Purchases and Sales Made in Q3 2024 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.39K+ 3.85% |
$147K - $181K
|
64.3K
$5.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 11.55% |
$145K - $179K
|
22.7K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.34K+ 20.73% |
$145K - $178K
|
13.6K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.29K+ 70.78% |
$141K - $174K
|
5.52K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28K+ 0.75% |
$141K - $173K
|
306K
$24.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.22K+ 12.42% |
$137K - $169K
|
20.1K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.22K+ 25.7% |
$137K - $169K
|
10.9K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.21K+ 1.92% |
$137K - $168K
|
117K
$9.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
2.16K+ 1.24% |
$134K - $165K
|
177K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.13K+ 51.3% |
$132K - $162K
|
6.29K
$506K
|
|
|
Nov 07, 2024
Q3 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.11K+ 7.57% |
$131K - $161K
|
30.1K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.09K+ 15.35% |
$129K - $159K
|
15.7K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.08K+ 74.28% |
$129K - $158K
|
4.89K
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.04K+ 5.05% |
$126K - $155K
|
42.4K
$3.41M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.99K+ 13.36% |
$123K - $152K
|
16.9K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.99K+ 17.21% |
$123K - $151K
|
13.5K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.95K+ 1.63% |
$121K - $149K
|
122K
$9.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
1.94K+ 3.55% |
$120K - $148K
|
56.5K
$4.55M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.92K+ 6.23% |
$119K - $146K
|
32.8K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.91K+ 32.28% |
$118K - $146K
|
7.84K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 13.63% |
$117K - $145K
|
15.9K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.89K+ 21.99% |
$117K - $144K
|
10.5K
$844K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 20.72% |
$114K - $140K
|
10.7K
$863K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.84K+ 20.56% |
$113K - $140K
|
10.8K
$866K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.83K+ 7.38% |
$113K - $139K
|
26.7K
$2.15M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.82K+ 41.82% |
$112K - $138K
|
6.17K
$496K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.82K+ 2.9% |
$112K - $138K
|
64.4K
$5.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
1.8K+ 18.18% |
$111K - $137K
|
11.7K
$941K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.78K+ 3.12% |
$110K - $136K
|
59K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.76K+ 2.15% |
$108K - $134K
|
83.5K
$6.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.76K+ 3.92% |
$108K - $134K
|
46.5K
$3.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.69KNew |
$104K - $128K
|
1.69K
$136K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.67K+ 11.85% |
$103K - $127K
|
15.8K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.67K+ 6.44% |
$103K - $127K
|
27.6K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 4.17% |
$101K - $124K
|
40.8K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.63K+ 3.01% |
$101K - $124K
|
55.6K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
1.63K+ 0.21% |
$100K - $124K
|
777K
$62.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.61K+ 10.4% |
$99.2K - $122K
|
17.1K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.59K+ 14.7% |
$98.2K - $121K
|
12.4K
$998K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.58K+ 1.27% |
$97.7K - $120K
|
126K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.56K+ 0.15% |
$96.6K - $119K
|
1.02M
$82.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.53K+ 6.75% |
$94.2K - $116K
|
24.1K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.52K+ 21.88% |
$93.8K - $116K
|
8.47K
$681K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.5K+ 18.87% |
$92.6K - $114K
|
9.45K
$760K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.49K+ 2.46% |
$92K - $113K
|
62.1K
$4.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
1.45K+ 3.27% |
$89.5K - $110K
|
45.7K
$3.68M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$89.2K - $110K
|
58.5K
$4.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.44K+ 3.35% |
$89.1K - $110K
|
44.5K
$3.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.44K+ 5.56% |
$88.9K - $110K
|
27.4K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 11.14% |
$88.5K - $109K
|
14.3K
$1.15M
|