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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
11.8KNew |
$559K - $675K
|
11.8K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.79KNew |
$84.8K - $102K
|
1.79K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-450- 61.48% |
$21.3K - $25.7K
|
282
$26K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-49.4K- 24.33% |
$2.34M - $2.82M
|
154K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-29.8K- 79.89% |
$1.41M - $1.7M
|
7.5K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3New |
$142 - $171
|
3
$277
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-15.4K- 96.72% |
$731K - $882K
|
524
$48.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-810- 57.04% |
$38.4K - $46.3K
|
610
$56.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.5KNew |
$308K - $371K
|
6.5K
$600K
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.93KNew |
$281K - $339K
|
5.93K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
373+ 6.76% |
$17.7K - $21.3K
|
5.89K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
4.33KNew |
$205K - $248K
|
4.33K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.06K- 15.62% |
$50.4K - $60.8K
|
5.75K
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.13K- 20.47% |
$196K - $236K
|
16.1K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1.5K+ 379.75% |
$71.1K - $85.7K
|
1.9K
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
8.69KNew |
$412K - $497K
|
8.69K
$802K
|
|
|
Aug 11, 2023
Q2 2023
|
Newlands Management Operations LLC
Dallas, TX |
BUY
|
- |
3.2MNew |
$151M - $183M
|
3.2M
$295M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.66K+ 75.97% |
$410K - $495K
|
20.1K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.28KNew |
$250K - $302K
|
5.28K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.3K+ 42.63% |
$109K - $131K
|
7.7K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-17.8K- 76.56% |
$842K - $1.02M
|
5.44K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-771- 2.23% |
$36.5K - $44.1K
|
33.9K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
61.3K+ 8.87% |
$2.9M - $3.5M
|
752K
$69.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200New |
$9.47K - $11.4K
|
200
$18.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
25KNew |
$1.18M - $1.43M
|
25K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-5.4K- 4.8% |
$256K - $309K
|
107K
$9.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
150+ 3.59% |
$7.11K - $8.57K
|
4.33K
$400K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
154+ 592.31% |
$7.29K - $8.8K
|
180
$16.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
87New |
$4.12K - $4.97K
|
87
$8.03K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.26K- 13.23% |
$344K - $415K
|
47.6K
$4.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.57K- 10.35% |
$74.6K - $89.9K
|
13.6K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10KNew |
$474K - $572K
|
10K
$925K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-195- 3.08% |
$9.24K - $11.1K
|
6.13K
$566K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$237K - $286K
|
5K
$462K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.21K+ 17.36% |
$104K - $126K
|
14.9K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
165New |
$7.82K - $9.43K
|
165
$15.2K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
125New |
$5.92K - $7.14K
|
125
$11.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.2K- 5.86% |
$104K - $126K
|
35.3K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.26K- 50.26% |
$59.7K - $72.1K
|
1.25K
$115K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-24.8K- 85.22% |
$1.17M - $1.42M
|
4.3K
$397K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.26KNew |
$296K - $358K
|
6.26K
$578K
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
20.8KNew |
$985K - $1.19M
|
20.8K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
BUY
|
- |
28.3KNew |
$1.34M - $1.62M
|
28.3K
$2.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
354New |
$16.8K - $20.2K
|
354
$32.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-4.4K- 30.0% |
$208K - $251K
|
10.3K
$948K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.04KNew |
$239K - $288K
|
5.04K
$465K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
4.31KNew |
$204K - $246K
|
4.31K
$398K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
251New |
$11.9K - $14.3K
|
251
$23.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300+ 150.0% |
$14.2K - $17.1K
|
500
$46.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-31- 0.68% |
$1.47K - $1.77K
|
4.51K
$416K
|