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 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
25+ 6.7% |
$1.58K - $2.07K
|
398
$32K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 115.0% |
$1.46K - $1.91K
|
43
$3.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23New |
$1.46K - $1.91K
|
23
$1.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21+ 0.36% |
$1.33K - $1.74K
|
5.92K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
19+ 0.5% |
$1.2K - $1.57K
|
3.79K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 20.0% |
$1.2K - $1.57K
|
114
$9.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
18New |
$1.14K - $1.49K
|
18
$1.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
17+ 0.01% |
$1.08K - $1.41K
|
175K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
17+ 0.24% |
$1.08K - $1.41K
|
7.19K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17+ 0.39% |
$1.08K - $1.41K
|
4.33K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
17New |
$1.08K - $1.41K
|
17
$1.37K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16New |
$1.01K - $1.33K
|
16
$1.29K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
16+ 94.12% |
$1.01K - $1.33K
|
33
$2.65K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 7.05% |
$1.01K - $1.33K
|
243
$19.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16+ 0.38% |
$1.01K - $1.33K
|
4.28K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
15+ 22.39% |
$950 - $1.24K
|
82
$6.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
15+ 0.1% |
$950 - $1.24K
|
15.1K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
14+ 0.08% |
$886 - $1.16K
|
17.5K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
14+ 0.03% |
$886 - $1.16K
|
49.6K
$3.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 4.47% |
$886 - $1.16K
|
327
$26.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.17% |
$823 - $1.08K
|
7.51K
$604K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.29% |
$823 - $1.08K
|
4.42K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12New |
$760 - $994
|
12
$965
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 0.5% |
$760 - $994
|
2.4K
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
11+ 0.08% |
$696 - $911
|
13.5K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
10+ 0.04% |
$633 - $829
|
28.2K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9+ 0.18% |
$570 - $746
|
5.12K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
7+ 0.02% |
$443 - $580
|
30.7K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$443 - $580
|
5.37K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$443 - $580
|
5.49K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6New |
$380 - $497
|
6
$483
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
6+ 0.16% |
$380 - $497
|
3.67K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6New |
$380 - $497
|
6
$483
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$317 - $414
|
6.6K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.16% |
$317 - $414
|
3.13K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.1% |
$317 - $414
|
4.87K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$317 - $414
|
5
$402
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 0.31% |
$253 - $331
|
1.31K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.16% |
$253 - $331
|
2.44K
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.13% |
$253 - $331
|
3.15K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3+ 1.4% |
$190 - $249
|
217
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 10.71% |
$190 - $249
|
31
$2.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.06% |
$127 - $166
|
3.18K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.03% |
$127 - $166
|
5.74K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.15% |
$127 - $166
|
1.36K
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.39% |
$127 - $166
|
512
$41.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$127 - $166
|
6.91K
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.04% |
$127 - $166
|
5.38K
$433K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.06% |
$127 - $166
|
3.6K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.34% |
$63.3 - $82.9
|
298
$24K
|