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 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-332- 6.71% |
$21K - $27.5K
|
4.62K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3KNew |
$190K - $249K
|
3K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-229- 4.05% |
$14.5K - $19K
|
5.42K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.39M+ 186.68% |
$88.1M - $115M
|
2.14M
$172M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.5K+ 1.34% |
$158K - $207K
|
188K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.73K- 58.11% |
$489K - $640K
|
5.57K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.01K- 3.51% |
$127K - $166K
|
55K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-475- 1.32% |
$30.1K - $39.4K
|
35.6K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
505+ 0.71% |
$32K - $41.8K
|
71.5K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-468- 1.05% |
$29.6K - $38.8K
|
44K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.22K+ 7.38% |
$521K - $681K
|
120K
$9.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-323- 3.84% |
$20.4K - $26.8K
|
8.1K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.9K- 99.91% |
$751K - $983K
|
11
$885
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.15K+ 16.86% |
$263K - $344K
|
28.8K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 2.44% |
$6.33K - $8.29K
|
4K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 1.74% |
$317 - $414
|
282
$22.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-454- 1.93% |
$28.7K - $37.6K
|
23.1K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-9.39K- 8.3% |
$595K - $778K
|
104K
$8.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.73K+ 28.51% |
$300K - $392K
|
21.3K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.15K- 21.28% |
$200K - $261K
|
11.7K
$938K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.95K+ 9.66% |
$250K - $327K
|
44.8K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
110+ 0.3% |
$6.96K - $9.11K
|
37.4K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-8.47K- 37.08% |
$536K - $702K
|
14.4K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$1.01K - $1.33K
|
7.21K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
245+ 0.56% |
$15.5K - $20.3K
|
43.9K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-350- 1.75% |
$22.2K - $29K
|
19.7K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.72KNew |
$172K - $225K
|
2.72K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
554+ 9.47% |
$35.1K - $45.9K
|
6.4K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-948- 7.84% |
$60K - $78.5K
|
11.1K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.03KNew |
$192K - $251K
|
3.03K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 0.71% |
$71.5K - $93.6K
|
157K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 0.5% |
$760 - $994
|
2.4K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
22.8K+ 26.86% |
$1.44M - $1.89M
|
108K
$8.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.71K+ 2.26% |
$108K - $142K
|
77.5K
$6.23M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.71KNew |
$362K - $473K
|
5.71K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
13.8K+ 888.79% |
$873K - $1.14M
|
15.3K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
15+ 0.1% |
$950 - $1.24K
|
15.1K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-23.2K- 38.23% |
$1.47M - $1.92M
|
37.5K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.4K+ 10.42% |
$88.9K - $116K
|
14.9K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 25.17% |
$125K - $164K
|
9.84K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
117K+ 591.99% |
$7.41M - $9.7M
|
137K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
198+ 2.18% |
$12.5K - $16.4K
|
9.3K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-100- 2.44% |
$6.33K - $8.29K
|
4K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 4.47% |
$886 - $1.16K
|
327
$26.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
46+ 1.36% |
$2.91K - $3.81K
|
3.43K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-55- 0.04% |
$3.48K - $4.56K
|
133K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.24K- 2.87% |
$78.3K - $102K
|
41.8K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.05% |
$63.3 - $82.9
|
1.96K
$157K
|