Purchases and Sales Made in Q1 2024 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.49K+ 2.5% |
$154K - $180K
|
102K
$7.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.48K+ 8.03% |
$153K - $180K
|
33.3K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.46K+ 8.82% |
$152K - $178K
|
30.4K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.46K+ 12.78% |
$152K - $178K
|
21.7K
$1.58M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2.44K+ 15.83% |
$151K - $177K
|
17.9K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.43K+ 0.28% |
$150K - $176K
|
865K
$62.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.42K+ 5.86% |
$150K - $175K
|
43.7K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.39K+ 8.12% |
$148K - $173K
|
31.8K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.37K+ 27.72% |
$147K - $172K
|
10.9K
$795K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.37K+ 18.21% |
$147K - $172K
|
15.4K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.34K+ 2.6% |
$145K - $169K
|
92.3K
$6.72M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.34K+ 45.6% |
$145K - $169K
|
7.46K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.32K+ 12.98% |
$144K - $168K
|
20.2K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.31K+ 57.92% |
$143K - $167K
|
6.31K
$459K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
2.3K+ 3.69% |
$142K - $166K
|
64.6K
$4.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.24K+ 10.38% |
$139K - $162K
|
23.8K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.22K+ 0.33% |
$137K - $161K
|
682K
$49.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
2.2K+ 1.9% |
$136K - $159K
|
118K
$8.59M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.18K+ 1.96% |
$135K - $158K
|
113K
$8.25M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.18K+ 10.13% |
$135K - $157K
|
23.7K
$1.72M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.16K+ 18.75% |
$134K - $156K
|
13.7K
$996K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.16K+ 48.48% |
$133K - $156K
|
6.61K
$481K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.14K+ 2.26% |
$132K - $155K
|
96.7K
$7.04M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.14K+ 10.05% |
$132K - $155K
|
23.4K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.11KNew |
$131K - $153K
|
2.11K
$154K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.11K+ 15.31% |
$130K - $153K
|
15.9K
$1.16M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.09K+ 1.96% |
$129K - $151K
|
108K
$7.89M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
2.08K+ 0.79% |
$128K - $150K
|
266K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.07KNew |
$128K - $150K
|
2.07K
$150K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.06K+ 0.36% |
$127K - $149K
|
578K
$42.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 12.29% |
$127K - $148K
|
18.7K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.03K+ 15.97% |
$126K - $147K
|
14.7K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.03K+ 4.04% |
$125K - $147K
|
52.1K
$3.79M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2K+ 12.14% |
$124K - $145K
|
18.5K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2K+ 152.25% |
$124K - $144K
|
3.31K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.99K+ 11.36% |
$123K - $144K
|
19.5K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
BUY
|
- |
1.98K+ 3.68% |
$122K - $143K
|
55.7K
$4.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.95K+ 13.98% |
$121K - $141K
|
15.9K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 30.08% |
$119K - $140K
|
8.34K
$607K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.91K+ 2.06% |
$118K - $138K
|
94.4K
$6.87M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.88K+ 0.36% |
$117K - $136K
|
529K
$38.5M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.87K+ 0.8% |
$115K - $135K
|
234K
$17M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.86KNew |
$115K - $134K
|
1.86K
$135K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.85K+ 4.85% |
$114K - $134K
|
40K
$2.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.82K+ 1.43% |
$113K - $132K
|
129K
$9.39M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.82K+ 1.06% |
$112K - $131K
|
173K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.71K+ 0.66% |
$106K - $124K
|
263K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
1.68K+ 1.2% |
$104K - $122K
|
142K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.63K+ 21.98% |
$101K - $118K
|
9.06K
$659K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 3.25% |
$100K - $117K
|
51.4K
$3.74M
|