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
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
19
New
$1.33K - $1.5K
19 $1.75K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
17
+ 26.15%
$1.19K - $1.34K
82 $7.55K
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
11
+ 0.3%
$770 - $868
3.67K $338K
Aug 19, 2024 Q2 2024
Hwg Holdings LP

Houston, TX
BUY
 -
7
New
$490 - $552
7 $645
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
2
+ 0.39%
$140 - $158
514 $47.3K
Jul 31, 2024 Q2 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
1
+ 0.03%
$70 - $78.9
3.35K $309K
Jul 15, 2024 Q2 2024
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
1
+ 0.03%
$70 - $78.9
2.89K $266K
Q1 2024
May 15, 2024 Q1 2024
Wafra Inc.

New York, NY
BUY
 -
65.3K
+ 22.26%
$4.04M - $4.72M
358K $33M
May 08, 2024 Q1 2024
Calamos Advisors LLC

BUY
 CALL
50K
New
$3.09M - $3.62M
50K $4.61M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
36.8K
+ 125.99%
$2.28M - $2.66M
66K $6.08M
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
14.7K
New
$907K - $1.06M
14.7K $1.35M
May 06, 2024 Q1 2024
Portfolio Strategies, Inc.

BUY
 -
13.1K
New
$814K - $951K
13.1K $1.21M
May 07, 2024 Q1 2024
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
12K
New
$742K - $868K
12K $1.1M
May 21, 2024 Q1 2024
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
10K
New
$619K - $724K
10K $921K
May 15, 2024 Q1 2024
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
9.2K
New
$570K - $666K
9.2K $848K
May 10, 2024 Q1 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
8.49K
New
$525K - $615K
8.49K $782K
May 15, 2024 Q1 2024
Cipher Capital LP

New York, NY
BUY
 -
7.51K
New
$465K - $544K
7.51K $692K
Aug 09, 2024 Q1 2024
Grey Street Capital, LLC

Chicago, IL
BUY
 -
7.18K
New
$444K - $520K
7.18K $661K
Apr 10, 2024 Q1 2024
Yarbrough Capital, LLC

BUY
 -
5.45K
New
$338K - $395K
5.45K $502K
May 15, 2024 Q1 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
4.89K
New
$302K - $354K
4.89K $450K
May 03, 2024 Q1 2024
Coulter & Justus Financial Services, LLC

BUY
 -
4.75K
New
$294K - $344K
4.75K $438K
Apr 12, 2024 Q1 2024
Curated Wealth Partners LLC

BUY
 PUT
4.64K
New
$287K - $336K
4.64K $428K
May 14, 2024 Q1 2024
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
4.5K
New
$278K - $326K
4.5K $414K
Apr 12, 2024 Q1 2024
Lbmc Investment Advisors, LLC

BUY
 -
4.39K
New
$272K - $318K
4.39K $404K
May 07, 2024 Q1 2024
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
4.22K
+ 2.37%
$261K - $306K
182K $16.8M
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
3.98K
New
$246K - $288K
3.98K $367K
May 15, 2024 Q1 2024
Balentine LLC

Atlanta, GA
BUY
 -
3.52K
New
$218K - $254K
3.52K $324K
Apr 23, 2024 Q1 2024
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
2.9K
New
$179K - $210K
2.9K $267K
Apr 26, 2024 Q1 2024
Crestone Asset Management LLC

BUY
 -
2.87K
New
$178K - $208K
2.87K $264K
Apr 22, 2024 Q1 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
2.82K
New
$175K - $204K
2.82K $260K
May 09, 2024 Q1 2024
Gratus Wealth Advisors, LLC

Virginia Beach, VA
BUY
 -
2.76K
New
$171K - $200K
2.76K $254K
May 15, 2024 Q1 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
1.53K
New
$94.4K - $110K
1.53K $141K
Apr 30, 2024 Q1 2024
Coombe, Bender & CO LLC

BUY
 -
1.22K
+ 2.81%
$75.8K - $88.6K
44.8K $4.13M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.1K
+ 6.03%
$68K - $79.5K
19.3K $1.78M
May 14, 2024 Q1 2024
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
1.08K
New
$66.7K - $78K
1.08K $99.2K
Feb 05, 2025 Q1 2024
Mma Asset Management LLC

New York, NY
BUY
 -
1K
New
$61.9K - $72.4K
1K $92.1K
Jan 27, 2025 Q1 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
722
New
$44.7K - $52.3K
722 $66.5K
Apr 15, 2024 Q1 2024
Atlas Private Wealth Management

BUY
 -
626
+ 10.44%
$38.7K - $45.3K
6.63K $610K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
523
New
$32.4K - $37.9K
523 $48.2K
Apr 18, 2024 Q1 2024
Tributary Capital Management, LLC

BUY
 -
431
New
$26.7K - $31.2K
431 $39.7K
Apr 25, 2024 Q1 2024
Caliber Wealth Management, LLC

BUY
 -
377
+ 0.91%
$23.3K - $27.3K
41.8K $3.85M
May 15, 2024 Q1 2024
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
337
+ 4.39%
$20.9K - $24.4K
8.01K $737K
May 01, 2024 Q1 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 PUT
300
New
$18.6K - $21.7K
300 $27.6K
May 13, 2024 Q1 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
256
+ 4.09%
$15.8K - $18.5K
6.52K $601K
May 14, 2024 Q1 2024
Kovitz Investment Group Partners, LLC

BUY
 CALL
202
New
$12.5K - $14.6K
202 $18.6K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
200
New
$12.4K - $14.5K
200 $18.4K
May 02, 2024 Q1 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
175
New
$10.8K - $12.7K
175 $16.1K
Apr 30, 2024 Q1 2024
Mill Capital Management, LLC

BUY
 -
175
+ 0.12%
$10.8K - $12.7K
151K $13.9M
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
162
New
$10K - $11.7K
162 $14.9K

Track Institutional and Insider Activities on SCHW

Follow SCHWAB CHARLES CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHW shares.

Notify only if

Insider Trading

Get notified when an Schwab Charles Corp insider buys or sells SCHW shares.

Notify only if

News

Receive news related to SCHWAB CHARLES CORP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHW