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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
315+ 0.74% |
$19.4K - $24K
|
43K
$3.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
299+ 24.0% |
$18.5K - $22.7K
|
1.55K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
293New |
$18.1K - $22.3K
|
293
$23.6K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
273+ 9.05% |
$16.9K - $20.8K
|
3.29K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
246+ 1.36% |
$15.2K - $18.7K
|
18.3K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
224New |
$13.8K - $17K
|
224
$18K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
224+ 3.73% |
$13.8K - $17K
|
6.23K
$501K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
203+ 9.82% |
$12.5K - $15.4K
|
2.27K
$183K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
200+ 200.0% |
$12.3K - $15.2K
|
300
$24.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
200+ 18.6% |
$12.3K - $15.2K
|
1.28K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
195+ 2.15% |
$12K - $14.8K
|
9.25K
$744K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
182New |
$11.2K - $13.8K
|
182
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
154+ 270.18% |
$9.51K - $11.7K
|
211
$17K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
151New |
$9.32K - $11.5K
|
151
$12.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
149+ 62.61% |
$9.2K - $11.3K
|
387
$31.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
139New |
$8.58K - $10.6K
|
139
$11.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
135+ 9.7% |
$8.33K - $10.3K
|
1.53K
$123K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
132+ 4.09% |
$8.15K - $10K
|
3.36K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
130New |
$8.03K - $9.89K
|
130
$10.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
105+ 0.18% |
$6.48K - $7.99K
|
59.8K
$4.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
104+ 3.72% |
$6.42K - $7.91K
|
2.9K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
102+ 1.16% |
$6.3K - $7.76K
|
8.87K
$714K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
102+ 82.93% |
$6.3K - $7.76K
|
225
$18.1K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 17.64% |
$6.17K - $7.61K
|
667
$53.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100+ 200.0% |
$6.17K - $7.61K
|
150
$12.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$6.17K - $7.61K
|
100
$8.04K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
100New |
$6.17K - $7.61K
|
100
$8.04K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
83New |
$5.12K - $6.31K
|
83
$6.68K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
79+ 0.5% |
$4.88K - $6.01K
|
15.7K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
75+ 0.48% |
$4.63K - $5.71K
|
15.6K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
74+ 2.2% |
$4.57K - $5.63K
|
3.43K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.24% |
$4.32K - $5.33K
|
5.74K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
60+ 1.18% |
$3.7K - $4.56K
|
5.15K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
58+ 0.28% |
$3.58K - $4.41K
|
20.7K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$3.4K - $4.18K
|
55
$4.42K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 0.87% |
$3.09K - $3.8K
|
5.77K
$464K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
50+ 0.72% |
$3.09K - $3.8K
|
7K
$563K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
50+ 0.53% |
$3.09K - $3.8K
|
9.5K
$764K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46New |
$2.84K - $3.5K
|
46
$3.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
37New |
$2.28K - $2.81K
|
37
$2.98K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
33+ 0.34% |
$2.04K - $2.51K
|
9.87K
$794K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
27+ 1.06% |
$1.67K - $2.05K
|
2.58K
$208K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
26+ 0.51% |
$1.61K - $1.98K
|
5.17K
$416K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
25+ 0.72% |
$1.54K - $1.9K
|
3.49K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.56% |
$1.23K - $1.52K
|
3.61K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.11K - $1.37K
|
18
$1.45K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.29K
|
17
$1.37K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
16New |
$988 - $1.22K
|
16
$1.29K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 3.36% |
$926 - $1.14K
|
462
$37.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
14+ 0.37% |
$864 - $1.07K
|
3.76K
$302K
|