Purchases and Sales Made in Q2 2024 in Schwab Charles Corp (SCHW)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
12.2K+ 9.24% |
$855K - $963K
|
144K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.1K+ 16.36% |
$847K - $954K
|
86K
$6.92M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11.7K+ 79.35% |
$821K - $925K
|
26.5K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 12.09% |
$814K - $917K
|
108K
$8.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11.4K+ 101.1% |
$802K - $903K
|
22.8K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 13.99% |
$798K - $899K
|
92.8K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.3KNew |
$793K - $894K
|
11.3K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
11.3K+ 5.46% |
$792K - $892K
|
218K
$17.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.3KNew |
$791K - $892K
|
11.3K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
11.3K+ 240.22% |
$791K - $892K
|
16K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11K+ 283.21% |
$770K - $868K
|
14.9K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 37.18% |
$770K - $867K
|
40.5K
$3.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11KNew |
$768K - $865K
|
11K
$882K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.8K+ 2.76% |
$757K - $852K
|
402K
$32.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 11.24% |
$738K - $831K
|
104K
$8.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
10.3KNew |
$724K - $816K
|
10.3K
$832K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$722K - $814K
|
10.3K
$829K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.3K+ 1377.54% |
$722K - $813K
|
11.1K
$889K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.3K+ 9.25% |
$718K - $809K
|
121K
$9.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2K+ 30.68% |
$711K - $801K
|
43.3K
$3.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
BUY
|
- |
10.1K+ 7.57% |
$707K - $797K
|
143K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
10.1KNew |
$707K - $796K
|
10.1K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10KNew |
$700K - $789K
|
10K
$804K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
9.99K+ 4.73% |
$700K - $789K
|
221K
$17.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
9.73K+ 111.0% |
$681K - $768K
|
18.5K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
9.72K+ 276.52% |
$680K - $767K
|
13.2K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.57K+ 2.26% |
$670K - $755K
|
432K
$34.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
9.42K+ 6.38% |
$660K - $743K
|
157K
$12.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
9.41KNew |
$659K - $743K
|
9.41K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
9.3K+ 38.19% |
$651K - $734K
|
33.7K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.28K+ 8.21% |
$650K - $732K
|
122K
$9.84M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.05KNew |
$634K - $714K
|
9.05K
$728K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
9KNew |
$630K - $710K
|
9K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
9K+ 12.0% |
$630K - $710K
|
84K
$6.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.85K+ 6.99% |
$619K - $698K
|
135K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.84K+ 12.32% |
$619K - $697K
|
80.6K
$6.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.82K+ 8.74% |
$618K - $696K
|
110K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.59K+ 6.26% |
$601K - $678K
|
146K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
8.38K+ 0.97% |
$587K - $661K
|
870K
$70M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.37K+ 6.49% |
$586K - $660K
|
137K
$11M
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
8.12K+ 9.01% |
$569K - $641K
|
98.2K
$7.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.09K+ 8.86% |
$567K - $638K
|
99.5K
$8M
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
8.08KNew |
$566K - $637K
|
8.08K
$650K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$564K - $635K
|
8.05K
$647K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8K+ 2.2% |
$560K - $631K
|
372K
$29.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.85K+ 4.12% |
$550K - $620K
|
198K
$16M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
7.85KNew |
$550K - $619K
|
7.85K
$631K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.85K+ 16.31% |
$550K - $619K
|
56K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.82KNew |
$548K - $617K
|
7.82K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.71K+ 18.41% |
$540K - $608K
|
49.6K
$3.99M
|