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 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 11.64% |
$713K - $878K
|
111K
$8.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5K+ 125.52% |
$712K - $878K
|
20.7K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
11.4KNew |
$704K - $867K
|
11.4K
$853K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
11.4K+ 8.59% |
$701K - $864K
|
144K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
11.3K+ 6.94% |
$696K - $857K
|
174K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.2K+ 8.46% |
$693K - $854K
|
144K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
11.2KNew |
$691K - $852K
|
11.2K
$838K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
11.2K+ 110.71% |
$691K - $851K
|
21.3K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
11.1KNew |
$685K - $845K
|
11.1K
$831K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.1K+ 44.01% |
$685K - $843K
|
36.3K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
11K+ 16.33% |
$681K - $840K
|
78.6K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
10.8K+ 8.03% |
$669K - $824K
|
146K
$10.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
10.6K+ 6.57% |
$657K - $810K
|
173K
$12.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
10.6K+ 15.02% |
$654K - $806K
|
81.1K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 20.12% |
$650K - $801K
|
62.9K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$650K - $801K
|
10.5K
$788K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10.4K+ 32.56% |
$642K - $791K
|
42.3K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.3K+ 197.87% |
$637K - $785K
|
15.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
10.3K+ 1.16% |
$635K - $782K
|
898K
$67.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
10KNew |
$617K - $761K
|
10K
$748K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.99K+ 6.85% |
$617K - $760K
|
156K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.96KNew |
$615K - $758K
|
9.96K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.95K+ 3.05% |
$614K - $757K
|
336K
$25.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
9.94KNew |
$614K - $756K
|
9.94K
$744K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
9.91K+ 6.44% |
$612K - $754K
|
164K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9.84K+ 17.12% |
$607K - $749K
|
67.3K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.82KNew |
$606K - $747K
|
9.82K
$735K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.8K+ 1.06% |
$605K - $746K
|
937K
$70.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.72K+ 1748.02% |
$600K - $739K
|
10.3K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
9.67K+ 1.25% |
$597K - $736K
|
785K
$58.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.66KNew |
$596K - $735K
|
9.66K
$723K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.64K+ 5.78% |
$595K - $734K
|
177K
$13.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
9.28K+ 1.73% |
$573K - $706K
|
546K
$40.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
9.28K+ 351.86% |
$573K - $706K
|
11.9K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.25K+ 8.41% |
$571K - $703K
|
119K
$8.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.06KNew |
$559K - $689K
|
9.06K
$678K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.03K+ 2.85% |
$557K - $687K
|
325K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.95KNew |
$553K - $681K
|
8.95K
$670K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.88KNew |
$548K - $675K
|
8.88K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
8.74K+ 16.69% |
$539K - $665K
|
61.1K
$4.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.73K+ 40.67% |
$539K - $664K
|
30.2K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
8.73K+ 0.7% |
$539K - $664K
|
1.26M
$94.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.72K+ 78.91% |
$538K - $663K
|
19.8K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.72K+ 16.48% |
$538K - $663K
|
61.6K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
8.45KNew |
$522K - $643K
|
8.45K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
8.28KNew |
$511K - $630K
|
8.28K
$619K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.24K+ 5.71% |
$508K - $627K
|
153K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
8.05KNew |
$497K - $612K
|
8.05K
$602K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.97KNew |
$492K - $606K
|
7.97K
$596K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.96KNew |
$491K - $605K
|
7.96K
$596K
|