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 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.2K- 49.63% |
$259K - $320K
|
4.26K
$315K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
519+ 0.7% |
$32K - $39.5K
|
74.8K
$5.52M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-13.7K- 53.52% |
$846K - $1.04M
|
11.9K
$879K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-637- 9.75% |
$39.3K - $48.5K
|
5.9K
$436K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
79+ 493.75% |
$4.88K - $6.01K
|
95
$7.01K
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.28K- 3.17% |
$79.2K - $97.6K
|
39.2K
$2.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.14K+ 0.66% |
$194K - $239K
|
481K
$35.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
11.2K+ 110.71% |
$691K - $851K
|
21.3K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.35% |
$988 - $1.22K
|
4.57K
$337K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
129+ 4.49% |
$7.96K - $9.81K
|
3K
$222K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-738- 8.44% |
$45.6K - $56.1K
|
8K
$591K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.85K- 6.2% |
$176K - $216K
|
43.1K
$3.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-360- 0.45% |
$22.2K - $27.4K
|
79.2K
$5.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17+ 0.46% |
$1.05K - $1.29K
|
3.75K
$277K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.43K- 6.09% |
$397K - $489K
|
99.1K
$7.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
421+ 10.32% |
$26K - $32K
|
4.5K
$332K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2- 0.05% |
$123 - $152
|
3.69K
$272K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-305- 5.83% |
$18.8K - $23.2K
|
4.93K
$364K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.8K+ 6.97% |
$1.22M - $1.51M
|
304K
$22.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.78K- 6.37% |
$110K - $135K
|
26.2K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.08% |
$185 - $228
|
3.59K
$265K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-389K- 86.88% |
$24M - $29.6M
|
58.7K
$4.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.21K- 15.05% |
$260K - $321K
|
23.8K
$1.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
290+ 0.94% |
$17.9K - $22.1K
|
31.1K
$2.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.82K+ 41.82% |
$112K - $138K
|
6.17K
$456K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-235- 2.9% |
$14.5K - $17.9K
|
7.86K
$581K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-803- 13.87% |
$49.6K - $61.1K
|
4.99K
$368K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5.73K+ 18.18% |
$354K - $436K
|
37.3K
$2.75M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.45KNew |
$336K - $415K
|
5.45K
$402K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
83New |
$5.12K - $6.31K
|
83
$6.13K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
850+ 152.33% |
$52.5K - $64.7K
|
1.41K
$104K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
10.6K+ 6.57% |
$657K - $810K
|
173K
$12.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-30.5K- 8.12% |
$1.88M - $2.32M
|
345K
$25.5M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.4KNew |
$378K - $426K
|
5.4K
$399K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-329- 17.1% |
$23K - $26K
|
1.6K
$118K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-201- 5.59% |
$14.1K - $15.9K
|
3.4K
$251K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
275+ 5.4% |
$19.3K - $21.7K
|
5.37K
$396K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
3.39K+ 2.37% |
$237K - $267K
|
146K
$10.8M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-115- 69.7% |
$8.05K - $9.07K
|
50
$3.69K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.9KNew |
$413K - $465K
|
5.9K
$436K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.82KNew |
$477K - $538K
|
6.82K
$503K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
13.4KNew |
$941K - $1.06M
|
13.4K
$992K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.05KNew |
$213K - $240K
|
3.05K
$225K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
722New |
$50.6K - $57K
|
722
$53.3K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-21- 0.12% |
$1.47K - $1.66K
|
17K
$1.25M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 1.14% |
$210 - $237
|
267
$19.7K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
19New |
$1.33K - $1.5K
|
19
$1.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
122New |
$8.54K - $9.63K
|
122
$9.01K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.25K- 41.15% |
$87.5K - $98.6K
|
1.79K
$132K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7New |
$490 - $552
|
7
$517
|
|