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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
31.1K+ 310.75% |
$1.53M - $2.21M
|
41.1K
$3.3M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
23.1KNew |
$1.14M - $1.64M
|
23.1K
$1.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.4K+ 11.14% |
$959K - $1.38M
|
194K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18K+ 74.65% |
$888K - $1.28M
|
42.1K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
17.7KNew |
$871K - $1.25M
|
17.7K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenstone Partners & Co., LLC
Larkspur, CA |
BUY
|
- |
15.7K+ 7.73% |
$774K - $1.11M
|
219K
$17.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
11KNew |
$543K - $781K
|
11K
$885K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
9.59KNew |
$473K - $681K
|
9.59K
$771K
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
8.8K+ 35.2% |
$434K - $625K
|
33.8K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.22K+ 5.76% |
$406K - $584K
|
151K
$12.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.71KNew |
$380K - $547K
|
7.71K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.55K+ 36.39% |
$372K - $536K
|
28.3K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.18KNew |
$354K - $510K
|
7.18K
$578K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$338K - $487K
|
6.86K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.72K+ 72.02% |
$332K - $477K
|
16.1K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$287K - $413K
|
5.82K
$468K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.37KNew |
$265K - $381K
|
5.37K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.33KNew |
$263K - $378K
|
5.33K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
5.3KNew |
$261K - $376K
|
5.3K
$426K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.04KNew |
$249K - $358K
|
5.04K
$405K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.02KNew |
$248K - $356K
|
5.02K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.97K+ 17.52% |
$245K - $353K
|
33.4K
$2.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$237K - $341K
|
4.81K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
BUY
|
- |
4K+ 9.27% |
$197K - $284K
|
47.2K
$3.79M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.83KNew |
$189K - $271K
|
3.83K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.82KNew |
$188K - $271K
|
3.82K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$186K - $267K
|
3.76K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.75K+ 1873.0% |
$185K - $266K
|
3.95K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.73KNew |
$184K - $264K
|
3.73K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.6KNew |
$178K - $256K
|
3.6K
$290K
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3.5KNew |
$173K - $248K
|
3.5K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
3.5KNew |
$173K - $248K
|
3.5K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46KNew |
$171K - $246K
|
3.46K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.39KNew |
$167K - $241K
|
3.39K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.38KNew |
$166K - $240K
|
3.38K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$162K - $233K
|
3.28K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
BUY
|
- |
3.19KNew |
$157K - $226K
|
3.19K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.13KNew |
$154K - $222K
|
3.13K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.04KNew |
$150K - $216K
|
3.04K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
3KNew |
$148K - $213K
|
3K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
3KNew |
$148K - $213K
|
3K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.97KNew |
$147K - $211K
|
2.97K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.94KNew |
$145K - $209K
|
2.94K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.92KNew |
$144K - $207K
|
2.92K
$235K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.91KNew |
$144K - $207K
|
2.91K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.78KNew |
$137K - $197K
|
2.78K
$223K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.49K+ 8.52% |
$123K - $176K
|
31.6K
$2.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.35KNew |
$116K - $167K
|
2.35K
$189K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
2.18K+ 57.78% |
$107K - $155K
|
5.95K
$479K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
2KNew |
$98.7K - $142K
|
2K
$161K
|