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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
958+ 12.37% |
$59.3K - $69.3K
|
8.7K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10New |
$619 - $724
|
10
$745
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$557 - $651
|
9
$670
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.55K- 0.6% |
$158K - $184K
|
419K
$31.2M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-77- 0.2% |
$4.77K - $5.57K
|
39.3K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.9K- 99.36% |
$241K - $282K
|
25
$1.86K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-568- 34.45% |
$35.2K - $41.1K
|
1.08K
$80.5K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.84KNew |
$176K - $206K
|
2.84K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
243KNew |
$15M - $17.6M
|
243K
$18.1M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-16.3K- 77.2% |
$1.01M - $1.18M
|
4.82K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.49KNew |
$525K - $615K
|
8.49K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-450- 76.01% |
$27.9K - $32.6K
|
142
$10.6K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-59- 0.84% |
$3.65K - $4.27K
|
6.98K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-352K- 12.62% |
$21.8M - $25.5M
|
2.44M
$182M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-200- 25.0% |
$12.4K - $14.5K
|
600
$44.7K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
21+ 0.58% |
$1.3K - $1.52K
|
3.62K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.78K+ 681.62% |
$172K - $201K
|
3.19K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-9.2K- 30.67% |
$569K - $666K
|
20.8K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.61K- 57.24% |
$285K - $334K
|
3.45K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-219K- 88.3% |
$13.6M - $15.9M
|
29K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.76KNew |
$171K - $200K
|
2.76K
$206K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-3.12K- 27.64% |
$193K - $226K
|
8.18K
$609K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-748- 24.25% |
$46.3K - $54.1K
|
2.34K
$174K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
50KNew |
$3.09M - $3.62M
|
50K
$3.72M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.79K- 28.55% |
$172K - $202K
|
6.97K
$519K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-14.8K- 81.77% |
$916K - $1.07M
|
3.3K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-18K- 77.76% |
$1.12M - $1.3M
|
5.15K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.22K+ 2.37% |
$261K - $306K
|
182K
$13.6M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
12KNew |
$742K - $868K
|
12K
$893K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
56+ 0.12% |
$3.47K - $4.05K
|
48.5K
$3.61M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.6K- 28.8% |
$98.9K - $116K
|
3.95K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.1KNew |
$814K - $951K
|
13.1K
$979K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$495 - $579
|
8
$596
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-122- 0.44% |
$7.55K - $8.83K
|
27.7K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.23KNew |
$200K - $234K
|
3.23K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.75KNew |
$294K - $344K
|
4.75K
$354K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-68- 0.8% |
$4.21K - $4.92K
|
8.39K
$625K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.84KNew |
$299K - $350K
|
4.84K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-303- 5.38% |
$18.8K - $21.9K
|
5.33K
$397K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
175New |
$10.8K - $12.7K
|
175
$13K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-82- 1.7% |
$5.07K - $5.94K
|
4.74K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-6.93M- 99.87% |
$429M - $501M
|
9.07K
$676K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-35KClosed |
$2.17M - $2.53M
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-155- 0.48% |
$9.59K - $11.2K
|
32.2K
$2.4M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-39.8K- 88.54% |
$2.46M - $2.88M
|
5.15K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
300New |
$18.6K - $21.7K
|
300
$22.3K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
2.9KNew |
$179K - $210K
|
2.9K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.71K+ 155.16% |
$415K - $486K
|
11K
$822K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 6.03% |
$68K - $79.5K
|
19.3K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
175+ 0.12% |
$10.8K - $12.7K
|
151K
$11.3M
|