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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
505+ 0.71% |
$32K - $41.8K
|
71.5K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.72KNew |
$172K - $225K
|
2.72K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.71KNew |
$362K - $473K
|
5.71K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.73K- 86.82% |
$363K - $475K
|
870
$80.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-700- 9.56% |
$44.3K - $58K
|
6.62K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-250- 1.23% |
$15.8K - $20.7K
|
20.2K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-346- 3.52% |
$21.9K - $28.7K
|
9.5K
$877K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
396+ 104.76% |
$25.1K - $32.8K
|
774
$71.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-409- 8.65% |
$25.9K - $33.9K
|
4.32K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 1.2% |
$11.1K - $14.5K
|
14.4K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-559- 4.18% |
$35.4K - $46.3K
|
12.8K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.0% |
$12.7K - $16.6K
|
9.8K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$190K - $249K
|
3K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$317 - $414
|
5
$462
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-115- 2.16% |
$7.28K - $9.53K
|
5.22K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-121- 2.69% |
$7.66K - $10K
|
4.38K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
59+ 1.51% |
$3.74K - $4.89K
|
3.97K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.97K- 12.49% |
$188K - $246K
|
20.8K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 12.84% |
$22.2K - $29K
|
3.08K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
2.99KNew |
$189K - $248K
|
2.99K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 0.88% |
$950 - $1.24K
|
1.7K
$156K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-25- 0.46% |
$1.58K - $2.07K
|
5.4K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-11.8K- 54.19% |
$750K - $982K
|
10K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.79K- 97.82% |
$113K - $148K
|
40
$3.69K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.1K- 26.5% |
$196K - $257K
|
8.6K
$794K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 2.05% |
$2.66K - $3.48K
|
2.01K
$185K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$252K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 8.24% |
$2.91K - $3.81K
|
604
$55.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.62K- 9.71% |
$166K - $217K
|
24.3K
$2.25M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.08KNew |
$195K - $255K
|
3.08K
$284K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-917- 18.32% |
$58.1K - $76K
|
4.09K
$377K
|
|
| Q3 2024 | |||||||
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
770+ 7.76% |
$47.5K - $58.6K
|
10.7K
$987K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-6.74KClosed |
$416K - $513K
|
0
$0
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
182New |
$11.2K - $13.8K
|
182
$16.8K
|
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-4.05K- 23.83% |
$250K - $308K
|
12.9K
$1.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.03K- 87.83% |
$310K - $382K
|
696
$64.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.16% |
$61.7 - $76.1
|
616
$56.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
16New |
$988 - $1.22K
|
16
$1.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Fosun International LTD
|
SELL
|
- |
-6.15K- 29.09% |
$379K - $468K
|
15K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.33M- 99.98% |
$82.4M - $102M
|
258
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-84.8K- 97.98% |
$5.24M - $6.45M
|
1.75K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Hst Ventures, LLC
|
BUY
|
- |
240K+ 342.38% |
$14.8M - $18.2M
|
310K
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-219- 6.97% |
$13.5K - $16.7K
|
2.92K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
14+ 0.37% |
$864 - $1.07K
|
3.76K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
569+ 9.39% |
$35.1K - $43.3K
|
6.63K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-1.1K- 52.38% |
$67.9K - $83.7K
|
1K
$92.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-286K- 57.69% |
$17.7M - $21.8M
|
210K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Theleme Partners LLP
London, X0 |
SELL
|
- |
-403K- 8.75% |
$24.9M - $30.7M
|
4.2M
$388M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
15.1KNew |
$934K - $1.15M
|
15.1K
$1.4M
|
|