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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
40KNew |
$2.08M - $3.42M
|
40K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-320K- 92.53% |
$16.6M - $27.4M
|
25.8K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Ruffer LLP
|
BUY
|
- |
412K+ 639.47% |
$21.4M - $35.3M
|
476K
$34.8M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
11KNew |
$568K - $937K
|
11K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.53K+ 15.52% |
$79.3K - $131K
|
11.4K
$830K
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
300New |
$15.6K - $25.7K
|
300
$21.9K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.86KNew |
$460K - $759K
|
8.86K
$647K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.49KNew |
$337K - $555K
|
6.49K
$474K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
59New |
$3.06K - $5.05K
|
59
$4.31K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
508+ 166.56% |
$26.4K - $43.5K
|
813
$59.3K
|
|
|
May 09, 2023
Q1 2023
|
Crown Advisors Management, Inc.
Larkspur, CA |
BUY
|
- |
30KNew |
$1.56M - $2.57M
|
30K
$2.19M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.27KNew |
$221K - $365K
|
4.27K
$311K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 0.56% |
$4.93K - $8.13K
|
17.1K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.06KNew |
$107K - $177K
|
2.06K
$151K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.13K- 51.63% |
$214K - $353K
|
3.87K
$282K
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
20.8KNew |
$1.08M - $1.78M
|
20.8K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Highland Peak Capital, LLC
Greenwich, CT |
BUY
|
PUT |
100KNew |
$5.19M - $8.56M
|
100K
$7.3M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$519 - $856
|
10
$730
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.62K+ 19.99% |
$136K - $224K
|
15.7K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$51.9 - $85.6
|
1
$73
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
CALL |
190New |
$9.86K - $16.3K
|
190
$13.9K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
34KNew |
$1.77M - $2.91M
|
34K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$51.9K - $85.6K
|
1K
$73K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.05K+ 7.44% |
$210K - $347K
|
58.5K
$4.27M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
404+ 0.73% |
$21K - $34.6K
|
56.1K
$4.09M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.08K- 0.47% |
$55.9K - $92.1K
|
229K
$16.7M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.8KNew |
$93.3K - $154K
|
1.8K
$131K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
258New |
$13.4K - $22.1K
|
258
$18.8K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.2K+ 334.26% |
$62.3K - $103K
|
1.56K
$114K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
62New |
$3.22K - $5.31K
|
62
$4.53K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$539K - $889K
|
10.4K
$758K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-85- 58.22% |
$4.41K - $7.28K
|
61
$4.45K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
CALL |
50KNew |
$2.6M - $4.28M
|
50K
$3.65M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.15K- 17.22% |
$59.7K - $98.5K
|
5.53K
$404K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
8.45K+ 11.35% |
$439K - $723K
|
82.9K
$6.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
328New |
$17K - $28.1K
|
328
$23.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
243KNew |
$12.6M - $20.8M
|
243K
$17.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.56K+ 40.18% |
$133K - $219K
|
8.93K
$652K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-314- 4.61% |
$16.3K - $26.9K
|
6.5K
$475K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
45.4KNew |
$2.36M - $3.88M
|
45.4K
$3.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
CALL |
22KNew |
$1.14M - $1.88M
|
22K
$1.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 81.82% |
$1.4K - $2.31K
|
60
$4.38K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
4.5KNew |
$234K - $385K
|
4.5K
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
5KNew |
$260K - $428K
|
5K
$365K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
138K+ 19.18% |
$7.16M - $11.8M
|
857K
$62.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
52New |
$2.7K - $4.45K
|
52
$3.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.44KNew |
$334K - $551K
|
6.44K
$470K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
33New |
$1.71K - $2.82K
|
33
$2.41K
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-10.2K- 86.78% |
$529K - $872K
|
1.55K
$113K
|