Latest Institutional Purchases of Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 01, 2024 Q3 2024
Spider Rock Advisors, LLC

BUY
 -
6.94K
+ 10.13%
$428K - $528K
75.4K $6.96M
Nov 14, 2024 Q3 2024
Numerai Gp LLC

San Francisco, CA
BUY
 -
6.23K
New
$385K - $474K
6.23K $575K
Nov 05, 2024 Q3 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 CALL
5.5K
New
$340K - $418K
5.5K $508K
Oct 23, 2024 Q3 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
4.25K
New
$262K - $323K
4.25K $392K
Nov 05, 2024 Q3 2024
Credit Capital Investments LLC

Short Hills, NJ
BUY
 -
4.2K
New
$259K - $320K
4.2K $388K
Oct 16, 2024 Q3 2024
Portman Square Capital LLP

London, X0
BUY
 -
3.66K
New
$226K - $279K
3.66K $338K
Nov 12, 2024 Q3 2024
Quilter PLC

BUY
 -
3.63K
New
$224K - $276K
3.63K $335K
Oct 25, 2024 Q3 2024
Veriti Management LLC

BUY
 -
3.47K
+ 8.9%
$214K - $264K
42.5K $3.92M
Nov 14, 2024 Q3 2024
Corton Capital Inc.

Carrying Place, A6
BUY
 -
3.32K
New
$205K - $253K
3.32K $307K
Nov 08, 2024 Q3 2024
Aurora Investment Counsel

Atlanta, GA
BUY
 -
2.85K
+ 10.21%
$176K - $217K
30.8K $2.84M
Nov 07, 2024 Q3 2024
Hudson Canyon Capital Management

New York, NY
BUY
 -
2.11K
+ 7.57%
$131K - $161K
30.1K $2.77M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
1.82K
+ 2.9%
$112K - $138K
64.4K $5.95M
Oct 15, 2024 Q3 2024
Mount Vernon Associates Inc

BUY
 -
950
+ 3.26%
$58.7K - $72.3K
30.1K $2.78M
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
935
New
$57.7K - $71.1K
935 $86.3K
Oct 01, 2024 Q3 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
850
+ 152.33%
$52.5K - $64.7K
1.41K $130K
May 12, 2025 Q3 2024
Allianz Se

Munich, 2M
BUY
 -
770
+ 7.76%
$47.5K - $58.6K
10.7K $987K
Nov 14, 2024 Q3 2024
Cercano Management LLC

Bellevue, WA
BUY
 -
720
+ 0.06%
$44.5K - $54.8K
1.14M $105M
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
569
+ 9.39%
$35.1K - $43.3K
6.63K $612K
Oct 24, 2024 Q3 2024
Cavalier Investments, LLC

BUY
 -
552
+ 6.0%
$34.1K - $42K
9.75K $900K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
537
New
$33.2K - $40.9K
537 $49.6K
Nov 06, 2024 Q3 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
509
New
$31.4K - $38.7K
509 $47K
Oct 18, 2024 Q3 2024
Fny Investment Advisers, LLC

BUY
 -
500
New
$30.9K - $38K
500 $46.2K
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
500
New
$30.9K - $38K
500 $46.2K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
482
New
$29.8K - $36.7K
482 $44.5K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
399
New
$24.6K - $30.4K
399 $36.8K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
383
New
$23.6K - $29.1K
383 $35.4K
Oct 22, 2024 Q3 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
348
+ 2.51%
$21.5K - $26.5K
14.2K $1.31M
Oct 10, 2024 Q3 2024
Chicago Trust CO Na

BUY
 -
320
+ 10.55%
$19.8K - $24.3K
3.35K $310K
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
299
+ 24.0%
$18.5K - $22.7K
1.55K $143K
Nov 13, 2024 Q3 2024
First Trust Investment Solutions L.P.

Naples, FL
BUY
 -
273
+ 9.05%
$16.9K - $20.8K
3.29K $304K
Nov 04, 2024 Q3 2024
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
246
+ 1.36%
$15.2K - $18.7K
18.3K $1.69M
Nov 13, 2024 Q3 2024
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
224
New
$13.8K - $17K
224 $20.7K
Oct 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 CALL
200
+ 200.0%
$12.3K - $15.2K
300 $27.7K
Oct 16, 2024 Q3 2024
Indiana Trust & Investment Management CO

BUY
 -
200
+ 18.6%
$12.3K - $15.2K
1.28K $118K
Feb 11, 2025 Q3 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
182
New
$11.2K - $13.8K
182 $16.8K
Oct 21, 2024 Q3 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
151
New
$9.32K - $11.5K
151 $13.9K
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

BUY
 -
139
New
$8.58K - $10.6K
139 $12.8K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
130
New
$8.03K - $9.89K
130 $12K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
102
+ 82.93%
$6.3K - $7.76K
225 $20.8K
Nov 06, 2024 Q3 2024
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
100
+ 200.0%
$6.17K - $7.61K
150 $13.8K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
100
New
$6.17K - $7.61K
100 $9.23K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 CALL
100
New
$6.17K - $7.61K
100 $9.23K
Oct 01, 2024 Q3 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
83
New
$5.12K - $6.31K
83 $7.66K
Oct 23, 2024 Q3 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
79
+ 0.5%
$4.88K - $6.01K
15.7K $1.45M
Nov 08, 2024 Q3 2024
Cypress Capital Group

BUY
 -
74
+ 2.2%
$4.57K - $5.63K
3.43K $317K
Oct 31, 2024 Q3 2024
Diligent Investors, LLC

BUY
 -
70
+ 1.24%
$4.32K - $5.33K
5.74K $529K
Nov 04, 2024 Q3 2024
Ridgecrest Wealth Partners, LLC

BUY
 -
50
+ 0.87%
$3.09K - $3.8K
5.77K $533K
Nov 01, 2024 Q3 2024
Demars Financial Group, LLC

BUY
 -
50
+ 0.53%
$3.09K - $3.8K
9.5K $877K
Oct 07, 2024 Q3 2024
Bangor Savings Bank

Bangor, ME
BUY
 -
46
New
$2.84K - $3.5K
46 $4.25K

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