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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
431New |
$26.7K - $31.2K
|
431
$30.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
400+ 5.94% |
$24.8K - $29K
|
7.13K
$507K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
393+ 2.23% |
$24.3K - $28.4K
|
18.1K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
377+ 0.91% |
$23.3K - $27.3K
|
41.8K
$2.97M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
339+ 3.86% |
$21K - $24.5K
|
9.11K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
337+ 4.39% |
$20.9K - $24.4K
|
8.01K
$569K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
300New |
$18.6K - $21.7K
|
300
$21.3K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
295+ 7.73% |
$18.3K - $21.4K
|
4.11K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
291+ 334.48% |
$18K - $21.1K
|
378
$26.9K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
256+ 4.09% |
$15.8K - $18.5K
|
6.52K
$464K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
217+ 1.51% |
$13.4K - $15.7K
|
14.6K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
204+ 5.9% |
$12.6K - $14.8K
|
3.66K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
202New |
$12.5K - $14.6K
|
202
$14.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
200New |
$12.4K - $14.5K
|
200
$14.2K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
175New |
$10.8K - $12.7K
|
175
$12.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
175+ 0.12% |
$10.8K - $12.7K
|
151K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
171New |
$10.6K - $12.4K
|
171
$12.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
162New |
$10K - $11.7K
|
162
$11.5K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
139+ 140.4% |
$8.6K - $10.1K
|
238
$16.9K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
122+ 2.12% |
$7.55K - $8.83K
|
5.88K
$418K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.99K - $8.18K
|
113
$8.03K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
113New |
$6.99K - $8.18K
|
113
$8.03K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
111+ 2.99% |
$6.87K - $8.03K
|
3.82K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
108New |
$6.68K - $7.82K
|
108
$7.68K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$6.19K - $7.24K
|
100
$7.11K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$6.19K - $7.24K
|
100
$7.11K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
93+ 0.63% |
$5.76K - $6.73K
|
14.9K
$1.06M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
61+ 14.59% |
$3.78K - $4.42K
|
479
$34.1K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
60+ 1.42% |
$3.71K - $4.34K
|
4.29K
$305K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
56+ 0.12% |
$3.47K - $4.05K
|
48.5K
$3.45M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54+ 41.86% |
$3.34K - $3.91K
|
183
$13K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
50+ 1.66% |
$3.09K - $3.62K
|
3.06K
$218K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
50New |
$3.09K - $3.62K
|
50
$3.55K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
41+ 0.52% |
$2.54K - $2.97K
|
7.95K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
34New |
$2.1K - $2.46K
|
34
$2.42K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
32+ 1.08% |
$1.98K - $2.32K
|
2.98K
$212K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
27+ 1.4% |
$1.67K - $1.95K
|
1.95K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
21+ 0.58% |
$1.3K - $1.52K
|
3.62K
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16+ 2.67% |
$990 - $1.16K
|
615
$43.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15+ 0.13% |
$928 - $1.09K
|
11.5K
$817K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10New |
$619 - $724
|
10
$711
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$619 - $724
|
2.24K
$159K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$557 - $651
|
9
$640
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$495 - $579
|
8
$569
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 1.04% |
$186 - $217
|
292
$20.8K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.62% |
$61.9 - $72.4
|
162
$11.5K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
1.46MNew |
$72.1M - $104M
|
1.46M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
560K+ 4.8% |
$27.6M - $39.8M
|
12.2M
$870M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
200KNew |
$9.87M - $14.2M
|
200K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
CALL |
200KNew |
$9.87M - $14.2M
|
200K
$14.2M
|
|