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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.07KNew |
$145K - $163K
|
2.07K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-180K- 95.94% |
$12.6M - $14.2M
|
7.62K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
23.4KNew |
$1.64M - $1.85M
|
23.4K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
36+ 0.8% |
$2.52K - $2.84K
|
4.56K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17+ 26.15% |
$1.19K - $1.34K
|
82
$6.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
1+ 0.03% |
$70 - $78.9
|
3.48K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.8K- 42.82% |
$1.46M - $1.64M
|
27.8K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
130+ 2.8% |
$9.1K - $10.3K
|
4.78K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
600+ 0.33% |
$42K - $47.3K
|
182K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.06K- 12.85% |
$145K - $163K
|
14K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24+ 0.16% |
$1.68K - $1.89K
|
14.9K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
92.1K+ 154.53% |
$6.45M - $7.27M
|
152K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-16.8K- 73.12% |
$1.18M - $1.33M
|
6.18K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
52.3KNew |
$3.66M - $4.12M
|
52.3K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-260- 94.89% |
$18.2K - $20.5K
|
14
$1.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.13K+ 12.05% |
$219K - $247K
|
29.1K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
40.2KNew |
$2.82M - $3.17M
|
40.2K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
157KNew |
$11M - $12.4M
|
157K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-205- 6.81% |
$14.4K - $16.2K
|
2.8K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.14K+ 4.91% |
$79.8K - $89.9K
|
24.3K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.72K- 23.75% |
$190K - $214K
|
8.73K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.49M+ 1.49% |
$104M - $117M
|
101M
$7.52B
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
100+ 1.42% |
$7K - $7.89K
|
7.12K
$530K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-80- 1.76% |
$5.6K - $6.31K
|
4.46K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-19.2K- 72.11% |
$1.34M - $1.51M
|
7.41K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.81K+ 42.33% |
$267K - $301K
|
12.8K
$954K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
5.57K+ 8.29% |
$390K - $439K
|
72.7K
$5.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-619- 2.62% |
$43.3K - $48.8K
|
23K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$203K - $229K
|
2.9K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.72K- 38.31% |
$120K - $135K
|
2.77K
$206K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-150- 0.54% |
$10.5K - $11.8K
|
27.6K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-48- 0.41% |
$3.36K - $3.79K
|
11.7K
$868K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.18KNew |
$433K - $488K
|
6.18K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-14- 8.0% |
$980 - $1.1K
|
161
$12K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.8K+ 522.45% |
$896K - $1.01M
|
15.3K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
30New |
$2.1K - $2.37K
|
30
$2.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-219K- 82.32% |
$15.3M - $17.3M
|
47K
$3.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-49- 2.99% |
$3.43K - $3.87K
|
1.59K
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-195- 0.69% |
$13.7K - $15.4K
|
28K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
84+ 30.43% |
$5.88K - $6.63K
|
360
$26.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.5K- 27.62% |
$245K - $276K
|
9.16K
$682K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
40.7KNew |
$2.85M - $3.21M
|
40.7K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.91KNew |
$204K - $229K
|
2.91K
$217K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-215- 99.08% |
$15.1K - $17K
|
2
$149
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-962- 11.74% |
$67.4K - $75.9K
|
7.23K
$538K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6+ 0.17% |
$420 - $473
|
3.45K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
475+ 9.77% |
$33.3K - $37.5K
|
5.34K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
22.5KNew |
$1.57M - $1.77M
|
22.5K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
73New |
$5.11K - $5.76K
|
73
$5.43K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.53KNew |
$247K - $279K
|
3.53K
$263K
|