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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.67K+ 1.48% |
$117K - $132K
|
115K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.65K+ 11.9% |
$115K - $130K
|
15.5K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.63K+ 1.88% |
$114K - $129K
|
88.5K
$6.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.58K+ 0.67% |
$111K - $125K
|
237K
$16.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.5K+ 3.49% |
$105K - $118K
|
44.5K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.49K+ 5.33% |
$104K - $118K
|
29.4K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
1.49K+ 9.51% |
$104K - $117K
|
17.1K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.43K+ 6.47% |
$100K - $113K
|
23.5K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1.42K+ 5.24% |
$99.1K - $112K
|
28.4K
$2.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.37K+ 2.29% |
$95.9K - $108K
|
61.1K
$4.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.36K+ 5.36% |
$95.2K - $107K
|
26.7K
$1.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.35K+ 7.83% |
$94.7K - $107K
|
18.6K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.35K+ 548.37% |
$94.5K - $106K
|
1.6K
$113K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.35K+ 1.05% |
$94.4K - $106K
|
130K
$9.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.33K+ 0.94% |
$93.1K - $105K
|
143K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.3K+ 2.23% |
$91.2K - $103K
|
59.7K
$4.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.3K+ 29.41% |
$91.1K - $103K
|
5.72K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.25K+ 0.17% |
$87.5K - $98.5K
|
745K
$53M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.21K+ 0.37% |
$85K - $95.8K
|
328K
$23.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.2K+ 23.07% |
$84.1K - $94.8K
|
6.41K
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.18K+ 5.64% |
$82.8K - $93.3K
|
22.1K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.15K+ 10.37% |
$80.4K - $90.6K
|
12.2K
$869K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.15K+ 9.19% |
$80.2K - $90.3K
|
13.6K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.14K+ 4.91% |
$79.8K - $89.9K
|
24.3K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.12K+ 204.74% |
$78.6K - $88.5K
|
1.67K
$119K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.11K+ 1.71% |
$77.9K - $87.7K
|
66.2K
$4.7M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.27% |
$77K - $86.8K
|
409K
$29.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 6.45% |
$75.1K - $84.6K
|
17.7K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.02K+ 6.47% |
$71.7K - $80.8K
|
16.9K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 23.36% |
$70K - $78.9K
|
5.28K
$375K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
994+ 15.41% |
$69.6K - $78.4K
|
7.45K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
990+ 1.93% |
$69.3K - $78.1K
|
52.3K
$3.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
971+ 1.78% |
$68K - $76.6K
|
55.5K
$3.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
953+ 12.8% |
$66.7K - $75.2K
|
8.4K
$597K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
950+ 4.32% |
$66.5K - $75K
|
22.9K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
942+ 1.68% |
$66K - $74.3K
|
57.1K
$4.06M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
935+ 23.14% |
$65.5K - $73.8K
|
4.98K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
922+ 9.32% |
$64.6K - $72.7K
|
10.8K
$769K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
920+ 28.86% |
$64.4K - $72.6K
|
4.11K
$292K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
900+ 27.07% |
$63K - $71K
|
4.23K
$300K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
887New |
$62.1K - $70K
|
887
$63.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
870+ 0.08% |
$60.9K - $68.6K
|
1.13M
$80.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
856+ 11.85% |
$59.9K - $67.5K
|
8.08K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
850+ 8.86% |
$59.5K - $67.1K
|
10.4K
$743K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
823+ 1.14% |
$57.6K - $64.9K
|
73.1K
$5.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
812+ 44.47% |
$56.9K - $64.1K
|
2.64K
$188K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
807+ 3.36% |
$56.5K - $63.7K
|
24.8K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
804+ 24.31% |
$56.3K - $63.4K
|
4.11K
$292K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
790New |
$55.3K - $62.3K
|
790
$56.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
786+ 3.62% |
$55K - $62K
|
22.5K
$1.6M
|