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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.1KNew |
$547K - $686K
|
10.1K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-4.54K- 50.43% |
$246K - $308K
|
4.46K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-45- 0.46% |
$2.44K - $3.06K
|
9.73K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-14.3K- 78.07% |
$776K - $973K
|
4.03K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.6K+ 4.04% |
$86.9K - $109K
|
41.3K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-25K- 11.9% |
$1.36M - $1.7M
|
185K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-53.9K- 49.99% |
$2.92M - $3.66M
|
53.9K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-441- 22.72% |
$23.9K - $30K
|
1.5K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.61K- 4.6% |
$358K - $449K
|
137K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-127- 15.43% |
$6.88K - $8.63K
|
696
$50.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14New |
$759 - $951
|
14
$1.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-5.04K- 1.88% |
$273K - $343K
|
263K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
91+ 0.03% |
$4.93K - $6.18K
|
326K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-133- 3.2% |
$7.21K - $9.04K
|
4.03K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
502New |
$27.2K - $34.1K
|
502
$36.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-262Closed |
$14.2K - $17.8K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-1.8K- 6.72% |
$97.6K - $122K
|
25K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-298- 6.7% |
$16.2K - $20.2K
|
4.15K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.02K- 9.93% |
$164K - $205K
|
27.4K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lansdowne Partners (Uk) LLP
London, X0 |
SELL
|
- |
-17K- 19.54% |
$921K - $1.15M
|
70K
$5.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
1.25KNew |
$67.8K - $84.9K
|
1.25K
$91.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.79KNew |
$97.2K - $122K
|
1.79K
$131K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-393- 3.5% |
$21.3K - $26.7K
|
10.8K
$791K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
600+ 11.53% |
$32.5K - $40.8K
|
5.81K
$424K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
151+ 1.78% |
$8.18K - $10.3K
|
8.65K
$631K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-50- 5.52% |
$2.71K - $3.4K
|
856
$62.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
888New |
$48.1K - $60.3K
|
888
$64.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-230- 4.27% |
$12.5K - $15.6K
|
5.16K
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
182New |
$9.86K - $12.4K
|
182
$13.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
268+ 5.02% |
$14.5K - $18.2K
|
5.61K
$410K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
5KNew |
$271K - $340K
|
5K
$365K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
363+ 0.32% |
$19.7K - $24.7K
|
115K
$8.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
211+ 5.39% |
$11.4K - $14.3K
|
4.13K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
PUT |
200New |
$10.8K - $13.6K
|
200
$14.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
359KNew |
$19.4M - $24.4M
|
359K
$26.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Fore Capital, LLC
|
SELL
|
PUT |
-55K- 64.71% |
$2.98M - $3.74M
|
30K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2+ 0.35% |
$108 - $136
|
573
$41.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4New |
$217 - $272
|
4
$292
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-1.1K- 57.89% |
$59.6K - $74.7K
|
800
$58.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.81KNew |
$207K - $259K
|
3.81K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
BUY
|
- |
7.73K+ 203.47% |
$419K - $525K
|
11.5K
$842K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-15- 1.02% |
$813 - $1.02K
|
1.45K
$106K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.54K- 26.3% |
$246K - $309K
|
12.7K
$930K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
PUT |
5KNew |
$271K - $340K
|
5K
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
918+ 134.21% |
$49.8K - $62.4K
|
1.6K
$117K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-127- 1.66% |
$6.88K - $8.63K
|
7.53K
$550K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
900New |
$48.8K - $61.1K
|
900
$65.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-17- 0.41% |
$921 - $1.15K
|
4.1K
$299K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
29+ 10.0% |
$1.57K - $1.97K
|
319
$23.3K
|