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 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.14K+ 0.66% |
$194K - $239K
|
481K
$34.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.1KNew |
$191K - $235K
|
3.1K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.02K+ 23.58% |
$186K - $230K
|
15.8K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.9KNew |
$179K - $221K
|
2.9K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.76K+ 3.75% |
$170K - $210K
|
76.5K
$5.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.74K+ 3.46% |
$169K - $209K
|
82K
$5.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.72K+ 1.52% |
$168K - $207K
|
182K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.72K+ 25.37% |
$168K - $207K
|
13.4K
$954K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
2.71K+ 22.3% |
$167K - $206K
|
14.9K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.65K+ 9.42% |
$163K - $201K
|
30.7K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 7.9% |
$162K - $199K
|
35.7K
$2.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.61K+ 7.18% |
$161K - $198K
|
38.9K
$2.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.53K+ 5.91% |
$156K - $192K
|
45.3K
$3.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.43K+ 71.63% |
$150K - $185K
|
5.82K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4K+ 3.89% |
$148K - $183K
|
64.1K
$4.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.39K+ 2.01% |
$148K - $182K
|
121K
$8.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.39K+ 3.85% |
$147K - $181K
|
64.3K
$4.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.22K+ 25.7% |
$137K - $169K
|
10.9K
$771K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.22K+ 12.42% |
$137K - $169K
|
20.1K
$1.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.99K+ 17.21% |
$123K - $151K
|
13.5K
$962K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.95K+ 1.63% |
$121K - $149K
|
122K
$8.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
1.94K+ 3.55% |
$120K - $148K
|
56.5K
$4.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.89K+ 21.99% |
$117K - $144K
|
10.5K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.84K+ 20.56% |
$113K - $140K
|
10.8K
$765K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.82K+ 41.82% |
$112K - $138K
|
6.17K
$439K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.82K+ 2.9% |
$112K - $138K
|
64.4K
$4.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
1.8K+ 18.18% |
$111K - $137K
|
11.7K
$832K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.78K+ 3.12% |
$110K - $136K
|
59K
$4.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.76K+ 3.92% |
$108K - $134K
|
46.5K
$3.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.76K+ 2.15% |
$108K - $134K
|
83.5K
$5.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.69KNew |
$104K - $128K
|
1.69K
$120K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.67K+ 11.85% |
$103K - $127K
|
15.8K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.67K+ 6.44% |
$103K - $127K
|
27.6K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.61K+ 10.4% |
$99.2K - $122K
|
17.1K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.58K+ 1.27% |
$97.7K - $120K
|
126K
$8.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.52K+ 21.88% |
$93.8K - $116K
|
8.47K
$602K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.5K+ 18.87% |
$92.6K - $114K
|
9.45K
$672K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.49K+ 2.46% |
$92K - $113K
|
62.1K
$4.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
1.45K+ 3.27% |
$89.5K - $110K
|
45.7K
$3.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.44K+ 3.35% |
$89.1K - $110K
|
44.5K
$3.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.44K+ 5.56% |
$88.9K - $110K
|
27.4K
$1.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 11.14% |
$88.5K - $109K
|
14.3K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.43K+ 3.97% |
$88.4K - $109K
|
37.5K
$2.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.34K+ 29.85% |
$83K - $102K
|
5.85K
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.33K+ 25.58% |
$82.1K - $101K
|
6.53K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.33K+ 10.95% |
$82.1K - $101K
|
13.5K
$958K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 22.31% |
$80.2K - $98.8K
|
7.12K
$506K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.26K+ 6.25% |
$77.5K - $95.6K
|
21.4K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.23K+ 3.33% |
$76.2K - $93.9K
|
38.3K
$2.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 5.31% |
$73.2K - $90.2K
|
23.5K
$1.67M
|