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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
10+ 0.18% |
$212 - $749
|
5.52K
$444K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 6.9% |
$42.3 - $150
|
31
$2.49K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.03% |
$21.2 - $74.9
|
3.84K
$309K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
267KNew |
$16M - $22.4M
|
267K
$21.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
113KNew |
$6.77M - $9.46M
|
113K
$9.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
41.8K+ 46.05% |
$2.5M - $3.5M
|
132K
$10.7M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
41KNew |
$2.46M - $3.44M
|
41K
$3.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$1.12M - $1.57M
|
18.7K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
16.5KNew |
$989K - $1.38M
|
16.5K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$878K - $1.23M
|
14.6K
$1.18M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
13.2KNew |
$789K - $1.1M
|
13.2K
$1.06M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.3KNew |
$735K - $1.03M
|
12.3K
$986K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.7KNew |
$701K - $979K
|
11.7K
$940K
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.99KNew |
$599K - $837K
|
9.99K
$804K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9KNew |
$540K - $754K
|
9K
$724K
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.98KNew |
$479K - $669K
|
7.98K
$642K
|
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
BUY
|
- |
7.28K+ 168.38% |
$437K - $610K
|
11.6K
$933K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
5.9KNew |
$354K - $495K
|
5.9K
$475K
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
5.9KNew |
$354K - $495K
|
5.9K
$475K
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
5.88K+ 2.49% |
$353K - $493K
|
242K
$19.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
5K+ 7.14% |
$300K - $419K
|
75K
$6.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
2.26K+ 53.26% |
$135K - $189K
|
6.49K
$522K
|
|
|
Jul 28, 2022
Q2 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.01KNew |
$121K - $169K
|
2.01K
$162K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
1.49K+ 5726.92% |
$89.3K - $125K
|
1.52K
$122K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
910New |
$54.6K - $76.3K
|
910
$73.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
866New |
$52K - $72.6K
|
866
$69.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
612New |
$36.7K - $51.3K
|
612
$49.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
456New |
$27.4K - $38.2K
|
456
$36.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
249New |
$14.9K - $20.9K
|
249
$20K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$12K - $16.8K
|
200
$16.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 1.07% |
$7.5K - $10.5K
|
11.8K
$948K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
32.6KNew |
$2.47M - $3.11M
|
32.6K
$2.62M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
15.6KNew |
$1.18M - $1.49M
|
15.6K
$1.25M
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.93KNew |
$222K - $280K
|
2.93K
$236K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$118K - $149K
|
1.56K
$126K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
382+ 39.79% |
$28.9K - $36.5K
|
1.34K
$108K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$15.1K - $19.1K
|
200
$16.1K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.22% |
$75.7 - $95.5
|
457
$36.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
248K+ 158.53% |
$18.2M - $21.3M
|
405K
$32.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
21.5KNew |
$1.57M - $1.84M
|
21.5K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
10KNew |
$732K - $858K
|
10K
$804K
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
8.93KNew |
$654K - $767K
|
8.93K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$306K - $359K
|
4.18K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 14.61% |
$76.7K - $89.9K
|
8.21K
$660K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
188New |
$13.8K - $16.1K
|
188
$15.1K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
154New |
$11.3K - $13.2K
|
154
$12.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
152New |
$11.1K - $13K
|
152
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$7.32K - $8.58K
|
100
$8.04K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
52New |
$3.81K - $4.46K
|
52
$4.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
46New |
$3.37K - $3.95K
|
46
$3.7K
|
|