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 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.45KNew |
$336K - $415K
|
5.45K
$408K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.41KNew |
$334K - $412K
|
5.41K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.4K+ 33.49% |
$334K - $411K
|
21.5K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
5.39K+ 0.6% |
$333K - $410K
|
899K
$67.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.37K+ 435.88% |
$332K - $409K
|
6.6K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
5.36K+ 2.08% |
$331K - $408K
|
263K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.32K+ 4.69% |
$328K - $405K
|
119K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.31KNew |
$328K - $404K
|
5.31K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.27K+ 71.37% |
$325K - $401K
|
12.6K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
5.24K+ 7.47% |
$323K - $398K
|
75.3K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
5.23K+ 73.01% |
$323K - $398K
|
12.4K
$927K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.16K+ 1.14% |
$319K - $392K
|
459K
$34.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5.09K+ 7.03% |
$314K - $387K
|
77.6K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.07K+ 20.13% |
$313K - $385K
|
30.2K
$2.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
5.03K+ 27.43% |
$311K - $383K
|
23.4K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.03K+ 71.87% |
$310K - $383K
|
12K
$900K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.01KNew |
$309K - $381K
|
5.01K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$309K - $380K
|
5K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
5K+ 24.39% |
$309K - $380K
|
25.5K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 41.67% |
$309K - $380K
|
17K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.98K+ 2.28% |
$308K - $379K
|
223K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 12.52% |
$303K - $373K
|
44.1K
$3.3M
|
|
|
Dec 23, 2024
Q3 2024
|
Dudley & Shanley, Inc.
|
BUY
|
- |
4.9K+ 2.08% |
$303K - $373K
|
240K
$18M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
4.87KNew |
$300K - $370K
|
4.87K
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4.86K+ 4.7% |
$300K - $369K
|
108K
$8.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4.85K+ 18.94% |
$300K - $369K
|
30.5K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
4.84K+ 2.77% |
$299K - $368K
|
179K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.82KNew |
$298K - $367K
|
4.82K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.71K+ 4.42% |
$291K - $358K
|
111K
$8.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.68K+ 30.22% |
$289K - $356K
|
20.2K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.67K+ 91.68% |
$288K - $355K
|
9.77K
$731K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.6K+ 13.47% |
$284K - $350K
|
38.7K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.6KNew |
$284K - $350K
|
4.6K
$344K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.53K+ 32.55% |
$280K - $345K
|
18.5K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.51K+ 7.31% |
$278K - $343K
|
66.1K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.48KNew |
$277K - $341K
|
4.48K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
4.46K+ 2.09% |
$275K - $339K
|
218K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.43K+ 16.11% |
$273K - $337K
|
31.9K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.42KNew |
$273K - $336K
|
4.42K
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.38KNew |
$270K - $333K
|
4.38K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.36KNew |
$269K - $331K
|
4.36K
$326K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.32K+ 22.29% |
$267K - $329K
|
23.7K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.31KNew |
$266K - $328K
|
4.31K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.25KNew |
$262K - $323K
|
4.25K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.22K+ 4.3% |
$261K - $321K
|
102K
$7.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
4.2KNew |
$259K - $320K
|
4.2K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
4.16K+ 1.91% |
$257K - $317K
|
222K
$16.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.16KNew |
$257K - $317K
|
4.16K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.15K+ 15.11% |
$256K - $316K
|
31.6K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
4.1K+ 0.52% |
$253K - $312K
|
799K
$59.8M
|