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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
34.4KNew |
$2.32M - $2.87M
|
34.4K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.11M - $2.61M
|
31.4K
$2.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
25.5KNew |
$1.72M - $2.12M
|
25.5K
$2.05M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24.9KNew |
$1.68M - $2.07M
|
24.9K
$2M
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
23.6K+ 464.4% |
$1.59M - $1.97M
|
28.7K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
11.6K+ 26.25% |
$779K - $962K
|
55.6K
$4.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
9KNew |
$607K - $749K
|
9K
$724K
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.21KNew |
$486K - $600K
|
7.21K
$580K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.48KNew |
$437K - $540K
|
6.48K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.45K+ 39.4% |
$435K - $537K
|
22.8K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.43K+ 1.84% |
$433K - $535K
|
356K
$28.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.37KNew |
$429K - $530K
|
6.37K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$391K - $483K
|
5.8K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
5.74KNew |
$387K - $478K
|
5.74K
$462K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
4.65KNew |
$313K - $387K
|
4.65K
$374K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4KNew |
$270K - $333K
|
4K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
3.5K+ 3.25% |
$236K - $291K
|
111K
$8.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
3.43KNew |
$231K - $286K
|
3.43K
$276K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.94KNew |
$198K - $245K
|
2.94K
$237K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.85KNew |
$192K - $237K
|
2.85K
$229K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.78KNew |
$187K - $231K
|
2.78K
$224K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
2.76KNew |
$186K - $230K
|
2.76K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
2.66KNew |
$179K - $221K
|
2.66K
$214K
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.64KNew |
$178K - $220K
|
2.64K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.64KNew |
$178K - $219K
|
2.64K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
2.61KNew |
$176K - $218K
|
2.61K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.56KNew |
$173K - $213K
|
2.56K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2.5KNew |
$169K - $208K
|
2.5K
$201K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.48KNew |
$167K - $207K
|
2.48K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.47KNew |
$166K - $206K
|
2.47K
$199K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.46KNew |
$166K - $205K
|
2.46K
$198K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
2.43KNew |
$164K - $202K
|
2.43K
$195K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.42KNew |
$163K - $202K
|
2.42K
$195K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.42KNew |
$163K - $202K
|
2.42K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.24K+ 29.46% |
$151K - $186K
|
9.83K
$790K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.2KNew |
$148K - $183K
|
2.2K
$177K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.14K+ 0.79% |
$145K - $179K
|
274K
$22.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
813+ 20.95% |
$54.8K - $67.7K
|
4.69K
$378K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
697+ 9.94% |
$47K - $58K
|
7.71K
$620K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
486+ 1.24% |
$32.8K - $40.5K
|
39.6K
$3.19M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
400+ 49.08% |
$27K - $33.3K
|
1.22K
$97.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
300New |
$20.2K - $25K
|
300
$24.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
284New |
$19.2K - $23.6K
|
284
$22.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
283+ 152.97% |
$19.1K - $23.6K
|
468
$37.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
238New |
$16K - $19.8K
|
238
$19.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
208New |
$14K - $17.3K
|
208
$16.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
191New |
$12.9K - $15.9K
|
191
$15.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
145New |
$9.78K - $12.1K
|
145
$11.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
135+ 3.57% |
$9.1K - $11.2K
|
3.92K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
135New |
$9.1K - $11.2K
|
135
$10.9K
|