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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
434New |
$28.9K - $33.6K
|
434
$30.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.07MNew |
$67.9M - $81M
|
1.07M
$75.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Mangrove Partners
New York, NY |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$49.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Sonic Fund Ii, L.P.
Honolulu, HI |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$49.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$49.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Albar Capital LTD
London, X0 |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$49.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$49.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Yarra Square Partners LP
|
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$49.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
39.2K+ 4900.0% |
$2.5M - $2.98M
|
40K
$2.84M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.9KNew |
$1.52M - $1.82M
|
23.9K
$1.7M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
8.07KNew |
$514K - $613K
|
8.07K
$574K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.5KNew |
$95.5K - $114K
|
1.5K
$107K
|
|
|
Aug 02, 2021
Q2 2021
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
1.4K+ 9.03% |
$89.2K - $106K
|
16.9K
$1.2M
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
190KNew |
$9.79M - $12.9M
|
190K
$13.5M
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
PUT |
1KNew |
$51.5K - $67.7K
|
1K
$71.1K
|
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
235+ 117.5% |
$12.1K - $15.9K
|
435
$30.9K
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
137New |
$7.06K - $9.27K
|
137
$9.74K
|
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
31New |
$1.6K - $2.1K
|
31
$2.2K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
433KNew |
$15.9M - $23M
|
433K
$30.8M
|
|
|
Feb 05, 2021
Q4 2020
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
21.8KNew |
$803K - $1.16M
|
21.8K
$1.55M
|
|
|
Feb 01, 2021
Q4 2020
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
16.9KNew |
$621K - $896K
|
16.9K
$1.2M
|
|
|
Feb 02, 2021
Q4 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.83KNew |
$141K - $203K
|
3.83K
$272K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.35K+ 4.6% |
$49.7K - $71.7K
|
30.8K
$2.19M
|
|
|
Feb 16, 2021
Q4 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
124+ 22.22% |
$4.56K - $6.58K
|
682
$48.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
94New |
$3.45K - $4.99K
|
94
$6.68K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6New |
$221 - $318
|
6
$427
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Credit Agricole S A
|
BUY
|
PUT |
250KNew |
$8.26M - $9.07M
|
250K
$17.8M
|
|
|
Nov 09, 2020
Q3 2020
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
CALL |
27.2KNew |
$898K - $987K
|
27.2K
$1.93M
|
|
| Q2 2020 | |||||||
|
Aug 04, 2020
Q2 2020
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
341New |
$10.8K - $14.6K
|
341
$24.2K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Ramius Advisors LLC
New York, NY |
BUY
|
PUT |
217KNew |
$6.18M - $10.7M
|
217K
$15.5M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
980New |
$27.9K - $48K
|
980
$69.7K
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
1K+ 45.45% |
$35.1K - $51.1K
|
3.2K
$228K
|
|
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
400+ 7.84% |
$14K - $20.4K
|
5.5K
$391K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Eminence Capital, LP
New York, NY |
BUY
|
CALL |
3.48MNew |
$126M - $154M
|
3.48M
$247M
|
|
|
Nov 12, 2019
Q3 2019
|
Private Wealth Partners, LLC
|
BUY
|
PUT |
7KNew |
$253K - $310K
|
7K
$498K
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
CALL |
7New |
$274 - $324
|
7
$498
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
29.2KNew |
$1.19M - $1.4M
|
29.2K
$2.08M
|
|
|
May 15, 2019
Q1 2019
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
6.12KNew |
$249K - $294K
|
6.12K
$435K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40.2KNew |
$1.54M - $2.1M
|
40.2K
$2.86M
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.75KNew |
$373K - $509K
|
9.75K
$693K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
200New |
$7.65K - $10.4K
|
200
$14.2K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
36New |
$1.38K - $1.88K
|
36
$2.56K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
60.6KNew |
$2.98M - $3.29M
|
60.6K
$4.31M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
CALL |
50K+ 29.41% |
$2.51M - $2.98M
|
220K
$15.6M
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
CALL |
1.1MNew |
$53.8M - $63.5M
|
1.1M
$78.2M
|
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
200+ 50.0% |
$9.78K - $11.6K
|
600
$42.7K
|
|
| Q4 2017 | |||||||
|
Jan 24, 2018
Q4 2017
|
Ifp Advisors, Inc
|
BUY
|
CALL |
2.7KNew |
$117K - $141K
|
2.7K
$192K
|
|
|
Jan 29, 2020
Q4 2017
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
1KNew |
$43.3K - $52.3K
|
1K
$71.1K
|
|
| Q3 2017 | |||||||
|
Nov 06, 2017
Q3 2017
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
25KNew |
$953K - $1.1M
|
25K
$1.78M
|
|
| Q4 2015 | |||||||
|
Sep 09, 2019
Q4 2015
|
Gladstone Capital Management LLP
London, X0 |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$951K
|
|