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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
104+ 315.15% |
$6.42K - $7.91K
|
137
$9.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
104+ 1.81% |
$6.42K - $7.91K
|
5.86K
$417K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
104+ 3.72% |
$6.42K - $7.91K
|
2.9K
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
102+ 82.93% |
$6.3K - $7.76K
|
225
$16K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$6.17K - $7.61K
|
100
$7.11K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
100New |
$6.17K - $7.61K
|
100
$7.11K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
96+ 1.8% |
$5.93K - $7.3K
|
5.43K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
92+ 0.63% |
$5.68K - $7K
|
14.6K
$1.04M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
83New |
$5.12K - $6.31K
|
83
$5.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
82+ 1.67% |
$5.06K - $6.24K
|
4.99K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
79+ 0.5% |
$4.88K - $6.01K
|
15.7K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
79+ 493.75% |
$4.88K - $6.01K
|
95
$6.75K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
75+ 0.48% |
$4.63K - $5.71K
|
15.6K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
73+ 2.23% |
$4.51K - $5.55K
|
3.35K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
73+ 4.85% |
$4.51K - $5.55K
|
1.58K
$112K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
68+ 1.98% |
$4.2K - $5.17K
|
3.51K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
60+ 1.18% |
$3.7K - $4.56K
|
5.15K
$366K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$3.4K - $4.18K
|
55
$3.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
55+ 0.58% |
$3.4K - $4.18K
|
9.6K
$683K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46New |
$2.84K - $3.5K
|
46
$3.27K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
41+ 0.97% |
$2.53K - $3.12K
|
4.25K
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
40+ 2.23% |
$2.47K - $3.04K
|
1.83K
$130K
|
|
|
Oct 16, 2024
Q3 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
39+ 0.01% |
$2.41K - $2.97K
|
457K
$32.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
37New |
$2.28K - $2.81K
|
37
$2.63K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37+ 0.07% |
$2.28K - $2.81K
|
54.9K
$3.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
36+ 0.36% |
$2.22K - $2.74K
|
10.1K
$715K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
33+ 0.34% |
$2.04K - $2.51K
|
9.87K
$702K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
27+ 1.06% |
$1.67K - $2.05K
|
2.58K
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26+ 72.22% |
$1.61K - $1.98K
|
62
$4.41K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
25+ 0.72% |
$1.54K - $1.9K
|
3.49K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23+ 0.14% |
$1.42K - $1.75K
|
16.8K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
19+ 0.16% |
$1.17K - $1.45K
|
11.6K
$826K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19+ 0.33% |
$1.17K - $1.45K
|
5.74K
$408K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.29K
|
17
$1.21K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17+ 0.46% |
$1.05K - $1.29K
|
3.75K
$266K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.35% |
$988 - $1.22K
|
4.57K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 3.36% |
$926 - $1.14K
|
462
$32.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.33% |
$741 - $913
|
3.61K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.26% |
$679 - $837
|
4.29K
$305K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.12% |
$370 - $456
|
5.05K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.25% |
$370 - $456
|
2.39K
$170K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 0.03% |
$370 - $456
|
18.2K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.4% |
$309 - $380
|
1.26K
$89.6K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 12.0% |
$185 - $228
|
28
$1.99K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.37% |
$185 - $228
|
820
$58.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$185 - $228
|
3.28K
$233K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.08% |
$185 - $228
|
3.59K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.04% |
$123 - $152
|
5.1K
$363K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$123 - $152
|
75.8K
$5.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 11.11% |
$123 - $152
|
20
$1.42K
|