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 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29K+ 7.52% |
$1.84M - $2.4M
|
415K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28.4KNew |
$1.8M - $2.35M
|
28.4K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
26.5KNew |
$1.68M - $2.19M
|
26.5K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.2K+ 114.84% |
$1.66M - $2.17M
|
49.1K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
26.1K+ 55.74% |
$1.65M - $2.16M
|
72.9K
$5.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
25.6K+ 9.86% |
$1.62M - $2.12M
|
285K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
24.7K+ 5.24% |
$1.56M - $2.04M
|
496K
$39.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
23.7KNew |
$1.5M - $1.97M
|
23.7K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
23.7K+ 10.72% |
$1.5M - $1.96M
|
244K
$19.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
23.6KNew |
$1.5M - $1.96M
|
23.6K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23.4K+ 230.08% |
$1.48M - $1.94M
|
33.5K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
23.1K+ 199.8% |
$1.46M - $1.91M
|
34.6K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
23K+ 10457.27% |
$1.46M - $1.91M
|
23.2K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
23KNew |
$1.46M - $1.9M
|
23K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
22.8K+ 26.86% |
$1.44M - $1.89M
|
108K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
22.5K+ 4.85% |
$1.42M - $1.86M
|
486K
$39.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
22.1KNew |
$1.4M - $1.83M
|
22.1K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
21.9K+ 119.26% |
$1.39M - $1.81M
|
40.3K
$3.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
21.2K+ 31.37% |
$1.34M - $1.75M
|
88.6K
$7.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
20.9K+ 4.13% |
$1.33M - $1.73M
|
527K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
20.4K+ 15.39% |
$1.29M - $1.69M
|
153K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
20KNew |
$1.27M - $1.66M
|
20K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
19.9K+ 160.18% |
$1.26M - $1.65M
|
32.3K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.8K+ 6.51% |
$1.25M - $1.64M
|
324K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19.7KNew |
$1.24M - $1.63M
|
19.7K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
19.2K+ 380.48% |
$1.22M - $1.59M
|
24.2K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
19K+ 32.42% |
$1.2M - $1.58M
|
77.7K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18.9K+ 15.87% |
$1.2M - $1.57M
|
138K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
18.9K+ 35.12% |
$1.2M - $1.57M
|
72.7K
$5.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
18.9K+ 3.45% |
$1.19M - $1.56M
|
565K
$45.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
18.2K+ 38.56% |
$1.15M - $1.51M
|
65.5K
$5.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
17.8K+ 22.99% |
$1.13M - $1.48M
|
95.4K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
17.8KNew |
$1.13M - $1.48M
|
17.8K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.8K+ 10.09% |
$1.13M - $1.48M
|
194K
$15.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.7K+ 2.99% |
$1.12M - $1.47M
|
610K
$49.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
17.6KNew |
$1.11M - $1.46M
|
17.6K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
17.5K+ 300.75% |
$1.11M - $1.45M
|
23.4K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.5K+ 17.69% |
$1.11M - $1.45M
|
116K
$9.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
17.2K+ 3.5% |
$1.09M - $1.42M
|
507K
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
16.9KNew |
$1.07M - $1.4M
|
16.9K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.8K+ 83.0% |
$1.07M - $1.4M
|
37.1K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
16.7KNew |
$1.05M - $1.38M
|
16.7K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
16.6K+ 39.2% |
$1.05M - $1.38M
|
58.9K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.6K+ 1.29% |
$1.05M - $1.38M
|
1.31M
$105M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
16.6KNew |
$1.05M - $1.37M
|
16.6K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
16.5KNew |
$1.04M - $1.37M
|
16.5K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.3KNew |
$1.03M - $1.35M
|
16.3K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
16.2KNew |
$1.03M - $1.34M
|
16.2K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
16K+ 0.72% |
$1.02M - $1.33M
|
2.26M
$181M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
15.9KNew |
$1M - $1.31M
|
15.9K
$1.28M
|