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 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.08K+ 7.72% |
$66.4K - $81.8K
|
15K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.07K+ 23.8% |
$66.2K - $81.6K
|
5.58K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05K+ 4.58% |
$65K - $80.1K
|
24K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.05K+ 2.15% |
$65K - $80K
|
49.9K
$3.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.05K+ 3.28% |
$64.9K - $80K
|
33.1K
$2.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.03K+ 106.62% |
$63.7K - $78.4K
|
2K
$150K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.03K+ 1.16% |
$63.3K - $78.1K
|
89.5K
$6.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
964+ 6.16% |
$59.5K - $73.3K
|
16.6K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
954+ 15.46% |
$58.9K - $72.6K
|
7.13K
$535K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950+ 3.26% |
$58.7K - $72.3K
|
30.1K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
935New |
$57.7K - $71.1K
|
935
$70.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
935+ 7.45% |
$57.7K - $71.1K
|
13.5K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
928+ 682.35% |
$57.3K - $70.6K
|
1.06K
$79.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
928+ 4.87% |
$57.3K - $70.6K
|
20K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
915+ 2.06% |
$56.5K - $69.6K
|
45.4K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
907+ 17.64% |
$56K - $69K
|
6.05K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
905+ 4.09% |
$55.9K - $68.9K
|
23.1K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
900+ 0.37% |
$55.6K - $68.5K
|
247K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
890+ 0.08% |
$54.9K - $67.7K
|
1.13M
$84.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
889+ 6.72% |
$54.9K - $67.6K
|
14.1K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
887+ 0.29% |
$54.8K - $67.5K
|
304K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
884+ 1.3% |
$54.6K - $67.3K
|
68.9K
$5.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
869+ 2.07% |
$53.7K - $66.1K
|
42.8K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
857+ 0.58% |
$52.9K - $65.2K
|
148K
$11.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
850+ 152.33% |
$52.5K - $64.7K
|
1.41K
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
830+ 4.51% |
$51.2K - $63.1K
|
19.2K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
815+ 21.35% |
$50.3K - $62K
|
4.63K
$348K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
809+ 4.06% |
$49.9K - $61.5K
|
20.7K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
803+ 19.53% |
$49.6K - $61.1K
|
4.91K
$369K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
790+ 48.59% |
$48.8K - $60.1K
|
2.42K
$181K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
775+ 0.55% |
$47.8K - $59K
|
142K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
765+ 11.99% |
$47.2K - $58.2K
|
7.14K
$536K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
753+ 0.78% |
$46.5K - $57.3K
|
97.8K
$7.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
751+ 2.82% |
$46.4K - $57.1K
|
27.4K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
742+ 1.88% |
$45.8K - $56.5K
|
40.1K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
720+ 0.06% |
$44.5K - $54.8K
|
1.14M
$85.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
703+ 2.59% |
$43.4K - $53.5K
|
27.9K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
694+ 1.11% |
$42.8K - $52.8K
|
63.5K
$4.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
694+ 4.83% |
$42.8K - $52.8K
|
15.1K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
692+ 5.52% |
$42.7K - $52.6K
|
13.2K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
691+ 13.35% |
$42.7K - $52.6K
|
5.87K
$440K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
684+ 18.37% |
$42.2K - $52K
|
4.41K
$331K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
683+ 11.72% |
$42.2K - $52K
|
6.51K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
679+ 3.51% |
$41.9K - $51.7K
|
20K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
670+ 8.21% |
$41.4K - $51K
|
8.83K
$663K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
665+ 0.55% |
$41.1K - $50.6K
|
122K
$9.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
653+ 3.51% |
$40.3K - $49.7K
|
19.3K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
651+ 7.27% |
$40.2K - $49.5K
|
9.61K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
648+ 3.55% |
$40K - $49.3K
|
18.9K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
637New |
$39.3K - $48.5K
|
637
$47.8K
|