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, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
14.9KNew |
$808K - $1.01M
|
14.9K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
- |
12.5KNew |
$678K - $849K
|
12.5K
$910K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
PUT |
11.3KNew |
$612K - $768K
|
11.3K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.1KNew |
$547K - $686K
|
10.1K
$735K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
10KNew |
$542K - $679K
|
10K
$728K
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
BUY
|
- |
7.73K+ 203.47% |
$419K - $525K
|
11.5K
$839K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.19KNew |
$390K - $488K
|
7.19K
$523K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.11K+ 12.63% |
$331K - $415K
|
54.5K
$3.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
5KNew |
$271K - $340K
|
5K
$364K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
PUT |
5KNew |
$271K - $340K
|
5K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
PUT |
4.5KNew |
$244K - $306K
|
4.5K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.25KNew |
$231K - $289K
|
4.25K
$309K
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.16KNew |
$225K - $283K
|
4.16K
$303K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4KNew |
$217K - $272K
|
4K
$291K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.81KNew |
$207K - $259K
|
3.81K
$278K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3.81K+ 13.31% |
$207K - $259K
|
32.5K
$2.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
3K+ 16.67% |
$163K - $204K
|
21K
$1.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
2.5K+ 4.03% |
$136K - $170K
|
64.5K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 9.95% |
$104K - $131K
|
21.3K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.79KNew |
$97.2K - $122K
|
1.79K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.6K+ 4.04% |
$86.9K - $109K
|
41.3K
$3M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.46KNew |
$79.2K - $99.3K
|
1.46K
$106K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.27K+ 7.21% |
$68.9K - $86.4K
|
18.9K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
1.25KNew |
$67.8K - $84.9K
|
1.25K
$91K
|
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
1.24K+ 1.97% |
$66.9K - $83.9K
|
63.8K
$4.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.19KNew |
$64.4K - $80.7K
|
1.19K
$86.5K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.42% |
$59.6K - $74.7K
|
21.4K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
918+ 134.21% |
$49.8K - $62.4K
|
1.6K
$117K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
900New |
$48.8K - $61.1K
|
900
$65.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
888New |
$48.1K - $60.3K
|
888
$64.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
858New |
$46.5K - $58.3K
|
858
$62.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
813+ 13.75% |
$44.1K - $55.2K
|
6.73K
$489K
|
|
|
Nov 14, 2023
Q3 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
746+ 0.43% |
$40.4K - $50.7K
|
174K
$12.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
744+ 7.13% |
$40.3K - $50.5K
|
11.2K
$813K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
612New |
$33.2K - $41.6K
|
612
$44.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
600+ 11.53% |
$32.5K - $40.8K
|
5.81K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
502New |
$27.2K - $34.1K
|
502
$36.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
363+ 0.32% |
$19.7K - $24.7K
|
115K
$8.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
268+ 5.02% |
$14.5K - $18.2K
|
5.61K
$408K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
243New |
$13.2K - $16.5K
|
243
$17.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
239New |
$13K - $16.2K
|
239
$17.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
211+ 5.39% |
$11.4K - $14.3K
|
4.13K
$300K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
PUT |
200New |
$10.8K - $13.6K
|
200
$14.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
200+ 5.19% |
$10.8K - $13.6K
|
4.05K
$295K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
BUY
|
- |
185New |
$10K - $12.6K
|
185
$13.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
182New |
$9.86K - $12.4K
|
182
$13.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
169New |
$9.16K - $11.5K
|
169
$12.3K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
151+ 1.78% |
$8.18K - $10.3K
|
8.65K
$629K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
150+ 2.44% |
$8.13K - $10.2K
|
6.31K
$459K
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
140+ 0.31% |
$7.59K - $9.51K
|
44.7K
$3.25M
|