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 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
184+ 6.29% |
$12.9K - $14.5K
|
3.11K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.5K+ 311.76% |
$947K - $1.07M
|
17.9K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-118- 7.69% |
$8.26K - $9.31K
|
1.42K
$105K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.7K- 5.09% |
$399K - $450K
|
106K
$7.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.52KNew |
$457K - $514K
|
6.52K
$485K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
648+ 15.87% |
$45.4K - $51.1K
|
4.73K
$352K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.52K- 43.67% |
$177K - $199K
|
3.25K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 23.08% |
$2.1K - $2.37K
|
100
$7.45K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
26.5KNew |
$1.85M - $2.09M
|
26.5K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-482- 1.09% |
$33.8K - $38K
|
43.8K
$3.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
88+ 0.09% |
$6.16K - $6.94K
|
103K
$7.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-96.1K- 27.97% |
$6.73M - $7.58M
|
247K
$18.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.26K- 23.54% |
$88.5K - $99.7K
|
4.11K
$306K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.18K- 41.41% |
$433K - $487K
|
8.74K
$651K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-80- 2.76% |
$5.6K - $6.31K
|
2.81K
$210K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21.6K- 45.98% |
$1.52M - $1.71M
|
25.4K
$1.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-16.6K- 84.69% |
$1.16M - $1.31M
|
2.99K
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
7.49K+ 38.33% |
$525K - $591K
|
27K
$2.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.8KNew |
$896K - $1.01M
|
12.8K
$952K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-92.2K- 98.09% |
$6.46M - $7.27M
|
1.8K
$134K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.6K- 14.76% |
$1.16M - $1.31M
|
95.8K
$7.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
16.5KNew |
$1.16M - $1.3M
|
16.5K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-19.7K- 82.4% |
$1.38M - $1.56M
|
4.22K
$314K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.3KNew |
$2.12M - $2.39M
|
30.3K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
11+ 0.3% |
$770 - $868
|
3.67K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$564K - $635K
|
8.05K
$599K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$70 - $78.9
|
4.42K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.23K- 2.67% |
$86.1K - $97K
|
44.8K
$3.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
69.4KNew |
$4.86M - $5.48M
|
69.4K
$5.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-162- 4.55% |
$11.3K - $12.8K
|
3.4K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5KNew |
$350K - $395K
|
5K
$372K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.28% |
$350 - $395
|
1.81K
$135K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-351- 10.44% |
$24.6K - $27.7K
|
3.01K
$224K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-70- 16.59% |
$4.9K - $5.52K
|
352
$26.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
5.45K+ 9.53% |
$382K - $430K
|
62.7K
$4.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
250KNew |
$17.5M - $19.7M
|
250K
$18.6M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
52New |
$3.64K - $4.1K
|
52
$3.87K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-400- 6.11% |
$28K - $31.6K
|
6.14K
$457K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-126- 0.91% |
$8.82K - $9.94K
|
13.8K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
133+ 88.67% |
$9.31K - $10.5K
|
283
$21.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
311KNew |
$21.8M - $24.5M
|
311K
$23.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 67.89% |
$155K - $175K
|
5.47K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.13% |
$70 - $78.9
|
798
$59.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-500- 92.76% |
$35K - $39.5K
|
39
$2.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
28+ 0.95% |
$1.96K - $2.21K
|
2.98K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.03% |
$70 - $78.9
|
3.35K
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
400New |
$28K - $31.6K
|
400
$29.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
139+ 2.8% |
$9.73K - $11K
|
5.11K
$381K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
300+ 5.15% |
$21K - $23.7K
|
6.13K
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.14K- 35.03% |
$290K - $327K
|
7.69K
$572K
|