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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
248+ 40.86% |
$15.7K - $20.5K
|
855
$68.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-25- 0.72% |
$1.58K - $2.07K
|
3.43K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.74K+ 18.48% |
$110K - $144K
|
11.1K
$895K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.76KNew |
$175K - $228K
|
2.76K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-106- 50.72% |
$6.71K - $8.78K
|
103
$8.29K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-3.21K- 1.22% |
$203K - $266K
|
259K
$20.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
25+ 6.7% |
$1.58K - $2.07K
|
398
$32K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$127 - $166
|
6.91K
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
847+ 2.42% |
$53.6K - $70.2K
|
35.9K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.14K- 7.1% |
$199K - $260K
|
41.1K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.77K- 88.9% |
$175K - $229K
|
346
$27.8K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-269K- 11.32% |
$17M - $22.3M
|
2.1M
$169M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-570- 5.93% |
$36.1K - $47.2K
|
9.04K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
125+ 3.16% |
$7.91K - $10.4K
|
4.08K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
17New |
$1.08K - $1.41K
|
17
$1.37K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.13KNew |
$135K - $176K
|
2.13K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
673+ 0.57% |
$42.6K - $55.8K
|
118K
$9.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-13.2K- 58.92% |
$833K - $1.09M
|
9.17K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 4.13% |
$72.9K - $95.4K
|
29K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.29% |
$823 - $1.08K
|
4.42K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.32K+ 4.6% |
$273K - $358K
|
98.2K
$7.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.98KNew |
$188K - $246K
|
2.98K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.92K- 18.32% |
$122K - $159K
|
8.57K
$690K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-25- 0.27% |
$1.58K - $2.07K
|
9.3K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-340- 10.06% |
$21.5K - $28.2K
|
3.04K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
19K+ 32.42% |
$1.2M - $1.58M
|
77.7K
$6.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-365- 0.26% |
$23.1K - $30.2K
|
141K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 26.97% |
$733K - $960K
|
54.5K
$4.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
3.54K+ 5.35% |
$224K - $293K
|
69.6K
$5.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
57+ 0.17% |
$3.61K - $4.72K
|
32.8K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
43.3K+ 7.28% |
$2.74M - $3.59M
|
638K
$51.3M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.36K- 2.62% |
$213K - $279K
|
125K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
510+ 0.33% |
$32.3K - $42.3K
|
153K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.62K+ 6.82% |
$102K - $134K
|
25.3K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.34KNew |
$85K - $111K
|
1.34K
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
303+ 0.79% |
$19.2K - $25.1K
|
38.6K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.4K- 60.94% |
$909K - $1.19M
|
9.21K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-809- 2.11% |
$51.2K - $67K
|
37.5K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
12.6KNew |
$799K - $1.05M
|
12.6K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-31K- 2.4% |
$1.96M - $2.57M
|
1.26M
$102M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.5K- 2.03% |
$1.05M - $1.37M
|
797K
$64.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
198K+ 11.57% |
$12.5M - $16.4M
|
1.91M
$153M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.47% |
$114K - $149K
|
71.2K
$5.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-102- 1.79% |
$6.46K - $8.45K
|
5.6K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-41- 0.52% |
$2.6K - $3.4K
|
7.88K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 35.56% |
$122K - $159K
|
3.49K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.05K- 1.9% |
$66.5K - $87K
|
54.3K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-109- 12.96% |
$6.9K - $9.03K
|
732
$58.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-66.9K- 2.35% |
$4.23M - $5.54M
|
2.77M
$223M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-98- 83.05% |
$6.2K - $8.12K
|
20
$1.61K
|