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 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3KNew |
$970K - $1.27M
|
15.3K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$955K - $1.25M
|
15.1K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15K+ 56.34% |
$952K - $1.25M
|
41.7K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15K+ 94.24% |
$950K - $1.24M
|
30.9K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15K+ 46.53% |
$949K - $1.24M
|
47.2K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
14.8KNew |
$935K - $1.22M
|
14.8K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
14K+ 13.69% |
$888K - $1.16M
|
116K
$9.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
14KNew |
$886K - $1.16M
|
14K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14K+ 65.86% |
$884K - $1.16M
|
35.1K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.9K+ 251.52% |
$879K - $1.15M
|
19.4K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
13.8K+ 888.79% |
$873K - $1.14M
|
15.3K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
13.5K+ 17.49% |
$857K - $1.12M
|
91K
$7.32M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
13.5K+ 0.93% |
$856K - $1.12M
|
1.47M
$118M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
13.4K+ 12.16% |
$849K - $1.11M
|
124K
$9.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
13K+ 0.96% |
$823K - $1.08M
|
1.36M
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
12.9K+ 577.71% |
$816K - $1.07M
|
15.1K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
12.6KNew |
$799K - $1.05M
|
12.6K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4K+ 2.11% |
$782K - $1.02M
|
598K
$48.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
12.2K+ 1.3% |
$770K - $1.01M
|
948K
$76.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$765K - $1M
|
12.1K
$972K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 7.95% |
$754K - $987K
|
162K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
11.9K+ 26.04% |
$754K - $986K
|
57.6K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 44.56% |
$753K - $985K
|
38.6K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11.8KNew |
$750K - $981K
|
11.8K
$953K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.8K+ 315.92% |
$747K - $978K
|
15.5K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 9.89% |
$744K - $973K
|
131K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11.7K+ 30.12% |
$739K - $967K
|
50.4K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
11.6KNew |
$734K - $961K
|
11.6K
$933K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 26.97% |
$733K - $960K
|
54.5K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
11.5KNew |
$729K - $954K
|
11.5K
$926K
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
11.3KNew |
$715K - $936K
|
11.3K
$909K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
11.1K+ 1.9% |
$703K - $920K
|
596K
$47.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
11.1K+ 3.64% |
$700K - $917K
|
315K
$25.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
11K+ 11.61% |
$695K - $909K
|
105K
$8.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.8KNew |
$683K - $893K
|
10.8K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
10.7K+ 20.46% |
$677K - $886K
|
62.9K
$5.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10.7K+ 1.06% |
$676K - $884K
|
1.02M
$81.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
10.7KNew |
$675K - $884K
|
10.7K
$858K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 6.78% |
$669K - $875K
|
166K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
10.5KNew |
$668K - $874K
|
10.5K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
10.5K+ 5.82% |
$663K - $867K
|
190K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
10.5KNew |
$662K - $866K
|
10.5K
$841K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3K+ 4.08% |
$652K - $854K
|
263K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
10.1KNew |
$641K - $839K
|
10.1K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.1K+ 140.67% |
$640K - $838K
|
17.3K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
10.1KNew |
$638K - $835K
|
10.1K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$633K - $829K
|
10K
$804K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.96K+ 7.84% |
$631K - $825K
|
137K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
9.7K+ 13.18% |
$614K - $804K
|
83.3K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
9.58K+ 3.9% |
$606K - $794K
|
255K
$20.5M
|