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 03, 2023
Q2 2023
|
Paralel Advisors LLC
|
BUY
|
- |
400K+ 114.29% |
$18.9M - $22.9M
|
750K
$69.2M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50KNew |
$2.37M - $2.86M
|
50K
$4.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
149New |
$7.06K - $8.51K
|
149
$13.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
727+ 7.73% |
$34.4K - $41.5K
|
10.1K
$936K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-395- 39.3% |
$18.7K - $22.6K
|
610
$56.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4.59K- 85.17% |
$217K - $262K
|
799
$73.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16.5KNew |
$782K - $944K
|
16.5K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
4.49KNew |
$213K - $256K
|
4.49K
$414K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.27K+ 5.95% |
$60.2K - $72.6K
|
22.6K
$2.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
32.2KNew |
$1.53M - $1.84M
|
32.2K
$2.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-46- 2.13% |
$2.18K - $2.63K
|
2.11K
$195K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
250+ 3.35% |
$11.8K - $14.3K
|
7.71K
$712K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$23.7K - $28.6K
|
500
$46.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-108- 46.55% |
$5.12K - $6.17K
|
124
$11.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$4.74K - $5.71K
|
100
$9.23K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.8KNew |
$559K - $674K
|
11.8K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 5.13% |
$9.47K - $11.4K
|
3.7K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-85.4K- 31.63% |
$4.05M - $4.88M
|
185K
$17M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
6.77K+ 16.26% |
$321K - $387K
|
48.4K
$4.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
14+ 0.47% |
$663 - $800
|
2.97K
$274K
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
33.6KNew |
$1.59M - $1.92M
|
33.6K
$3.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.7KNew |
$509K - $614K
|
10.7K
$992K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 0.58% |
$3.6K - $4.34K
|
13.1K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
40.7K+ 21.14% |
$1.93M - $2.33M
|
233K
$21.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
79New |
$3.74K - $4.51K
|
79
$7.29K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
642+ 5.99% |
$30.4K - $36.7K
|
11.4K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
79New |
$3.74K - $4.51K
|
79
$7.29K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.67KNew |
$174K - $210K
|
3.67K
$339K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.58K- 3.17% |
$122K - $148K
|
78.9K
$7.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-119- 0.82% |
$5.64K - $6.8K
|
14.3K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
13.4KNew |
$637K - $768K
|
13.4K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
252+ 1.42% |
$11.9K - $14.4K
|
18K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-59- 0.27% |
$2.79K - $3.37K
|
21.6K
$1.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
400New |
$18.9K - $22.9K
|
400
$36.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
19.5KNew |
$924K - $1.11M
|
19.5K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
191+ 0.38% |
$9.05K - $10.9K
|
50.3K
$4.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-5.8K- 3.52% |
$275K - $331K
|
159K
$14.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.88KNew |
$184K - $222K
|
3.88K
$358K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
158New |
$7.48K - $9.03K
|
158
$14.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
5.94KNew |
$281K - $339K
|
5.94K
$548K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.13K+ 10.3% |
$53.3K - $64.3K
|
12K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
331+ 7.51% |
$15.7K - $18.9K
|
4.74K
$437K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
CALL |
-25.5K- 67.11% |
$1.21M - $1.46M
|
12.5K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
3.66KNew |
$173K - $209K
|
3.66K
$338K
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 11.09% |
$128K - $155K
|
27.1K
$2.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
58+ 3.06% |
$2.75K - $3.31K
|
1.96K
$180K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-81.7K- 86.98% |
$3.87M - $4.67M
|
12.2K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
6.23KNew |
$295K - $356K
|
6.23K
$575K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.5K+ 25.61% |
$166K - $200K
|
17.1K
$1.58M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.99KNew |
$189K - $228K
|
3.99K
$368K
|