Latest Institutional Purchases of Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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
Jul 24, 2023 Q2 2023
Arcadia Investment Management Corp

BUY
 -
103
+ 177.59%
$4.88K - $5.89K
161 $11.7K
Jul 27, 2023 Q2 2023
Miller Wealth Advisors, LLC

BUY
 -
100
New
$4.74K - $5.71K
100 $7.28K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
87
New
$4.12K - $4.97K
87 $6.33K
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
79
New
$3.74K - $4.51K
79 $5.75K
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
79
New
$3.74K - $4.51K
79 $5.75K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
76
+ 0.58%
$3.6K - $4.34K
13.1K $954K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
58
+ 3.06%
$2.75K - $3.31K
1.96K $142K
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
35
+ 0.65%
$1.66K - $2K
5.41K $394K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
14
+ 0.47%
$663 - $800
2.97K $216K
Aug 14, 2023 Q2 2023
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
3
New
$142 - $171
3 $218
Q1 2023
May 15, 2023 Q1 2023
Dragoneer Investment Group, LLC

San Francisco, CA
BUY
 -
1.12M
New
$58M - $95.6M
1.12M $81.3M
May 15, 2023 Q1 2023
Voloridge Investment Management, LLC

Jupiter, FL
BUY
 -
1.02M
New
$53M - $87.3M
1.02M $74.3M
May 15, 2023 Q1 2023
Sessa Capital Im, L.P.

New York, NY
BUY
 -
902K
New
$46.8M - $77.2M
902K $65.7M
May 15, 2023 Q1 2023
Mudrick Capital Management, L.P.

New York, NY
BUY
 PUT
850K
New
$44.1M - $72.8M
850K $61.9M
May 12, 2023 Q1 2023
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
673K
New
$34.9M - $57.6M
673K $49M
May 11, 2023 Q1 2023
Ruffer LLP

BUY
 -
412K
+ 639.47%
$21.4M - $35.3M
476K $34.7M
May 12, 2023 Q1 2023
George Soros Soros Fund Management LLC | New York, Ny
BUY
 CALL
350K
New
$18.2M - $30M
350K $25.5M
May 15, 2023 Q1 2023
Ghisallo Capital Management LLC

Greenwich, CT
BUY
 -
300K
New
$15.6M - $25.7M
300K $21.8M
May 15, 2023 Q1 2023
Rit Capital Partners PLC

London, X0
BUY
 -
265K
New
$13.8M - $22.7M
265K $19.3M
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
243K
New
$12.6M - $20.8M
243K $17.7M
May 15, 2023 Q1 2023
Philosophy Capital Management LLC

Menlo Park, CA
BUY
 -
240K
New
$12.5M - $20.5M
240K $17.5M
May 15, 2023 Q1 2023
Twinbeech Capital LP

Purchase, NY
BUY
 -
239K
New
$12.4M - $20.5M
239K $17.4M
May 15, 2023 Q1 2023
Wolf Hill Capital Management, LP

New York, NY
BUY
 -
159K
New
$8.24M - $13.6M
159K $11.5M
Apr 21, 2023 Q1 2023
James Hambro & Partners

BUY
 -
138K
+ 19.18%
$7.16M - $11.8M
857K $62.4M
May 09, 2023 Q1 2023
Highland Peak Capital, LLC

Greenwich, CT
BUY
 PUT
100K
New
$5.19M - $8.56M
100K $7.28M
May 15, 2023 Q1 2023
Bridger Management, LLC

New York, NY
BUY
 -
82.6K
New
$4.29M - $7.07M
82.6K $6.01M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 CALL
80K
New
$4.15M - $6.85M
80K $5.82M
May 15, 2023 Q1 2023
Inherent Group, LP

New York, NY
BUY
 CALL
75K
New
$3.89M - $6.42M
75K $5.46M
May 12, 2023 Q1 2023
Longbow Finance Sa

Lutry, V8
BUY
 -
70.3K
+ 49.67%
$3.65M - $6.01M
212K $15.4M
May 15, 2023 Q1 2023
Armor Advisors, L.L.C.

New York, NY
BUY
 -
63K
New
$3.27M - $5.39M
63K $4.58M
Dec 13, 2023 Q1 2023
Polar Capital Holdings PLC

London, X0
BUY
 -
61.1K
New
$3.17M - $5.23M
61.1K $4.45M
May 15, 2023 Q1 2023
Lakehouse Capital Pty LTD

Sydney Nsw, C3
BUY
 -
53K
+ 51.17%
$2.75M - $4.53M
156K $11.4M
Jun 27, 2023 Q1 2023
Duality Advisers, LP

Miami, FL
BUY
 -
51.3K
New
$2.66M - $4.39M
51.3K $3.73M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 CALL
50K
New
$2.6M - $4.28M
50K $3.64M
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
45.4K
New
$2.36M - $3.88M
45.4K $3.3M
Sep 25, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 PUT
45K
New
$2.34M - $3.85M
45K $3.27M
May 12, 2023 Q1 2023
Symmetry Peak Management LLC

Radnor, PA
BUY
 PUT
40K
New
$2.08M - $3.42M
40K $2.91M
May 12, 2023 Q1 2023
Venator Management LLC

Pittsburgh, PA
BUY
 -
38.8K
New
$2.01M - $3.32M
38.8K $2.82M
May 15, 2023 Q1 2023
Beck Capital Management, LLC

Austin, TX
BUY
 -
38.4K
New
$1.99M - $3.28M
38.4K $2.79M
May 04, 2023 Q1 2023
Ota Financial Group L.P.

BUY
 -
34K
New
$1.77M - $2.91M
34K $2.48M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
32.3K
New
$1.67M - $2.76M
32.3K $2.35M
May 09, 2023 Q1 2023
Crown Advisors Management, Inc.

Larkspur, CA
BUY
 -
30K
New
$1.56M - $2.57M
30K $2.18M
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 CALL
22K
New
$1.14M - $1.88M
22K $1.6M
May 09, 2023 Q1 2023
Forefront Wealth Management Inc.

BUY
 -
20.8K
New
$1.08M - $1.78M
20.8K $1.51M
May 19, 2023 Q1 2023
Advanced Portfolio Management, LLC

New York, NY
BUY
 CALL
19K
New
$987K - $1.63M
19K $1.38M
May 15, 2023 Q1 2023
Fifth Lane Capital, LP

Austin, TX
BUY
 CALL
15K
New
$779K - $1.28M
15K $1.09M
May 15, 2023 Q1 2023
Shay Capital LLC

New York, NY
BUY
 -
15K
New
$779K - $1.28M
15K $1.09M
May 15, 2023 Q1 2023
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
BUY
 -
12.5K
+ 9.37%
$651K - $1.07M
146K $10.7M
May 11, 2023 Q1 2023
X Square Capital, LLC

BUY
 -
11K
New
$568K - $937K
11K $797K

Track Institutional and Insider Activities on SCHW

Follow SCHWAB CHARLES CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHW shares.

Notify only if

Insider Trading

Get notified when an Schwab Charles Corp insider buys or sells SCHW shares.

Notify only if

News

Receive news related to SCHWAB CHARLES CORP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHW