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, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.42K+ 13.66% |
$596K - $780K
|
78.4K
$6.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.38K+ 6.6% |
$594K - $777K
|
152K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
9.3KNew |
$588K - $770K
|
9.3K
$748K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.13K+ 6.34% |
$578K - $756K
|
153K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.11K+ 293.9% |
$577K - $755K
|
12.2K
$982K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
8.73KNew |
$552K - $723K
|
8.73K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
8.58KNew |
$543K - $711K
|
8.58K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.5KNew |
$538K - $704K
|
8.5K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
8.49KNew |
$538K - $703K
|
8.49K
$683K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.31KNew |
$526K - $688K
|
8.31K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.22K+ 7.38% |
$521K - $681K
|
120K
$9.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8.2KNew |
$519K - $679K
|
8.2K
$660K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8.16K+ 16.33% |
$516K - $676K
|
58.1K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.15KNew |
$516K - $675K
|
8.15K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.11KNew |
$513K - $672K
|
8.11K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.03K+ 3.13% |
$508K - $665K
|
265K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
8KNew |
$506K - $663K
|
8K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
7.9KNew |
$500K - $655K
|
7.9K
$636K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.75K+ 3.48% |
$490K - $642K
|
231K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.71KNew |
$488K - $639K
|
7.71K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.65K+ 40.73% |
$484K - $634K
|
26.4K
$2.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.5K+ 6.15% |
$475K - $621K
|
129K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.49KNew |
$474K - $620K
|
7.49K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.28KNew |
$461K - $603K
|
7.28K
$585K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.26K+ 148.64% |
$460K - $602K
|
12.1K
$977K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.2KNew |
$456K - $596K
|
7.2K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
7.18K+ 6.56% |
$455K - $595K
|
117K
$9.38M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
7.1KNew |
$450K - $588K
|
7.1K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.99K+ 1.77% |
$442K - $579K
|
402K
$32.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.98K+ 32.42% |
$442K - $578K
|
28.5K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.95KNew |
$440K - $576K
|
6.95K
$559K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6.74K+ 1130.7% |
$427K - $558K
|
7.34K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.64K+ 16.2% |
$420K - $550K
|
47.6K
$3.83M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.63KNew |
$420K - $549K
|
6.63K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.62K+ 1.45% |
$419K - $549K
|
462K
$37.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6.62K+ 68.88% |
$419K - $548K
|
16.2K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.52K+ 25.73% |
$413K - $540K
|
31.9K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.5K+ 11.15% |
$411K - $538K
|
64.7K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
6.4K+ 3.05% |
$405K - $530K
|
216K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
6.4K+ 57.14% |
$405K - $530K
|
17.6K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.3KNew |
$399K - $522K
|
6.3K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.3K+ 1.93% |
$399K - $522K
|
332K
$26.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.26KNew |
$396K - $518K
|
6.26K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.26K+ 4.89% |
$396K - $518K
|
134K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.11KNew |
$387K - $506K
|
6.11K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.07K+ 8.55% |
$384K - $503K
|
77K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.05K+ 5.15% |
$383K - $501K
|
123K
$9.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.04K+ 89.51% |
$382K - $500K
|
12.8K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.02K+ 77.19% |
$381K - $499K
|
13.8K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 84.1% |
$373K - $488K
|
12.9K
$1.04M
|