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 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
20New |
$1.04K - $1.71K
|
20
$1.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$519 - $856
|
10
$751
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2+ 0.78% |
$104 - $171
|
258
$19.4K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$104 - $171
|
5.28K
$396K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$51.9 - $85.6
|
1
$75.1
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5MNew |
$914M - $1.13B
|
13.5M
$1.02B
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
851KNew |
$57.4M - $70.8M
|
851K
$63.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
810K+ 4.89% |
$54.6M - $67.5M
|
17.4M
$1.3B
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
604KNew |
$40.7M - $50.3M
|
604K
$45.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
93.9KNew |
$6.33M - $7.82M
|
93.9K
$7.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
70.5KNew |
$4.75M - $5.87M
|
70.5K
$5.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
70.1K+ 331.82% |
$4.73M - $5.84M
|
91.2K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
55.5KNew |
$3.74M - $4.62M
|
55.5K
$4.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
53.6KNew |
$3.61M - $4.46M
|
53.6K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.1K+ 4.14% |
$3.11M - $3.83M
|
1.16M
$87M
|
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45K+ 450.0% |
$3.03M - $3.75M
|
55K
$4.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
41.6KNew |
$2.81M - $3.46M
|
41.6K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
34.4KNew |
$2.32M - $2.87M
|
34.4K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.11M - $2.61M
|
31.4K
$2.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
25.5KNew |
$1.72M - $2.12M
|
25.5K
$1.91M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24.9KNew |
$1.68M - $2.07M
|
24.9K
$1.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
23.6K+ 464.4% |
$1.59M - $1.97M
|
28.7K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
11.6K+ 26.25% |
$779K - $962K
|
55.6K
$4.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
9KNew |
$607K - $749K
|
9K
$675K
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.21KNew |
$486K - $600K
|
7.21K
$541K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.48KNew |
$437K - $540K
|
6.48K
$487K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.45K+ 39.4% |
$435K - $537K
|
22.8K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.43K+ 1.84% |
$433K - $535K
|
356K
$26.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.37KNew |
$429K - $530K
|
6.37K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$391K - $483K
|
5.8K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
5.74KNew |
$387K - $478K
|
5.74K
$431K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
4.65KNew |
$313K - $387K
|
4.65K
$349K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4KNew |
$270K - $333K
|
4K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
3.5K+ 3.25% |
$236K - $291K
|
111K
$8.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
3.43KNew |
$231K - $286K
|
3.43K
$258K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.94KNew |
$198K - $245K
|
2.94K
$221K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.85KNew |
$192K - $237K
|
2.85K
$214K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.78KNew |
$187K - $231K
|
2.78K
$209K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
2.76KNew |
$186K - $230K
|
2.76K
$207K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.71KNew |
$182K - $225K
|
2.71K
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
2.66KNew |
$179K - $221K
|
2.66K
$199K
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.64KNew |
$178K - $220K
|
2.64K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.64KNew |
$178K - $219K
|
2.64K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
2.61KNew |
$176K - $218K
|
2.61K
$196K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.56KNew |
$173K - $213K
|
2.56K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2.5KNew |
$169K - $208K
|
2.5K
$188K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.48KNew |
$167K - $207K
|
2.48K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.47KNew |
$166K - $206K
|
2.47K
$185K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.47KNew |
$166K - $205K
|
2.47K
$185K
|
|