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 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.33KNew |
$263K - $378K
|
5.33K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-36.5K- 58.57% |
$1.8M - $2.59M
|
25.8K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
65New |
$3.21K - $4.61K
|
65
$4.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
700+ 87.5% |
$34.5K - $49.7K
|
1.5K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.75K+ 1873.0% |
$185K - $266K
|
3.95K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.98KNew |
$97.7K - $141K
|
1.98K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
635New |
$31.3K - $45.1K
|
635
$45.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46KNew |
$171K - $246K
|
3.46K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
400+ 5.38% |
$19.7K - $28.4K
|
7.83K
$566K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.94KNew |
$145K - $209K
|
2.94K
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-313- 6.83% |
$15.4K - $22.2K
|
4.27K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.97K+ 17.52% |
$245K - $353K
|
33.4K
$2.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
2KNew |
$98.7K - $142K
|
2K
$145K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.77% |
$49.3 - $71
|
131
$9.47K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-194- 14.09% |
$9.57K - $13.8K
|
1.18K
$85.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
8.8K+ 35.2% |
$434K - $625K
|
33.8K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.71KNew |
$380K - $547K
|
7.71K
$557K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 0.48% |
$395 - $568
|
1.67K
$121K
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3.5KNew |
$173K - $248K
|
3.5K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 12.55% |
$61.5K - $88.5K
|
8.69K
$628K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-80- 0.48% |
$3.95K - $5.68K
|
16.7K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-239- 70.71% |
$11.8K - $17K
|
99
$7.15K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
3KNew |
$148K - $213K
|
3K
$217K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
BUY
|
- |
4K+ 9.27% |
$197K - $284K
|
47.2K
$3.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
42+ 39.62% |
$2.07K - $2.98K
|
148
$10.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.6KNew |
$178K - $256K
|
3.6K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
315New |
$15.5K - $22.4K
|
315
$22.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
3.5KNew |
$173K - $248K
|
3.5K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-204- 2.58% |
$10.1K - $14.5K
|
7.7K
$556K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-5K- 33.33% |
$247K - $355K
|
10K
$723K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
11KNew |
$543K - $781K
|
11K
$795K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
28New |
$1.38K - $1.99K
|
28
$2.02K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
375+ 4.69% |
$18.5K - $26.6K
|
8.38K
$605K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
550+ 916.67% |
$27.1K - $39K
|
610
$44.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.78KNew |
$137K - $197K
|
2.78K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10K- 22.2% |
$493K - $710K
|
35K
$2.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.73% |
$395 - $568
|
1.1K
$79.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$66K - $95K
|
1.34K
$96.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$338K - $487K
|
6.86K
$495K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
162New |
$7.99K - $11.5K
|
162
$11.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
500+ 12.2% |
$24.7K - $35.5K
|
4.6K
$332K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
3KNew |
$148K - $213K
|
3K
$217K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.58KNew |
$226K - $325K
|
4.58K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-4.8K- 97.19% |
$237K - $341K
|
139
$10K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
400+ 16.29% |
$19.7K - $28.4K
|
2.86K
$206K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-10.3K- 37.66% |
$509K - $732K
|
17.1K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.83KNew |
$189K - $271K
|
3.83K
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
BUY
|
- |
3.19KNew |
$157K - $226K
|
3.19K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
158+ 137.39% |
$7.79K - $11.2K
|
273
$19.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.8K- 43.19% |
$237K - $341K
|
6.31K
$456K
|