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 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.5KNew |
$213K - $257K
|
4.5K
$362K
|
|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
4.49KNew |
$213K - $256K
|
4.49K
$361K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
4.33KNew |
$205K - $248K
|
4.33K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
4.31KNew |
$204K - $246K
|
4.31K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.99KNew |
$189K - $228K
|
3.99K
$321K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.88KNew |
$184K - $222K
|
3.88K
$312K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.67KNew |
$174K - $210K
|
3.67K
$295K
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
3.66KNew |
$173K - $209K
|
3.66K
$294K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.5K+ 25.61% |
$166K - $200K
|
17.1K
$1.38M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.79K+ 34.65% |
$132K - $159K
|
10.8K
$872K
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 11.09% |
$128K - $155K
|
27.1K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
PUT |
2.5KNew |
$118K - $143K
|
2.5K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.3K+ 42.63% |
$109K - $131K
|
7.7K
$619K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.21K+ 17.36% |
$104K - $126K
|
14.9K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.79KNew |
$84.8K - $102K
|
1.79K
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1.5K+ 379.75% |
$71.1K - $85.7K
|
1.9K
$152K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.27K+ 5.95% |
$60.2K - $72.6K
|
22.6K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.13K+ 10.3% |
$53.3K - $64.3K
|
12K
$969K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
727+ 7.73% |
$34.4K - $41.5K
|
10.1K
$815K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
642+ 5.99% |
$30.4K - $36.7K
|
11.4K
$914K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$23.7K - $28.6K
|
500
$40.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
400New |
$18.9K - $22.9K
|
400
$32.2K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
373+ 6.76% |
$17.7K - $21.3K
|
5.89K
$474K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
354New |
$16.8K - $20.2K
|
354
$28.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
331+ 7.51% |
$15.7K - $18.9K
|
4.74K
$381K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300+ 150.0% |
$14.2K - $17.1K
|
500
$40.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
252+ 1.42% |
$11.9K - $14.4K
|
18K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
251New |
$11.9K - $14.3K
|
251
$20.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
250+ 3.35% |
$11.8K - $14.3K
|
7.71K
$620K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200New |
$9.47K - $11.4K
|
200
$16.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
191+ 0.38% |
$9.05K - $10.9K
|
50.3K
$4.05M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
180New |
$8.53K - $10.3K
|
180
$14.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
165New |
$7.82K - $9.43K
|
165
$13.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
158New |
$7.48K - $9.03K
|
158
$12.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
154+ 592.31% |
$7.29K - $8.8K
|
180
$14.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
150+ 3.59% |
$7.11K - $8.57K
|
4.33K
$348K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
149New |
$7.06K - $8.51K
|
149
$12K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
125New |
$5.92K - $7.14K
|
125
$10.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$4.74K - $5.71K
|
100
$8.04K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
87New |
$4.12K - $4.97K
|
87
$7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
79New |
$3.74K - $4.51K
|
79
$6.35K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
79New |
$3.74K - $4.51K
|
79
$6.35K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 0.58% |
$3.6K - $4.34K
|
13.1K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
58+ 3.06% |
$2.75K - $3.31K
|
1.96K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
35+ 0.65% |
$1.66K - $2K
|
5.41K
$435K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
14+ 0.47% |
$663 - $800
|
2.97K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3New |
$142 - $171
|
3
$241
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 1.92% |
$47.4 - $57.1
|
53
$4.26K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dragoneer Investment Group, LLC
San Francisco, CA |
BUY
|
- |
1.12MNew |
$58M - $95.6M
|
1.12M
$89.9M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
1.02MNew |
$53M - $87.3M
|
1.02M
$82.1M
|
|