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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
92.1K+ 154.53% |
$6.45M - $7.27M
|
152K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
74.5KNew |
$5.22M - $5.88M
|
74.5K
$5.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
69.4KNew |
$4.86M - $5.48M
|
69.4K
$5.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
67.4KNew |
$4.72M - $5.32M
|
67.4K
$5.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
52.3KNew |
$3.66M - $4.12M
|
52.3K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
51.4KNew |
$3.6M - $4.05M
|
51.4K
$3.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
40.7KNew |
$2.85M - $3.21M
|
40.7K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
40.2KNew |
$2.82M - $3.17M
|
40.2K
$3.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.3KNew |
$2.12M - $2.39M
|
30.3K
$2.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
27KNew |
$1.89M - $2.13M
|
27K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
26.5KNew |
$1.85M - $2.09M
|
26.5K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
23.4KNew |
$1.64M - $1.85M
|
23.4K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
22.7K+ 5.88% |
$1.59M - $1.79M
|
410K
$30.6M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
22.5KNew |
$1.57M - $1.77M
|
22.5K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
16.5KNew |
$1.16M - $1.3M
|
16.5K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
15.8KNew |
$1.11M - $1.25M
|
15.8K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
14.5KNew |
$1.02M - $1.14M
|
14.5K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
13.9KNew |
$972K - $1.1M
|
13.9K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.5K+ 311.76% |
$947K - $1.07M
|
17.9K
$1.33M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
13.4KNew |
$941K - $1.06M
|
13.4K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.8K+ 522.45% |
$896K - $1.01M
|
15.3K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.8KNew |
$896K - $1.01M
|
12.8K
$956K
|
|
|
Aug 14, 2024
Q2 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
11.3K+ 240.22% |
$791K - $892K
|
16K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
10.3KNew |
$724K - $816K
|
10.3K
$773K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
10.1KNew |
$707K - $796K
|
10.1K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10KNew |
$700K - $789K
|
10K
$747K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
9KNew |
$630K - $710K
|
9K
$673K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$564K - $635K
|
8.05K
$602K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
7.49K+ 38.33% |
$525K - $591K
|
27K
$2.02M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.82KNew |
$477K - $538K
|
6.82K
$510K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.52KNew |
$457K - $514K
|
6.52K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.18KNew |
$433K - $488K
|
6.18K
$462K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.9KNew |
$413K - $465K
|
5.9K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.81KNew |
$407K - $458K
|
5.81K
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
5.57K+ 8.29% |
$390K - $439K
|
72.7K
$5.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
5.45K+ 9.53% |
$382K - $430K
|
62.7K
$4.68M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.4KNew |
$378K - $426K
|
5.4K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
5.35KNew |
$375K - $422K
|
5.35K
$400K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5KNew |
$350K - $395K
|
5K
$374K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.47KNew |
$313K - $353K
|
4.47K
$334K
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
3.93KNew |
$275K - $310K
|
3.93K
$294K
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
3.85KNew |
$270K - $304K
|
3.85K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.81K+ 42.33% |
$267K - $301K
|
12.8K
$957K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.65KNew |
$255K - $288K
|
3.65K
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.53KNew |
$247K - $279K
|
3.53K
$264K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
3.39K+ 2.37% |
$237K - $267K
|
146K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.38KNew |
$236K - $266K
|
3.38K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.33KNew |
$233K - $263K
|
3.33K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
3.18KNew |
$223K - $251K
|
3.18K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.13K+ 12.05% |
$219K - $247K
|
29.1K
$2.18M
|