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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
560K+ 4.8% |
$27.6M - $39.8M
|
12.2M
$1.13B
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
200KNew |
$9.87M - $14.2M
|
200K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
CALL |
200KNew |
$9.87M - $14.2M
|
200K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
197KNew |
$9.71M - $14M
|
197K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
196KNew |
$9.67M - $13.9M
|
196K
$18.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
138K+ 883.6% |
$6.79M - $9.77M
|
153K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
135K+ 50.94% |
$6.66M - $9.58M
|
400K
$36.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
131KNew |
$6.46M - $9.3M
|
131K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
128KNew |
$6.31M - $9.07M
|
128K
$11.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
119KNew |
$5.86M - $8.43M
|
119K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
118KNew |
$5.83M - $8.39M
|
118K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
PUT |
100KNew |
$4.93M - $7.1M
|
100K
$9.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$4.93M - $7.1M
|
100K
$9.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
75.2KNew |
$3.71M - $5.34M
|
75.2K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
72.3K+ 399.45% |
$3.57M - $5.13M
|
90.4K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
71.7KNew |
$3.54M - $5.09M
|
71.7K
$6.62M
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
70KNew |
$3.45M - $4.97M
|
70K
$6.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
58KNew |
$2.86M - $4.12M
|
58K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Arvin Capital Management LP
Austin, TX |
BUY
|
- |
45.3KNew |
$2.23M - $3.21M
|
45.3K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
38.6KNew |
$1.9M - $2.74M
|
38.6K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
38.5KNew |
$1.9M - $2.73M
|
38.5K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
31.1K+ 310.75% |
$1.53M - $2.21M
|
41.1K
$3.79M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
23.1KNew |
$1.14M - $1.64M
|
23.1K
$2.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.4K+ 11.14% |
$959K - $1.38M
|
194K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18K+ 74.65% |
$888K - $1.28M
|
42.1K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
17.7KNew |
$871K - $1.25M
|
17.7K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
11KNew |
$543K - $781K
|
11K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
8.8K+ 35.2% |
$434K - $625K
|
33.8K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.22K+ 5.76% |
$406K - $584K
|
151K
$13.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.71KNew |
$380K - $547K
|
7.71K
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.55K+ 36.39% |
$372K - $536K
|
28.3K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.18KNew |
$354K - $510K
|
7.18K
$663K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$338K - $487K
|
6.86K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.72K+ 72.02% |
$332K - $477K
|
16.1K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$287K - $413K
|
5.82K
$537K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.37KNew |
$265K - $381K
|
5.37K
$496K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.33KNew |
$263K - $378K
|
5.33K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
5.3KNew |
$261K - $376K
|
5.3K
$489K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.04KNew |
$249K - $358K
|
5.04K
$465K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.02KNew |
$248K - $356K
|
5.02K
$463K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$237K - $341K
|
4.81K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.83KNew |
$189K - $271K
|
3.83K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.82KNew |
$188K - $271K
|
3.82K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$186K - $267K
|
3.76K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.75K+ 1873.0% |
$185K - $266K
|
3.95K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.73KNew |
$184K - $264K
|
3.73K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.6KNew |
$178K - $256K
|
3.6K
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3.5KNew |
$173K - $248K
|
3.5K
$323K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
3.5KNew |
$173K - $248K
|
3.5K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46KNew |
$171K - $246K
|
3.46K
$320K
|