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 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
162New |
$7.99K - $11.5K
|
162
$13K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
500+ 12.2% |
$24.7K - $35.5K
|
4.6K
$370K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
3KNew |
$148K - $213K
|
3K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-4.8K- 97.19% |
$237K - $341K
|
139
$11.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
400+ 16.29% |
$19.7K - $28.4K
|
2.86K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-10.3K- 37.66% |
$509K - $732K
|
17.1K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.83KNew |
$189K - $271K
|
3.83K
$308K
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
BUY
|
- |
3.19KNew |
$157K - $226K
|
3.19K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
158+ 137.39% |
$7.79K - $11.2K
|
273
$22K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.8K- 43.19% |
$237K - $341K
|
6.31K
$508K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-23- 50.0% |
$1.13K - $1.63K
|
23
$1.85K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.91KNew |
$144K - $207K
|
2.91K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-34- 61.82% |
$1.68K - $2.41K
|
21
$1.69K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.49K+ 8.52% |
$123K - $176K
|
31.6K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-150- 3.66% |
$7.4K - $10.6K
|
3.95K
$318K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
2.18K+ 57.78% |
$107K - $155K
|
5.95K
$479K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-120- 2.62% |
$5.92K - $8.52K
|
4.46K
$359K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-41- 0.41% |
$2.02K - $2.91K
|
9.94K
$799K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-14.4K- 31.46% |
$712K - $1.02M
|
31.5K
$2.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.35KNew |
$116K - $167K
|
2.35K
$189K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-41- 0.56% |
$2.02K - $2.91K
|
7.27K
$585K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.37KNew |
$265K - $381K
|
5.37K
$432K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
912+ 19.81% |
$45K - $64.7K
|
5.52K
$444K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-43- 6.13% |
$2.12K - $3.05K
|
659
$53K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
500New |
$24.7K - $35.5K
|
500
$40.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17- 23.29% |
$839 - $1.21K
|
56
$4.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
99+ 2.47% |
$4.88K - $7.03K
|
4.1K
$330K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.4K+ 11.14% |
$959K - $1.38M
|
194K
$15.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
557+ 1.9% |
$27.5K - $39.5K
|
29.9K
$2.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
116+ 0.51% |
$5.72K - $8.23K
|
23K
$1.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$237K - $341K
|
4.81K
$387K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-9.57K- 54.1% |
$472K - $679K
|
8.12K
$653K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.16KNew |
$225K - $283K
|
4.16K
$335K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-28.2K- 53.45% |
$1.53M - $1.91M
|
24.5K
$1.97M
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
BUY
|
- |
185New |
$10K - $12.6K
|
185
$14.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Sixth Street Partners Management Company, L.P.
Dallas, TX |
BUY
|
- |
30KNew |
$1.63M - $2.04M
|
30K
$2.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-56- 98.25% |
$3.04K - $3.8K
|
1
$80.4
|
|
|
Nov 14, 2023
Q3 2023
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
- |
12.5KNew |
$678K - $849K
|
12.5K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-460- 7.39% |
$24.9K - $31.3K
|
5.76K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 9.95% |
$104K - $131K
|
21.3K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
746+ 0.43% |
$40.4K - $50.7K
|
174K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
38KNew |
$2.06M - $2.58M
|
38K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
25K+ 100.0% |
$1.36M - $1.7M
|
50K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
239New |
$13K - $16.2K
|
239
$19.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
PUT |
11.3KNew |
$612K - $768K
|
11.3K
$909K
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
14.9KNew |
$808K - $1.01M
|
14.9K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-188K- 61.48% |
$10.2M - $12.7M
|
118K
$9.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
80KNew |
$4.34M - $5.44M
|
80K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
PUT |
4.5KNew |
$244K - $306K
|
4.5K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
38.6KNew |
$2.09M - $2.62M
|
38.6K
$3.1M
|
|