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 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
454+ 79.51% |
$28K - $34.5K
|
1.03K
$76.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
454+ 10.7% |
$28K - $34.5K
|
4.7K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
452+ 2.42% |
$27.9K - $34.4K
|
19.1K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
426+ 11.16% |
$26.3K - $32.4K
|
4.24K
$319K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
422+ 5.24% |
$26.1K - $32.1K
|
8.47K
$636K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
421+ 10.32% |
$26K - $32K
|
4.5K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
418+ 0.29% |
$25.8K - $31.8K
|
144K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
417+ 0.96% |
$25.7K - $31.7K
|
43.7K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
414+ 9.8% |
$25.6K - $31.5K
|
4.64K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
412+ 5.9% |
$25.4K - $31.3K
|
7.4K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
408+ 1.01% |
$25.2K - $31K
|
41K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
406+ 12.69% |
$25.1K - $30.9K
|
3.61K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
403+ 1.79% |
$24.9K - $30.7K
|
22.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
400+ 2.44% |
$24.7K - $30.4K
|
16.8K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
400+ 0.09% |
$24.7K - $30.4K
|
455K
$34.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
400+ 3.06% |
$24.7K - $30.4K
|
13.5K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
399New |
$24.6K - $30.4K
|
399
$29.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
396+ 0.33% |
$24.4K - $30.1K
|
120K
$8.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
396+ 2.78% |
$24.4K - $30.1K
|
14.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
388+ 2.5% |
$24K - $29.5K
|
15.9K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
387+ 9.41% |
$23.9K - $29.4K
|
4.5K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
386+ 9.93% |
$23.8K - $29.4K
|
4.28K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
383New |
$23.6K - $29.1K
|
383
$28.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
382+ 9.79% |
$23.6K - $29.1K
|
4.29K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
375+ 1.43% |
$23.2K - $28.5K
|
26.6K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
374+ 0.73% |
$23.1K - $28.5K
|
51.3K
$3.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
357+ 3.2% |
$22K - $27.2K
|
11.5K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
354+ 4.71% |
$21.9K - $26.9K
|
7.88K
$591K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
350+ 0.64% |
$21.6K - $26.6K
|
55.1K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
348+ 2.51% |
$21.5K - $26.5K
|
14.2K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
345+ 5.52% |
$21.3K - $26.2K
|
6.6K
$495K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
342+ 10.51% |
$21.1K - $26K
|
3.6K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
338+ 0.9% |
$20.9K - $25.7K
|
38.1K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
337+ 9.88% |
$20.8K - $25.6K
|
3.75K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
333+ 2.66% |
$20.6K - $25.3K
|
12.8K
$964K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
324+ 5.15% |
$20K - $24.6K
|
6.62K
$496K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
320+ 10.55% |
$19.8K - $24.3K
|
3.35K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
316+ 3.84% |
$19.5K - $24K
|
8.55K
$642K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
315+ 0.74% |
$19.4K - $24K
|
43K
$3.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
313+ 1.34% |
$19.3K - $23.8K
|
23.7K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
299+ 24.0% |
$18.5K - $22.7K
|
1.55K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
297New |
$18.3K - $22.6K
|
297
$22.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
293New |
$18.1K - $22.3K
|
293
$22K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
290+ 0.94% |
$17.9K - $22.1K
|
31.1K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
289+ 1.15% |
$17.8K - $22K
|
25.4K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
284+ 2.47% |
$17.5K - $21.6K
|
11.8K
$886K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
282+ 0.17% |
$17.4K - $21.5K
|
162K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
273+ 9.05% |
$16.9K - $20.8K
|
3.29K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
269+ 2.21% |
$16.6K - $20.5K
|
12.5K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
266+ 3.25% |
$16.4K - $20.2K
|
8.45K
$634K
|