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 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-148K- 91.16% |
$9.4M - $12.3M
|
14.4K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.54KNew |
$224K - $294K
|
3.54K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-105- 76.64% |
$6.65K - $8.7K
|
32
$2.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
68.2KNew |
$4.31M - $5.65M
|
68.2K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-50- 28.25% |
$3.17K - $4.14K
|
127
$11.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-10- 0.16% |
$633 - $829
|
6.3K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
81New |
$5.13K - $6.71K
|
81
$7.44K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.08K- 67.41% |
$131K - $172K
|
1K
$92.3K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-1.7K- 20.48% |
$108K - $141K
|
6.6K
$607K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.25KNew |
$206K - $269K
|
3.25K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
67.1KNew |
$4.25M - $5.56M
|
67.1K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
16+ 94.12% |
$1.01K - $1.33K
|
33
$3.03K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.26KNew |
$396K - $518K
|
6.26K
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-40- 0.55% |
$2.53K - $3.31K
|
7.19K
$661K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
18New |
$1.14K - $1.49K
|
18
$1.65K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
326+ 49.24% |
$20.6K - $27K
|
988
$90.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 0.31% |
$253 - $331
|
1.31K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-79- 34.05% |
$5K - $6.55K
|
153
$14.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
928New |
$58.8K - $76.9K
|
928
$85.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-66- 23.32% |
$4.18K - $5.47K
|
217
$19.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 4.53% |
$2.79K - $3.65K
|
927
$85.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
961KNew |
$60.9M - $79.7M
|
961K
$88.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.57K- 11.88% |
$416K - $544K
|
48.7K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$955K - $1.25M
|
15.1K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
556New |
$35.2K - $46.1K
|
556
$51.1K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-392K- 10.99% |
$24.8M - $32.5M
|
3.18M
$292M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
8.49KNew |
$538K - $703K
|
8.49K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-21- 0.46% |
$1.33K - $1.74K
|
4.59K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-375- 7.03% |
$23.7K - $31.1K
|
4.96K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$77.9K - $102K
|
1.23K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.45KNew |
$345K - $451K
|
5.45K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
55+ 21.24% |
$3.48K - $4.56K
|
314
$28.9K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-13.8K- 42.07% |
$874K - $1.14M
|
19K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-386- 40.63% |
$24.4K - $32K
|
564
$51.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
65+ 1.38% |
$4.12K - $5.39K
|
4.78K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$63.3 - $82.9
|
723
$66.5K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$63.3 - $82.9
|
3.42K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$311K - $406K
|
4.91K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
31.5KNew |
$1.99M - $2.61M
|
31.5K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-389- 0.93% |
$24.6K - $32.2K
|
41.7K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.06K- 30.72% |
$320K - $419K
|
11.4K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.8K+ 315.92% |
$747K - $978K
|
15.5K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
700New |
$44.3K - $58K
|
700
$64.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$2.47K - $3.23K
|
39
$3.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 1.9% |
$1.14K - $1.49K
|
929
$85.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.3KNew |
$82.4K - $108K
|
1.3K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
53New |
$3.36K - $4.39K
|
53
$4.87K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
304+ 5.71% |
$19.2K - $25.2K
|
5.63K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
710+ 3.04% |
$45K - $58.8K
|
24.1K
$2.21M
|
|