Latest Institutional Purchases of Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 24, 2024 Q3 2024
Welch Group, LLC

BUY
 -
11
+ 0.26%
$679 - $837
4.29K $345K
Nov 12, 2024 Q3 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
10
+ 0.34%
$617 - $761
2.91K $234K
Nov 13, 2024 Q3 2024
Loomis Sayles & CO L P

BUY
 -
9
+ 1.66%
$556 - $685
550 $44.2K
Oct 31, 2024 Q3 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
6
+ 0.16%
$370 - $456
3.67K $295K
Nov 12, 2024 Q3 2024
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
3
+ 0.04%
$185 - $228
7.89K $635K
Nov 13, 2024 Q3 2024
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
2
+ 0.13%
$123 - $152
1.54K $123K
Oct 22, 2024 Q3 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
2
+ 11.11%
$123 - $152
20 $1.61K
Oct 21, 2024 Q3 2024
Blodgett Wealth Advisors, LLC

BUY
 -
2
+ 0.06%
$123 - $152
3.17K $255K
Oct 10, 2024 Q3 2024
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
2
+ 0.02%
$123 - $152
11K $883K
Nov 15, 2024 Q3 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1
+ 0.16%
$61.7 - $76.1
616 $49.6K
Oct 25, 2024 Q3 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
1
+ 0.34%
$61.7 - $76.1
291 $23.4K
Oct 18, 2024 Q3 2024
West Branch Capital LLC

BUY
 -
1
New
$61.7 - $76.1
1 $80.4
Oct 16, 2024 Q3 2024
Tradewinds Capital Management, LLC

BUY
 -
1
+ 0.54%
$61.7 - $76.1
186 $15K
Oct 15, 2024 Q3 2024
Gleason Group, Inc.

BUY
 -
1
+ 0.52%
$61.7 - $76.1
192 $15.4K
Q2 2024
Aug 14, 2024 Q2 2024
Darsana Capital Partners LP

New York, NY
BUY
 -
2M
+ 200.0%
$140M - $158M
3M $241M
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
1.49M
+ 1.49%
$104M - $117M
101M $8.13B
Aug 01, 2024 Q2 2024
Adams Diversified Equity Fund, Inc.

BUY
 -
311K
New
$21.8M - $24.5M
311K $25M
Aug 02, 2024 Q2 2024
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)

Stockholm, V7
BUY
 -
250K
New
$17.5M - $19.7M
250K $20.1M
Aug 13, 2024 Q2 2024
Cumberland Partners LTD

Toronto, A6
BUY
 -
157K
New
$11M - $12.4M
157K $12.6M
Aug 14, 2024 Q2 2024
Westfield Capital Management CO LP

Boston, MA
BUY
 -
156K
+ 16.76%
$10.9M - $12.3M
1.09M $87.4M
Aug 14, 2024 Q2 2024
Harris Associates L P

Chicago, IL
BUY
 -
151K
+ 0.66%
$10.6M - $11.9M
22.9M $1.84B
Aug 14, 2024 Q2 2024
Cinctive Capital Management LP

New York, NY
BUY
 -
102K
New
$7.16M - $8.06M
102K $8.22M
Aug 13, 2024 Q2 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
74.5K
New
$5.22M - $5.88M
74.5K $5.99M
Aug 06, 2024 Q2 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
69.4K
New
$4.86M - $5.48M
69.4K $5.58M
Jul 16, 2024 Q2 2024
Patton Fund Management, Inc.

BUY
 -
67.4K
New
$4.72M - $5.32M
67.4K $5.42M
Aug 12, 2024 Q2 2024
Xtx Topco LTD

London, X0
BUY
 -
40.7K
New
$2.85M - $3.21M
40.7K $3.27M
Aug 13, 2024 Q2 2024
Marvin & Palmer Associates Inc

Wilmington, DE
BUY
 -
40.2K
New
$2.82M - $3.17M
40.2K $3.23M
Aug 08, 2024 Q2 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
26.5K
New
$1.85M - $2.09M
26.5K $2.13M
Aug 13, 2024 Q2 2024
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
23.4K
New
$1.64M - $1.85M
23.4K $1.88M
Aug 09, 2024 Q2 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
22.5K
New
$1.57M - $1.77M
22.5K $1.81M
Aug 06, 2024 Q2 2024
Black Swift Group, LLC

Boulder, CO
BUY
 -
16.5K
New
$1.16M - $1.3M
16.5K $1.33M
Aug 14, 2024 Q2 2024
Point72 Asia (Singapore) Pte. Ltd.

Singapore, U0
BUY
 -
14.5K
New
$1.02M - $1.14M
14.5K $1.17M
Jul 30, 2024 Q2 2024
Wolf Group Capital Advisors

BUY
 -
13.9K
New
$972K - $1.1M
13.9K $1.12M
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
13.4K
New
$941K - $1.06M
13.4K $1.08M
Aug 07, 2024 Q2 2024
Eagle Strategies LLC

New York, NY
BUY
 -
12.8K
New
$896K - $1.01M
12.8K $1.03M
Aug 14, 2024 Q2 2024
Future Fund LLC

Chicago, IL
BUY
 -
11.3K
+ 240.22%
$791K - $892K
16K $1.29M
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
10.1K
New
$707K - $796K
10.1K $812K
Aug 14, 2024 Q2 2024
Ulysses Management LLC

New York, NY
BUY
 -
10K
New
$700K - $789K
10K $804K
Aug 13, 2024 Q2 2024
Eisler Capital (Us) LLC

New York, NY
BUY
 -
9K
New
$630K - $710K
9K $724K
Aug 06, 2024 Q2 2024
Custom Index Systems, LLC

New York, NY
BUY
 -
8.05K
New
$564K - $635K
8.05K $647K
Aug 07, 2024 Q2 2024
Buckhead Capital Management LLC

BUY
 -
7.49K
+ 38.33%
$525K - $591K
27K $2.17M
Sep 09, 2024 Q2 2024
Heritage Wealth Management, Inc.

Cincinnati, OH
BUY
 -
6.82K
New
$477K - $538K
6.82K $548K
Aug 09, 2024 Q2 2024
Empirical Asset Management, LLC

BUY
 -
6.52K
New
$457K - $514K
6.52K $524K
Aug 12, 2024 Q2 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
6.18K
New
$433K - $488K
6.18K $497K
Sep 10, 2024 Q2 2024
Ss&H Financial Advisors, Inc.

BUY
 -
5.9K
New
$413K - $465K
5.9K $475K
Aug 14, 2024 Q2 2024
Alpine Global Management, LLC

New York, NY
BUY
 -
5.81K
New
$407K - $458K
5.81K $467K
Aug 12, 2024 Q2 2024
Girard Partners Ltd.

BUY
 -
5.57K
+ 8.29%
$390K - $439K
72.7K $5.85M
Aug 02, 2024 Q2 2024
Crystal Rock Capital Management

BUY
 -
5.45K
+ 9.53%
$382K - $430K
62.7K $5.04M
Aug 14, 2024 Q2 2024
Northwest & Ethical Investments L.P.

Toronto, A6
BUY
 -
5.35K
New
$375K - $422K
5.35K $430K

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