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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Highland Peak Capital, LLC
Greenwich, CT |
BUY
|
PUT |
100KNew |
$5.19M - $8.56M
|
100K
$8.04M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$519 - $856
|
10
$804
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.62K+ 19.99% |
$136K - $224K
|
15.7K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$51.9 - $85.6
|
1
$80.4
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
CALL |
190New |
$9.86K - $16.3K
|
190
$15.3K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
34KNew |
$1.77M - $2.91M
|
34K
$2.74M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$51.9K - $85.6K
|
1K
$80.4K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.05K+ 7.44% |
$210K - $347K
|
58.5K
$4.71M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
404+ 0.73% |
$21K - $34.6K
|
56.1K
$4.51M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.8KNew |
$93.3K - $154K
|
1.8K
$145K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
258New |
$13.4K - $22.1K
|
258
$20.8K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.2K+ 334.26% |
$62.3K - $103K
|
1.56K
$125K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
62New |
$3.22K - $5.31K
|
62
$4.99K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$539K - $889K
|
10.4K
$835K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-85- 58.22% |
$4.41K - $7.28K
|
61
$4.91K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
CALL |
50KNew |
$2.6M - $4.28M
|
50K
$4.02M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.15K- 17.22% |
$59.7K - $98.5K
|
5.53K
$445K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
8.45K+ 11.35% |
$439K - $723K
|
82.9K
$6.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
328New |
$17K - $28.1K
|
328
$26.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
243KNew |
$12.6M - $20.8M
|
243K
$19.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.56K+ 40.18% |
$133K - $219K
|
8.93K
$718K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-314- 4.61% |
$16.3K - $26.9K
|
6.5K
$523K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
45.4KNew |
$2.36M - $3.88M
|
45.4K
$3.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
CALL |
22KNew |
$1.14M - $1.88M
|
22K
$1.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 81.82% |
$1.4K - $2.31K
|
60
$4.83K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
5KNew |
$260K - $428K
|
5K
$402K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
138K+ 19.18% |
$7.16M - $11.8M
|
857K
$69M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
52New |
$2.7K - $4.45K
|
52
$4.18K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.44KNew |
$334K - $551K
|
6.44K
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
33New |
$1.71K - $2.82K
|
33
$2.65K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
20New |
$1.04K - $1.71K
|
20
$1.61K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
185+ 1.55% |
$9.6K - $15.8K
|
12.1K
$972K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
128+ 1.51% |
$6.64K - $11K
|
8.62K
$693K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
200+ 54.79% |
$10.4K - $17.1K
|
565
$45.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.83K- 12.53% |
$94.9K - $157K
|
12.8K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5K- 10.34% |
$260K - $428K
|
43.4K
$3.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$804K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.75KNew |
$350K - $578K
|
6.75K
$543K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.28K- 24.44% |
$66.2K - $109K
|
3.94K
$317K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
CALL |
80KNew |
$4.15M - $6.85M
|
80K
$6.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.86K+ 5.03% |
$408K - $673K
|
164K
$13.2M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-676- 69.26% |
$35.1K - $57.9K
|
300
$24.1K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-84- 0.54% |
$5.66K - $6.99K
|
15.5K
$1.25M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.48KNew |
$437K - $540K
|
6.48K
$522K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.75KClosed |
$320K - $396K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
135+ 3.57% |
$9.1K - $11.2K
|
3.92K
$315K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
208New |
$14K - $17.3K
|
208
$16.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-53- 0.22% |
$3.57K - $4.41K
|
24.4K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-118K- 7.84% |
$7.98M - $9.85M
|
1.39M
$112M
|
|