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 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.45KNew |
$338K - $395K
|
5.45K
$394K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-921- 18.53% |
$57K - $66.7K
|
4.05K
$293K
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-358K- 96.86% |
$22.1M - $25.9M
|
11.6K
$838K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-8.6K- 1.53% |
$424K - $610K
|
553K
$39.9M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.2K- 41.35% |
$59.3K - $85.3K
|
1.71K
$123K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.44% |
$98.7 - $142
|
456
$33K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
9.59KNew |
$473K - $681K
|
9.59K
$693K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51New |
$2.52K - $3.62K
|
51
$3.69K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.04KNew |
$249K - $358K
|
5.04K
$364K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
252New |
$12.4K - $17.9K
|
252
$18.2K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
23.1KNew |
$1.14M - $1.64M
|
23.1K
$1.67M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
184New |
$9.08K - $13.1K
|
184
$13.3K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1K- 97.85% |
$49.3K - $71K
|
22
$1.59K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8New |
$395 - $568
|
8
$578
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
313New |
$15.4K - $22.2K
|
313
$22.6K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.02KNew |
$248K - $356K
|
5.02K
$363K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
119KNew |
$5.86M - $8.43M
|
119K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
300New |
$14.8K - $21.3K
|
300
$21.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-710- 6.24% |
$35K - $50.4K
|
10.7K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18K+ 74.65% |
$888K - $1.28M
|
42.1K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.72K+ 72.02% |
$332K - $477K
|
16.1K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-774K- 31.48% |
$38.2M - $55M
|
1.69M
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
70KNew |
$3.45M - $4.97M
|
70K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.97KNew |
$147K - $211K
|
2.97K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.04KNew |
$150K - $216K
|
3.04K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
65KNew |
$3.21M - $4.61M
|
65K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-25- 0.15% |
$1.23K - $1.77K
|
17K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
5.3KNew |
$261K - $376K
|
5.3K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenstone Partners & Co., LLC
Larkspur, CA |
BUY
|
- |
15.7K+ 7.73% |
$774K - $1.11M
|
219K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
58KNew |
$2.86M - $4.12M
|
58K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
560K+ 4.8% |
$27.6M - $39.8M
|
12.2M
$884M
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
31.1K+ 310.75% |
$1.53M - $2.21M
|
41.1K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
118KNew |
$5.83M - $8.39M
|
118K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
801New |
$39.5K - $56.9K
|
801
$57.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
200KNew |
$9.87M - $14.2M
|
200K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.82KNew |
$188K - $271K
|
3.82K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
50.5KNew |
$2.49M - $3.58M
|
50.5K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
135K+ 50.94% |
$6.66M - $9.58M
|
400K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
196KNew |
$9.67M - $13.9M
|
196K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
17.7KNew |
$871K - $1.25M
|
17.7K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
CALL |
200KNew |
$9.87M - $14.2M
|
200K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
71.7KNew |
$3.54M - $5.09M
|
71.7K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
PUT |
100KNew |
$4.93M - $7.1M
|
100K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
197KNew |
$9.71M - $14M
|
197K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$4.93M - $7.1M
|
100K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
72.3K+ 399.45% |
$3.57M - $5.13M
|
90.4K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-51.4K- 93.83% |
$2.53M - $3.65M
|
3.38K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
289New |
$14.3K - $20.5K
|
289
$20.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
200+ 18.18% |
$9.87K - $14.2K
|
1.3K
$93.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-40- 3.8% |
$1.97K - $2.84K
|
1.01K
$73.2K
|
|