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 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
58+ 0.28% |
$3.58K - $4.41K
|
20.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
55+ 0.52% |
$3.4K - $4.18K
|
10.7K
$799K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$3.4K - $4.18K
|
55
$4.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
55+ 0.58% |
$3.4K - $4.18K
|
9.6K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
52+ 0.32% |
$3.21K - $3.96K
|
16.2K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 0.87% |
$3.09K - $3.8K
|
5.77K
$431K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
50+ 0.72% |
$3.09K - $3.8K
|
7K
$523K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
50+ 0.53% |
$3.09K - $3.8K
|
9.5K
$710K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
48+ 5.9% |
$2.96K - $3.65K
|
861
$64.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47+ 0.34% |
$2.9K - $3.58K
|
13.8K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46New |
$2.84K - $3.5K
|
46
$3.44K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
43New |
$2.65K - $3.27K
|
43
$3.21K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43+ 23.37% |
$2.65K - $3.27K
|
227
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
42+ 1.15% |
$2.59K - $3.2K
|
3.71K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
41+ 0.97% |
$2.53K - $3.12K
|
4.25K
$318K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40+ 5.06% |
$2.47K - $3.04K
|
830
$62K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
40+ 2.23% |
$2.47K - $3.04K
|
1.83K
$137K
|
|
|
Oct 16, 2024
Q3 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
39+ 0.01% |
$2.41K - $2.97K
|
457K
$34.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
37New |
$2.28K - $2.81K
|
37
$2.77K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37+ 0.07% |
$2.28K - $2.81K
|
54.9K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
36+ 0.22% |
$2.22K - $2.74K
|
16.4K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
36+ 0.81% |
$2.22K - $2.74K
|
4.46K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
36+ 0.36% |
$2.22K - $2.74K
|
10.1K
$751K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
34+ 0.87% |
$2.1K - $2.59K
|
3.92K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 13.18% |
$2.1K - $2.59K
|
292
$21.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
33+ 0.8% |
$2.04K - $2.51K
|
4.14K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
33+ 0.34% |
$2.04K - $2.51K
|
9.87K
$738K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
27+ 0.41% |
$1.67K - $2.05K
|
6.61K
$494K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
27+ 1.06% |
$1.67K - $2.05K
|
2.58K
$193K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
26+ 0.51% |
$1.61K - $1.98K
|
5.17K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26+ 72.22% |
$1.61K - $1.98K
|
62
$4.63K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 2.76% |
$1.54K - $1.9K
|
930
$69.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
25+ 0.72% |
$1.54K - $1.9K
|
3.49K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
24+ 0.62% |
$1.48K - $1.83K
|
3.91K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23+ 0.14% |
$1.42K - $1.75K
|
16.8K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.62% |
$1.23K - $1.52K
|
3.23K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
20+ 0.05% |
$1.23K - $1.52K
|
43.6K
$3.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.56% |
$1.23K - $1.52K
|
3.61K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19+ 0.48% |
$1.17K - $1.45K
|
3.96K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
19+ 0.16% |
$1.17K - $1.45K
|
11.6K
$868K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19+ 0.33% |
$1.17K - $1.45K
|
5.74K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.11K - $1.37K
|
18
$1.35K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.29K
|
17
$1.27K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17+ 0.46% |
$1.05K - $1.29K
|
3.75K
$280K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
16New |
$988 - $1.22K
|
16
$1.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16+ 0.29% |
$988 - $1.22K
|
5.6K
$419K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.35% |
$988 - $1.22K
|
4.57K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 3.36% |
$926 - $1.14K
|
462
$34.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
14+ 0.37% |
$864 - $1.07K
|
3.76K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12+ 0.09% |
$741 - $913
|
13.3K
$994K
|