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 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.06KNew |
$559K - $689K
|
9.06K
$729K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
7.55KNew |
$466K - $574K
|
7.55K
$607K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.25K+ 30.18% |
$448K - $552K
|
31.3K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
7.21K+ 25.34% |
$445K - $548K
|
35.6K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.94K+ 10.13% |
$428K - $528K
|
75.4K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
6.23KNew |
$385K - $474K
|
6.23K
$501K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
5.5KNew |
$340K - $418K
|
5.5K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.07K+ 20.13% |
$313K - $385K
|
30.2K
$2.43M
|
|
|
Dec 23, 2024
Q3 2024
|
Dudley & Shanley, Inc.
|
BUY
|
- |
4.9K+ 2.08% |
$303K - $373K
|
240K
$19.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.82KNew |
$298K - $367K
|
4.82K
$388K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.31KNew |
$266K - $328K
|
4.31K
$347K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.25KNew |
$262K - $323K
|
4.25K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
4.2KNew |
$259K - $320K
|
4.2K
$338K
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.66KNew |
$226K - $279K
|
3.66K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
3.63KNew |
$224K - $276K
|
3.63K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.47K+ 8.9% |
$214K - $264K
|
42.5K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.32KNew |
$205K - $253K
|
3.32K
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.17K+ 344.03% |
$196K - $241K
|
4.09K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.01K+ 84.24% |
$186K - $229K
|
6.57K
$529K
|
|
|
Nov 08, 2024
Q3 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
2.85K+ 10.21% |
$176K - $217K
|
30.8K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.7KNew |
$167K - $205K
|
2.7K
$217K
|
|
|
Nov 07, 2024
Q3 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.11K+ 7.57% |
$131K - $161K
|
30.1K
$2.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.82K+ 2.9% |
$112K - $138K
|
64.4K
$5.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.33K+ 25.58% |
$82.1K - $101K
|
6.53K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.29K+ 5.36% |
$79.8K - $98.4K
|
25.4K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.28KNew |
$78.8K - $97.1K
|
1.28K
$103K
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.2K+ 6.3% |
$74.1K - $91.3K
|
20.3K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.08K+ 7.72% |
$66.4K - $81.8K
|
15K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950+ 3.26% |
$58.7K - $72.3K
|
30.1K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
935New |
$57.7K - $71.1K
|
935
$75.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
928+ 682.35% |
$57.3K - $70.6K
|
1.06K
$85.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
887+ 0.29% |
$54.8K - $67.5K
|
304K
$24.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
850+ 152.33% |
$52.5K - $64.7K
|
1.41K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
720+ 0.06% |
$44.5K - $54.8K
|
1.14M
$91.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
692+ 5.52% |
$42.7K - $52.6K
|
13.2K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
581+ 14.83% |
$35.9K - $44.2K
|
4.5K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
569+ 9.39% |
$35.1K - $43.3K
|
6.63K
$533K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
552+ 6.0% |
$34.1K - $42K
|
9.75K
$785K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
537New |
$33.2K - $40.9K
|
537
$43.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
509New |
$31.4K - $38.7K
|
509
$40.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$30.9K - $38K
|
500
$40.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 3.11% |
$30.9K - $38K
|
16.6K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$30.9K - $38K
|
500
$40.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
482New |
$29.8K - $36.7K
|
482
$38.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
460+ 6.22% |
$28.4K - $35K
|
7.86K
$632K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
399New |
$24.6K - $30.4K
|
399
$32.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
383New |
$23.6K - $29.1K
|
383
$30.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
348+ 2.51% |
$21.5K - $26.5K
|
14.2K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
342+ 10.51% |
$21.1K - $26K
|
3.6K
$289K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
320+ 10.55% |
$19.8K - $24.3K
|
3.35K
$270K
|