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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.19KNew |
$25.1K - $88.9K
|
1.19K
$109K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.02K+ 413.77% |
$21.6K - $76.6K
|
1.27K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
1K+ 0.45% |
$21.2K - $74.9K
|
225K
$20.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
643+ 1.17% |
$13.6K - $48.2K
|
55.4K
$5.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
628+ 1.25% |
$13.3K - $47K
|
51K
$4.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
595+ 0.2% |
$12.6K - $44.6K
|
299K
$27.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
391+ 8.18% |
$8.27K - $29.3K
|
5.17K
$476K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
300+ 8.82% |
$6.35K - $22.5K
|
3.7K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
268New |
$5.67K - $20.1K
|
268
$24.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
137New |
$2.9K - $10.3K
|
137
$12.6K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
123+ 0.09% |
$2.6K - $9.22K
|
138K
$12.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
105+ 1.75% |
$2.22K - $7.87K
|
6.09K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
50New |
$1.06K - $3.75K
|
50
$4.61K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
46+ 0.19% |
$973 - $3.45K
|
24.6K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
25+ 0.68% |
$529 - $1.87K
|
3.7K
$341K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18New |
$381 - $1.35K
|
18
$1.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
10+ 0.18% |
$212 - $749
|
5.52K
$508K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 6.9% |
$42.3 - $150
|
31
$2.86K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.03% |
$21.2 - $74.9
|
3.84K
$354K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
267KNew |
$16M - $22.4M
|
267K
$24.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
113KNew |
$6.77M - $9.46M
|
113K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
41.8K+ 46.05% |
$2.5M - $3.5M
|
132K
$12.2M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
41KNew |
$2.46M - $3.44M
|
41K
$3.77M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$1.12M - $1.57M
|
18.7K
$1.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$878K - $1.23M
|
14.6K
$1.35M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
13.2KNew |
$789K - $1.1M
|
13.2K
$1.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.7KNew |
$701K - $979K
|
11.7K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.99KNew |
$599K - $837K
|
9.99K
$920K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9KNew |
$540K - $754K
|
9K
$829K
|
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
BUY
|
- |
7.28K+ 168.38% |
$437K - $610K
|
11.6K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
5.9KNew |
$354K - $495K
|
5.9K
$543K
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
5.9KNew |
$354K - $495K
|
5.9K
$543K
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
5.88K+ 2.49% |
$353K - $493K
|
242K
$22.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.01KNew |
$121K - $169K
|
2.01K
$185K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
1.49K+ 5726.92% |
$89.3K - $125K
|
1.52K
$140K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
910New |
$54.6K - $76.3K
|
910
$83.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
866New |
$52K - $72.6K
|
866
$79.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
612New |
$36.7K - $51.3K
|
612
$56.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
456New |
$27.4K - $38.2K
|
456
$42K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
249New |
$14.9K - $20.9K
|
249
$22.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$12K - $16.8K
|
200
$18.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 1.07% |
$7.5K - $10.5K
|
11.8K
$1.09M
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
32.6KNew |
$2.47M - $3.11M
|
32.6K
$3M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
15.6KNew |
$1.18M - $1.49M
|
15.6K
$1.44M
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.93KNew |
$222K - $280K
|
2.93K
$270K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$118K - $149K
|
1.56K
$144K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
382+ 39.79% |
$28.9K - $36.5K
|
1.34K
$124K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$15.1K - $19.1K
|
200
$18.4K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.22% |
$75.7 - $95.5
|
457
$42.1K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
248K+ 158.53% |
$18.2M - $21.3M
|
405K
$37.3M
|
|