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 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-296KClosed |
$22.4M - $28.3M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-835- 0.7% |
$63.2K - $79.8K
|
119K
$8.94M
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.22% |
$75.7 - $95.5
|
457
$34.3K
|
|
|
May 04, 2022
Q1 2022
|
Greenhaven Associates Inc
|
SELL
|
- |
-2.5K- 11.11% |
$189K - $239K
|
20K
$1.5M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.54KClosed |
$192K - $243K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
32.6KNew |
$2.47M - $3.11M
|
32.6K
$2.45M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-240Closed |
$18.2K - $22.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.27KClosed |
$172K - $217K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-8.7KClosed |
$659K - $831K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-850Closed |
$64.3K - $81.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.45K- 70.24% |
$413K - $521K
|
2.31K
$173K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-109Closed |
$8.25K - $10.4K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.56KClosed |
$194K - $244K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$118K - $149K
|
1.56K
$117K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-113Closed |
$8.55K - $10.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-850Closed |
$64.3K - $81.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-2.81KClosed |
$213K - $268K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-26.5KClosed |
$2.01M - $2.53M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
382+ 39.79% |
$28.9K - $36.5K
|
1.34K
$101K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.86KClosed |
$292K - $369K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-22Closed |
$1.61K - $1.89K
|
0
$0
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
154New |
$11.3K - $13.2K
|
154
$11.6K
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-448KClosed |
$32.8M - $38.5M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
188New |
$13.8K - $16.1K
|
188
$14.1K
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
SELL
|
- |
-355Closed |
$26K - $30.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-16.5KClosed |
$1.21M - $1.42M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$306K - $359K
|
4.18K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$7.32K - $8.58K
|
100
$7.51K
|
|
|
Feb 14, 2022
Q4 2021
|
Bloom Tree Partners, LLC
New York, NY |
SELL
|
- |
-132KClosed |
$9.69M - $11.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-27.8K- 41.74% |
$2.04M - $2.39M
|
38.8K
$2.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-32.3KClosed |
$2.37M - $2.77M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-250- 20.0% |
$18.3K - $21.5K
|
1K
$75.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-372Closed |
$27.2K - $31.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
15New |
$1.1K - $1.29K
|
15
$1.13K
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-558KClosed |
$40.8M - $47.9M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
248K+ 158.53% |
$18.2M - $21.3M
|
405K
$30.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-53.4KClosed |
$3.91M - $4.58M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-210- 57.53% |
$15.4K - $18K
|
155
$11.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.7KClosed |
$344K - $403K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 14.61% |
$76.7K - $89.9K
|
8.21K
$616K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$73.2 - $85.8
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-397Closed |
$29.1K - $34.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-15.7KClosed |
$1.15M - $1.35M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-4.73KClosed |
$346K - $406K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-2KClosed |
$146K - $172K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
46New |
$3.37K - $3.95K
|
46
$3.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-30KClosed |
$2.2M - $2.57M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-1M- 20.74% |
$73.2M - $85.8M
|
3.82M
$287M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10KNew |
$732K - $858K
|
10K
$751K
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-8.25KClosed |
$604K - $708K
|
0
$0
|
|