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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-90- 0.61% |
$5.56K - $6.85K
|
14.6K
$1.35M
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-2.27K- 47.88% |
$140K - $173K
|
2.47K
$228K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.25KNew |
$262K - $323K
|
4.25K
$392K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
79+ 0.5% |
$4.88K - $6.01K
|
15.7K
$1.45M
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
348+ 2.51% |
$21.5K - $26.5K
|
14.2K
$1.31M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-40- 50.0% |
$2.47K - $3.04K
|
40
$3.69K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 11.11% |
$123 - $152
|
20
$1.85K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
151New |
$9.32K - $11.5K
|
151
$13.9K
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$123 - $152
|
3.17K
$292K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.82K+ 2.9% |
$112K - $138K
|
64.4K
$5.95M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-119- 5.0% |
$7.35K - $9.05K
|
2.26K
$209K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 3.18% |
$3.43M - $4.23M
|
1.8M
$166M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-183K- 20.3% |
$11.3M - $13.9M
|
718K
$66.3M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$30.9K - $38K
|
500
$46.2K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
139New |
$8.58K - $10.6K
|
139
$12.8K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$61.7 - $76.1
|
1
$92.3
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-370- 8.37% |
$22.8K - $28.1K
|
4.05K
$374K
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.66KNew |
$226K - $279K
|
3.66K
$338K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
200+ 18.6% |
$12.3K - $15.2K
|
1.28K
$118K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-145- 3.48% |
$8.95K - $11K
|
4.03K
$372K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-206- 80.47% |
$12.7K - $15.7K
|
50
$4.62K
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950+ 3.26% |
$58.7K - $72.3K
|
30.1K
$2.78M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-285- 30.32% |
$17.6K - $21.7K
|
655
$60.5K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
PUT |
-1.5K- 9.09% |
$92.6K - $114K
|
15K
$1.38M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-44- 91.67% |
$2.72K - $3.35K
|
4
$369
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-964- 19.67% |
$59.5K - $73.3K
|
3.94K
$363K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-728- 7.01% |
$44.9K - $55.4K
|
9.66K
$892K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
100New |
$6.17K - $7.61K
|
100
$9.23K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-19- 0.51% |
$1.17K - $1.45K
|
3.69K
$341K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
37New |
$2.28K - $2.81K
|
37
$3.42K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
320+ 10.55% |
$19.8K - $24.3K
|
3.35K
$310K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$30.9K - $38K
|
500
$46.2K
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-50- 7.69% |
$3.09K - $3.8K
|
600
$55.4K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.29K
|
17
$1.57K
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
20.3KNew |
$1.25M - $1.54M
|
20.3K
$1.87M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46New |
$2.84K - $3.5K
|
46
$4.25K
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-13.7K- 53.52% |
$846K - $1.04M
|
11.9K
$1.1M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2- 0.05% |
$123 - $152
|
3.69K
$340K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
83New |
$5.12K - $6.31K
|
83
$7.66K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
850+ 152.33% |
$52.5K - $64.7K
|
1.41K
$130K
|
|
Q2 2024 | |||||||
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.38K- 19.07% |
$96.5K - $109K
|
5.85K
$540K
|
|
Feb 21, 2025
Q2 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-115KClosed |
$8.05M - $9.07M
|
0
$0
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.9KNew |
$413K - $465K
|
5.9K
$545K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
13.4KNew |
$941K - $1.06M
|
13.4K
$1.24M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
19New |
$1.33K - $1.5K
|
19
$1.75K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
122New |
$8.54K - $9.63K
|
122
$11.3K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7New |
$490 - $552
|
7
$646
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
3.93KNew |
$275K - $310K
|
3.93K
$363K
|
|
Aug 14, 2024
Q2 2024
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-446K- 25.85% |
$31.3M - $35.2M
|
1.28M
$118M
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 23.36% |
$70K - $78.9K
|
5.28K
$487K
|