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 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
594+ 5.23% |
$36.8K - $43K
|
12K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
586+ 2.31% |
$36.3K - $42.4K
|
26K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
585+ 20.45% |
$36.2K - $42.3K
|
3.45K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
583+ 1.84% |
$36.1K - $42.2K
|
32.2K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
580+ 4.96% |
$35.9K - $42K
|
12.3K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
571New |
$35.3K - $41.3K
|
571
$41.6K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
566+ 2.17% |
$35K - $41K
|
26.6K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
565+ 7.43% |
$35K - $40.9K
|
8.17K
$594K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
563+ 17.36% |
$34.8K - $40.7K
|
3.81K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
557+ 0.9% |
$34.5K - $40.3K
|
62.6K
$4.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
552+ 5.5% |
$34.2K - $40K
|
10.6K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
545+ 4.61% |
$33.7K - $39.4K
|
12.4K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
541+ 8.25% |
$33.5K - $39.2K
|
7.1K
$517K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
540+ 7.3% |
$33.4K - $39.1K
|
7.94K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
537+ 0.65% |
$33.2K - $38.9K
|
82.9K
$6.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
529+ 0.88% |
$32.7K - $38.3K
|
60.4K
$4.39M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
523+ 3.11% |
$32.4K - $37.9K
|
17.3K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
523New |
$32.4K - $37.9K
|
523
$38.1K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
518+ 2.08% |
$32.1K - $37.5K
|
25.4K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
517+ 13.84% |
$32K - $37.4K
|
4.25K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
516+ 8.65% |
$31.9K - $37.3K
|
6.48K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
515+ 239.53% |
$31.9K - $37.3K
|
730
$53.1K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
511+ 1.36% |
$31.6K - $37K
|
38.1K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
507+ 4.56% |
$31.4K - $36.7K
|
11.6K
$846K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
500+ 15.28% |
$30.9K - $36.2K
|
3.77K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
495+ 5.38% |
$30.6K - $35.8K
|
9.69K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
486+ 140.87% |
$30.1K - $35.2K
|
831
$60.5K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
484+ 0.77% |
$30K - $35K
|
63.4K
$4.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
483+ 4.53% |
$29.9K - $35K
|
11.1K
$811K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
482+ 0.04% |
$29.8K - $34.9K
|
1.33M
$96.8M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
482+ 4.26% |
$29.8K - $34.9K
|
11.8K
$858K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
477+ 5.63% |
$29.5K - $34.5K
|
8.95K
$652K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
475+ 1.01% |
$29.4K - $34.4K
|
47.3K
$3.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
473+ 0.56% |
$29.3K - $34.2K
|
84.9K
$6.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
473+ 127.84% |
$29.3K - $34.2K
|
843
$61.3K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
472+ 1.8% |
$29.2K - $34.2K
|
26.7K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
449+ 0.74% |
$27.8K - $32.5K
|
61.5K
$4.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
431New |
$26.7K - $31.2K
|
431
$31.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
426+ 6.19% |
$26.4K - $30.8K
|
7.31K
$532K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
417+ 7.65% |
$25.8K - $30.2K
|
5.87K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
417+ 4.48% |
$25.8K - $30.2K
|
9.72K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
408+ 2.77% |
$25.3K - $29.5K
|
15.1K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
405+ 5.6% |
$25.1K - $29.3K
|
7.63K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
402+ 275.34% |
$24.9K - $29.1K
|
548
$39.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
401+ 1.34% |
$24.8K - $29K
|
30.3K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
400+ 5.94% |
$24.8K - $29K
|
7.13K
$519K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
393+ 2.23% |
$24.3K - $28.4K
|
18.1K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
382+ 1.62% |
$23.6K - $27.6K
|
24K
$1.75M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
382New |
$23.6K - $27.6K
|
382
$27.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
377+ 0.91% |
$23.3K - $27.3K
|
41.8K
$3.04M
|