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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
140+ 0.31% |
$7.59K - $9.51K
|
44.7K
$3.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
108New |
$5.85K - $7.34K
|
108
$8.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
91+ 0.03% |
$4.93K - $6.18K
|
326K
$24.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
80+ 2.22% |
$4.34K - $5.44K
|
3.68K
$276K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
75+ 0.7% |
$4.07K - $5.1K
|
10.7K
$805K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
40New |
$2.17K - $2.72K
|
40
$3K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
29+ 10.0% |
$1.57K - $1.97K
|
319
$23.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
27+ 0.11% |
$1.46K - $1.83K
|
23.9K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$1.08K - $1.36K
|
3.85K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14New |
$759 - $951
|
14
$1.05K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4New |
$217 - $272
|
4
$300
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2+ 0.35% |
$108 - $136
|
573
$43K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Newlands Management Operations LLC
Dallas, TX |
BUY
|
- |
3.2MNew |
$151M - $183M
|
3.2M
$240M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
1MNew |
$47.4M - $57.1M
|
1M
$75.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
500KNew |
$23.7M - $28.6M
|
500K
$37.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
408KNew |
$19.3M - $23.3M
|
408K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
408KNew |
$19.3M - $23.3M
|
408K
$30.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Paralel Advisors LLC
|
BUY
|
- |
400K+ 114.29% |
$18.9M - $22.9M
|
750K
$56.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
200KNew |
$9.47M - $11.4M
|
200K
$15M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
161KNew |
$7.63M - $9.21M
|
161K
$12.1M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
96K+ 402.01% |
$4.55M - $5.49M
|
120K
$9M
|
|
|
Aug 04, 2023
Q2 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
PUT |
63.4K+ 293.52% |
$3M - $3.62M
|
85K
$6.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
61.3K+ 8.87% |
$2.9M - $3.5M
|
752K
$56.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
PUT |
55.8K+ 4.96% |
$2.64M - $3.19M
|
1.18M
$88.6M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50KNew |
$2.37M - $2.86M
|
50K
$3.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
40.7K+ 21.14% |
$1.93M - $2.33M
|
233K
$17.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
40.1KNew |
$1.9M - $2.29M
|
40.1K
$3.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
35.4KNew |
$1.67M - $2.02M
|
35.4K
$2.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
33.6KNew |
$1.59M - $1.92M
|
33.6K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
33KNew |
$1.56M - $1.89M
|
33K
$2.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
32.2KNew |
$1.53M - $1.84M
|
32.2K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
BUY
|
- |
28.3KNew |
$1.34M - $1.62M
|
28.3K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
25KNew |
$1.18M - $1.43M
|
25K
$1.88M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
24.5KNew |
$1.16M - $1.4M
|
24.5K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
22.6K+ 559.78% |
$1.07M - $1.29M
|
26.6K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
20.8KNew |
$985K - $1.19M
|
20.8K
$1.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
19.5KNew |
$924K - $1.11M
|
19.5K
$1.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16.5KNew |
$782K - $944K
|
16.5K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
16.3KNew |
$773K - $933K
|
16.3K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
13.4KNew |
$637K - $768K
|
13.4K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
11.8KNew |
$559K - $675K
|
11.8K
$886K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.8KNew |
$559K - $674K
|
11.8K
$885K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.7KNew |
$509K - $614K
|
10.7K
$806K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10KNew |
$474K - $572K
|
10K
$752K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.92K+ 161.11% |
$422K - $509K
|
14.5K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
8.69KNew |
$412K - $497K
|
8.69K
$652K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.66K+ 75.97% |
$410K - $495K
|
20.1K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
7.48K+ 30.85% |
$354K - $427K
|
31.7K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.47KNew |
$354K - $427K
|
7.47K
$560K
|
|