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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9KNew |
$540K - $754K
|
9K
$831K
|
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
BUY
|
- |
7.28K+ 168.38% |
$437K - $610K
|
11.6K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
5.9KNew |
$354K - $495K
|
5.9K
$545K
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
5.9KNew |
$354K - $495K
|
5.9K
$545K
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
5.88K+ 2.49% |
$353K - $493K
|
242K
$22.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.01KNew |
$121K - $169K
|
2.01K
$186K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
1.49K+ 5726.92% |
$89.3K - $125K
|
1.52K
$140K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
910New |
$54.6K - $76.3K
|
910
$84K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
866New |
$52K - $72.6K
|
866
$79.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
612New |
$36.7K - $51.3K
|
612
$56.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
456New |
$27.4K - $38.2K
|
456
$42.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
249New |
$14.9K - $20.9K
|
249
$23K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$12K - $16.8K
|
200
$18.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 1.07% |
$7.5K - $10.5K
|
11.8K
$1.09M
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
32.6KNew |
$2.47M - $3.11M
|
32.6K
$3.01M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
15.6KNew |
$1.18M - $1.49M
|
15.6K
$1.44M
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.93KNew |
$222K - $280K
|
2.93K
$271K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$118K - $149K
|
1.56K
$144K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
382+ 39.79% |
$28.9K - $36.5K
|
1.34K
$124K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$15.1K - $19.1K
|
200
$18.5K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.22% |
$75.7 - $95.5
|
457
$42.2K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
248K+ 158.53% |
$18.2M - $21.3M
|
405K
$37.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
21.5KNew |
$1.57M - $1.84M
|
21.5K
$1.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10KNew |
$732K - $858K
|
10K
$923K
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
8.93KNew |
$654K - $767K
|
8.93K
$825K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$306K - $359K
|
4.18K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 14.61% |
$76.7K - $89.9K
|
8.21K
$758K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
188New |
$13.8K - $16.1K
|
188
$17.4K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
154New |
$11.3K - $13.2K
|
154
$14.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
152New |
$11.1K - $13K
|
152
$14K
|
|
|
Feb 14, 2022
Q4 2021
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$7.32K - $8.58K
|
100
$9.23K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
52New |
$3.81K - $4.46K
|
52
$4.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
46New |
$3.37K - $3.95K
|
46
$4.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
15New |
$1.1K - $1.29K
|
15
$1.38K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
15.1KNew |
$1.01M - $1.17M
|
15.1K
$1.39M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
12.6KNew |
$840K - $975K
|
12.6K
$1.16M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
708+ 48.1% |
$47.2K - $54.8K
|
2.18K
$201K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
434New |
$28.9K - $33.6K
|
434
$40.1K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.07MNew |
$67.9M - $81M
|
1.07M
$98.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Mangrove Partners
New York, NY |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$64.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Sonic Fund Ii, L.P.
Honolulu, HI |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$64.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$64.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Albar Capital LTD
London, X0 |
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$64.6M
|
|
|
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
$64.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Yarra Square Partners LP
|
BUY
|
PUT |
700KNew |
$44.6M - $53.2M
|
700K
$64.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
39.2K+ 4900.0% |
$2.5M - $2.98M
|
40K
$3.69M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.9KNew |
$1.52M - $1.82M
|
23.9K
$2.2M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
8.07KNew |
$514K - $613K
|
8.07K
$745K
|
|