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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
CALL |
-10K- 28.57% |
$619K - $724K
|
25K
$2.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
626+ 10.44% |
$38.7K - $45.3K
|
6.63K
$609K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$619 - $724
|
2.24K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-10- 0.32% |
$619 - $724
|
3.08K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$272K - $318K
|
4.39K
$403K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.64KNew |
$287K - $336K
|
4.64K
$427K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 29.15% |
$74.9K - $87.6K
|
2.94K
$270K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$907K - $1.06M
|
14.7K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 1.04% |
$186 - $217
|
292
$26.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.45KNew |
$338K - $395K
|
5.45K
$501K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-921- 18.53% |
$57K - $66.7K
|
4.05K
$372K
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-358K- 96.86% |
$22.1M - $25.9M
|
11.6K
$1.07M
|
|
| Q4 2023 | |||||||
|
Jan 05, 2026
Q4 2023
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-200Closed |
$9.87K - $14.2K
|
0
$0
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
70KNew |
$3.45M - $4.97M
|
70K
$6.43M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51New |
$2.52K - $3.62K
|
51
$4.69K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.04KNew |
$249K - $358K
|
5.04K
$463K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
252New |
$12.4K - $17.9K
|
252
$23.2K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
23.1KNew |
$1.14M - $1.64M
|
23.1K
$2.12M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8New |
$395 - $568
|
8
$735
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
313New |
$15.4K - $22.2K
|
313
$28.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
119KNew |
$5.86M - $8.43M
|
119K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
300New |
$14.8K - $21.3K
|
300
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-710- 6.24% |
$35K - $50.4K
|
10.7K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18K+ 74.65% |
$888K - $1.28M
|
42.1K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-774K- 31.48% |
$38.2M - $55M
|
1.69M
$155M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.97KNew |
$147K - $211K
|
2.97K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
5.3KNew |
$261K - $376K
|
5.3K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
58KNew |
$2.86M - $4.12M
|
58K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
560K+ 4.8% |
$27.6M - $39.8M
|
12.2M
$1.12B
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
31.1K+ 310.75% |
$1.53M - $2.21M
|
41.1K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
118KNew |
$5.83M - $8.39M
|
118K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
200KNew |
$9.87M - $14.2M
|
200K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
135K+ 50.94% |
$6.66M - $9.58M
|
400K
$36.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
196KNew |
$9.67M - $13.9M
|
196K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
17.7KNew |
$871K - $1.25M
|
17.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
CALL |
200KNew |
$9.87M - $14.2M
|
200K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
71.7KNew |
$3.54M - $5.09M
|
71.7K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
PUT |
100KNew |
$4.93M - $7.1M
|
100K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
197KNew |
$9.71M - $14M
|
197K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$4.93M - $7.1M
|
100K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
72.3K+ 399.45% |
$3.57M - $5.13M
|
90.4K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-51.4K- 93.83% |
$2.53M - $3.65M
|
3.38K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-40- 3.8% |
$1.97K - $2.84K
|
1.01K
$93.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
188New |
$9.27K - $13.3K
|
188
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
38.6KNew |
$1.9M - $2.74M
|
38.6K
$3.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.18KNew |
$354K - $510K
|
7.18K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-750- 1.34% |
$37K - $53.2K
|
55K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$186K - $267K
|
3.76K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
15New |
$740 - $1.06K
|
15
$1.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-62.2K- 82.74% |
$3.07M - $4.42M
|
13K
$1.19M
|
|