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 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.97KNew |
$147K - $211K
|
2.97K
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.94KNew |
$145K - $209K
|
2.94K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.92KNew |
$144K - $207K
|
2.92K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.91KNew |
$144K - $207K
|
2.91K
$238K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.78KNew |
$137K - $197K
|
2.78K
$227K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.49K+ 8.52% |
$123K - $176K
|
31.6K
$2.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.35KNew |
$116K - $167K
|
2.35K
$192K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
2.18K+ 57.78% |
$107K - $155K
|
5.95K
$487K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
2KNew |
$98.7K - $142K
|
2K
$164K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.98KNew |
$97.7K - $141K
|
1.98K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.41K+ 30.26% |
$69.6K - $100K
|
6.07K
$497K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$66K - $95K
|
1.34K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
912+ 19.81% |
$45K - $64.7K
|
5.52K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
801New |
$39.5K - $56.9K
|
801
$65.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
700+ 87.5% |
$34.5K - $49.7K
|
1.5K
$123K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
635New |
$31.3K - $45.1K
|
635
$52K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
557+ 1.9% |
$27.5K - $39.5K
|
29.9K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
500New |
$24.7K - $35.5K
|
500
$40.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
500+ 12.2% |
$24.7K - $35.5K
|
4.6K
$376K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
500New |
$24.7K - $35.5K
|
500
$40.9K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
476+ 4.32% |
$23.5K - $33.8K
|
11.5K
$940K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
400+ 5.38% |
$19.7K - $28.4K
|
7.83K
$641K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
400+ 16.29% |
$19.7K - $28.4K
|
2.86K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
375+ 4.69% |
$18.5K - $26.6K
|
8.38K
$685K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
315New |
$15.5K - $22.4K
|
315
$25.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
313New |
$15.4K - $22.2K
|
313
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
300New |
$14.8K - $21.3K
|
300
$24.5K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
289New |
$14.3K - $20.5K
|
289
$23.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
277New |
$13.7K - $19.7K
|
277
$22.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
252New |
$12.4K - $17.9K
|
252
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
200+ 18.18% |
$9.87K - $14.2K
|
1.3K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
200+ 3.33% |
$9.87K - $14.2K
|
6.2K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
188New |
$9.27K - $13.3K
|
188
$15.4K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
184New |
$9.08K - $13.1K
|
184
$15.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
162New |
$7.99K - $11.5K
|
162
$13.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
158+ 137.39% |
$7.79K - $11.2K
|
273
$22.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
116New |
$5.72K - $8.23K
|
116
$9.49K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
116+ 0.51% |
$5.72K - $8.23K
|
23K
$1.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
99+ 2.47% |
$4.88K - $7.03K
|
4.1K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
90New |
$4.44K - $6.39K
|
90
$7.36K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
65New |
$3.21K - $4.61K
|
65
$5.32K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51New |
$2.52K - $3.62K
|
51
$4.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
51New |
$2.52K - $3.62K
|
51
$4.17K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
42+ 39.62% |
$2.07K - $2.98K
|
148
$12.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
28New |
$1.38K - $1.99K
|
28
$2.29K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
15New |
$740 - $1.06K
|
15
$1.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$493 - $710
|
10
$818
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8New |
$395 - $568
|
8
$655
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 0.48% |
$395 - $568
|
1.67K
$137K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.73% |
$395 - $568
|
1.1K
$90.2K
|