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 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
243KNew |
$15M - $17.6M
|
243K
$19.9M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
232K+ 46.57% |
$14.4M - $16.8M
|
730K
$59.7M
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
BUY
|
- |
65.3K+ 22.26% |
$4.04M - $4.72M
|
358K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
62.4KNew |
$3.86M - $4.52M
|
62.4K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
60K+ 150.0% |
$3.71M - $4.34M
|
100K
$8.18M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
50KNew |
$3.09M - $3.62M
|
50K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.8K+ 125.99% |
$2.28M - $2.66M
|
66K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
31.7KNew |
$1.96M - $2.29M
|
31.7K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
30.7KNew |
$1.9M - $2.22M
|
30.7K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
28.9KNew |
$1.79M - $2.09M
|
28.9K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.3K+ 7.05% |
$1.01M - $1.18M
|
248K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
15KNew |
$928K - $1.09M
|
15K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$907K - $1.06M
|
14.7K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
13.7KNew |
$848K - $992K
|
13.7K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.1KNew |
$814K - $951K
|
13.1K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
12KNew |
$742K - $868K
|
12K
$981K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10KNew |
$619K - $724K
|
10K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
9.2KNew |
$570K - $666K
|
9.2K
$753K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.49KNew |
$525K - $615K
|
8.49K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.51KNew |
$465K - $544K
|
7.51K
$615K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.5KNew |
$464K - $543K
|
7.5K
$613K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.18KNew |
$444K - $520K
|
7.18K
$588K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.71K+ 155.16% |
$415K - $486K
|
11K
$903K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.95KNew |
$368K - $431K
|
5.95K
$487K
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.45KNew |
$338K - $395K
|
5.45K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.89KNew |
$302K - $354K
|
4.89K
$400K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.84KNew |
$299K - $350K
|
4.84K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.75KNew |
$294K - $344K
|
4.75K
$389K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.64KNew |
$287K - $336K
|
4.64K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.5KNew |
$278K - $326K
|
4.5K
$368K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$272K - $318K
|
4.39K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.22K+ 2.37% |
$261K - $306K
|
182K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.98KNew |
$246K - $288K
|
3.98K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.8KNew |
$235K - $275K
|
3.8K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$218K - $254K
|
3.52K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.23KNew |
$200K - $234K
|
3.23K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.05KNew |
$189K - $220K
|
3.05K
$249K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
2.9KNew |
$179K - $210K
|
2.9K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.9KNew |
$179K - $210K
|
2.9K
$237K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.87KNew |
$178K - $208K
|
2.87K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$176K - $206K
|
2.85K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.82KNew |
$175K - $204K
|
2.82K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.78K+ 681.62% |
$172K - $201K
|
3.19K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.76KNew |
$171K - $200K
|
2.76K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.53KNew |
$94.4K - $110K
|
1.53K
$125K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.22K+ 2.81% |
$75.8K - $88.6K
|
44.8K
$3.67M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 6.03% |
$68K - $79.5K
|
19.3K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.08KNew |
$66.7K - $78K
|
1.08K
$88.1K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
958+ 12.37% |
$59.3K - $69.3K
|
8.7K
$712K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
626+ 10.44% |
$38.7K - $45.3K
|
6.63K
$542K
|