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 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
188New |
$9.27K - $13.3K
|
188
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
38.6KNew |
$1.9M - $2.74M
|
38.6K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
43.5KNew |
$2.15M - $3.09M
|
43.5K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.38KNew |
$166K - $240K
|
3.38K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.18KNew |
$354K - $510K
|
7.18K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-750- 1.34% |
$37K - $53.2K
|
55K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$186K - $267K
|
3.76K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
15New |
$740 - $1.06K
|
15
$1.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
116New |
$5.72K - $8.23K
|
116
$8.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-62.2K- 82.74% |
$3.07M - $4.42M
|
13K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Arvin Capital Management LP
Austin, TX |
BUY
|
- |
45.3KNew |
$2.23M - $3.21M
|
45.3K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$493 - $710
|
10
$723
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.13KNew |
$154K - $222K
|
3.13K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.1KNew |
$153K - $220K
|
3.1K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
200+ 3.33% |
$9.87K - $14.2K
|
6.2K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-350- 63.64% |
$17.3K - $24.8K
|
200
$14.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
1.46MNew |
$72.1M - $104M
|
1.46M
$106M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-131K- 70.1% |
$6.48M - $9.32M
|
56K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
24KNew |
$1.18M - $1.7M
|
24K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
131KNew |
$6.46M - $9.3M
|
131K
$9.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
75.2KNew |
$3.71M - $5.34M
|
75.2K
$5.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.22K+ 5.76% |
$406K - $584K
|
151K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-246Closed |
$12.1K - $17.5K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-71.8K- 53.07% |
$3.54M - $5.1M
|
63.5K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200- 26.28% |
$9.87K - $14.2K
|
561
$40.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
38.5KNew |
$1.9M - $2.73M
|
38.5K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.92KNew |
$144K - $207K
|
2.92K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.35% |
$345 - $497
|
2.03K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-325- 1.35% |
$16K - $23.1K
|
23.7K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.73KNew |
$184K - $264K
|
3.73K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.39KNew |
$167K - $241K
|
3.39K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-340- 51.13% |
$16.8K - $24.1K
|
325
$23.5K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.18K- 9.48% |
$107K - $155K
|
20.8K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
128KNew |
$6.31M - $9.07M
|
128K
$9.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-624- 8.5% |
$30.8K - $44.3K
|
6.72K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$162K - $233K
|
3.28K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 56.7% |
$58K - $83.5K
|
898
$64.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
500New |
$24.7K - $35.5K
|
500
$36.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.55K+ 36.39% |
$372K - $536K
|
28.3K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.41K+ 30.26% |
$69.6K - $100K
|
6.07K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-336- 7.14% |
$16.6K - $23.8K
|
4.37K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
51New |
$2.52K - $3.62K
|
51
$3.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-156- 5.41% |
$7.7K - $11.1K
|
2.73K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$287K - $413K
|
5.82K
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
138K+ 883.6% |
$6.79M - $9.77M
|
153K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
33.3KNew |
$1.64M - $2.36M
|
33.3K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-21.7K- 81.84% |
$1.07M - $1.54M
|
4.82K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-136- 5.2% |
$6.71K - $9.65K
|
2.48K
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
277New |
$13.7K - $19.7K
|
277
$20K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
90New |
$4.44K - $6.39K
|
90
$6.5K
|