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 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
200New |
$7.65K - $10.4K
|
200
$14.9K
|
|
|
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
$4.52M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
CALL |
50K+ 29.41% |
$2.51M - $2.98M
|
220K
$16.4M
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
CALL |
1.1MNew |
$53.8M - $63.5M
|
1.1M
$82.1M
|
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
200+ 50.0% |
$9.78K - $11.6K
|
600
$44.8K
|
|
| 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
$74.6K
|
|
| 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
$998K
|
|