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 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
263+ 0.24% |
$16.2K - $20K
|
109K
$8.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
260+ 3.22% |
$16.1K - $19.8K
|
8.34K
$626K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
255+ 216.1% |
$15.7K - $19.4K
|
373
$28K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
254+ 4.05% |
$15.7K - $19.3K
|
6.53K
$490K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
254+ 2.0% |
$15.7K - $19.3K
|
13K
$974K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
250+ 8.13% |
$15.4K - $19K
|
3.32K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
246+ 1.36% |
$15.2K - $18.7K
|
18.3K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
246+ 32.2% |
$15.2K - $18.7K
|
1.01K
$75.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
244+ 8.82% |
$15.1K - $18.6K
|
3.01K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
239+ 1.66% |
$14.8K - $18.2K
|
14.7K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
236+ 0.04% |
$14.6K - $18K
|
557K
$41.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
230+ 2.5% |
$14.2K - $17.5K
|
9.43K
$707K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
228+ 5.17% |
$14.1K - $17.3K
|
4.64K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
224New |
$13.8K - $17K
|
224
$16.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
224+ 3.73% |
$13.8K - $17K
|
6.23K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
222+ 3.48% |
$13.7K - $16.9K
|
6.6K
$496K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
222+ 0.51% |
$13.7K - $16.9K
|
44K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
220New |
$13.6K - $16.7K
|
220
$16.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
218+ 0.93% |
$13.5K - $16.6K
|
23.6K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
204+ 128.3% |
$12.6K - $15.5K
|
363
$27.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
203+ 9.82% |
$12.5K - $15.4K
|
2.27K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
201+ 13.26% |
$12.4K - $15.3K
|
1.72K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
200+ 6.67% |
$12.3K - $15.2K
|
3.2K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
200+ 200.0% |
$12.3K - $15.2K
|
300
$22.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
200+ 6.57% |
$12.3K - $15.2K
|
3.25K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
200+ 18.6% |
$12.3K - $15.2K
|
1.28K
$95.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
195+ 2.0% |
$12K - $14.8K
|
9.95K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
195+ 4.9% |
$12K - $14.8K
|
4.18K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
195+ 2.15% |
$12K - $14.8K
|
9.25K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
190+ 5.82% |
$11.7K - $14.5K
|
3.46K
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
189+ 3.59% |
$11.7K - $14.4K
|
5.45K
$409K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
184+ 2.84% |
$11.4K - $14K
|
6.66K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
182+ 2.25% |
$11.2K - $13.8K
|
8.27K
$621K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
177New |
$10.9K - $13.5K
|
177
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
177New |
$10.9K - $13.5K
|
177
$13.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
176+ 5.4% |
$10.9K - $13.4K
|
3.44K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
174+ 0.53% |
$10.7K - $13.2K
|
33.2K
$2.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
174+ 1.93% |
$10.7K - $13.2K
|
9.2K
$691K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
173+ 0.8% |
$10.7K - $13.2K
|
21.8K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
169+ 43.44% |
$10.4K - $12.9K
|
558
$41.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
154+ 270.18% |
$9.51K - $11.7K
|
211
$15.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
151New |
$9.32K - $11.5K
|
151
$11.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 0.2% |
$9.26K - $11.4K
|
76K
$5.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
150+ 2.31% |
$9.26K - $11.4K
|
6.65K
$499K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
149+ 62.61% |
$9.2K - $11.3K
|
387
$29K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
147+ 4.5% |
$9.08K - $11.2K
|
3.41K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
146+ 0.25% |
$9.01K - $11.1K
|
57.4K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
145+ 1.71% |
$8.95K - $11K
|
8.62K
$647K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
142+ 2.72% |
$8.77K - $10.8K
|
5.36K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
139New |
$8.58K - $10.6K
|
139
$10.4K
|