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 16, 2021
Q4 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
124+ 22.22% |
$4.56K - $6.58K
|
682
$51K
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
94New |
$3.45K - $4.99K
|
94
$7.03K
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6New |
$221 - $318
|
6
$449
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Credit Agricole S A
|
BUY
|
PUT |
250KNew |
$8.26M - $9.07M
|
250K
$18.7M
|
|
Nov 09, 2020
Q3 2020
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
CALL |
27.2KNew |
$898K - $987K
|
27.2K
$2.04M
|
|
Q2 2020 | |||||||
Aug 04, 2020
Q2 2020
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
341New |
$10.8K - $14.6K
|
341
$25.5K
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Ramius Advisors LLC
New York, NY |
BUY
|
PUT |
217KNew |
$6.18M - $10.7M
|
217K
$16.3M
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
980New |
$27.9K - $48K
|
980
$73.3K
|
|
Q4 2019 | |||||||
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.91KNew |
$242K - $353K
|
6.91K
$517K
|
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
1K+ 45.45% |
$35.1K - $51.1K
|
3.2K
$239K
|
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
400+ 7.84% |
$14K - $20.4K
|
5.5K
$412K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Eminence Capital, LP
New York, NY |
BUY
|
CALL |
3.48MNew |
$126M - $154M
|
3.48M
$260M
|
|
Nov 12, 2019
Q3 2019
|
Private Wealth Partners, LLC
|
BUY
|
PUT |
7KNew |
$253K - $310K
|
7K
$524K
|
|
Q2 2019 | |||||||
Jul 30, 2019
Q2 2019
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
CALL |
7New |
$274 - $324
|
7
$524
|
|
Q1 2019 | |||||||
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
29.2KNew |
$1.19M - $1.4M
|
29.2K
$2.19M
|
|
May 15, 2019
Q1 2019
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
6.12KNew |
$249K - $294K
|
6.12K
$458K
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40.2KNew |
$1.54M - $2.1M
|
40.2K
$3.01M
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.75KNew |
$373K - $509K
|
9.75K
$730K
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
200New |
$7.65K - $10.4K
|
200
$15K
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
36New |
$1.38K - $1.88K
|
36
$2.69K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
60.6KNew |
$2.98M - $3.29M
|
60.6K
$4.53M
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
CALL |
50K+ 29.41% |
$2.51M - $2.98M
|
220K
$16.5M
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
CALL |
1.1MNew |
$53.8M - $63.5M
|
1.1M
$82.3M
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
200+ 50.0% |
$9.78K - $11.6K
|
600
$44.9K
|
|
Q4 2017 | |||||||
Jan 24, 2018
Q4 2017
|
Ifp Advisors, Inc
|
BUY
|
CALL |
2.7KNew |
$117K - $141K
|
2.7K
$202K
|
|
Jan 29, 2020
Q4 2017
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
1KNew |
$43.3K - $52.3K
|
1K
$74.8K
|
|
Q3 2017 | |||||||
Nov 06, 2017
Q3 2017
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
25KNew |
$953K - $1.1M
|
25K
$1.87M
|
|
Q4 2015 | |||||||
Sep 09, 2019
Q4 2015
|
Gladstone Capital Management LLP
London, X0 |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$1M
|