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 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
271New |
$19K - $21.4K
|
271
$19.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
270+ 2.21% |
$18.9K - $21.3K
|
12.5K
$887K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
250+ 1.88% |
$17.5K - $19.7K
|
13.5K
$961K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
246+ 17.79% |
$17.2K - $19.4K
|
1.63K
$116K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
226+ 5.03% |
$15.8K - $17.8K
|
4.72K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
224+ 0.13% |
$15.7K - $17.7K
|
173K
$12.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
218+ 2.94% |
$15.3K - $17.2K
|
7.63K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
217+ 0.83% |
$15.2K - $17.1K
|
26.2K
$1.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
217+ 5.86% |
$15.2K - $17.1K
|
3.92K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
205+ 3.74% |
$14.4K - $16.2K
|
5.69K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
203+ 1.13% |
$14.2K - $16K
|
18.1K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
203New |
$14.2K - $16K
|
203
$14.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
202+ 3.26% |
$14.1K - $15.9K
|
6.4K
$455K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 0.77% |
$14K - $15.8K
|
26.2K
$1.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
198+ 5.16% |
$13.9K - $15.6K
|
4.03K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
195+ 5.28% |
$13.7K - $15.4K
|
3.89K
$276K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
191+ 6.22% |
$13.4K - $15.1K
|
3.26K
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
185+ 0.04% |
$13K - $14.6K
|
481K
$34.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
184+ 6.29% |
$12.9K - $14.5K
|
3.11K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
174+ 6.11% |
$12.2K - $13.7K
|
3.02K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
164+ 0.71% |
$11.5K - $12.9K
|
23.4K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
162+ 0.45% |
$11.3K - $12.8K
|
36.5K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
157+ 0.33% |
$11K - $12.4K
|
47.4K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
155+ 1.9% |
$10.9K - $12.2K
|
8.32K
$592K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
154+ 1.81% |
$10.8K - $12.2K
|
8.64K
$615K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
146+ 4.78% |
$10.2K - $11.5K
|
3.2K
$227K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
143+ 3.72% |
$10K - $11.3K
|
3.98K
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
139+ 2.8% |
$9.73K - $11K
|
5.11K
$363K
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
137+ 0.05% |
$9.59K - $10.8K
|
272K
$19.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
137+ 1.05% |
$9.59K - $10.8K
|
13.2K
$941K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
137+ 3.16% |
$9.59K - $10.8K
|
4.48K
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
133+ 88.67% |
$9.31K - $10.5K
|
283
$20.1K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
132+ 1.09% |
$9.24K - $10.4K
|
12.2K
$867K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
131+ 2.76% |
$9.17K - $10.3K
|
4.88K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
130+ 2.8% |
$9.1K - $10.3K
|
4.78K
$340K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
126New |
$8.82K - $9.94K
|
126
$8.96K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
122New |
$8.54K - $9.63K
|
122
$8.67K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
121+ 1.42% |
$8.47K - $9.55K
|
8.66K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
120New |
$8.4K - $9.47K
|
120
$8.53K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
116+ 0.97% |
$8.12K - $9.15K
|
12.1K
$857K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
115+ 43.73% |
$8.05K - $9.07K
|
378
$26.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
108+ 1.29% |
$7.56K - $8.52K
|
8.45K
$601K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
105+ 7.22% |
$7.35K - $8.28K
|
1.56K
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
103New |
$7.21K - $8.13K
|
103
$7.32K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
103+ 3.32% |
$7.21K - $8.13K
|
3.21K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
102+ 3.22% |
$7.14K - $8.05K
|
3.27K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
100+ 1.42% |
$7K - $7.89K
|
7.12K
$506K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
100+ 0.97% |
$7K - $7.89K
|
10.4K
$742K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
99+ 1.76% |
$6.93K - $7.81K
|
5.72K
$407K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
99+ 0.26% |
$6.93K - $7.81K
|
38.4K
$2.73M
|