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 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
CALL |
80KNew |
$4.15M - $6.85M
|
80K
$7.37M
|
|
|
May 15, 2023
Q1 2023
|
Inherent Group, LP
New York, NY |
BUY
|
CALL |
75KNew |
$3.89M - $6.42M
|
75K
$6.91M
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
70.3K+ 49.67% |
$3.65M - $6.01M
|
212K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
- |
63KNew |
$3.27M - $5.39M
|
63K
$5.8M
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
61.1KNew |
$3.17M - $5.23M
|
61.1K
$5.63M
|
|
|
May 15, 2023
Q1 2023
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
53K+ 51.17% |
$2.75M - $4.53M
|
156K
$14.4M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
51.3KNew |
$2.66M - $4.39M
|
51.3K
$4.72M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
CALL |
50KNew |
$2.6M - $4.28M
|
50K
$4.61M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
PUT |
45KNew |
$2.34M - $3.85M
|
45K
$4.14M
|
|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
40KNew |
$2.08M - $3.42M
|
40K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
38.8KNew |
$2.01M - $3.32M
|
38.8K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
38.4KNew |
$1.99M - $3.28M
|
38.4K
$3.53M
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
34KNew |
$1.77M - $2.91M
|
34K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
32.3KNew |
$1.67M - $2.76M
|
32.3K
$2.97M
|
|
|
May 09, 2023
Q1 2023
|
Crown Advisors Management, Inc.
Larkspur, CA |
BUY
|
- |
30KNew |
$1.56M - $2.57M
|
30K
$2.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
CALL |
22KNew |
$1.14M - $1.88M
|
22K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
20.8KNew |
$1.08M - $1.78M
|
20.8K
$1.91M
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
19KNew |
$987K - $1.63M
|
19K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
CALL |
15KNew |
$779K - $1.28M
|
15K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
15KNew |
$779K - $1.28M
|
15K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
12.5K+ 9.37% |
$651K - $1.07M
|
146K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
11KNew |
$568K - $937K
|
11K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$539K - $889K
|
10.4K
$956K
|
|
|
May 15, 2023
Q1 2023
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$921K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$921K
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$921K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
8.45K+ 11.35% |
$439K - $723K
|
82.9K
$7.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.86K+ 5.03% |
$408K - $673K
|
164K
$15.1M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.6K+ 217.14% |
$395K - $651K
|
11.1K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.75KNew |
$350K - $578K
|
6.75K
$622K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.49KNew |
$337K - $555K
|
6.49K
$598K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.44KNew |
$334K - $551K
|
6.44K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$273K - $449K
|
5.25K
$484K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
CALL |
5.2KNew |
$270K - $445K
|
5.2K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
5KNew |
$260K - $428K
|
5K
$461K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
5KNew |
$260K - $428K
|
5K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.32KNew |
$224K - $370K
|
4.32K
$398K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.27KNew |
$221K - $365K
|
4.27K
$393K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.05K+ 7.44% |
$210K - $347K
|
58.5K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
3KNew |
$156K - $257K
|
3K
$276K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.62K+ 19.99% |
$136K - $224K
|
15.7K
$1.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.56K+ 40.18% |
$133K - $219K
|
8.93K
$822K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.06KNew |
$107K - $177K
|
2.06K
$190K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.8KNew |
$93.3K - $154K
|
1.8K
$166K
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.53K+ 15.52% |
$79.3K - $131K
|
11.4K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.2K+ 334.26% |
$62.3K - $103K
|
1.56K
$144K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.1K+ 2.44% |
$57.1K - $94.2K
|
46.1K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1KNew |
$51.9K - $85.6K
|
1K
$92.1K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$51.9K - $85.6K
|
1K
$92.1K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
882+ 420.0% |
$45.8K - $75.5K
|
1.09K
$101K
|