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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
3.93KNew |
$275K - $310K
|
3.93K
$316K
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
3.85KNew |
$270K - $304K
|
3.85K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.81K+ 42.33% |
$267K - $301K
|
12.8K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.65KNew |
$255K - $288K
|
3.65K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.53KNew |
$247K - $279K
|
3.53K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.38KNew |
$236K - $266K
|
3.38K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
3.18KNew |
$223K - $251K
|
3.18K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.13K+ 12.05% |
$219K - $247K
|
29.1K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3KNew |
$210K - $237K
|
3K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.91KNew |
$204K - $229K
|
2.91K
$234K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.9KNew |
$203K - $229K
|
2.9K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.62KNew |
$183K - $207K
|
2.62K
$211K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 67.89% |
$155K - $175K
|
5.47K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.07KNew |
$145K - $163K
|
2.07K
$166K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.99KNew |
$139K - $157K
|
1.99K
$160K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.88KNew |
$132K - $149K
|
1.88K
$151K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.81K+ 26.08% |
$127K - $143K
|
8.75K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.74K+ 25.17% |
$122K - $137K
|
8.64K
$695K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.14K+ 4.91% |
$79.8K - $89.9K
|
24.3K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 23.36% |
$70K - $78.9K
|
5.28K
$425K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
887New |
$62.1K - $70K
|
887
$71.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
728+ 4.28% |
$51K - $57.4K
|
17.7K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
600+ 0.33% |
$42K - $47.3K
|
182K
$14.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
505+ 12.43% |
$35.4K - $39.8K
|
4.57K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
418+ 0.68% |
$29.3K - $33K
|
61.9K
$4.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
415+ 14.11% |
$29.1K - $32.7K
|
3.36K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
400New |
$28K - $31.6K
|
400
$32.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
400New |
$28K - $31.6K
|
400
$32.2K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
395New |
$27.7K - $31.2K
|
395
$31.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
350New |
$24.5K - $27.6K
|
350
$28.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
300+ 5.15% |
$21K - $23.7K
|
6.13K
$493K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
271New |
$19K - $21.4K
|
271
$21.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
203New |
$14.2K - $16K
|
203
$16.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
162+ 0.45% |
$11.3K - $12.8K
|
36.5K
$2.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
139+ 2.8% |
$9.73K - $11K
|
5.11K
$411K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
126New |
$8.82K - $9.94K
|
126
$10.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
122New |
$8.54K - $9.63K
|
122
$9.81K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
103New |
$7.21K - $8.13K
|
103
$8.29K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
102+ 3.22% |
$7.14K - $8.05K
|
3.27K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
100+ 0.97% |
$7K - $7.89K
|
10.4K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
88+ 68.22% |
$6.16K - $6.94K
|
217
$17.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
84+ 30.43% |
$5.88K - $6.63K
|
360
$29K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
76+ 2.58% |
$5.32K - $6K
|
3.02K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
73New |
$5.11K - $5.76K
|
73
$5.87K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 4.23% |
$3.15K - $3.55K
|
1.11K
$89.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
30New |
$2.1K - $2.37K
|
30
$2.41K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
24New |
$1.68K - $1.89K
|
24
$1.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
20New |
$1.4K - $1.58K
|
20
$1.61K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
19New |
$1.33K - $1.5K
|
19
$1.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17+ 26.15% |
$1.19K - $1.34K
|
82
$6.6K
|