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
Feb 01, 2023 Q4 2022
Waypoint Wealth Partners Inc.

BUY
 -
2.71K
New
$182K - $225K
2.71K $221K
Feb 13, 2023 Q4 2022
Academy Capital Management Inc

Waco, TX
BUY
 -
2.66K
New
$179K - $221K
2.66K $217K
Feb 10, 2023 Q4 2022
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
2.64K
New
$178K - $220K
2.64K $216K
Feb 14, 2023 Q4 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.64K
New
$178K - $219K
2.64K $216K
Feb 13, 2023 Q4 2022
Barings LLC

BUY
 -
2.61K
New
$176K - $218K
2.61K $214K
Feb 09, 2023 Q4 2022
First International Bank & Trust

Watford City, ND
BUY
 -
2.56K
New
$173K - $213K
2.56K $209K
Feb 14, 2023 Q4 2022
Prelude Capital Management, LLC

New York, NY
BUY
 PUT
2.5K
New
$169K - $208K
2.5K $205K
Feb 02, 2023 Q4 2022
Garrett Wealth Advisory Group, LLC

BUY
 -
2.48K
New
$167K - $207K
2.48K $203K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
2.47K
New
$166K - $206K
2.47K $202K
Jan 27, 2023 Q4 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
2.47K
New
$166K - $205K
2.47K $202K
Jan 24, 2023 Q4 2022
Ziegler Capital Management, LLC

BUY
 -
2.43K
New
$164K - $202K
2.43K $199K
Feb 07, 2023 Q4 2022
Canandaigua National Corp

BUY
 -
2.42K
New
$163K - $202K
2.42K $198K
Jan 10, 2023 Q4 2022
Single Point Partners, LLC

BUY
 -
2.42K
New
$163K - $202K
2.42K $198K
Feb 14, 2023 Q4 2022
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
2.24K
+ 29.46%
$151K - $186K
9.83K $804K
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
2.2K
New
$148K - $183K
2.2K $180K
Jan 03, 2023 Q4 2022
Confluence Investment Management LLC

BUY
 -
2.14K
+ 0.79%
$145K - $179K
274K $22.4M
Jan 09, 2023 Q4 2022
Parkside Advisors LLC

BUY
 -
813
+ 20.95%
$54.8K - $67.7K
4.69K $384K
Feb 03, 2023 Q4 2022
First National Bank Of Hutchinson

BUY
 -
697
+ 9.94%
$47K - $58K
7.71K $631K
Jan 11, 2023 Q4 2022
Telemus Capital, LLC

BUY
 -
486
+ 1.24%
$32.8K - $40.5K
39.6K $3.24M
Feb 08, 2023 Q4 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
BUY
 -
400
+ 49.08%
$27K - $33.3K
1.22K $99.4K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
300
New
$20.2K - $25K
300 $24.5K
Feb 13, 2023 Q4 2022
Knott David M Jr

Syosset, NY
BUY
 -
284
New
$19.2K - $23.6K
284 $23.2K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
283
+ 152.97%
$19.1K - $23.6K
468 $38.3K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
238
New
$16K - $19.8K
238 $19.5K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
208
New
$14K - $17.3K
208 $17K
Jan 10, 2023 Q4 2022
Glassy Mountain Advisors, Inc.

BUY
 -
191
New
$12.9K - $15.9K
191 $15.6K
Jan 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
145
New
$9.78K - $12.1K
145 $11.9K
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
135
+ 3.57%
$9.1K - $11.2K
3.92K $321K
Feb 14, 2023 Q4 2022
Distillate Capital Partners LLC

BUY
 -
135
New
$9.1K - $11.2K
135 $11K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
134
+ 3.14%
$9.04K - $11.2K
4.4K $360K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
118
+ 0.27%
$7.96K - $9.82K
43.2K $3.54M
Jan 25, 2023 Q4 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
116
+ 4.06%
$7.82K - $9.66K
2.97K $243K
Feb 10, 2023 Q4 2022
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
110
New
$7.42K - $9.16K
110 $9K
Feb 14, 2023 Q4 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
67
New
$4.52K - $5.58K
67 $5.48K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
48
New
$3.24K - $4K
48 $3.93K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
39
New
$2.63K - $3.25K
39 $3.19K
Jan 25, 2023 Q4 2022
Sageworth Trust CO

BUY
 -
23
New
$1.55K - $1.91K
23 $1.88K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
6
New
$405 - $500
6 $491
Q3 2022
Nov 10, 2022 Q3 2022
Capitolis Advisors LLC

New York, NY
BUY
 -
470K
+ 1566.67%
$9.95M - $35.2M
500K $40.9M
Nov 14, 2022 Q3 2022
Davis Asset Management, L.P.

Sausalito, CA
BUY
 -
433K
New
$9.17M - $32.5M
433K $35.5M
Nov 14, 2022 Q3 2022
Engle Capital Management, L.P.

Greenwich, CT
BUY
 -
158K
New
$3.34M - $11.8M
158K $12.9M
Nov 14, 2022 Q3 2022
Hudson Bay Capital Management LP

Greenwich, CT
BUY
 -
110K
New
$2.33M - $8.24M
110K $9M
May 16, 2023 Q3 2022
Virginia Retirement Systems Et Al

Richmond, VA
BUY
 -
104K
New
$2.19M - $7.77M
104K $8.49M
Nov 14, 2022 Q3 2022
Atlanta Capital Management CO L L C

Atlanta, GA
BUY
 -
51.5K
+ 4.48%
$1.09M - $3.86M
1.2M $98.3M
Nov 04, 2022 Q3 2022
Aia Group LTD

Hong Kong, K3
BUY
 -
39.6K
New
$838K - $2.97M
39.6K $3.24M
Nov 14, 2022 Q3 2022
Connacht Asset Management LP

New York, NY
BUY
 CALL
25.5K
New
$540K - $1.91M
25.5K $2.09M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
21.6K
+ 7.18%
$458K - $1.62M
323K $26.4M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
17.1K
+ 223.74%
$361K - $1.28M
24.7K $2.02M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
12K
New
$253K - $897K
12K $980K

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