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 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
CALL |
190New |
$9.86K - $16.3K
|
190
$15.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
185+ 1.55% |
$9.6K - $15.8K
|
12.1K
$989K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
128+ 1.51% |
$6.64K - $11K
|
8.62K
$705K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 0.56% |
$4.93K - $8.13K
|
17.1K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
62New |
$3.22K - $5.31K
|
62
$5.07K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
59New |
$3.06K - $5.05K
|
59
$4.83K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
52New |
$2.7K - $4.45K
|
52
$4.26K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50New |
$2.6K - $4.28K
|
50
$4.09K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
33New |
$1.71K - $2.82K
|
33
$2.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 81.82% |
$1.4K - $2.31K
|
60
$4.91K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
20New |
$1.04K - $1.71K
|
20
$1.64K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$519 - $856
|
10
$818
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2+ 0.78% |
$104 - $171
|
258
$21.1K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$104 - $171
|
5.28K
$432K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$51.9 - $85.6
|
1
$81.8
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5MNew |
$914M - $1.13B
|
13.5M
$1.11B
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
851KNew |
$57.4M - $70.8M
|
851K
$69.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
810K+ 4.89% |
$54.6M - $67.5M
|
17.4M
$1.42B
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
604KNew |
$40.7M - $50.3M
|
604K
$49.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
93.9KNew |
$6.33M - $7.82M
|
93.9K
$7.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
70.5KNew |
$4.75M - $5.87M
|
70.5K
$5.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
70.1K+ 331.82% |
$4.73M - $5.84M
|
91.2K
$7.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
55.5KNew |
$3.74M - $4.62M
|
55.5K
$4.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
53.6KNew |
$3.61M - $4.46M
|
53.6K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.1K+ 4.14% |
$3.11M - $3.83M
|
1.16M
$94.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45K+ 450.0% |
$3.03M - $3.75M
|
55K
$4.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
41.6KNew |
$2.81M - $3.46M
|
41.6K
$3.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
34.4KNew |
$2.32M - $2.87M
|
34.4K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.11M - $2.61M
|
31.4K
$2.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
25.5KNew |
$1.72M - $2.12M
|
25.5K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24.9KNew |
$1.68M - $2.07M
|
24.9K
$2.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
23.6K+ 464.4% |
$1.59M - $1.97M
|
28.7K
$2.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
11.6K+ 26.25% |
$779K - $962K
|
55.6K
$4.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
9KNew |
$607K - $749K
|
9K
$736K
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.21KNew |
$486K - $600K
|
7.21K
$590K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.48KNew |
$437K - $540K
|
6.48K
$531K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.45K+ 39.4% |
$435K - $537K
|
22.8K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.43K+ 1.84% |
$433K - $535K
|
356K
$29.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.37KNew |
$429K - $530K
|
6.37K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$391K - $483K
|
5.8K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
5.74KNew |
$387K - $478K
|
5.74K
$470K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
4.65KNew |
$313K - $387K
|
4.65K
$380K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4KNew |
$270K - $333K
|
4K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
3.5K+ 3.25% |
$236K - $291K
|
111K
$9.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
3.43KNew |
$231K - $286K
|
3.43K
$281K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.94KNew |
$198K - $245K
|
2.94K
$241K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.85KNew |
$192K - $237K
|
2.85K
$233K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.78KNew |
$187K - $231K
|
2.78K
$227K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
2.76KNew |
$186K - $230K
|
2.76K
$226K
|
|