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, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
2.5K+ 4.03% |
$136K - $170K
|
64.5K
$5.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-275- 2.55% |
$14.9K - $18.7K
|
10.5K
$971K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
108New |
$5.85K - $7.34K
|
108
$9.97K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
CALL |
-500- 5.26% |
$27.1K - $34K
|
9K
$831K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
243New |
$13.2K - $16.5K
|
243
$22.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
200+ 5.19% |
$10.8K - $13.6K
|
4.05K
$374K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
813+ 13.75% |
$44.1K - $55.2K
|
6.73K
$621K
|
|
|
Oct 19, 2023
Q3 2023
|
Pm Capital LTD
|
BUY
|
- |
163K+ 73.97% |
$8.82M - $11.1M
|
383K
$35.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
744+ 7.13% |
$40.3K - $50.5K
|
11.2K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 49.26% |
$5.42K - $6.79K
|
103
$9.51K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.27K+ 7.21% |
$68.9K - $86.4K
|
18.9K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4KNew |
$217K - $272K
|
4K
$369K
|
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
1.24K+ 1.97% |
$66.9K - $83.9K
|
63.8K
$5.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
40.3KNew |
$2.19M - $2.74M
|
40.3K
$3.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
75+ 0.7% |
$4.07K - $5.1K
|
10.7K
$990K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.55K- 59.12% |
$355K - $445K
|
4.53K
$418K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-265K- 59.66% |
$14.4M - $18M
|
179K
$16.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-1.22K- 11.36% |
$66.2K - $83K
|
9.53K
$880K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 89.29% |
$6.78K - $8.49K
|
15
$1.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
40New |
$2.17K - $2.72K
|
40
$3.69K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-48- 1.0% |
$2.6K - $3.26K
|
4.77K
$441K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
80+ 2.22% |
$4.34K - $5.44K
|
3.68K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-26.8K- 13.35% |
$1.45M - $1.82M
|
174K
$16.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-42- 1.09% |
$2.28K - $2.85K
|
3.8K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.42% |
$59.6K - $74.7K
|
21.4K
$1.97M
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
408KNew |
$19.3M - $23.3M
|
408K
$37.7M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
408KNew |
$19.3M - $23.3M
|
408K
$37.7M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
24.5KNew |
$1.16M - $1.4M
|
24.5K
$2.26M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-49.4K- 47.03% |
$2.34M - $2.82M
|
55.7K
$5.14M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
96K+ 402.01% |
$4.55M - $5.49M
|
120K
$11.1M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 6.91% |
$711 - $857
|
202
$18.6K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.79K+ 34.65% |
$132K - $159K
|
10.8K
$1M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.5KNew |
$213K - $257K
|
4.5K
$415K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
180New |
$8.53K - $10.3K
|
180
$16.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-296- 2.59% |
$14K - $16.9K
|
11.1K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
161KNew |
$7.63M - $9.21M
|
161K
$14.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
40.1KNew |
$1.9M - $2.29M
|
40.1K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
22.6K+ 559.78% |
$1.07M - $1.29M
|
26.6K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6.39KNew |
$303K - $365K
|
6.39K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
4.79KNew |
$227K - $274K
|
4.79K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
35+ 0.65% |
$1.66K - $2K
|
5.41K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-925- 3.6% |
$43.8K - $52.9K
|
24.8K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
16.3KNew |
$773K - $933K
|
16.3K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-28.4K- 56.64% |
$1.35M - $1.62M
|
21.8K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
PUT |
2.5KNew |
$118K - $143K
|
2.5K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
33KNew |
$1.56M - $1.89M
|
33K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
1MNew |
$47.4M - $57.1M
|
1M
$92.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
500KNew |
$23.7M - $28.6M
|
500K
$46.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-201K- 15.23% |
$9.52M - $11.5M
|
1.12M
$103M
|
|
|
Aug 14, 2023
Q2 2023
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
PUT |
55.8K+ 4.96% |
$2.64M - $3.19M
|
1.18M
$109M
|
|