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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
249New |
$14.9K - $20.9K
|
249
$18.6K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$12K - $16.8K
|
200
$15K
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 1.07% |
$7.5K - $10.5K
|
11.8K
$882K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
32.6KNew |
$2.47M - $3.11M
|
32.6K
$2.44M
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
15.6KNew |
$1.18M - $1.49M
|
15.6K
$1.17M
|
|
May 10, 2022
Q1 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
15K+ 100.0% |
$1.14M - $1.43M
|
30K
$2.25M
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.93KNew |
$222K - $280K
|
2.93K
$219K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$118K - $149K
|
1.56K
$117K
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
382+ 39.79% |
$28.9K - $36.5K
|
1.34K
$100K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$15.1K - $19.1K
|
200
$15K
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.22% |
$75.7 - $95.5
|
457
$34.2K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
248K+ 158.53% |
$18.2M - $21.3M
|
405K
$30.3M
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
21.5KNew |
$1.57M - $1.84M
|
21.5K
$1.61M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10KNew |
$732K - $858K
|
10K
$748K
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
8.93KNew |
$654K - $767K
|
8.93K
$668K
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$306K - $359K
|
4.18K
$313K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 14.61% |
$76.7K - $89.9K
|
8.21K
$615K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
188New |
$13.8K - $16.1K
|
188
$14.1K
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
154New |
$11.3K - $13.2K
|
154
$11.5K
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
152New |
$11.1K - $13K
|
152
$11.4K
|
|
Feb 14, 2022
Q4 2021
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$7.32K - $8.58K
|
100
$7.48K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
52New |
$3.81K - $4.46K
|
52
$3.89K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
46New |
$3.37K - $3.95K
|
46
$3.44K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
15New |
$1.1K - $1.29K
|
15
$1.12K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
15.1KNew |
$1.01M - $1.17M
|
15.1K
$1.13M
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
12.6KNew |
$840K - $975K
|
12.6K
$943K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
708+ 48.1% |
$47.2K - $54.8K
|
2.18K
$163K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
434New |
$28.9K - $33.6K
|
434
$32.5K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.07MNew |
$67.9M - $81M
|
1.07M
$79.7M
|
|
Aug 16, 2021
Q2 2021
|
Mangrove Partners
New York, NY |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$52.4M
|
|
Aug 16, 2021
Q2 2021
|
Sonic Fund Ii, L.P.
Honolulu, HI |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$52.4M
|
|
Aug 16, 2021
Q2 2021
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$52.4M
|
|
Aug 16, 2021
Q2 2021
|
Albar Capital LTD
London, X0 |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$52.4M
|
|
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
$52.4M
|
|
Aug 16, 2021
Q2 2021
|
Yarra Square Partners LP
|
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$52.4M
|
|
Aug 16, 2021
Q2 2021
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
39.2K+ 4900.0% |
$2.5M - $2.98M
|
40K
$2.99M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.9KNew |
$1.52M - $1.82M
|
23.9K
$1.79M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
8.07KNew |
$514K - $613K
|
8.07K
$604K
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.5KNew |
$95.5K - $114K
|
1.5K
$112K
|
|
Aug 02, 2021
Q2 2021
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
1.4K+ 9.03% |
$89.2K - $106K
|
16.9K
$1.26M
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
190KNew |
$9.79M - $12.9M
|
190K
$14.2M
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
PUT |
1KNew |
$51.5K - $67.7K
|
1K
$74.8K
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
235+ 117.5% |
$12.1K - $15.9K
|
435
$32.6K
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
137New |
$7.06K - $9.27K
|
137
$10.3K
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
31New |
$1.6K - $2.1K
|
31
$2.32K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
433KNew |
$15.9M - $23M
|
433K
$32.4M
|
|
Feb 05, 2021
Q4 2020
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
21.8KNew |
$803K - $1.16M
|
21.8K
$1.63M
|
|
Feb 01, 2021
Q4 2020
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
16.9KNew |
$621K - $896K
|
16.9K
$1.26M
|
|
Feb 02, 2021
Q4 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.83KNew |
$141K - $203K
|
3.83K
$286K
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.35K+ 4.6% |
$49.7K - $71.7K
|
30.8K
$2.3M
|