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 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-72- 0.78% |
$4.45K - $5.48K
|
9.1K
$673K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-329- 8.46% |
$20.3K - $25K
|
3.56K
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-95- 4.18% |
$5.87K - $7.23K
|
2.18K
$161K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.99K+ 17.21% |
$123K - $151K
|
13.5K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-104- 2.42% |
$6.42K - $7.91K
|
4.2K
$311K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 25.91% |
$30.3K - $37.3K
|
1.4K
$104K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-19- 0.51% |
$1.17K - $1.45K
|
3.69K
$273K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
176+ 5.4% |
$10.9K - $13.4K
|
3.44K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
624+ 5.32% |
$38.5K - $47.5K
|
12.3K
$914K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
637New |
$39.3K - $48.5K
|
637
$47.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
37New |
$2.28K - $2.81K
|
37
$2.74K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
9.28K+ 351.86% |
$573K - $706K
|
11.9K
$882K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-4.93K- 12.02% |
$304K - $375K
|
36.1K
$2.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-24- 3.87% |
$1.48K - $1.83K
|
596
$44.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-283- 0.08% |
$17.5K - $21.5K
|
376K
$27.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.13K+ 1.67% |
$69.8K - $86K
|
68.8K
$5.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.68K- 1.25% |
$103K - $127K
|
133K
$9.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-777- 4.59% |
$48K - $59.1K
|
16.1K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-406- 1.05% |
$25.1K - $30.9K
|
38.3K
$2.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
928+ 682.35% |
$57.3K - $70.6K
|
1.06K
$78.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
628+ 9.24% |
$38.8K - $47.8K
|
7.43K
$550K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-200- 5.85% |
$12.3K - $15.2K
|
3.22K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-302- 2.14% |
$18.6K - $23K
|
13.8K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.02% |
$123 - $152
|
11K
$812K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.72K+ 78.91% |
$538K - $663K
|
19.8K
$1.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
928+ 4.87% |
$57.3K - $70.6K
|
20K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
320+ 10.55% |
$19.8K - $24.3K
|
3.35K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-406- 8.04% |
$25.1K - $30.9K
|
4.65K
$344K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
190+ 5.82% |
$11.7K - $14.5K
|
3.46K
$256K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
1.8K+ 18.18% |
$111K - $137K
|
11.7K
$866K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
254+ 2.0% |
$15.7K - $19.3K
|
13K
$960K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-319- 2.23% |
$19.7K - $24.3K
|
14K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.16K+ 1.14% |
$319K - $392K
|
459K
$33.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-112- 1.19% |
$6.91K - $8.52K
|
9.3K
$688K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-351- 5.71% |
$21.7K - $26.7K
|
5.8K
$429K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-11.4K- 8.24% |
$704K - $868K
|
127K
$9.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
545+ 17.54% |
$33.6K - $41.5K
|
3.65K
$270K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.53K+ 5.91% |
$156K - $192K
|
45.3K
$3.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
110+ 1.29% |
$6.79K - $8.37K
|
8.62K
$638K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-806- 16.32% |
$49.8K - $61.3K
|
4.13K
$306K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-392- 9.97% |
$24.2K - $29.8K
|
3.54K
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
7.83K+ 37.92% |
$483K - $596K
|
28.5K
$2.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-216- 7.34% |
$13.3K - $16.4K
|
2.73K
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-20.6K- 5.5% |
$1.27M - $1.57M
|
354K
$26.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.56K+ 51.08% |
$343K - $423K
|
16.4K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.07K- 1.39% |
$66.3K - $81.7K
|
76K
$5.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-243K- 94.56% |
$15M - $18.5M
|
14K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-184- 1.85% |
$11.4K - $14K
|
9.75K
$721K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.74K+ 3.46% |
$169K - $209K
|
82K
$6.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6.04K+ 28.88% |
$373K - $460K
|
27K
$2M
|