Purchases and Sales Made in Q2 2024 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 2024. The information is specifically focused on institutions that hold shares of SCHWAB CHARLES CORP.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 12, 2024 Q2 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
203
+ 1.13%
$14.2K - $16K
18.1K $1.46M
Aug 12, 2024 Q2 2024
Beta Wealth Group, Inc.

BUY
 -
202
+ 3.26%
$14.1K - $15.9K
6.4K $515K
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
200
+ 0.77%
$14K - $15.8K
26.2K $2.11M
Jul 30, 2024 Q2 2024
Klingman & Associates, LLC

BUY
 -
198
+ 5.16%
$13.9K - $15.6K
4.03K $324K
Aug 13, 2024 Q2 2024
Black Diamond Wealth Management Inc.

BUY
 -
195
+ 5.28%
$13.7K - $15.4K
3.89K $313K
Jul 10, 2024 Q2 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
192
+ 97.46%
$13.4K - $15.1K
389 $31.3K
Jul 23, 2024 Q2 2024
Htlf Bank

Denver, CO
BUY
 -
191
+ 6.22%
$13.4K - $15.1K
3.26K $262K
Jul 24, 2024 Q2 2024
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
190
+ 13.23%
$13.3K - $15K
1.63K $131K
Aug 05, 2024 Q2 2024
North Star Asset Management Inc

BUY
 -
185
+ 0.04%
$13K - $14.6K
481K $38.7M
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
184
+ 6.29%
$12.9K - $14.5K
3.11K $250K
Jul 15, 2024 Q2 2024
Washington Trust CO

BUY
 -
174
+ 15.14%
$12.2K - $13.7K
1.32K $106K
Jul 19, 2024 Q2 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
174
+ 6.11%
$12.2K - $13.7K
3.02K $243K
Aug 07, 2024 Q2 2024
Pds Planning, Inc

BUY
 -
169
+ 2.23%
$11.8K - $13.3K
7.76K $624K
Jul 18, 2024 Q2 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
167
+ 2.11%
$11.7K - $13.2K
8.09K $650K
Jul 23, 2024 Q2 2024
Mc Guire Investment Group, LLC

BUY
 -
167
+ 0.12%
$11.7K - $13.2K
134K $10.8M
Jul 31, 2024 Q2 2024
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
164
+ 0.71%
$11.5K - $12.9K
23.4K $1.88M
Aug 14, 2024 Q2 2024
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
162
+ 0.45%
$11.3K - $12.8K
36.5K $2.94M
Aug 14, 2024 Q2 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
157
+ 0.33%
$11K - $12.4K
47.4K $3.82M
Aug 14, 2024 Q2 2024
Ellevest, Inc.

BUY
 -
155
+ 1.9%
$10.9K - $12.2K
8.32K $670K
Jul 22, 2024 Q2 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
154
+ 1.81%
$10.8K - $12.2K
8.64K $695K
Jul 31, 2024 Q2 2024
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
151
+ 4.38%
$10.6K - $11.9K
3.6K $290K
Jul 17, 2024 Q2 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
150
+ 3.88%
$10.5K - $11.8K
4.02K $323K
Aug 12, 2024 Q2 2024
Up Strategic Wealth Investment Advisors LLC

Pittsburgh, PA
BUY
 -
146
+ 4.78%
$10.2K - $11.5K
3.2K $257K
Aug 07, 2024 Q2 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
143
+ 3.72%
$10K - $11.3K
3.98K $320K
Jul 31, 2024 Q2 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
139
+ 2.8%
$9.73K - $11K
5.11K $411K
Jul 22, 2024 Q2 2024
Jnba Financial Advisors

BUY
 -
137
+ 0.89%
$9.59K - $10.8K
15.5K $1.25M
Jul 24, 2024 Q2 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
137
+ 3.16%
$9.59K - $10.8K
4.48K $360K
Jul 30, 2024 Q2 2024
Sage Rhino Capital LLC

BUY
 -
137
+ 1.05%
$9.59K - $10.8K
13.2K $1.06M
Aug 07, 2024 Q2 2024
First Long Island Investors, LLC

BUY
 -
137
+ 0.05%
$9.59K - $10.8K
272K $21.9M
Aug 02, 2024 Q2 2024
Mascoma Wealth Management LLC

BUY
 -
133
+ 88.67%
$9.31K - $10.5K
283 $22.8K
Aug 13, 2024 Q2 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
132
+ 1.09%
$9.24K - $10.4K
12.2K $981K
Jul 16, 2024 Q2 2024
Toth Financial Advisory Corp

BUY
 -
131
+ 11.9%
$9.17K - $10.3K
1.23K $99.1K
Aug 07, 2024 Q2 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
131
+ 2.76%
$9.17K - $10.3K
4.88K $392K
Aug 13, 2024 Q2 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
130
+ 2.8%
$9.1K - $10.3K
4.78K $385K
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
127
+ 1.24%
$8.89K - $10K
10.4K $836K
Jul 29, 2024 Q2 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
126
New
$8.82K - $9.94K
126 $10.1K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
122
New
$8.54K - $9.63K
122 $9.81K
Jul 25, 2024 Q2 2024
Institute For Wealth Management, Llc.

BUY
 -
121
+ 1.42%
$8.47K - $9.55K
8.66K $697K
Aug 14, 2024 Q2 2024
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
120
New
$8.4K - $9.47K
120 $9.65K
Aug 14, 2024 Q2 2024
Lummis Asset Management, LP

Fort Worth, TX
BUY
 -
116
+ 0.97%
$8.12K - $9.15K
12.1K $969K
Aug 07, 2024 Q2 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
115
+ 43.73%
$8.05K - $9.07K
378 $30.4K
Jul 12, 2024 Q2 2024
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
114
+ 0.27%
$7.98K - $8.99K
42.6K $3.43M
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
112
+ 4.06%
$7.84K - $8.84K
2.87K $231K
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
110
+ 3.04%
$7.7K - $8.68K
3.73K $300K
Jul 10, 2024 Q2 2024
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
108
+ 3.68%
$7.56K - $8.52K
3.05K $245K
Aug 13, 2024 Q2 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
108
+ 1.29%
$7.56K - $8.52K
8.45K $680K
Jul 18, 2024 Q2 2024
Nova R Wealth, Inc.

BUY
 -
106
+ 2.21%
$7.42K - $8.36K
4.9K $394K
Aug 01, 2024 Q2 2024
Mv Capital Management, Inc.

BUY
 -
105
+ 7.22%
$7.35K - $8.28K
1.56K $125K
Jul 16, 2024 Q2 2024
Bremer Bank National Association

BUY
 -
103
+ 3.32%
$7.21K - $8.13K
3.21K $258K

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