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 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-184- 1.85% |
$11.4K - $14K
|
9.75K
$720K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.74K+ 3.46% |
$169K - $209K
|
82K
$6.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6.04K+ 28.88% |
$373K - $460K
|
27K
$1.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-90- 0.21% |
$5.56K - $6.85K
|
42.5K
$3.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.78K+ 3.12% |
$110K - $136K
|
59K
$4.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.8K- 88.15% |
$1.66M - $2.04M
|
3.61K
$266K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
40+ 2.23% |
$2.47K - $3.04K
|
1.83K
$135K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.44K+ 5.56% |
$88.9K - $110K
|
27.4K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37+ 0.07% |
$2.28K - $2.81K
|
54.9K
$4.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-152- 0.63% |
$9.38K - $11.6K
|
24K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
25.7KNew |
$1.59M - $1.96M
|
25.7K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-373- 2.84% |
$23K - $28.4K
|
12.7K
$941K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-158- 1.56% |
$9.75K - $12K
|
9.98K
$737K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
244+ 8.82% |
$15.1K - $18.6K
|
3.01K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.24K- 8.81% |
$76.5K - $94.3K
|
12.8K
$946K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
114+ 1.19% |
$7.04K - $8.67K
|
9.71K
$717K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.1KNew |
$191K - $235K
|
3.1K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
9.91K+ 6.44% |
$612K - $754K
|
164K
$12.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
422+ 5.24% |
$26.1K - $32.1K
|
8.47K
$625K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.4% |
$309 - $380
|
1.26K
$93K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.13K- 28.38% |
$132K - $162K
|
5.38K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-5.57K- 18.5% |
$344K - $424K
|
24.5K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-47.5K- 13.67% |
$2.93M - $3.62M
|
300K
$22.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.08% |
$247 - $304
|
5.27K
$389K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
374+ 0.73% |
$23.1K - $28.5K
|
51.3K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.38KNew |
$270K - $333K
|
4.38K
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$30.9K - $38K
|
500
$36.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.67K+ 11.85% |
$103K - $127K
|
15.8K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.0% |
$61.7 - $76.1
|
44.9K
$3.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-50- 7.69% |
$3.09K - $3.8K
|
600
$44.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-49.9K- 68.01% |
$3.08M - $3.8M
|
23.5K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-102- 0.15% |
$6.3K - $7.76K
|
67.2K
$4.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$185 - $228
|
3.28K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.29K
|
17
$1.26K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-516- 2.48% |
$31.9K - $39.3K
|
20.3K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.39K+ 2.01% |
$148K - $182K
|
121K
$8.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-85- 1.05% |
$5.25K - $6.47K
|
8.03K
$593K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-687- 3.59% |
$42.4K - $52.3K
|
18.4K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.42K- 11.35% |
$211K - $260K
|
26.7K
$1.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
115+ 0.35% |
$7.1K - $8.75K
|
33.2K
$2.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
20.3KNew |
$1.25M - $1.54M
|
20.3K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-484- 6.26% |
$29.9K - $36.8K
|
7.25K
$536K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-43- 1.27% |
$2.65K - $3.27K
|
3.36K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
33+ 0.34% |
$2.04K - $2.51K
|
9.87K
$729K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.61K+ 10.4% |
$99.2K - $122K
|
17.1K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-425- 1.8% |
$26.2K - $32.3K
|
23.1K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-263- 1.18% |
$16.2K - $20K
|
22K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 7.73% |
$81.6K - $101K
|
15.8K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-903- 5.42% |
$55.8K - $68.7K
|
15.8K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46New |
$2.84K - $3.5K
|
46
$3.4K
|