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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
600+ 4.69% |
$37.1K - $43.4K
|
13.4K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
523New |
$32.4K - $37.9K
|
523
$42.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
431New |
$26.7K - $31.2K
|
431
$34.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
377+ 0.91% |
$23.3K - $27.3K
|
41.8K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
337+ 4.39% |
$20.9K - $24.4K
|
8.01K
$644K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
300New |
$18.6K - $21.7K
|
300
$24.1K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
256+ 4.09% |
$15.8K - $18.5K
|
6.52K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
202New |
$12.5K - $14.6K
|
202
$16.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
200New |
$12.4K - $14.5K
|
200
$16.1K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
175New |
$10.8K - $12.7K
|
175
$14.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
175+ 0.12% |
$10.8K - $12.7K
|
151K
$12.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
162New |
$10K - $11.7K
|
162
$13K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.99K - $8.18K
|
113
$9.09K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
113New |
$6.99K - $8.18K
|
113
$9.09K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
108New |
$6.68K - $7.82K
|
108
$8.69K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$6.19K - $7.24K
|
100
$8.04K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$6.19K - $7.24K
|
100
$8.04K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
56+ 0.12% |
$3.47K - $4.05K
|
48.5K
$3.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
50New |
$3.09K - $3.62K
|
50
$4.02K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
34New |
$2.1K - $2.46K
|
34
$2.73K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
32+ 1.08% |
$1.98K - $2.32K
|
2.98K
$240K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
21+ 0.58% |
$1.3K - $1.52K
|
3.62K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15+ 0.13% |
$928 - $1.09K
|
11.5K
$925K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10New |
$619 - $724
|
10
$804
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$619 - $724
|
2.24K
$180K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$495 - $579
|
8
$644
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 1.04% |
$186 - $217
|
292
$23.5K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
1.46MNew |
$72.1M - $104M
|
1.46M
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
560K+ 4.8% |
$27.6M - $39.8M
|
12.2M
$984M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
200KNew |
$9.87M - $14.2M
|
200K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
CALL |
200KNew |
$9.87M - $14.2M
|
200K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
197KNew |
$9.71M - $14M
|
197K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
196KNew |
$9.67M - $13.9M
|
196K
$15.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
138K+ 883.6% |
$6.79M - $9.77M
|
153K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
135K+ 50.94% |
$6.66M - $9.58M
|
400K
$32.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
131KNew |
$6.46M - $9.3M
|
131K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
128KNew |
$6.31M - $9.07M
|
128K
$10.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
119KNew |
$5.86M - $8.43M
|
119K
$9.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
118KNew |
$5.83M - $8.39M
|
118K
$9.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
PUT |
100KNew |
$4.93M - $7.1M
|
100K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$4.93M - $7.1M
|
100K
$8.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
75.2KNew |
$3.71M - $5.34M
|
75.2K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
72.3K+ 399.45% |
$3.57M - $5.13M
|
90.4K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
71.7KNew |
$3.54M - $5.09M
|
71.7K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
70KNew |
$3.45M - $4.97M
|
70K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
65KNew |
$3.21M - $4.61M
|
65K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
58KNew |
$2.86M - $4.12M
|
58K
$4.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Arvin Capital Management LP
Austin, TX |
BUY
|
- |
45.3KNew |
$2.23M - $3.21M
|
45.3K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
38.6KNew |
$1.9M - $2.74M
|
38.6K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
38.5KNew |
$1.9M - $2.73M
|
38.5K
$3.1M
|
|