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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.22K+ 2.81% |
$75.8K - $88.6K
|
44.8K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-3.33K- 27.81% |
$206K - $241K
|
8.65K
$644K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-20- 1.51% |
$1.24K - $1.45K
|
1.31K
$97.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 9.42% |
$3.22K - $3.76K
|
500
$37.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$6.19K - $7.24K
|
100
$7.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15+ 0.13% |
$928 - $1.09K
|
11.5K
$856K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 10.46% |
$1.55K - $1.81K
|
214
$15.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-17- 0.44% |
$1.05K - $1.23K
|
3.89K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 22.22% |
$12.4K - $14.5K
|
700
$52.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.81K- 32.0% |
$174K - $203K
|
5.97K
$445K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
162New |
$10K - $11.7K
|
162
$12.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
113New |
$6.99K - $8.18K
|
113
$8.42K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
200New |
$12.4K - $14.5K
|
200
$14.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.87KNew |
$178K - $208K
|
2.87K
$214K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
377+ 0.91% |
$23.3K - $27.3K
|
41.8K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-152- 1.66% |
$9.41K - $11K
|
9.02K
$672K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-451- 12.89% |
$27.9K - $32.6K
|
3.05K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-165- 37.5% |
$10.2K - $11.9K
|
275
$20.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.9KNew |
$179K - $210K
|
2.9K
$216K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$6.19K - $7.24K
|
100
$7.45K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-287- 63.78% |
$17.8K - $20.8K
|
163
$12.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
600+ 4.69% |
$37.1K - $43.4K
|
13.4K
$998K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
32+ 1.08% |
$1.98K - $2.32K
|
2.98K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-600- 2.01% |
$37.1K - $43.4K
|
29.2K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.82KNew |
$175K - $204K
|
2.82K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.95K- 66.14% |
$183K - $214K
|
1.51K
$112K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-132K- 92.3% |
$8.16M - $9.55M
|
11K
$819K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-118- 25.0% |
$7.3K - $8.54K
|
354
$26.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
41+ 0.52% |
$2.54K - $2.97K
|
7.95K
$592K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
50New |
$3.09K - $3.62K
|
50
$3.72K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
431New |
$26.7K - $31.2K
|
431
$32.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-24- 0.37% |
$1.49K - $1.74K
|
6.51K
$485K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.65K- 59.53% |
$288K - $337K
|
3.16K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-15- 0.16% |
$928 - $1.09K
|
9.24K
$688K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
CALL |
-10K- 28.57% |
$619K - $724K
|
25K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-97- 31.49% |
$6K - $7.02K
|
211
$15.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
626+ 10.44% |
$38.7K - $45.3K
|
6.63K
$493K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$619 - $724
|
2.24K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-10- 0.32% |
$619 - $724
|
3.08K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$272K - $318K
|
4.39K
$327K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-265- 37.06% |
$16.4K - $19.2K
|
450
$33.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.32K- 34.04% |
$144K - $168K
|
4.5K
$335K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.64KNew |
$287K - $336K
|
4.64K
$346K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 29.15% |
$74.9K - $87.6K
|
2.94K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$907K - $1.06M
|
14.7K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 1.04% |
$186 - $217
|
292
$21.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
108New |
$6.68K - $7.82K
|
108
$8.04K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
27+ 1.4% |
$1.67K - $1.95K
|
1.95K
$146K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$176K - $206K
|
2.85K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.45KNew |
$338K - $395K
|
5.45K
$406K
|