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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.66KNew |
$596K - $735K
|
9.66K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
177New |
$10.9K - $13.5K
|
177
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.5K- 2.38% |
$710K - $875K
|
471K
$35.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.26K+ 15.02% |
$386K - $476K
|
47.9K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-17- 1.84% |
$1.05K - $1.29K
|
909
$68K
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-162K- 16.46% |
$10M - $12.4M
|
824K
$61.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-209K- 16.2% |
$12.9M - $15.9M
|
1.08M
$80.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 0.2% |
$9.26K - $11.4K
|
76K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
512New |
$31.6K - $39K
|
512
$38.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
18.3KNew |
$1.13M - $1.39M
|
18.3K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-863K- 53.45% |
$53.3M - $65.7M
|
752K
$56.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hosking Partners LLP
|
SELL
|
- |
-13.7K- 3.11% |
$847K - $1.04M
|
427K
$31.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.57K+ 21.66% |
$220K - $272K
|
20.1K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.91K+ 32.28% |
$118K - $146K
|
7.84K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
54.9K+ 454.51% |
$3.39M - $4.18M
|
67K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
11.4K+ 8.59% |
$701K - $864K
|
144K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mount Capital LTD
|
BUY
|
- |
101K+ 22.29% |
$6.26M - $7.72M
|
557K
$41.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.41K- 16.9% |
$86.9K - $107K
|
6.92K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-163- 0.34% |
$10.1K - $12.4K
|
47.3K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.79K- 25.92% |
$296K - $365K
|
13.7K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-14.5K- 41.88% |
$893K - $1.1M
|
20.1K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
260+ 3.22% |
$16.1K - $19.8K
|
8.34K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.32M- 55.74% |
$143M - $177M
|
1.84M
$138M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.77M- 89.27% |
$294M - $363M
|
573K
$42.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-19- 1.43% |
$1.17K - $1.45K
|
1.31K
$98K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 1.66% |
$556 - $685
|
550
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.36KNew |
$84.1K - $104K
|
1.36K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9.55K- 54.54% |
$590K - $727K
|
7.96K
$596K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-986K- 80.36% |
$60.9M - $75M
|
241K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-74.8K- 91.44% |
$4.62M - $5.69M
|
7.01K
$524K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-745- 10.01% |
$46K - $56.7K
|
6.7K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4.03K+ 1.96% |
$249K - $306K
|
209K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
60.3K+ 8.3% |
$3.72M - $4.59M
|
787K
$58.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.75K- 7.24% |
$231K - $285K
|
48K
$3.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-544- 5.97% |
$33.6K - $41.4K
|
8.57K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-665- 11.62% |
$41.1K - $50.6K
|
5.06K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.8K+ 3.69% |
$849K - $1.05M
|
386K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Sciencast Management LP
|
BUY
|
- |
36.3KNew |
$2.24M - $2.76M
|
36.3K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
4.84K+ 2.77% |
$299K - $368K
|
179K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
135KNew |
$8.34M - $10.3M
|
135K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-574K- 21.63% |
$35.5M - $43.7M
|
2.08M
$156M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.7K+ 1.18% |
$352K - $434K
|
487K
$36.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-29K- 20.97% |
$1.79M - $2.21M
|
109K
$8.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-101K- 4.72% |
$6.22M - $7.67M
|
2.04M
$152M
|
|
|
Nov 13, 2024
Q3 2024
|
North Peak Capital Management, LLC
New York, NY |
BUY
|
- |
114K+ 6.41% |
$7.06M - $8.69M
|
1.9M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$650K - $801K
|
10.5K
$788K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.2% |
$61.7 - $76.1
|
510
$38.2K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.71K- 21.82% |
$106K - $130K
|
6.14K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
5.36K+ 2.08% |
$331K - $408K
|
263K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-43.4K- 88.53% |
$2.68M - $3.3M
|
5.63K
$421K
|