Latest Institutional Purchases of Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 10, 2022 Q3 2022
Capitolis Advisors LLC

New York, NY
BUY
 -
470K
+ 1566.67%
$9.95M - $35.2M
500K $46.2M
Nov 14, 2022 Q3 2022
Davis Asset Management, L.P.

Sausalito, CA
BUY
 -
433K
New
$9.17M - $32.5M
433K $40M
Nov 14, 2022 Q3 2022
Engle Capital Management, L.P.

Greenwich, CT
BUY
 -
158K
New
$3.34M - $11.8M
158K $14.6M
May 16, 2023 Q3 2022
Virginia Retirement Systems Et Al

Richmond, VA
BUY
 -
104K
New
$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
25.5K
New
$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
 -
12K
New
$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
Nov 14, 2022 Q3 2022
Drw Securities, L.L.C.

Chicago, IL
BUY
 -
6.74K
New
$143K - $505K
6.74K $622K
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
6.6K
New
$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
 -
4.58K
New
$97K - $343K
4.58K $423K
Nov 15, 2022 Q3 2022
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
4.52K
New
$95.6K - $339K
4.52K $417K
Nov 04, 2022 Q3 2022
Yorktown Management & Research CO Inc

BUY
 -
4.5K
New
$95.2K - $337K
4.5K $415K
Oct 24, 2022 Q3 2022
Cherry Creek Investment Advisors, Inc.

BUY
 -
3.03K
New
$64.2K - $227K
3.03K $280K
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
3K
New
$63.5K - $225K
3K $277K
Oct 13, 2022 Q3 2022
Autus Asset Management, LLC

BUY
 -
3K
New
$63.4K - $224K
3K $277K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
2.9K
New
$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
 -
1.19K
New
$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
 -
268
New
$5.67K - $20.1K
268 $24.7K
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
137
New
$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
 -
50
New
$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
 -
18
New
$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
 -
267K
New
$16M - $22.4M
267K $24.7M
Aug 15, 2022 Q2 2022
Phase 2 Partners, LLC

San Francisco, CA
BUY
 -
113K
New
$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
 -
41K
New
$2.46M - $3.44M
41K $3.78M
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
18.7K
New
$1.12M - $1.57M
18.7K $1.73M
Aug 11, 2022 Q2 2022
Fora Capital, LLC

Miami, FL
BUY
 -
16.5K
New
$989K - $1.38M
16.5K $1.52M
Aug 15, 2022 Q2 2022
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
14.6K
New
$878K - $1.23M
14.6K $1.35M
Nov 14, 2022 Q2 2022
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
BUY
 -
13.2K
New
$789K - $1.1M
13.2K $1.21M
Aug 02, 2022 Q2 2022
Capital Wealth Alliance, LLC

BUY
 -
11.7K
New
$701K - $979K
11.7K $1.08M

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