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 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-27- 0.55% |
$1.46K - $1.83K
|
4.85K
$350K
|
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
3K+ 16.67% |
$163K - $204K
|
21K
$1.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3.81K+ 13.31% |
$207K - $259K
|
32.5K
$2.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.46KNew |
$79.2K - $99.3K
|
1.46K
$106K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
27+ 0.11% |
$1.46K - $1.83K
|
23.9K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-335K- 89.12% |
$18.2M - $22.8M
|
40.9K
$2.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
169New |
$9.16K - $11.5K
|
169
$12.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
147KNew |
$7.97M - $10M
|
147K
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-15.2K- 57.58% |
$826K - $1.03M
|
11.2K
$811K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.11K+ 12.63% |
$331K - $415K
|
54.5K
$3.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
612New |
$33.2K - $41.6K
|
612
$44.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-95.1K- 94.65% |
$5.16M - $6.46M
|
5.37K
$388K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-474- 3.45% |
$25.7K - $32.2K
|
13.3K
$958K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.19KNew |
$64.4K - $80.7K
|
1.19K
$85.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
SELL
|
- |
-137K- 97.28% |
$7.43M - $9.31M
|
3.84K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$1.08K - $1.36K
|
3.85K
$278K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
2.5K+ 4.03% |
$136K - $170K
|
64.5K
$4.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-275- 2.55% |
$14.9K - $18.7K
|
10.5K
$760K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
108New |
$5.85K - $7.34K
|
108
$7.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
CALL |
-500- 5.26% |
$27.1K - $34K
|
9K
$650K
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
140+ 0.31% |
$7.59K - $9.51K
|
44.7K
$3.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
243New |
$13.2K - $16.5K
|
243
$17.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
200+ 5.19% |
$10.8K - $13.6K
|
4.05K
$293K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
813+ 13.75% |
$44.1K - $55.2K
|
6.73K
$486K
|
|
|
Oct 19, 2023
Q3 2023
|
Pm Capital LTD
|
BUY
|
- |
163K+ 73.97% |
$8.82M - $11.1M
|
383K
$27.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
744+ 7.13% |
$40.3K - $50.5K
|
11.2K
$807K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 49.26% |
$5.42K - $6.79K
|
103
$7.44K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.7% |
$2.71K - $3.4K
|
7.06K
$510K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.27K+ 7.21% |
$68.9K - $86.4K
|
18.9K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4KNew |
$217K - $272K
|
4K
$289K
|
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
1.24K+ 1.97% |
$66.9K - $83.9K
|
63.8K
$4.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
150+ 2.44% |
$8.13K - $10.2K
|
6.31K
$456K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
40.3KNew |
$2.19M - $2.74M
|
40.3K
$2.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
75+ 0.7% |
$4.07K - $5.1K
|
10.7K
$775K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.55K- 59.12% |
$355K - $445K
|
4.53K
$327K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
858New |
$46.5K - $58.3K
|
858
$62K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-265K- 59.66% |
$14.4M - $18M
|
179K
$13M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-1.22K- 11.36% |
$66.2K - $83K
|
9.53K
$688K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 89.29% |
$6.78K - $8.49K
|
15
$1.08K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
40New |
$2.17K - $2.72K
|
40
$2.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-48- 1.0% |
$2.6K - $3.26K
|
4.77K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
80+ 2.22% |
$4.34K - $5.44K
|
3.68K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-26.8K- 13.35% |
$1.45M - $1.82M
|
174K
$12.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-42- 1.09% |
$2.28K - $2.85K
|
3.8K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.42% |
$59.6K - $74.7K
|
21.4K
$1.54M
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-384- 11.53% |
$18.2K - $21.9K
|
2.95K
$213K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
24.5KNew |
$1.16M - $1.4M
|
24.5K
$1.77M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-49.4K- 47.03% |
$2.34M - $2.82M
|
55.7K
$4.02M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
96K+ 402.01% |
$4.55M - $5.49M
|
120K
$8.66M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 6.91% |
$711 - $857
|
202
$14.6K
|
|