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 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
433KNew |
$9.17M - $32.5M
|
433K
$40M
|
|
|
Nov 14, 2022
Q3 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
158KNew |
$3.34M - $11.8M
|
158K
$14.6M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
104KNew |
$2.19M - $7.77M
|
104K
$9.57M
|
|
|
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
$111M
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
CALL |
25.5KNew |
$540K - $1.91M
|
25.5K
$2.35M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
21.6K+ 7.18% |
$458K - $1.62M
|
323K
$29.8M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.1K+ 223.74% |
$361K - $1.28M
|
24.7K
$2.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12KNew |
$253K - $897K
|
12K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
9.61K+ 1.21% |
$203K - $720K
|
804K
$74.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.77KNew |
$143K - $507K
|
6.77K
$625K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
6.74KNew |
$143K - $505K
|
6.74K
$622K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.6KNew |
$140K - $495K
|
6.6K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.84K+ 12.41% |
$102K - $363K
|
43.9K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4.58KNew |
$97K - $343K
|
4.58K
$423K
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.52KNew |
$95.6K - $339K
|
4.52K
$417K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
4.5KNew |
$95.2K - $337K
|
4.5K
$415K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.03KNew |
$64.2K - $227K
|
3.03K
$280K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3KNew |
$63.5K - $225K
|
3K
$277K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3KNew |
$63.4K - $224K
|
3K
$277K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.9KNew |
$61.4K - $218K
|
2.9K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.88K+ 12.72% |
$60.8K - $215K
|
25.5K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.19KNew |
$25.1K - $88.9K
|
1.19K
$110K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.02K+ 413.77% |
$21.6K - $76.6K
|
1.27K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
1K+ 0.45% |
$21.2K - $74.9K
|
225K
$20.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
643+ 1.17% |
$13.6K - $48.2K
|
55.4K
$5.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
628+ 1.25% |
$13.3K - $47K
|
51K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
595+ 0.2% |
$12.6K - $44.6K
|
299K
$27.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
391+ 8.18% |
$8.27K - $29.3K
|
5.17K
$477K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
300+ 8.82% |
$6.35K - $22.5K
|
3.7K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
268New |
$5.67K - $20.1K
|
268
$24.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
137New |
$2.9K - $10.3K
|
137
$12.6K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
123+ 0.09% |
$2.6K - $9.22K
|
138K
$12.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
105+ 1.75% |
$2.22K - $7.87K
|
6.09K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
50New |
$1.06K - $3.75K
|
50
$4.62K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
46+ 0.19% |
$973 - $3.45K
|
24.6K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
25+ 0.68% |
$529 - $1.87K
|
3.7K
$342K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18New |
$381 - $1.35K
|
18
$1.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
10+ 0.18% |
$212 - $749
|
5.52K
$509K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 6.9% |
$42.3 - $150
|
31
$2.86K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.03% |
$21.2 - $74.9
|
3.84K
$354K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
267KNew |
$16M - $22.4M
|
267K
$24.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
113KNew |
$6.77M - $9.46M
|
113K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
41.8K+ 46.05% |
$2.5M - $3.5M
|
132K
$12.2M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
41KNew |
$2.46M - $3.44M
|
41K
$3.78M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$1.12M - $1.57M
|
18.7K
$1.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
16.5KNew |
$989K - $1.38M
|
16.5K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$878K - $1.23M
|
14.6K
$1.35M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
13.2KNew |
$789K - $1.1M
|
13.2K
$1.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.7KNew |
$701K - $979K
|
11.7K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.99KNew |
$599K - $837K
|
9.99K
$922K
|
|