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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
67+ 0.58% |
$4.24K - $5.55K
|
11.6K
$931K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
66+ 1.54% |
$4.18K - $5.47K
|
4.35K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
65+ 1.38% |
$4.12K - $5.39K
|
4.78K
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 0.95% |
$4.05K - $5.3K
|
6.79K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62+ 1.89% |
$3.93K - $5.14K
|
3.34K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
59+ 1.44% |
$3.74K - $4.89K
|
4.16K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.79% |
$3.74K - $4.89K
|
3.35K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
59+ 1.51% |
$3.74K - $4.89K
|
3.97K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
58New |
$3.67K - $4.81K
|
58
$4.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
58+ 0.38% |
$3.67K - $4.81K
|
15.5K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
57+ 0.17% |
$3.61K - $4.72K
|
32.8K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
57+ 0.86% |
$3.61K - $4.72K
|
6.67K
$536K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
56+ 0.2% |
$3.55K - $4.64K
|
28.2K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
55+ 21.24% |
$3.48K - $4.56K
|
314
$25.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
54+ 1.64% |
$3.42K - $4.47K
|
3.35K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
54+ 0.21% |
$3.42K - $4.47K
|
25.6K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
53New |
$3.36K - $4.39K
|
53
$4.26K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
52+ 1.21% |
$3.29K - $4.31K
|
4.35K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
51+ 0.52% |
$3.23K - $4.23K
|
9.8K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50+ 38.17% |
$3.17K - $4.14K
|
181
$14.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50+ 8.91% |
$3.17K - $4.14K
|
611
$49.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
50+ 43.48% |
$3.17K - $4.14K
|
165
$13.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
48New |
$3.04K - $3.98K
|
48
$3.86K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
47+ 0.07% |
$2.98K - $3.89K
|
70K
$5.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
47+ 1.45% |
$2.98K - $3.89K
|
3.29K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
46+ 1.36% |
$2.91K - $3.81K
|
3.43K
$276K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 8.24% |
$2.91K - $3.81K
|
604
$48.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
45+ 1.44% |
$2.85K - $3.73K
|
3.17K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43New |
$2.72K - $3.56K
|
43
$3.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
40New |
$2.53K - $3.31K
|
40
$3.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
40+ 0.29% |
$2.53K - $3.31K
|
13.9K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
39+ 0.18% |
$2.47K - $3.23K
|
21.2K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$2.47K - $3.23K
|
39
$3.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
39+ 0.78% |
$2.47K - $3.23K
|
5.04K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.04% |
$2.47K - $3.23K
|
3.79K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
37+ 0.31% |
$2.34K - $3.07K
|
12.1K
$971K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
37+ 0.16% |
$2.34K - $3.07K
|
22.9K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
37New |
$2.34K - $3.07K
|
37
$2.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
36+ 0.31% |
$2.28K - $2.98K
|
11.6K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 40.0% |
$2.28K - $2.98K
|
126
$10.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
36+ 0.5% |
$2.28K - $2.98K
|
7.3K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
35+ 0.96% |
$2.22K - $2.9K
|
3.7K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
33New |
$2.09K - $2.73K
|
33
$2.65K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
32+ 0.82% |
$2.03K - $2.65K
|
3.96K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
32+ 0.9% |
$2.03K - $2.65K
|
3.59K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
31+ 0.02% |
$1.96K - $2.57K
|
139K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
30+ 0.76% |
$1.9K - $2.49K
|
3.99K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28+ 0.82% |
$1.77K - $2.32K
|
3.44K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
27+ 0.32% |
$1.71K - $2.24K
|
8.48K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25+ 14.71% |
$1.58K - $2.07K
|
195
$15.7K
|