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 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.22K- 3.75% |
$199K - $245K
|
82.6K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$123 - $152
|
3.42K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
34.9K+ 1.07% |
$2.15M - $2.65M
|
3.28M
$245M
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-8.41K- 2.79% |
$519K - $640K
|
293K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-5.81K- 13.08% |
$358K - $442K
|
38.6K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
69.6K+ 24.29% |
$4.3M - $5.3M
|
356K
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.18M+ 4.24% |
$320M - $394M
|
127M
$9.53B
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25.6KNew |
$1.58M - $1.95M
|
25.6K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-457- 4.99% |
$28.2K - $34.8K
|
8.69K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.2K- 5.22% |
$73.8K - $91K
|
21.7K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
200+ 6.67% |
$12.3K - $15.2K
|
3.2K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
454+ 79.51% |
$28K - $34.5K
|
1.03K
$76.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
884+ 1.3% |
$54.6K - $67.3K
|
68.9K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.75K- 1.64% |
$108K - $133K
|
105K
$7.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
430KNew |
$26.6M - $32.7M
|
430K
$32.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-8.4K- 2.65% |
$519K - $639K
|
308K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
15.7K+ 8.56% |
$972K - $1.2M
|
200K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-18.6K- 3.54% |
$1.15M - $1.42M
|
506K
$37.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.96K- 15.98% |
$183K - $225K
|
15.6K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.95KNew |
$367K - $453K
|
5.95K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-10.9K- 22.88% |
$670K - $826K
|
36.6K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
890+ 0.08% |
$54.9K - $67.7K
|
1.13M
$84.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-4K- 28.57% |
$247K - $304K
|
10K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
34+ 0.87% |
$2.1K - $2.59K
|
3.92K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
412+ 5.9% |
$25.4K - $31.3K
|
7.4K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 12.52% |
$303K - $373K
|
44.1K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-579- 3.69% |
$35.7K - $44.1K
|
15.1K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.32K+ 1.16% |
$205K - $253K
|
290K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-202K- 65.75% |
$12.4M - $15.3M
|
105K
$7.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
13.8K+ 25.74% |
$852K - $1.05M
|
67.4K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.13K- 7.29% |
$193K - $238K
|
39.8K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 27.27% |
$18.5K - $22.8K
|
800
$59.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
3.8M+ 4.43% |
$235M - $289M
|
89.6M
$6.7B
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 0.06% |
$8.33K - $10.3K
|
224K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-8.9K- 11.19% |
$549K - $677K
|
70.6K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-273- 0.83% |
$16.9K - $20.8K
|
32.8K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
273+ 9.05% |
$16.9K - $20.8K
|
3.29K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.95K+ 3.05% |
$614K - $757K
|
336K
$25.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-870- 10.76% |
$53.7K - $66.2K
|
7.21K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-129K- 6.57% |
$7.97M - $9.82M
|
1.83M
$137M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
50.6K+ 4.98% |
$3.12M - $3.85M
|
1.07M
$79.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.17K- 3.69% |
$72.4K - $89.2K
|
30.6K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
939KNew |
$58M - $71.5M
|
939K
$70.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
50KNew |
$3.09M - $3.8M
|
50K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12+ 0.09% |
$741 - $913
|
13.3K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
446K+ 6451.12% |
$27.6M - $34M
|
453K
$33.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.88KNew |
$178K - $219K
|
2.88K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-40.4K- 69.6% |
$2.5M - $3.08M
|
17.7K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
115New |
$7.1K - $8.75K
|
115
$8.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-642K- 18.01% |
$39.7M - $48.9M
|
2.93M
$219M
|