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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
399New |
$24.6K - $30.4K
|
399
$36.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.94K+ 10.13% |
$428K - $528K
|
75.4K
$6.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 24.93% |
$133K - $164K
|
6.49K
$596K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.56% |
$1.23K - $1.52K
|
3.61K
$332K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-160- 2.38% |
$9.88K - $12.2K
|
6.56K
$603K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
50+ 0.53% |
$3.09K - $3.8K
|
9.5K
$873K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.11K - $1.37K
|
18
$1.65K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
65.5KNew |
$4.04M - $4.98M
|
65.5K
$6.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.24% |
$4.32K - $5.33K
|
5.74K
$527K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 60.64% |
$77.1K - $94.9K
|
810
$74.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-747- 6.06% |
$46.1K - $56.8K
|
11.6K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
200+ 200.0% |
$12.3K - $15.2K
|
300
$27.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.08K- 48.32% |
$375K - $462K
|
6.5K
$597K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
19.1K+ 9.96% |
$1.18M - $1.45M
|
211K
$19.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.06KNew |
$559K - $689K
|
9.06K
$833K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.6% |
$123 - $152
|
331
$30.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
102+ 82.93% |
$6.3K - $7.76K
|
225
$20.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-511K- 59.1% |
$31.5M - $38.9M
|
353K
$32.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
25+ 0.72% |
$1.54K - $1.9K
|
3.49K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$6.17K - $7.61K
|
100
$9.19K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1.98K- 33.36% |
$122K - $151K
|
3.96K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.47K+ 8.9% |
$214K - $264K
|
42.5K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.15K- 16.53% |
$71K - $87.5K
|
5.81K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-185- 1.69% |
$11.4K - $14.1K
|
10.7K
$987K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.26% |
$679 - $837
|
4.29K
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-74- 4.66% |
$4.57K - $5.63K
|
1.51K
$139K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
552+ 6.0% |
$34.1K - $42K
|
9.75K
$896K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-101- 2.72% |
$6.24K - $7.68K
|
3.62K
$332K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
299+ 24.0% |
$18.5K - $22.7K
|
1.55K
$142K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-90- 0.61% |
$5.56K - $6.85K
|
14.6K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.25KNew |
$262K - $323K
|
4.25K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
79+ 0.5% |
$4.88K - $6.01K
|
15.7K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
348+ 2.51% |
$21.5K - $26.5K
|
14.2K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-40- 50.0% |
$2.47K - $3.04K
|
40
$3.68K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 11.11% |
$123 - $152
|
20
$1.84K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
151New |
$9.32K - $11.5K
|
151
$13.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$123 - $152
|
3.17K
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.82K+ 2.9% |
$112K - $138K
|
64.4K
$5.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 3.18% |
$3.43M - $4.23M
|
1.8M
$166M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-183K- 20.3% |
$11.3M - $13.9M
|
718K
$66M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$30.9K - $38K
|
500
$46K
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.66KNew |
$226K - $279K
|
3.66K
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
200+ 18.6% |
$12.3K - $15.2K
|
1.28K
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-145- 3.48% |
$8.95K - $11K
|
4.03K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-206- 80.47% |
$12.7K - $15.7K
|
50
$4.6K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-285- 30.32% |
$17.6K - $21.7K
|
655
$60.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
PUT |
-1.5K- 9.09% |
$92.6K - $114K
|
15K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-728- 7.01% |
$44.9K - $55.4K
|
9.66K
$888K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
100New |
$6.17K - $7.61K
|
100
$9.19K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-19- 0.51% |
$1.17K - $1.45K
|
3.69K
$339K
|
|