8.47K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
905+ 4.09% |
$55.9K - $68.9K
|
23.1K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.52% |
$61.7 - $76.1
|
192
$14.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 2.2% |
$6.17K - $7.61K
|
4.44K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 7.9% |
$162K - $199K
|
35.7K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-70- 2.06% |
$4.32K - $5.33K
|
3.32K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.89K+ 3.18% |
$240K - $296K
|
126K
$9.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.25% |
$370 - $456
|
2.39K
$177K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-856- 16.94% |
$52.8K - $65.1K
|
4.2K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
915+ 2.06% |
$56.5K - $69.6K
|
45.4K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
55+ 0.58% |
$3.4K - $4.18K
|
9.6K
$711K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.66K- 12.08% |
$103K - $126K
|
12.1K
$895K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
68+ 1.98% |
$4.2K - $5.17K
|
3.51K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-8.23K- 6.77% |
$508K - $626K
|
113K
$8.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.19K- 18.85% |
$197K - $243K
|
13.8K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.24K- 10.54% |
$324K - $399K
|
44.5K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-71- 0.16% |
$4.38K - $5.4K
|
44.7K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 41.67% |
$309K - $380K
|
17K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-2.5K- 17.85% |
$154K - $190K
|
11.5K
$852K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-100- 0.35% |
$6.17K - $7.61K
|
28.2K
$2.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.37% |
$185 - $228
|
820
$60.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-25.8K- 89.13% |
$1.59M - $1.96M
|
3.15K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-216- 1.44% |
$13.3K - $16.4K
|
14.8K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-60- 1.01% |
$3.7K - $4.56K
|
5.85K
$433K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-728- 7.01% |
$44.9K - $55.4K
|
9.66K
$715K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
100New |
$6.17K - $7.61K
|
100
$7.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-64- 1.48% |
$3.95K - $4.87K
|
4.25K
$315K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79.2K+ 18.32% |
$4.89M - $6.02M
|
511K
$37.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
104+ 3.72% |
$6.42K - $7.91K
|
2.9K
$215K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
1.94K+ 3.55% |
$120K - $148K
|
56.5K
$4.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.43K+ 3.97% |
$88.4K - $109K
|
37.5K
$2.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.43K+ 71.63% |
$150K - $185K
|
5.82K
$431K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-569- 9.73% |
$35.1K - $43.3K
|
5.28K
$391K
|