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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.72K+ 25.37% |
$168K - $207K
|
13.4K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
2.71K+ 22.3% |
$167K - $206K
|
14.9K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.7KNew |
$167K - $205K
|
2.7K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.7K+ 8.81% |
$167K - $205K
|
33.3K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.65K+ 9.42% |
$163K - $201K
|
30.7K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 7.9% |
$162K - $199K
|
35.7K
$2.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.61K+ 7.18% |
$161K - $198K
|
38.9K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
2.6K+ 4.21% |
$161K - $198K
|
64.4K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.58K+ 3.63% |
$159K - $196K
|
73.6K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.53K+ 3.7% |
$156K - $192K
|
71K
$5.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.53K+ 5.91% |
$156K - $192K
|
45.3K
$3.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52K+ 2.21% |
$156K - $192K
|
117K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.5K+ 0.07% |
$154K - $190K
|
3.57M
$268M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.49K+ 2.59% |
$154K - $190K
|
98.9K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.49K+ 5.67% |
$154K - $190K
|
46.4K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.48K+ 34.77% |
$153K - $189K
|
9.61K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.47K+ 89.99% |
$153K - $188K
|
5.22K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.43K+ 0.81% |
$150K - $185K
|
304K
$22.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.43K+ 71.63% |
$150K - $185K
|
5.82K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.43K+ 1.69% |
$150K - $185K
|
146K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.42K+ 58.74% |
$149K - $184K
|
6.53K
$490K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.41K+ 2.1% |
$149K - $183K
|
117K
$8.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4K+ 3.89% |
$148K - $183K
|
64.1K
$4.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.39K+ 2.01% |
$148K - $182K
|
121K
$9.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.39K+ 3.85% |
$147K - $181K
|
64.3K
$4.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 11.55% |
$145K - $179K
|
22.7K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.34K+ 20.73% |
$145K - $178K
|
13.6K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.29K+ 70.78% |
$141K - $174K
|
5.52K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28K+ 0.75% |
$141K - $173K
|
306K
$23M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.22K+ 25.7% |
$137K - $169K
|
10.9K
$814K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.22K+ 12.42% |
$137K - $169K
|
20.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.21K+ 1.92% |
$137K - $168K
|
117K
$8.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
2.16K+ 1.24% |
$134K - $165K
|
177K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.13K+ 51.3% |
$132K - $162K
|
6.29K
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.11K+ 7.57% |
$131K - $161K
|
30.1K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.09K+ 15.35% |
$129K - $159K
|
15.7K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.08K+ 74.28% |
$129K - $158K
|
4.89K
$367K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.04K+ 5.05% |
$126K - $155K
|
42.4K
$3.18M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.99K+ 13.36% |
$123K - $152K
|
16.9K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.99K+ 17.21% |
$123K - $151K
|
13.5K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.95K+ 1.63% |
$121K - $149K
|
122K
$9.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
1.94K+ 3.55% |
$120K - $148K
|
56.5K
$4.24M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.92K+ 6.23% |
$119K - $146K
|
32.8K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.91K+ 32.28% |
$118K - $146K
|
7.84K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 13.63% |
$117K - $145K
|
15.9K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.89K+ 21.99% |
$117K - $144K
|
10.5K
$788K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 20.72% |
$114K - $140K
|
10.7K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.84K+ 20.56% |
$113K - $140K
|
10.8K
$808K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.83K+ 7.38% |
$113K - $139K
|
26.7K
$2M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.82K+ 41.82% |
$112K - $138K
|
6.17K
$463K
|