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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
77KNew |
$4.88M - $6.38M
|
77K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-128- 32.24% |
$8.1K - $10.6K
|
269
$24.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-10- 0.16% |
$633 - $829
|
6.3K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
58New |
$3.67K - $4.81K
|
58
$5.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
33New |
$2.09K - $2.73K
|
33
$3.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.49KNew |
$474K - $620K
|
7.49K
$691K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
264K+ 156.22% |
$16.7M - $21.8M
|
432K
$39.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.74KNew |
$173K - $227K
|
2.74K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
81New |
$5.13K - $6.71K
|
81
$7.48K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.08K- 67.41% |
$131K - $172K
|
1K
$92.7K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-1.7K- 20.48% |
$108K - $141K
|
6.6K
$609K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.25KNew |
$206K - $269K
|
3.25K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-665- 6.62% |
$42.1K - $55.1K
|
9.38K
$866K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.76KNew |
$175K - $229K
|
2.76K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.36KNew |
$86.1K - $113K
|
1.36K
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
4.01K+ 11.06% |
$254K - $332K
|
40.3K
$3.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
67.1KNew |
$4.25M - $5.56M
|
67.1K
$6.19M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
16+ 94.12% |
$1.01K - $1.33K
|
33
$3.05K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.26KNew |
$396K - $518K
|
6.26K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
66.9K+ 635.46% |
$4.24M - $5.54M
|
77.4K
$7.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-40- 0.55% |
$2.53K - $3.31K
|
7.19K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
18New |
$1.14K - $1.49K
|
18
$1.66K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
326+ 49.24% |
$20.6K - $27K
|
988
$91.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 0.31% |
$253 - $331
|
1.31K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-79- 34.05% |
$5K - $6.55K
|
153
$14.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
928New |
$58.8K - $76.9K
|
928
$85.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-66- 23.32% |
$4.18K - $5.47K
|
217
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 4.53% |
$2.79K - $3.65K
|
927
$85.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
961KNew |
$60.9M - $79.7M
|
961K
$88.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Operations LLC
|
SELL
|
- |
-62.7K- 12.47% |
$3.97M - $5.2M
|
440K
$40.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
79.8K+ 185.35% |
$5.05M - $6.61M
|
123K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.57K- 11.88% |
$416K - $544K
|
48.7K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$955K - $1.25M
|
15.1K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
556New |
$35.2K - $46.1K
|
556
$51.3K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-392K- 10.99% |
$24.8M - $32.5M
|
3.18M
$293M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
8.49KNew |
$538K - $703K
|
8.49K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-21- 0.46% |
$1.33K - $1.74K
|
4.59K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.8KNew |
$177K - $232K
|
2.8K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.24KNew |
$331K - $434K
|
5.24K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-375- 7.03% |
$23.7K - $31.1K
|
4.96K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$77.9K - $102K
|
1.23K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
89.9K+ 104.4% |
$5.69M - $7.45M
|
176K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.45KNew |
$345K - $451K
|
5.45K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-9.02K- 6.19% |
$571K - $747K
|
137K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
1.7MNew |
$108M - $141M
|
1.7M
$157M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
55+ 21.24% |
$3.48K - $4.56K
|
314
$29K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
59+ 1.44% |
$3.74K - $4.89K
|
4.16K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-13.8K- 42.07% |
$874K - $1.14M
|
19K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-386- 40.63% |
$24.4K - $32K
|
564
$52.1K
|