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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Sessa Capital Im, L.P.
New York, NY |
BUY
|
- |
902KNew |
$46.8M - $77.2M
|
902K
$72.6M
|
|
|
May 15, 2023
Q1 2023
|
Mudrick Capital Management, L.P.
New York, NY |
BUY
|
PUT |
850KNew |
$44.1M - $72.8M
|
850K
$68.4M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
673KNew |
$34.9M - $57.6M
|
673K
$54.1M
|
|
|
May 11, 2023
Q1 2023
|
Ruffer LLP
|
BUY
|
- |
412K+ 639.47% |
$21.4M - $35.3M
|
476K
$38.3M
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
350KNew |
$18.2M - $30M
|
350K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
300KNew |
$15.6M - $25.7M
|
300K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Rit Capital Partners PLC
London, X0 |
BUY
|
- |
265KNew |
$13.8M - $22.7M
|
265K
$21.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
243KNew |
$12.6M - $20.8M
|
243K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
- |
240KNew |
$12.5M - $20.5M
|
240K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Hill Capital Management, LP
New York, NY |
BUY
|
- |
159KNew |
$8.24M - $13.6M
|
159K
$12.8M
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
138K+ 19.18% |
$7.16M - $11.8M
|
857K
$69M
|
|
|
May 09, 2023
Q1 2023
|
Highland Peak Capital, LLC
Greenwich, CT |
BUY
|
PUT |
100KNew |
$5.19M - $8.56M
|
100K
$8.04M
|
|
|
May 15, 2023
Q1 2023
|
Bridger Management, LLC
New York, NY |
BUY
|
- |
82.6KNew |
$4.29M - $7.07M
|
82.6K
$6.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
CALL |
80KNew |
$4.15M - $6.85M
|
80K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Inherent Group, LP
New York, NY |
BUY
|
CALL |
75KNew |
$3.89M - $6.42M
|
75K
$6.03M
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
70.3K+ 49.67% |
$3.65M - $6.01M
|
212K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
- |
63KNew |
$3.27M - $5.39M
|
63K
$5.07M
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
61.1KNew |
$3.17M - $5.23M
|
61.1K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
53K+ 51.17% |
$2.75M - $4.53M
|
156K
$12.6M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
51.3KNew |
$2.66M - $4.39M
|
51.3K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
CALL |
50KNew |
$2.6M - $4.28M
|
50K
$4.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
45.4KNew |
$2.36M - $3.88M
|
45.4K
$3.65M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
PUT |
45KNew |
$2.34M - $3.85M
|
45K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
40KNew |
$2.08M - $3.42M
|
40K
$3.22M
|
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
38.8KNew |
$2.01M - $3.32M
|
38.8K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
38.4KNew |
$1.99M - $3.28M
|
38.4K
$3.09M
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
34KNew |
$1.77M - $2.91M
|
34K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
32.3KNew |
$1.67M - $2.76M
|
32.3K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Crown Advisors Management, Inc.
Larkspur, CA |
BUY
|
- |
30KNew |
$1.56M - $2.57M
|
30K
$2.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
CALL |
22KNew |
$1.14M - $1.88M
|
22K
$1.77M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
20.8KNew |
$1.08M - $1.78M
|
20.8K
$1.67M
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
19KNew |
$987K - $1.63M
|
19K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
CALL |
15KNew |
$779K - $1.28M
|
15K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
15KNew |
$779K - $1.28M
|
15K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
12.5K+ 9.37% |
$651K - $1.07M
|
146K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
11KNew |
$568K - $937K
|
11K
$881K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$539K - $889K
|
10.4K
$835K
|
|
|
May 15, 2023
Q1 2023
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$804K
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$804K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.86KNew |
$460K - $759K
|
8.86K
$713K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
8.45K+ 11.35% |
$439K - $723K
|
82.9K
$6.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.86K+ 5.03% |
$408K - $673K
|
164K
$13.2M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.6K+ 217.14% |
$395K - $651K
|
11.1K
$893K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.75KNew |
$350K - $578K
|
6.75K
$543K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.49KNew |
$337K - $555K
|
6.49K
$522K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.44KNew |
$334K - $551K
|
6.44K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$273K - $449K
|
5.25K
$422K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
CALL |
5.2KNew |
$270K - $445K
|
5.2K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
5KNew |
$260K - $428K
|
5K
$402K
|