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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.18K- 9.48% |
$107K - $155K
|
20.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
128KNew |
$6.31M - $9.07M
|
128K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-624- 8.5% |
$30.8K - $44.3K
|
6.72K
$541K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$162K - $233K
|
3.28K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 56.7% |
$58K - $83.5K
|
898
$72.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
500New |
$24.7K - $35.5K
|
500
$40.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.55K+ 36.39% |
$372K - $536K
|
28.3K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.41K+ 30.26% |
$69.6K - $100K
|
6.07K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-336- 7.14% |
$16.6K - $23.8K
|
4.37K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
51New |
$2.52K - $3.62K
|
51
$4.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-156- 5.41% |
$7.7K - $11.1K
|
2.73K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$287K - $413K
|
5.82K
$468K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
138K+ 883.6% |
$6.79M - $9.77M
|
153K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-21.7K- 81.84% |
$1.07M - $1.54M
|
4.82K
$388K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-136- 5.2% |
$6.71K - $9.65K
|
2.48K
$199K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
90New |
$4.44K - $6.39K
|
90
$7.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.33KNew |
$263K - $378K
|
5.33K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-36.5K- 58.57% |
$1.8M - $2.59M
|
25.8K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
65New |
$3.21K - $4.61K
|
65
$5.23K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.75K+ 1873.0% |
$185K - $266K
|
3.95K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.98KNew |
$97.7K - $141K
|
1.98K
$159K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
635New |
$31.3K - $45.1K
|
635
$51.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46KNew |
$171K - $246K
|
3.46K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
400+ 5.38% |
$19.7K - $28.4K
|
7.83K
$630K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.94KNew |
$145K - $209K
|
2.94K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-313- 6.83% |
$15.4K - $22.2K
|
4.27K
$343K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.97K+ 17.52% |
$245K - $353K
|
33.4K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
2KNew |
$98.7K - $142K
|
2K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-194- 14.09% |
$9.57K - $13.8K
|
1.18K
$95.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
8.8K+ 35.2% |
$434K - $625K
|
33.8K
$2.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.71KNew |
$380K - $547K
|
7.71K
$620K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 0.48% |
$395 - $568
|
1.67K
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3.5KNew |
$173K - $248K
|
3.5K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 12.55% |
$61.5K - $88.5K
|
8.69K
$699K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-80- 0.48% |
$3.95K - $5.68K
|
16.7K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
3KNew |
$148K - $213K
|
3K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
BUY
|
- |
4K+ 9.27% |
$197K - $284K
|
47.2K
$3.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
42+ 39.62% |
$2.07K - $2.98K
|
148
$11.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.6KNew |
$178K - $256K
|
3.6K
$290K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
3.5KNew |
$173K - $248K
|
3.5K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-204- 2.58% |
$10.1K - $14.5K
|
7.7K
$619K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-5K- 33.33% |
$247K - $355K
|
10K
$804K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
11KNew |
$543K - $781K
|
11K
$885K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
28New |
$1.38K - $1.99K
|
28
$2.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
375+ 4.69% |
$18.5K - $26.6K
|
8.38K
$674K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.78KNew |
$137K - $197K
|
2.78K
$223K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10K- 22.2% |
$493K - $710K
|
35K
$2.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.73% |
$395 - $568
|
1.1K
$88.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$66K - $95K
|
1.34K
$108K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$338K - $487K
|
6.86K
$551K
|