Latest Institutional Purchases of Schwab Charles Corp (SCHW)
This list provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
143+ 1.64% |
$9.05K - $11.8K
|
8.85K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
142+ 1.11% |
$8.99K - $11.8K
|
13K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
141+ 1.14% |
$8.93K - $11.7K
|
12.5K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
139+ 267.31% |
$8.8K - $11.5K
|
191
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
138+ 1.11% |
$8.74K - $11.4K
|
12.6K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
131+ 0.03% |
$8.29K - $10.9K
|
458K
$36.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 1.17% |
$8.23K - $10.8K
|
11.2K
$904K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$10.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$10.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
127+ 2.74% |
$8.04K - $10.5K
|
4.76K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
125+ 3.16% |
$7.91K - $10.4K
|
4.08K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 1.69% |
$7.91K - $10.4K
|
7.52K
$605K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
124+ 2.03% |
$7.85K - $10.3K
|
6.25K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
120+ 56.34% |
$7.6K - $9.94K
|
333
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
120New |
$7.6K - $9.94K
|
120
$9.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
120+ 1.2% |
$7.6K - $9.94K
|
10.1K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
120+ 1.83% |
$7.6K - $9.94K
|
6.67K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
117+ 0.25% |
$7.41K - $9.69K
|
47.5K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
116New |
$7.34K - $9.61K
|
116
$9.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
114New |
$7.22K - $9.44K
|
114
$9.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
114+ 9.08% |
$7.22K - $9.44K
|
1.37K
$110K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
113+ 0.18% |
$7.15K - $9.36K
|
64.3K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
110+ 0.3% |
$6.96K - $9.11K
|
37.4K
$3.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
109+ 1.49% |
$6.9K - $9.03K
|
7.42K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
107+ 7.38% |
$6.77K - $8.86K
|
1.56K
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
100New |
$6.33K - $8.29K
|
100
$8.04K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
100+ 0.43% |
$6.33K - $8.29K
|
23.2K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
99+ 0.06% |
$6.27K - $8.2K
|
174K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
98+ 1.34% |
$6.2K - $8.12K
|
7.39K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
98+ 2.2% |
$6.2K - $8.12K
|
4.56K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
97+ 1.62% |
$6.14K - $8.04K
|
6.07K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
96+ 3.24% |
$6.08K - $7.95K
|
3.06K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
96New |
$6.08K - $7.95K
|
96
$7.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.21% |
$6.01K - $7.87K
|
44.8K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
91+ 3.77% |
$5.76K - $7.54K
|
2.51K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
90New |
$5.7K - $7.46K
|
90
$7.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
89+ 1.29% |
$5.63K - $7.37K
|
7.01K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
89+ 1.12% |
$5.63K - $7.37K
|
8.01K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
88+ 0.67% |
$5.57K - $7.29K
|
13.2K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
83+ 0.53% |
$5.25K - $6.88K
|
15.9K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
81+ 2.4% |
$5.13K - $6.71K
|
3.45K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
81New |
$5.13K - $6.71K
|
81
$6.52K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
81+ 1.62% |
$5.13K - $6.71K
|
5.08K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
81+ 0.77% |
$5.13K - $6.71K
|
10.6K
$850K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
79+ 0.88% |
$5K - $6.55K
|
9.05K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
79+ 0.14% |
$5K - $6.55K
|
56.6K
$4.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
78+ 0.36% |
$4.94K - $6.46K
|
22K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
78+ 0.36% |
$4.94K - $6.46K
|
21.9K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
76+ 0.31% |
$4.81K - $6.3K
|
24.5K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
70+ 0.57% |
$4.43K - $5.8K
|
12.3K
$987K
|