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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.26K+ 8.89% |
$158K - $178K
|
27.6K
$2.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.25K+ 9.53% |
$158K - $178K
|
25.9K
$2.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 67.89% |
$155K - $175K
|
5.47K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
2.19K+ 0.07% |
$153K - $173K
|
3.24M
$261M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.15K+ 29.94% |
$150K - $169K
|
9.32K
$749K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.15K+ 7.05% |
$150K - $169K
|
32.6K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.14K+ 15.57% |
$150K - $169K
|
15.9K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.08K+ 5.44% |
$146K - $164K
|
40.4K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.07KNew |
$145K - $163K
|
2.07K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.06K+ 8.93% |
$145K - $163K
|
25.2K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.02K+ 18.77% |
$142K - $160K
|
12.8K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.01K+ 2.1% |
$141K - $159K
|
97.6K
$7.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.99KNew |
$139K - $157K
|
1.99K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 16.4% |
$138K - $155K
|
14K
$1.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.94K+ 28.38% |
$136K - $153K
|
8.78K
$706K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
1.94K+ 0.43% |
$136K - $153K
|
457K
$36.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.89K+ 18.45% |
$132K - $149K
|
12.1K
$977K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.88KNew |
$132K - $149K
|
1.88K
$151K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.88K+ 1011.83% |
$132K - $148K
|
2.07K
$166K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.88K+ 13407.14% |
$131K - $148K
|
1.89K
$152K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.88K+ 1.71% |
$131K - $148K
|
112K
$8.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.81K+ 26.08% |
$127K - $143K
|
8.75K
$704K
|
|
|
Jul 19, 2024
Q2 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.76K+ 1.3% |
$123K - $139K
|
138K
$11.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.76K+ 7.51% |
$123K - $139K
|
25.2K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.75K+ 27.77% |
$123K - $138K
|
8.06K
$648K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.74K+ 32.21% |
$122K - $138K
|
7.16K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.74K+ 25.17% |
$122K - $137K
|
8.64K
$695K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.71K+ 0.84% |
$120K - $135K
|
205K
$16.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.7K+ 25.45% |
$119K - $134K
|
8.38K
$674K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.7K+ 24.7% |
$119K - $134K
|
8.57K
$690K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
1.7K+ 20.79% |
$119K - $134K
|
9.86K
$793K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
1.69K+ 5.93% |
$118K - $133K
|
30.1K
$2.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.67K+ 1.48% |
$117K - $132K
|
115K
$9.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.66K+ 1.68% |
$116K - $131K
|
101K
$8.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.65K+ 42.37% |
$116K - $130K
|
5.55K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.65K+ 11.9% |
$115K - $130K
|
15.5K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.63K+ 1.88% |
$114K - $129K
|
88.5K
$7.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.6K+ 25.97% |
$112K - $126K
|
7.74K
$622K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.59K+ 10.39% |
$111K - $126K
|
16.9K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.58K+ 0.67% |
$111K - $125K
|
237K
$19M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.56K+ 0.72% |
$109K - $123K
|
218K
$17.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.5K+ 3.49% |
$105K - $118K
|
44.5K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.49K+ 5.33% |
$104K - $118K
|
29.4K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
1.49K+ 9.51% |
$104K - $117K
|
17.1K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.44K+ 5.05% |
$101K - $114K
|
30K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.43K+ 6.47% |
$100K - $113K
|
23.5K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1.42K+ 5.24% |
$99.1K - $112K
|
28.4K
$2.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.37K+ 2.29% |
$95.9K - $108K
|
61.1K
$4.92M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.36K+ 0.76% |
$95.3K - $107K
|
180K
$14.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.36K+ 5.36% |
$95.2K - $107K
|
26.7K
$2.15M
|