Purchases and Sales Made in Q3 2024 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
537
New
$33.2K - $40.9K
537 $43.2K
Nov 12, 2024 Q3 2024
Viawealth, LLC

Overland Park, KS
BUY
 -
532
+ 5.59%
$32.8K - $40.5K
10K $808K
Oct 07, 2024 Q3 2024
Salvus Wealth Management, LLC

BUY
 -
519
+ 0.7%
$32K - $39.5K
74.8K $6.02M
Nov 13, 2024 Q3 2024
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
516
+ 4.71%
$31.9K - $39.3K
11.5K $923K
Oct 30, 2024 Q3 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
514
New
$31.7K - $39.1K
514 $41.3K
Nov 13, 2024 Q3 2024
Aster Capital Management (Difc) LTD

Dubai, C0
BUY
 -
512
New
$31.6K - $39K
512 $41.2K
Nov 06, 2024 Q3 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
509
New
$31.4K - $38.7K
509 $40.9K
Nov 06, 2024 Q3 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
506
+ 57.7%
$31.2K - $38.5K
1.38K $111K
Oct 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
504
+ 17.49%
$31.1K - $38.3K
3.39K $272K
Nov 07, 2024 Q3 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
503
+ 5.39%
$31.1K - $38.3K
9.84K $792K
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
500
New
$30.9K - $38K
500 $40.2K
Oct 18, 2024 Q3 2024
Fny Investment Advisers, LLC

BUY
 -
500
New
$30.9K - $38K
500 $40.2K
Oct 18, 2024 Q3 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
500
+ 3.11%
$30.9K - $38K
16.6K $1.33M
Nov 18, 2024 Q3 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
498
+ 4.76%
$30.7K - $37.9K
11K $881K
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
493
+ 6.93%
$30.4K - $37.5K
7.61K $612K
Oct 30, 2024 Q3 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
488
+ 14.44%
$30.1K - $37.1K
3.87K $311K
Nov 01, 2024 Q3 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
488
+ 0.35%
$30.1K - $37.1K
139K $11.2M
Nov 13, 2024 Q3 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
486
+ 0.61%
$30K - $37K
80K $6.43M
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
482
New
$29.8K - $36.7K
482 $38.8K
Nov 14, 2024 Q3 2024
William Allan, LLC

BUY
 -
482
+ 0.99%
$29.8K - $36.7K
49.2K $3.95M
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
477
+ 7.61%
$29.4K - $36.3K
6.75K $543K
Oct 22, 2024 Q3 2024
Tempus Wealth Planning, LLC

BUY
 -
476
+ 8.29%
$29.4K - $36.2K
6.22K $500K
Oct 25, 2024 Q3 2024
Tandem Capital Management Corp

BUY
 -
472
+ 0.96%
$29.1K - $35.9K
49.5K $3.98M
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
470
+ 0.43%
$29K - $35.8K
110K $8.87M
Oct 23, 2024 Q3 2024
Bank Of Stockton

BUY
 -
469
+ 4.76%
$29K - $35.7K
10.3K $831K
Nov 06, 2024 Q3 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
460
+ 6.22%
$28.4K - $35K
7.86K $632K
Nov 04, 2024 Q3 2024
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
457
+ 1.19%
$28.2K - $34.8K
38.8K $3.12M
Nov 01, 2024 Q3 2024
Exchange Capital Management, Inc.

BUY
 -
454
+ 10.7%
$28K - $34.5K
4.7K $378K
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
454
+ 79.51%
$28K - $34.5K
1.03K $82.5K
Oct 17, 2024 Q3 2024
Inspire Advisors, LLC

Meridian, ID
BUY
 -
452
+ 2.42%
$27.9K - $34.4K
19.1K $1.54M
Nov 08, 2024 Q3 2024
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
426
+ 11.16%
$26.3K - $32.4K
4.24K $341K
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
422
+ 5.24%
$26.1K - $32.1K
8.47K $681K
Oct 04, 2024 Q3 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
421
+ 10.32%
$26K - $32K
4.5K $362K
Oct 15, 2024 Q3 2024
Addenda Capital Inc.

BUY
 -
418
+ 0.29%
$25.8K - $31.8K
144K $11.6M
Oct 24, 2024 Q3 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
417
+ 0.96%
$25.7K - $31.7K
43.7K $3.51M
Nov 12, 2024 Q3 2024
Chilton Capital Management LLC

Houston, TX
BUY
 -
414
+ 9.8%
$25.6K - $31.5K
4.64K $373K
Nov 13, 2024 Q3 2024
Legacy Advisors, LLC

BUY
 -
412
+ 5.9%
$25.4K - $31.3K
7.4K $595K
Nov 06, 2024 Q3 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
408
+ 1.01%
$25.2K - $31K
41K $3.29M
Nov 14, 2024 Q3 2024
Up Strategic Wealth Investment Advisors LLC

Pittsburgh, PA
BUY
 -
406
+ 12.69%
$25.1K - $30.9K
3.61K $290K
Nov 14, 2024 Q3 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
403
+ 1.79%
$24.9K - $30.7K
22.9K $1.84M
Oct 24, 2024 Q3 2024
Essex Financial Services, Inc.

BUY
 -
400
+ 3.06%
$24.7K - $30.4K
13.5K $1.08M
Nov 14, 2024 Q3 2024
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
400
+ 2.44%
$24.7K - $30.4K
16.8K $1.35M
Nov 14, 2024 Q3 2024
First Manhattan CO

New York, NY
BUY
 -
400
+ 0.09%
$24.7K - $30.4K
455K $36.6M
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
399
New
$24.6K - $30.4K
399 $32.1K
Oct 16, 2024 Q3 2024
Sumitomo Life Insurance CO

BUY
 -
396
+ 2.78%
$24.4K - $30.1K
14.7K $1.18M
Nov 01, 2024 Q3 2024
Baker Avenue Asset Management, LP

BUY
 -
396
+ 0.33%
$24.4K - $30.1K
120K $9.61M
Oct 23, 2024 Q3 2024
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
389
+ 9.05%
$24K - $29.6K
4.69K $377K
Nov 13, 2024 Q3 2024
Ostrum Asset Management

Paris, I0
BUY
 -
388
+ 2.5%
$24K - $29.5K
15.9K $1.28M
Nov 08, 2024 Q3 2024
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
387
+ 9.41%
$23.9K - $29.4K
4.5K $362K

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