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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-745- 10.01% |
$46K - $56.7K
|
6.7K
$539K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-747- 6.06% |
$46.1K - $56.8K
|
11.6K
$932K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-762- 14.82% |
$47K - $58K
|
4.38K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-769- 1.5% |
$47.5K - $58.5K
|
50.5K
$4.07M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-773- 20.68% |
$47.7K - $58.8K
|
2.97K
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-777- 4.59% |
$48K - $59.1K
|
16.1K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-791- 6.65% |
$48.8K - $60.2K
|
11.1K
$893K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-793- 9.84% |
$49K - $60.3K
|
7.27K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-797- 3.82% |
$49.2K - $60.6K
|
20.1K
$1.62M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-803- 13.87% |
$49.6K - $61.1K
|
4.99K
$401K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-806- 16.32% |
$49.8K - $61.3K
|
4.13K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-822- 9.41% |
$50.8K - $62.5K
|
7.92K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-855- 17.99% |
$52.8K - $65K
|
3.9K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-856- 16.94% |
$52.8K - $65.1K
|
4.2K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-863- 15.76% |
$53.3K - $65.7K
|
4.61K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-870- 10.76% |
$53.7K - $66.2K
|
7.21K
$580K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-903- 5.42% |
$55.8K - $68.7K
|
15.8K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-907- 9.18% |
$56K - $69K
|
8.97K
$722K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-912- 6.75% |
$56.3K - $69.4K
|
12.6K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-919- 14.34% |
$56.7K - $69.9K
|
5.49K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-920- 3.33% |
$56.8K - $70K
|
26.7K
$2.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-943- 1.33% |
$58.2K - $71.7K
|
69.9K
$5.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-947- 10.75% |
$58.5K - $72K
|
7.86K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-950- 4.37% |
$58.7K - $72.3K
|
20.8K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-964- 19.67% |
$59.5K - $73.3K
|
3.94K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-974- 4.92% |
$60.1K - $74.1K
|
18.8K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-986- 1.98% |
$60.9K - $75K
|
48.8K
$3.93M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-994- 2.64% |
$61.4K - $75.6K
|
36.6K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-997- 6.74% |
$61.6K - $75.9K
|
13.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.01K- 0.67% |
$62.2K - $76.7K
|
150K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 3.12% |
$63.5K - $78.2K
|
31.9K
$2.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 4.91% |
$63.5K - $78.2K
|
19.9K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.04K- 98.39% |
$64.1K - $79K
|
17
$1.37K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.05K- 4.79% |
$64.5K - $79.5K
|
20.8K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.05K- 21.0% |
$64.5K - $79.5K
|
3.93K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 6.67% |
$64.5K - $79.5K
|
14.6K
$1.18M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.05K- 5.92% |
$64.8K - $79.9K
|
16.7K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.06K- 15.93% |
$65.1K - $80.3K
|
5.57K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.09% |
$66.2K - $81.6K
|
9.56K
$769K
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.07K- 1.39% |
$66.3K - $81.7K
|
76K
$6.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.08K- 6.84% |
$66.4K - $81.8K
|
14.6K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 4.89% |
$67.4K - $83K
|
21.2K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.12K- 9.28% |
$69.3K - $85.4K
|
11K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 6.47% |
$70.7K - $87.1K
|
16.5K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.15K- 16.53% |
$71K - $87.5K
|
5.81K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.17K- 3.69% |
$72.4K - $89.2K
|
30.6K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.19K- 13.99% |
$73.2K - $90.2K
|
7.29K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.2K- 5.22% |
$73.8K - $91K
|
21.7K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 24.65% |
$75.8K - $93.4K
|
3.75K
$302K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.24K- 8.81% |
$76.5K - $94.3K
|
12.8K
$1.03M
|