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 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
134+ 3.14% |
$9.04K - $11.2K
|
4.4K
$354K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
118+ 0.27% |
$7.96K - $9.82K
|
43.2K
$3.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
116+ 4.06% |
$7.82K - $9.66K
|
2.97K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
110New |
$7.42K - $9.16K
|
110
$8.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
67New |
$4.52K - $5.58K
|
67
$5.39K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$3.24K - $4K
|
48
$3.86K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
39New |
$2.63K - $3.25K
|
39
$3.14K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
23New |
$1.55K - $1.91K
|
23
$1.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$405 - $500
|
6
$483
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
470K+ 1566.67% |
$9.95M - $35.2M
|
500K
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
433KNew |
$9.17M - $32.5M
|
433K
$34.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
158KNew |
$3.34M - $11.8M
|
158K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
110KNew |
$2.33M - $8.24M
|
110K
$8.85M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
104KNew |
$2.19M - $7.77M
|
104K
$8.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
51.5K+ 4.48% |
$1.09M - $3.86M
|
1.2M
$96.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
CALL |
25.5KNew |
$540K - $1.91M
|
25.5K
$2.05M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
21.6K+ 7.18% |
$458K - $1.62M
|
323K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.1K+ 223.74% |
$361K - $1.28M
|
24.7K
$1.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12KNew |
$253K - $897K
|
12K
$963K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
9.61K+ 1.21% |
$203K - $720K
|
804K
$64.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.77KNew |
$143K - $507K
|
6.77K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
6.74KNew |
$143K - $505K
|
6.74K
$542K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.6KNew |
$140K - $495K
|
6.6K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.84K+ 12.41% |
$102K - $363K
|
43.9K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4.58KNew |
$97K - $343K
|
4.58K
$369K
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.52KNew |
$95.6K - $339K
|
4.52K
$364K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
4.5KNew |
$95.2K - $337K
|
4.5K
$362K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.03KNew |
$64.2K - $227K
|
3.03K
$244K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3KNew |
$63.5K - $225K
|
3K
$241K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3KNew |
$63.4K - $224K
|
3K
$241K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.9KNew |
$61.4K - $218K
|
2.9K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.88K+ 12.72% |
$60.8K - $215K
|
25.5K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.19KNew |
$25.1K - $88.9K
|
1.19K
$95.5K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.02K+ 413.77% |
$21.6K - $76.6K
|
1.27K
$102K
|
|
|
Nov 14, 2022
Q3 2022
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
1K+ 0.45% |
$21.2K - $74.9K
|
225K
$18.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
643+ 1.17% |
$13.6K - $48.2K
|
55.4K
$4.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
628+ 1.25% |
$13.3K - $47K
|
51K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
595+ 0.2% |
$12.6K - $44.6K
|
299K
$24.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
391+ 8.18% |
$8.27K - $29.3K
|
5.17K
$416K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
300+ 8.82% |
$6.35K - $22.5K
|
3.7K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
268New |
$5.67K - $20.1K
|
268
$21.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
137New |
$2.9K - $10.3K
|
137
$11K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
123+ 0.09% |
$2.6K - $9.22K
|
138K
$11.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
105+ 1.75% |
$2.22K - $7.87K
|
6.09K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
50New |
$1.06K - $3.75K
|
50
$4.02K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
46+ 0.19% |
$973 - $3.45K
|
24.6K
$1.98M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
35New |
$741 - $2.62K
|
35
$2.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
25+ 0.68% |
$529 - $1.87K
|
3.7K
$298K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22New |
$466 - $1.65K
|
22
$1.77K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18New |
$381 - $1.35K
|
18
$1.45K
|
|