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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
103New |
$7.21K - $8.13K
|
103
$7.67K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
10.1KNew |
$707K - $796K
|
10.1K
$751K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-321- 9.03% |
$22.5K - $25.3K
|
3.23K
$241K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.9KNew |
$203K - $229K
|
2.9K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.36K- 4.15% |
$655K - $738K
|
216K
$16.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.84K- 9.33% |
$339K - $382K
|
47K
$3.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.68K- 60.42% |
$468K - $527K
|
4.38K
$326K
|
|
|
Jul 18, 2024
Q2 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-276- 0.92% |
$19.3K - $21.8K
|
29.8K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.84KNew |
$199K - $224K
|
2.84K
$212K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-133- 56.6% |
$9.31K - $10.5K
|
102
$7.59K
|
|
|
Jul 17, 2024
Q2 2024
|
Intermede Investment Partners LTD
|
SELL
|
- |
-593K- 21.7% |
$41.5M - $46.8M
|
2.14M
$159M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.88KNew |
$132K - $149K
|
1.88K
$140K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14+ 0.34% |
$980 - $1.1K
|
4.11K
$306K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
400New |
$28K - $31.6K
|
400
$29.8K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.42K- 73.92% |
$99.7K - $112K
|
502
$37.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-316- 2.12% |
$22.1K - $24.9K
|
14.6K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
415+ 14.11% |
$29.1K - $32.7K
|
3.36K
$250K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
100+ 0.97% |
$7K - $7.89K
|
10.4K
$777K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
103+ 3.32% |
$7.21K - $8.13K
|
3.21K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
67.4KNew |
$4.72M - $5.32M
|
67.4K
$5.02M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4- 0.13% |
$280 - $316
|
3.08K
$230K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1+ 0.03% |
$70 - $78.9
|
2.89K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-311- 5.23% |
$21.8K - $24.5K
|
5.63K
$419K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-960- 11.31% |
$67.2K - $75.7K
|
7.53K
$561K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-141- 60.78% |
$9.87K - $11.1K
|
91
$6.77K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.65KNew |
$255K - $288K
|
3.65K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
350New |
$24.5K - $27.6K
|
350
$26.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 0.77% |
$14K - $15.8K
|
26.2K
$1.95M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.58K- 18.1% |
$110K - $124K
|
7.13K
$531K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 4.23% |
$3.15K - $3.55K
|
1.11K
$82.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-49.9K- 19.13% |
$3.49M - $3.93M
|
211K
$15.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 50.0% |
$420K - $473K
|
6K
$447K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.99KNew |
$139K - $157K
|
1.99K
$148K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-8- 4.62% |
$560 - $631
|
165
$12.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-152- 2.41% |
$10.6K - $12K
|
6.16K
$458K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-118- 72.39% |
$8.26K - $9.31K
|
45
$3.35K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-500- 22.62% |
$35K - $39.5K
|
1.71K
$127K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-68- 30.09% |
$4.76K - $5.37K
|
158
$11.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.24K- 30.55% |
$87K - $98.1K
|
2.83K
$210K
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2K- 10.21% |
$140K - $158K
|
17.6K
$1.31M
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
232K+ 46.57% |
$14.4M - $16.8M
|
730K
$54.3M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.18KNew |
$444K - $520K
|
7.18K
$535K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.5KNew |
$464K - $543K
|
7.5K
$558K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-75- 61.98% |
$4.64K - $5.43K
|
46
$3.42K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.99K - $8.18K
|
113
$8.41K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.95KNew |
$368K - $431K
|
5.95K
$443K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-22- 0.1% |
$1.36K - $1.59K
|
22K
$1.64M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-57- 8.36% |
$3.53K - $4.13K
|
625
$46.5K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10KNew |
$619K - $724K
|
10K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.2KNew |
$570K - $666K
|
9.2K
$685K
|
|