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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
9.61K+ 1.21% |
$203K - $720K
|
804K
$64.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 6.9% |
$42.3 - $150
|
31
$2.49K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-25- 0.53% |
$529 - $1.87K
|
4.68K
$376K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-113K- 91.2% |
$2.39M - $8.47M
|
10.9K
$877K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
4.5KNew |
$95.2K - $337K
|
4.5K
$362K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
35New |
$741 - $2.62K
|
35
$2.82K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
628+ 1.25% |
$13.3K - $47K
|
51K
$4.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.9KNew |
$61.4K - $218K
|
2.9K
$234K
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-11.5K- 54.25% |
$243K - $862K
|
9.7K
$780K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18New |
$381 - $1.35K
|
18
$1.45K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-389- 4.08% |
$8.23K - $29.1K
|
9.16K
$737K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
643+ 1.17% |
$13.6K - $48.2K
|
55.4K
$4.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.6KNew |
$140K - $495K
|
6.6K
$531K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22New |
$466 - $1.65K
|
22
$1.77K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-14.5K- 2.02% |
$306K - $1.08M
|
700K
$56.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
300+ 8.82% |
$6.35K - $22.5K
|
3.7K
$298K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.03% |
$21.2 - $74.9
|
3.84K
$309K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12KNew |
$253K - $897K
|
12K
$963K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-400- 4.12% |
$8.46K - $30K
|
9.31K
$749K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
46+ 0.19% |
$973 - $3.45K
|
24.6K
$1.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-108- 15.19% |
$2.29K - $8.09K
|
603
$48.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-33.3K- 68.1% |
$705K - $2.49M
|
15.6K
$1.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.03KNew |
$64.2K - $227K
|
3.03K
$244K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
137New |
$2.9K - $10.3K
|
137
$11K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3KNew |
$63.5K - $225K
|
3K
$241K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
391+ 8.18% |
$8.27K - $29.3K
|
5.17K
$416K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-179- 0.68% |
$3.79K - $13.4K
|
26.2K
$2.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.77KNew |
$143K - $507K
|
6.77K
$545K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3KNew |
$63.4K - $224K
|
3K
$241K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
105+ 1.75% |
$2.22K - $7.87K
|
6.09K
$490K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
123+ 0.09% |
$2.6K - $9.22K
|
138K
$11.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-258- 1.28% |
$5.46K - $19.3K
|
19.9K
$1.6M
|
|
| Q2 2022 | |||||||
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
13.2KNew |
$789K - $1.1M
|
13.2K
$1.06M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.34KClosed |
$201K - $280K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-32.2KClosed |
$1.93M - $2.7M
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-21.8KClosed |
$1.31M - $1.83M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-110Closed |
$6.6K - $9.22K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.32KClosed |
$79.4K - $111K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
612New |
$36.7K - $51.3K
|
612
$49.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 93.61% |
$176K - $246K
|
200
$16.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-205Closed |
$12.3K - $17.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.7KClosed |
$1.54M - $2.16M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$625K - $874K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.28K- 35.78% |
$76.8K - $107K
|
2.3K
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
5K+ 7.14% |
$300K - $419K
|
75K
$6.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-308Closed |
$18.5K - $25.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.02KClosed |
$241K - $337K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.98KNew |
$479K - $669K
|
7.98K
$642K
|
|
|
Aug 15, 2022
Q2 2022
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-49.4KClosed |
$2.96M - $4.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.24KClosed |
$254K - $356K
|
0
$0
|
|