Latest Institutional Purchases of Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 27, 2024 Q2 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
3.05K
New
$213K - $240K
3.05K $228K
Jul 30, 2024 Q2 2024
Moloney Securities Asset Management, LLC

BUY
 -
3K
New
$210K - $237K
3K $224K
Aug 12, 2024 Q2 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
2.91K
New
$204K - $229K
2.91K $217K
Aug 12, 2024 Q2 2024
Paragon Private Wealth Management, LLC

BUY
 -
2.9K
New
$203K - $229K
2.9K $217K
Jul 18, 2024 Q2 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
2.9K
New
$203K - $229K
2.9K $217K
Jul 17, 2024 Q2 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2.84K
New
$199K - $224K
2.84K $212K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
2.62K
New
$183K - $207K
2.62K $196K
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.21K
+ 67.89%
$155K - $175K
5.47K $409K
Aug 13, 2024 Q2 2024
Belmont Capital, LLC

BUY
 -
2.07K
New
$145K - $163K
2.07K $154K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
1.99K
New
$139K - $157K
1.99K $149K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
1.81K
+ 26.08%
$127K - $143K
8.75K $654K
Aug 14, 2024 Q2 2024
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
1.74K
+ 25.17%
$122K - $137K
8.64K $646K
Aug 13, 2024 Q2 2024
Vestcor Inc

Fredericton, A3
BUY
 -
1.49K
+ 5.33%
$104K - $118K
29.4K $2.2M
Aug 13, 2024 Q2 2024
Greenline Partners, LLC

New York, NY
BUY
 -
1.14K
+ 4.91%
$79.8K - $89.9K
24.3K $1.82M
Aug 14, 2024 Q2 2024
Lm Advisors LLC

San Diego, CA
BUY
 -
1K
+ 23.36%
$70K - $78.9K
5.28K $395K
Aug 14, 2024 Q2 2024
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
920
+ 28.86%
$64.4K - $72.6K
4.11K $307K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
887
New
$62.1K - $70K
887 $66.3K
Jul 19, 2024 Q2 2024
Parsons Capital Management Inc

BUY
 -
728
+ 4.28%
$51K - $57.4K
17.7K $1.32M
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
722
New
$50.6K - $57K
722 $54K
Aug 08, 2024 Q2 2024
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
648
+ 15.87%
$45.4K - $51.1K
4.73K $354K
Jul 24, 2024 Q2 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
626
+ 19.14%
$43.8K - $49.4K
3.9K $291K
Aug 13, 2024 Q2 2024
1623 Capital LLC

Alexandria, VA
BUY
 -
600
+ 0.33%
$42K - $47.3K
182K $13.6M
Jul 26, 2024 Q2 2024
Rosenbaum Jay D.

Boston, MA
BUY
 -
505
+ 12.43%
$35.4K - $39.8K
4.57K $341K
Aug 09, 2024 Q2 2024
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
475
+ 9.77%
$33.3K - $37.5K
5.34K $399K
Aug 14, 2024 Q2 2024
Watchman Group, Inc.

Plano, TX
BUY
 -
418
+ 0.68%
$29.3K - $33K
61.9K $4.62M
Jul 16, 2024 Q2 2024
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
415
+ 14.11%
$29.1K - $32.7K
3.36K $251K
Jul 31, 2024 Q2 2024
Mizuho Securities Co. Ltd.

BUY
 -
400
New
$28K - $31.6K
400 $29.9K
Jul 17, 2024 Q2 2024
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
400
New
$28K - $31.6K
400 $29.9K
Jul 29, 2024 Q2 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
395
New
$27.7K - $31.2K
395 $29.5K
Jul 12, 2024 Q2 2024
Country Trust Bank

BUY
 -
350
New
$24.5K - $27.6K
350 $26.2K
Jul 31, 2024 Q2 2024
Massachusetts Wealth Management

North Andover, MA
BUY
 -
300
+ 5.15%
$21K - $23.7K
6.13K $458K
Oct 31, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
275
+ 5.4%
$19.3K - $21.7K
5.37K $401K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
271
New
$19K - $21.4K
271 $20.3K
Jul 25, 2024 Q2 2024
Proficio Capital Partners LLC

Newton, MA
BUY
 -
226
+ 5.03%
$15.8K - $17.8K
4.72K $353K
Jul 25, 2024 Q2 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
203
New
$14.2K - $16K
203 $15.2K
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
200
+ 0.77%
$14K - $15.8K
26.2K $1.96M
Jul 23, 2024 Q2 2024
Htlf Bank

Denver, CO
BUY
 -
191
+ 6.22%
$13.4K - $15.1K
3.26K $244K
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
184
+ 6.29%
$12.9K - $14.5K
3.11K $232K
Aug 14, 2024 Q2 2024
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
162
+ 0.45%
$11.3K - $12.8K
36.5K $2.73M
Jul 31, 2024 Q2 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
139
+ 2.8%
$9.73K - $11K
5.11K $382K
Jul 24, 2024 Q2 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
137
+ 3.16%
$9.59K - $10.8K
4.48K $335K
Aug 02, 2024 Q2 2024
Mascoma Wealth Management LLC

BUY
 -
133
+ 88.67%
$9.31K - $10.5K
283 $21.2K
Aug 13, 2024 Q2 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
130
+ 2.8%
$9.1K - $10.3K
4.78K $357K
Jul 29, 2024 Q2 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
126
New
$8.82K - $9.94K
126 $9.42K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
122
New
$8.54K - $9.63K
122 $9.12K
Aug 14, 2024 Q2 2024
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
120
New
$8.4K - $9.47K
120 $8.97K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
103
New
$7.21K - $8.13K
103 $7.7K
Jul 16, 2024 Q2 2024
Bremer Bank National Association

BUY
 -
103
+ 3.32%
$7.21K - $8.13K
3.21K $240K
Jul 23, 2024 Q2 2024
Gyl Financial Synergies, LLC

BUY
 -
102
+ 3.22%
$7.14K - $8.05K
3.27K $244K

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