Latest Institutional Transactions on Schwab Charles Corp New Dp Shs (SCHWPRD)
This table provides information on the latest institutional transactions involving Schwab Charles Corp New Dp Shs (SCHWPRD) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
941New |
N/A
|
941
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.4K- 7.82% |
N/A
|
16.5K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
17New |
N/A
|
17
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.84K+ 0.61% |
N/A
|
304K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
680New |
N/A
|
680
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
N/A
|
39
$0
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
405New |
N/A
|
405
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
405New |
N/A
|
405
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.58KNew |
N/A
|
8.58K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
N/A
|
400
$0
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
5.24KNew |
N/A
|
5.24K
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8.05K+ 700.0% |
N/A
|
9.2K
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
124New |
N/A
|
124
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.35K- 8.72% |
N/A
|
87.3K
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
41KNew |
N/A
|
41K
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-8.74K- 19.91% |
N/A
|
35.2K
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-8.11KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.28KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Parnassus Investments, LLC
|
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-25.8KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-53.1KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-246KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.02K- 60.95% |
N/A
|
656
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-15.4KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.78KClosed |
N/A
|
0
$0
|
|