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 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
12+ 3.02% |
$741 - $913
|
410
$30.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.33% |
$741 - $913
|
3.61K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.26% |
$679 - $837
|
4.29K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10+ 0.01% |
$617 - $761
|
174K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.34% |
$617 - $761
|
2.91K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 1.66% |
$556 - $685
|
550
$41.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7+ 0.12% |
$432 - $533
|
5.7K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$432 - $533
|
4.18K
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6+ 0.16% |
$370 - $456
|
3.67K
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.12% |
$370 - $456
|
5.05K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.25% |
$370 - $456
|
2.39K
$179K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 0.03% |
$370 - $456
|
18.2K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.4% |
$309 - $380
|
1.26K
$94.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.13% |
$247 - $304
|
3.17K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$185 - $228
|
7.89K
$590K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.07% |
$185 - $228
|
4.24K
$317K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 12.0% |
$185 - $228
|
28
$2.09K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.37% |
$185 - $228
|
820
$61.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$185 - $228
|
3.28K
$245K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.08% |
$185 - $228
|
3.59K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$123 - $152
|
3.42K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2+ 0.13% |
$123 - $152
|
1.54K
$115K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.04% |
$123 - $152
|
5.1K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$123 - $152
|
75.8K
$5.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 11.11% |
$123 - $152
|
20
$1.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$123 - $152
|
3.17K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.02% |
$123 - $152
|
11K
$820K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.16% |
$61.7 - $76.1
|
616
$46K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.2% |
$61.7 - $76.1
|
510
$38.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$61.7 - $76.1
|
7.31K
$546K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.51% |
$61.7 - $76.1
|
197
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.34% |
$61.7 - $76.1
|
291
$21.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
1+ 0.01% |
$61.7 - $76.1
|
9.59K
$717K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$61.7 - $76.1
|
1
$74.7
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.54% |
$61.7 - $76.1
|
186
$13.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$61.7 - $76.1
|
395
$29.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.11% |
$61.7 - $76.1
|
904
$67.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.52% |
$61.7 - $76.1
|
192
$14.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.0% |
$61.7 - $76.1
|
44.9K
$3.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Darsana Capital Partners LP
New York, NY |
BUY
|
- |
2M+ 200.0% |
$140M - $158M
|
3M
$224M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.49M+ 1.49% |
$104M - $117M
|
101M
$7.55B
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Global Management LP
New York, NY |
BUY
|
- |
384K+ 238.63% |
$26.9M - $30.3M
|
545K
$40.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
311KNew |
$21.8M - $24.5M
|
311K
$23.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
250KNew |
$17.5M - $19.7M
|
250K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
157KNew |
$11M - $12.4M
|
157K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
156K+ 16.76% |
$10.9M - $12.3M
|
1.09M
$81.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
151K+ 0.66% |
$10.6M - $11.9M
|
22.9M
$1.71B
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
127KNew |
$8.9M - $10M
|
127K
$9.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
102KNew |
$7.16M - $8.06M
|
102K
$7.64M
|
|