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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-108- 46.55% |
$5.12K - $6.17K
|
124
$9.05K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$4.74K - $5.71K
|
100
$7.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.8KNew |
$559K - $674K
|
11.8K
$861K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 5.13% |
$9.47K - $11.4K
|
3.7K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-85.4K- 31.63% |
$4.05M - $4.88M
|
185K
$13.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
6.77K+ 16.26% |
$321K - $387K
|
48.4K
$3.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
14+ 0.47% |
$663 - $800
|
2.97K
$217K
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
33.6KNew |
$1.59M - $1.92M
|
33.6K
$2.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.7KNew |
$509K - $614K
|
10.7K
$784K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
103+ 177.59% |
$4.88K - $5.89K
|
161
$11.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 0.58% |
$3.6K - $4.34K
|
13.1K
$957K
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
40.7K+ 21.14% |
$1.93M - $2.33M
|
233K
$17M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
79New |
$3.74K - $4.51K
|
79
$5.77K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
642+ 5.99% |
$30.4K - $36.7K
|
11.4K
$830K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
79New |
$3.74K - $4.51K
|
79
$5.77K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.67KNew |
$174K - $210K
|
3.67K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.58K- 3.17% |
$122K - $148K
|
78.9K
$5.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-119- 0.82% |
$5.64K - $6.8K
|
14.3K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
13.4KNew |
$637K - $768K
|
13.4K
$981K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
252+ 1.42% |
$11.9K - $14.4K
|
18K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-59- 0.27% |
$2.79K - $3.37K
|
21.6K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
400New |
$18.9K - $22.9K
|
400
$29.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
19.5KNew |
$924K - $1.11M
|
19.5K
$1.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
191+ 0.38% |
$9.05K - $10.9K
|
50.3K
$3.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-5.8K- 3.52% |
$275K - $331K
|
159K
$11.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.88KNew |
$184K - $222K
|
3.88K
$283K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
158New |
$7.48K - $9.03K
|
158
$11.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
5.94KNew |
$281K - $339K
|
5.94K
$434K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.13K+ 10.3% |
$53.3K - $64.3K
|
12K
$880K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
331+ 7.51% |
$15.7K - $18.9K
|
4.74K
$346K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
CALL |
-25.5K- 67.11% |
$1.21M - $1.46M
|
12.5K
$913K
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
3.66KNew |
$173K - $209K
|
3.66K
$267K
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 11.09% |
$128K - $155K
|
27.1K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
58+ 3.06% |
$2.75K - $3.31K
|
1.96K
$143K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-81.7K- 86.98% |
$3.87M - $4.67M
|
12.2K
$892K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
6.23KNew |
$295K - $356K
|
6.23K
$455K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.5K+ 25.61% |
$166K - $200K
|
17.1K
$1.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-851- 68.91% |
$40.3K - $48.6K
|
384
$28K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.99KNew |
$189K - $228K
|
3.99K
$291K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 4.8% |
$49.5K - $59.7K
|
20.7K
$1.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 94.36% |
$48.3K - $58.3K
|
61
$4.45K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
35.4KNew |
$1.67M - $2.02M
|
35.4K
$2.58M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 1.92% |
$47.4 - $57.1
|
53
$3.87K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-11.9K- 57.03% |
$564K - $680K
|
8.97K
$655K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-103K- 95.51% |
$4.89M - $5.89M
|
4.85K
$354K
|
|
| Q1 2023 | |||||||
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
582New |
$30.2K - $49.8K
|
582
$42.5K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.22KClosed |
$63.3K - $104K
|
0
$0
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
61.1KNew |
$3.17M - $5.23M
|
61.1K
$4.46M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
PUT |
45KNew |
$2.34M - $3.85M
|
45K
$3.29M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
314+ 88.7% |
$16.3K - $26.9K
|
668
$48.8K
|
|