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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
20New |
$1.04K - $1.71K
|
20
$1.85K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
185+ 1.55% |
$9.6K - $15.8K
|
12.1K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
128+ 1.51% |
$6.64K - $11K
|
8.62K
$795K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
200+ 54.79% |
$10.4K - $17.1K
|
565
$52.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.83K- 12.53% |
$94.9K - $157K
|
12.8K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5K- 10.34% |
$260K - $428K
|
43.4K
$4M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$923K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.75KNew |
$350K - $578K
|
6.75K
$623K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.28K- 24.44% |
$66.2K - $109K
|
3.94K
$364K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
CALL |
80KNew |
$4.15M - $6.85M
|
80K
$7.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.86K+ 5.03% |
$408K - $673K
|
164K
$15.2M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-676- 69.26% |
$35.1K - $57.9K
|
300
$27.7K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-84- 0.54% |
$5.66K - $6.99K
|
15.5K
$1.43M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.48KNew |
$437K - $540K
|
6.48K
$599K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.75KClosed |
$320K - $396K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
135+ 3.57% |
$9.1K - $11.2K
|
3.92K
$362K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
208New |
$14K - $17.3K
|
208
$19.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-53- 0.22% |
$3.57K - $4.41K
|
24.4K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-118K- 7.84% |
$7.98M - $9.85M
|
1.39M
$128M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.24K+ 29.46% |
$151K - $186K
|
9.83K
$907K
|
|
|
Feb 14, 2023
Q4 2022
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-36.5K- 33.73% |
$2.46M - $3.04M
|
71.6K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-103- 1.28% |
$6.95K - $8.58K
|
7.95K
$734K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
67New |
$4.52K - $5.58K
|
67
$6.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-3.83K- 14.91% |
$259K - $319K
|
21.9K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
5.74KNew |
$387K - $478K
|
5.74K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2.5KNew |
$169K - $208K
|
2.5K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
604KNew |
$40.7M - $50.3M
|
604K
$55.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5MNew |
$914M - $1.13B
|
13.5M
$1.25B
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-129K- 22.57% |
$8.68M - $10.7M
|
441K
$40.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Way Capital Management LLC
Dallas, TX |
SELL
|
- |
-3.55K- 1.37% |
$239K - $295K
|
256K
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-45.4K- 21.79% |
$3.06M - $3.78M
|
163K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.1K+ 4.14% |
$3.11M - $3.83M
|
1.16M
$107M
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-750K- 28.3% |
$50.6M - $62.4M
|
1.9M
$175M
|
|
|
Feb 14, 2023
Q4 2022
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
3.5K+ 3.25% |
$236K - $291K
|
111K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 93.94% |
$2.09K - $2.58K
|
2
$185
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$391K - $483K
|
5.8K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
55.5KNew |
$3.74M - $4.62M
|
55.5K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$405 - $500
|
6
$554
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.11M - $2.61M
|
31.4K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-18.6KClosed |
$1.25M - $1.55M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-830- 5.68% |
$56K - $69.1K
|
13.8K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
135New |
$9.1K - $11.2K
|
135
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.26K- 1.03% |
$153K - $188K
|
216K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.64KNew |
$178K - $219K
|
2.64K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-105K- 54.53% |
$7.09M - $8.76M
|
87.7K
$8.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
93.9KNew |
$6.33M - $7.82M
|
93.9K
$8.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-612- 2.98% |
$41.3K - $51K
|
19.9K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
2.61KNew |
$176K - $218K
|
2.61K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
284New |
$19.2K - $23.6K
|
284
$26.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
2.66KNew |
$179K - $221K
|
2.66K
$245K
|
|