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 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
5KNew |
$260K - $428K
|
5K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.32KNew |
$224K - $370K
|
4.32K
$348K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.27KNew |
$221K - $365K
|
4.27K
$343K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.05K+ 7.44% |
$210K - $347K
|
58.5K
$4.71M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
3KNew |
$156K - $257K
|
3K
$241K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.62K+ 19.99% |
$136K - $224K
|
15.7K
$1.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.56K+ 40.18% |
$133K - $219K
|
8.93K
$718K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.06KNew |
$107K - $177K
|
2.06K
$166K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.8KNew |
$93.3K - $154K
|
1.8K
$145K
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.53K+ 15.52% |
$79.3K - $131K
|
11.4K
$915K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.2K+ 334.26% |
$62.3K - $103K
|
1.56K
$125K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.1K+ 2.44% |
$57.1K - $94.2K
|
46.1K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1KNew |
$51.9K - $85.6K
|
1K
$80.4K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$51.9K - $85.6K
|
1K
$80.4K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
882+ 420.0% |
$45.8K - $75.5K
|
1.09K
$87.8K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
508+ 166.56% |
$26.4K - $43.5K
|
813
$65.4K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
504+ 5.2% |
$26.2K - $43.1K
|
10.2K
$820K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
434+ 3.95% |
$22.5K - $37.2K
|
11.4K
$918K
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
404+ 0.73% |
$21K - $34.6K
|
56.1K
$4.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
328New |
$17K - $28.1K
|
328
$26.4K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
314+ 88.7% |
$16.3K - $26.9K
|
668
$53.7K
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
300New |
$15.6K - $25.7K
|
300
$24.1K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
258New |
$13.4K - $22.1K
|
258
$20.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
200+ 54.79% |
$10.4K - $17.1K
|
565
$45.4K
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
CALL |
190New |
$9.86K - $16.3K
|
190
$15.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
185+ 1.55% |
$9.6K - $15.8K
|
12.1K
$972K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
128+ 1.51% |
$6.64K - $11K
|
8.62K
$693K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 0.56% |
$4.93K - $8.13K
|
17.1K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
62New |
$3.22K - $5.31K
|
62
$4.99K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
52New |
$2.7K - $4.45K
|
52
$4.18K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50New |
$2.6K - $4.28K
|
50
$4.02K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
33New |
$1.71K - $2.82K
|
33
$2.65K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 81.82% |
$1.4K - $2.31K
|
60
$4.83K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
20New |
$1.04K - $1.71K
|
20
$1.61K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$519 - $856
|
10
$804
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2+ 0.78% |
$104 - $171
|
258
$20.8K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$104 - $171
|
5.28K
$425K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$51.9 - $85.6
|
1
$80.4
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5MNew |
$914M - $1.13B
|
13.5M
$1.09B
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
851KNew |
$57.4M - $70.8M
|
851K
$68.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
810K+ 4.89% |
$54.6M - $67.5M
|
17.4M
$1.4B
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
604KNew |
$40.7M - $50.3M
|
604K
$48.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
93.9KNew |
$6.33M - $7.82M
|
93.9K
$7.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
70.5KNew |
$4.75M - $5.87M
|
70.5K
$5.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
70.1K+ 331.82% |
$4.73M - $5.84M
|
91.2K
$7.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
55.5KNew |
$3.74M - $4.62M
|
55.5K
$4.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
53.6KNew |
$3.61M - $4.46M
|
53.6K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.1K+ 4.14% |
$3.11M - $3.83M
|
1.16M
$93.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
41.6KNew |
$2.81M - $3.46M
|
41.6K
$3.35M
|
|