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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
250+ 0.84% |
$15.5K - $18.1K
|
29.9K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
250+ 2.61% |
$15.5K - $18.1K
|
9.82K
$714K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
249+ 1.31% |
$15.4K - $18K
|
19.2K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
248+ 0.5% |
$15.3K - $18K
|
49.4K
$3.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
245+ 0.14% |
$15.2K - $17.7K
|
179K
$13M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
244+ 6.41% |
$15.1K - $17.7K
|
4.05K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
240+ 1.78% |
$14.9K - $17.4K
|
13.7K
$998K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
238+ 0.49% |
$14.7K - $17.2K
|
49K
$3.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
235+ 2.96% |
$14.5K - $17K
|
8.18K
$595K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
231+ 0.43% |
$14.3K - $16.7K
|
54.4K
$3.96M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
224+ 4.72% |
$13.9K - $16.2K
|
4.97K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
222+ 0.97% |
$13.7K - $16.1K
|
23.2K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
221+ 1.94% |
$13.7K - $16K
|
11.6K
$844K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
217+ 1.51% |
$13.4K - $15.7K
|
14.6K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
214+ 4.39% |
$13.2K - $15.5K
|
5.09K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
214+ 4.97% |
$13.2K - $15.5K
|
4.52K
$329K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
214+ 4.39% |
$13.2K - $15.5K
|
5.09K
$371K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
213+ 1.42% |
$13.2K - $15.4K
|
15.2K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
212New |
$13.1K - $15.3K
|
212
$15.4K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
211New |
$13.1K - $15.3K
|
211
$15.4K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
211+ 4.42% |
$13.1K - $15.3K
|
4.98K
$363K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
210+ 2.04% |
$13K - $15.2K
|
10.5K
$765K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
210+ 0.81% |
$13K - $15.2K
|
26.3K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
210New |
$13K - $15.2K
|
210
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
206+ 2.52% |
$12.7K - $14.9K
|
8.38K
$610K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
204+ 0.76% |
$12.6K - $14.8K
|
26.9K
$1.96M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
204+ 5.9% |
$12.6K - $14.8K
|
3.66K
$267K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
200+ 8.08% |
$12.4K - $14.5K
|
2.68K
$195K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
200New |
$12.4K - $14.5K
|
200
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 6.82% |
$12.4K - $14.5K
|
3.13K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
198+ 1.26% |
$12.3K - $14.3K
|
15.9K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
193+ 16.22% |
$11.9K - $14K
|
1.38K
$101K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
190+ 3.37% |
$11.8K - $13.8K
|
5.84K
$425K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
188+ 0.29% |
$11.6K - $13.6K
|
64.7K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
188+ 4.16% |
$11.6K - $13.6K
|
4.7K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
187+ 0.66% |
$11.6K - $13.5K
|
28.6K
$2.08M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
187+ 210.11% |
$11.6K - $13.5K
|
276
$20.1K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
183+ 0.75% |
$11.3K - $13.2K
|
24.5K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
177+ 5.92% |
$11K - $12.8K
|
3.17K
$230K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
176+ 0.84% |
$10.9K - $12.7K
|
21.2K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
175+ 0.12% |
$10.8K - $12.7K
|
151K
$11M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
175New |
$10.8K - $12.7K
|
175
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
171New |
$10.6K - $12.4K
|
171
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
169+ 0.38% |
$10.5K - $12.2K
|
44.1K
$3.21M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
166+ 2.42% |
$10.3K - $12K
|
7.02K
$511K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
163New |
$10.1K - $11.8K
|
163
$11.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
162New |
$10K - $11.7K
|
162
$11.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
160+ 1.6% |
$9.9K - $11.6K
|
10.2K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
158+ 5.19% |
$9.78K - $11.4K
|
3.2K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
150+ 3.5% |
$9.28K - $10.9K
|
4.43K
$322K
|