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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-719- 3.28% |
$50.4K - $56.7K
|
21.2K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-99- 0.04% |
$6.93K - $7.81K
|
251K
$18.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-4.48K- 39.61% |
$314K - $353K
|
6.83K
$508K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3KNew |
$210K - $237K
|
3K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.81K+ 26.08% |
$127K - $143K
|
8.75K
$651K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
13.9KNew |
$972K - $1.1M
|
13.9K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-550- 23.06% |
$38.5K - $43.4K
|
1.84K
$137K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-319- 5.55% |
$22.3K - $25.2K
|
5.43K
$404K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9- 2.03% |
$630 - $710
|
434
$32.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
126New |
$8.82K - $9.94K
|
126
$9.38K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.71% |
$70 - $78.9
|
141
$10.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.69K- 34.29% |
$119K - $134K
|
3.25K
$242K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
395New |
$27.7K - $31.2K
|
395
$29.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-30- 0.96% |
$2.1K - $2.37K
|
3.08K
$229K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
505+ 12.43% |
$35.4K - $39.8K
|
4.57K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-93.7K- 84.03% |
$6.56M - $7.39M
|
17.8K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
271New |
$19K - $21.4K
|
271
$20.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-126- 57.27% |
$8.82K - $9.94K
|
94
$7K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-335- 6.8% |
$23.5K - $26.4K
|
4.6K
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
226+ 5.03% |
$15.8K - $17.8K
|
4.72K
$352K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-345- 37.3% |
$24.2K - $27.2K
|
580
$43.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.6K- 33.4% |
$112K - $127K
|
3.2K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
203New |
$14.2K - $16K
|
203
$15.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
626+ 19.14% |
$43.8K - $49.4K
|
3.9K
$290K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
137+ 3.16% |
$9.59K - $10.8K
|
4.48K
$333K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 2.0% |
$70 - $78.9
|
51
$3.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
887New |
$62.1K - $70K
|
887
$66K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.62KNew |
$183K - $207K
|
2.62K
$195K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.47KNew |
$313K - $353K
|
4.47K
$333K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-75- 9.07% |
$5.25K - $5.92K
|
752
$56K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
102+ 3.22% |
$7.14K - $8.05K
|
3.27K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
191+ 6.22% |
$13.4K - $15.1K
|
3.26K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-5.67K- 5.75% |
$397K - $447K
|
92.9K
$6.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-74- 12.69% |
$5.18K - $5.84K
|
509
$37.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.33KNew |
$233K - $263K
|
3.33K
$248K
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-10.1K- 6.1% |
$707K - $797K
|
155K
$11.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-95- 1.86% |
$6.65K - $7.5K
|
5.01K
$373K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-193- 3.72% |
$13.5K - $15.2K
|
5K
$372K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-110- 0.2% |
$7.7K - $8.68K
|
54.6K
$4.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
24New |
$1.68K - $1.89K
|
24
$1.79K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-31.5K- 84.94% |
$2.21M - $2.49M
|
5.59K
$416K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.07K- 4.01% |
$215K - $242K
|
73.5K
$5.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
27KNew |
$1.89M - $2.13M
|
27K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-109- 1.64% |
$7.63K - $8.6K
|
6.55K
$487K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3K- 42.73% |
$210K - $237K
|
4.02K
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
728+ 4.28% |
$51K - $57.4K
|
17.7K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
3.85KNew |
$270K - $304K
|
3.85K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-51- 1.55% |
$3.57K - $4.02K
|
3.24K
$241K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-423- 9.38% |
$29.6K - $33.4K
|
4.09K
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.36K- 3.77% |
$95.2K - $107K
|
34.7K
$2.59M
|