Latest Institutional Purchases of Schwab Charles Corp New Dp Shs (SCHWPRD)
This list provides information on the latest institutional transactions involving Schwab Charles Corp New Dp Shs (SCHWPRD) 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
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.41K+ 0.79% |
N/A
|
307K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
941New |
N/A
|
941
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
400+ 2.42% |
N/A
|
16.9K
$0
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
680New |
N/A
|
680
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
17New |
N/A
|
17
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
N/A
|
39
$0
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
405New |
N/A
|
405
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
405New |
N/A
|
405
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.58KNew |
N/A
|
8.58K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
N/A
|
400
$0
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
5.24KNew |
N/A
|
5.24K
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8.05K+ 700.0% |
N/A
|
9.2K
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
124New |
N/A
|
124
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
41KNew |
N/A
|
41K
$0
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|