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 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.82K+ 2.9% |
$112K - $138K
|
64.4K
$4.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
1.8K+ 18.18% |
$111K - $137K
|
11.7K
$878K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.78K+ 3.12% |
$110K - $136K
|
59K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.76K+ 3.92% |
$108K - $134K
|
46.5K
$3.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.76K+ 2.15% |
$108K - $134K
|
83.5K
$6.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.69KNew |
$104K - $128K
|
1.69K
$127K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.67K+ 11.85% |
$103K - $127K
|
15.8K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.67K+ 6.44% |
$103K - $127K
|
27.6K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 4.17% |
$101K - $124K
|
40.8K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.63K+ 3.01% |
$101K - $124K
|
55.6K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
1.63K+ 0.21% |
$100K - $124K
|
777K
$58.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.61K+ 10.4% |
$99.2K - $122K
|
17.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.59K+ 14.7% |
$98.2K - $121K
|
12.4K
$931K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.58K+ 1.27% |
$97.7K - $120K
|
126K
$9.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.56K+ 0.15% |
$96.6K - $119K
|
1.02M
$76.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.53K+ 6.75% |
$94.2K - $116K
|
24.1K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.52K+ 21.88% |
$93.8K - $116K
|
8.47K
$635K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.5K+ 18.87% |
$92.6K - $114K
|
9.45K
$709K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.49K+ 2.46% |
$92K - $113K
|
62.1K
$4.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
1.45K+ 3.27% |
$89.5K - $110K
|
45.7K
$3.43M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$89.2K - $110K
|
58.5K
$4.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.44K+ 3.35% |
$89.1K - $110K
|
44.5K
$3.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.44K+ 5.56% |
$88.9K - $110K
|
27.4K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 11.14% |
$88.5K - $109K
|
14.3K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.43K+ 3.97% |
$88.4K - $109K
|
37.5K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
1.38K+ 0.81% |
$85K - $105K
|
171K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 47.89% |
$84.8K - $105K
|
4.24K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.36KNew |
$84.1K - $104K
|
1.36K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.35K+ 80.72% |
$83.2K - $103K
|
3.02K
$227K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.34K+ 29.85% |
$83K - $102K
|
5.85K
$439K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.34K+ 6.25% |
$82.9K - $102K
|
22.8K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.33K+ 25.58% |
$82.1K - $101K
|
6.53K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.33K+ 10.95% |
$82.1K - $101K
|
13.5K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
1.31K+ 13.03% |
$80.8K - $99.6K
|
11.4K
$852K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 22.31% |
$80.2K - $98.8K
|
7.12K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.29K+ 5.36% |
$79.8K - $98.4K
|
25.4K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.28KNew |
$78.8K - $97.1K
|
1.28K
$95.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
1.28K+ 7.46% |
$78.7K - $97K
|
18.4K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.27K+ 0.45% |
$78.1K - $96.2K
|
281K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.26KNew |
$77.5K - $95.6K
|
1.26K
$94.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.26K+ 6.25% |
$77.5K - $95.6K
|
21.4K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.23K+ 3.33% |
$76.2K - $93.9K
|
38.3K
$2.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.23K+ 15.34% |
$75.9K - $93.6K
|
9.25K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.23K+ 4.52% |
$75.8K - $93.4K
|
28.4K
$2.13M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.21K+ 5.48% |
$75K - $92.4K
|
23.4K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.2K+ 6.3% |
$74.1K - $91.3K
|
20.3K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.19K+ 3.79% |
$73.6K - $90.7K
|
32.6K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 5.31% |
$73.2K - $90.2K
|
23.5K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.13K+ 1.67% |
$69.8K - $86K
|
68.8K
$5.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.1K+ 10.34% |
$67.9K - $83.7K
|
11.7K
$881K
|