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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.49KNew |
$525K - $615K
|
8.49K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.51KNew |
$465K - $544K
|
7.51K
$534K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.5KNew |
$464K - $543K
|
7.5K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
7.24KNew |
$448K - $524K
|
7.24K
$514K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.18KNew |
$444K - $520K
|
7.18K
$510K
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
6.88KNew |
$426K - $498K
|
6.88K
$489K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.71K+ 155.16% |
$415K - $486K
|
11K
$784K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.48K+ 20.03% |
$401K - $469K
|
38.8K
$2.76M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.21KNew |
$384K - $449K
|
6.21K
$441K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.95KNew |
$368K - $431K
|
5.95K
$423K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.57KNew |
$344K - $403K
|
5.57K
$396K
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.45KNew |
$338K - $395K
|
5.45K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.89KNew |
$302K - $354K
|
4.89K
$347K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.84KNew |
$299K - $350K
|
4.84K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.75KNew |
$294K - $344K
|
4.75K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.72KNew |
$292K - $342K
|
4.72K
$336K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.64KNew |
$287K - $336K
|
4.64K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.5KNew |
$278K - $326K
|
4.5K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$272K - $318K
|
4.39K
$312K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.22K+ 2.37% |
$261K - $306K
|
182K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
4.18K+ 201.5% |
$259K - $302K
|
6.25K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.98KNew |
$246K - $288K
|
3.98K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.8KNew |
$235K - $275K
|
3.8K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$218K - $254K
|
3.52K
$250K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.23KNew |
$200K - $234K
|
3.23K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.05KNew |
$189K - $220K
|
3.05K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
2.9KNew |
$179K - $210K
|
2.9K
$206K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.9KNew |
$179K - $210K
|
2.9K
$206K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.87KNew |
$178K - $208K
|
2.87K
$204K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$176K - $206K
|
2.85K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.84KNew |
$176K - $206K
|
2.84K
$202K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.84KNew |
$176K - $206K
|
2.84K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.82KNew |
$175K - $204K
|
2.82K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.78K+ 681.62% |
$172K - $201K
|
3.19K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.76KNew |
$171K - $200K
|
2.76K
$196K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.11KNew |
$131K - $153K
|
2.11K
$150K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2K+ 12.14% |
$124K - $145K
|
18.5K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.53KNew |
$94.4K - $110K
|
1.53K
$108K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.22K+ 2.81% |
$75.8K - $88.6K
|
44.8K
$3.19M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 24.08% |
$71.2K - $83.2K
|
5.93K
$421K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 6.03% |
$68K - $79.5K
|
19.3K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.08KNew |
$66.7K - $78K
|
1.08K
$76.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
986+ 0.85% |
$61K - $71.4K
|
116K
$8.27M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
958+ 12.37% |
$59.3K - $69.3K
|
8.7K
$619K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
626+ 10.44% |
$38.7K - $45.3K
|
6.63K
$471K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
600+ 0.26% |
$37.1K - $43.4K
|
230K
$16.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
600+ 4.69% |
$37.1K - $43.4K
|
13.4K
$952K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
571New |
$35.3K - $41.3K
|
571
$40.6K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
523New |
$32.4K - $37.9K
|
523
$37.2K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
495+ 5.38% |
$30.6K - $35.8K
|
9.69K
$689K
|