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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.46KNew |
$166K - $205K
|
2.46K
$185K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
2.43KNew |
$164K - $202K
|
2.43K
$182K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.42KNew |
$163K - $202K
|
2.42K
$182K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.42KNew |
$163K - $202K
|
2.42K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.24K+ 29.46% |
$151K - $186K
|
9.83K
$737K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.2KNew |
$148K - $183K
|
2.2K
$165K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.14K+ 0.79% |
$145K - $179K
|
274K
$20.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
813+ 20.95% |
$54.8K - $67.7K
|
4.69K
$352K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
697+ 9.94% |
$47K - $58K
|
7.71K
$578K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
486+ 1.24% |
$32.8K - $40.5K
|
39.6K
$2.97M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
400+ 49.08% |
$27K - $33.3K
|
1.22K
$91.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
300New |
$20.2K - $25K
|
300
$22.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
284New |
$19.2K - $23.6K
|
284
$21.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
283+ 152.97% |
$19.1K - $23.6K
|
468
$35.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
238New |
$16K - $19.8K
|
238
$17.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
208New |
$14K - $17.3K
|
208
$15.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
191New |
$12.9K - $15.9K
|
191
$14.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
145New |
$9.78K - $12.1K
|
145
$10.9K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
135+ 3.57% |
$9.1K - $11.2K
|
3.92K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
135New |
$9.1K - $11.2K
|
135
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
134+ 3.14% |
$9.04K - $11.2K
|
4.4K
$330K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
118+ 0.27% |
$7.96K - $9.82K
|
43.2K
$3.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
116+ 4.06% |
$7.82K - $9.66K
|
2.97K
$223K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
110New |
$7.42K - $9.16K
|
110
$8.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
67New |
$4.52K - $5.58K
|
67
$5.03K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$3.24K - $4K
|
48
$3.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
39New |
$2.63K - $3.25K
|
39
$2.93K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
23New |
$1.55K - $1.91K
|
23
$1.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$405 - $500
|
6
$450
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
470K+ 1566.67% |
$9.95M - $35.2M
|
500K
$37.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
433KNew |
$9.17M - $32.5M
|
433K
$32.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
158KNew |
$3.34M - $11.8M
|
158K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
110KNew |
$2.33M - $8.24M
|
110K
$8.26M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
104KNew |
$2.19M - $7.77M
|
104K
$7.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
51.5K+ 4.48% |
$1.09M - $3.86M
|
1.2M
$90.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
39.6KNew |
$838K - $2.97M
|
39.6K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
CALL |
25.5KNew |
$540K - $1.91M
|
25.5K
$1.91M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
21.6K+ 7.18% |
$458K - $1.62M
|
323K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.1K+ 223.74% |
$361K - $1.28M
|
24.7K
$1.85M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12KNew |
$253K - $897K
|
12K
$899K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
9.61K+ 1.21% |
$203K - $720K
|
804K
$60.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.77KNew |
$143K - $507K
|
6.77K
$508K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
6.74KNew |
$143K - $505K
|
6.74K
$506K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.6KNew |
$140K - $495K
|
6.6K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.84K+ 12.41% |
$102K - $363K
|
43.9K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4.58KNew |
$97K - $343K
|
4.58K
$344K
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.52KNew |
$95.6K - $339K
|
4.52K
$339K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
4.5KNew |
$95.2K - $337K
|
4.5K
$338K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
4KNew |
$84.6K - $300K
|
4K
$300K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.03KNew |
$64.2K - $227K
|
3.03K
$228K
|
|