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 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
150+ 3.5% |
$9.28K - $10.9K
|
4.43K
$363K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
147New |
$9.1K - $10.6K
|
147
$12K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
142+ 2.52% |
$8.79K - $10.3K
|
5.78K
$473K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
141+ 0.38% |
$8.73K - $10.2K
|
37.7K
$3.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
140+ 1.41% |
$8.66K - $10.1K
|
10.1K
$825K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
140+ 0.18% |
$8.66K - $10.1K
|
77.3K
$6.33M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
139+ 140.4% |
$8.6K - $10.1K
|
238
$19.5K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
135+ 4.28% |
$8.36K - $9.77K
|
3.29K
$269K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
130+ 1.39% |
$8.05K - $9.41K
|
9.49K
$776K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
130+ 3.34% |
$8.05K - $9.41K
|
4.03K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
130+ 1.62% |
$8.05K - $9.41K
|
8.16K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
129+ 0.87% |
$7.98K - $9.34K
|
14.9K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
125+ 0.72% |
$7.74K - $9.05K
|
17.6K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
122+ 2.04% |
$7.55K - $8.83K
|
6.1K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
122+ 2.12% |
$7.55K - $8.83K
|
5.88K
$481K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
121+ 0.31% |
$7.49K - $8.76K
|
39.3K
$3.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
120+ 3.09% |
$7.43K - $8.69K
|
4.01K
$328K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
118+ 4.77% |
$7.3K - $8.54K
|
2.59K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
117+ 0.25% |
$7.24K - $8.47K
|
47.2K
$3.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
113New |
$6.99K - $8.18K
|
113
$9.25K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
113+ 1.64% |
$6.99K - $8.18K
|
7.02K
$574K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.99K - $8.18K
|
113
$9.25K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
111+ 2.99% |
$6.87K - $8.03K
|
3.82K
$312K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
110+ 1.52% |
$6.81K - $7.96K
|
7.36K
$602K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
108New |
$6.68K - $7.82K
|
108
$8.84K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
108+ 10.88% |
$6.68K - $7.82K
|
1.1K
$90.1K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
104+ 0.22% |
$6.44K - $7.53K
|
48K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
103+ 24.12% |
$6.37K - $7.46K
|
530
$43.4K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
103+ 0.41% |
$6.37K - $7.46K
|
25.4K
$2.08M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
101+ 2.22% |
$6.25K - $7.31K
|
4.66K
$381K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 140.85% |
$6.19K - $7.24K
|
171
$14K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
100+ 1.94% |
$6.19K - $7.24K
|
5.26K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$6.19K - $7.24K
|
100
$8.18K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
99+ 0.6% |
$6.13K - $7.17K
|
16.7K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
99+ 0.64% |
$6.13K - $7.17K
|
15.5K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
94+ 0.61% |
$5.82K - $6.8K
|
15.4K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
93+ 0.63% |
$5.76K - $6.73K
|
14.9K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
92+ 55.09% |
$5.69K - $6.66K
|
259
$21.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
91+ 0.7% |
$5.63K - $6.59K
|
13.1K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
90+ 0.26% |
$5.57K - $6.51K
|
34.3K
$2.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
89+ 0.8% |
$5.51K - $6.44K
|
11.2K
$918K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
85+ 0.02% |
$5.26K - $6.15K
|
559K
$45.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83+ 12.17% |
$5.14K - $6.01K
|
765
$62.6K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
70+ 1.62% |
$4.33K - $5.07K
|
4.39K
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
69+ 1.08% |
$4.27K - $4.99K
|
6.48K
$530K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
66+ 1.22% |
$4.08K - $4.78K
|
5.47K
$448K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
66+ 0.36% |
$4.08K - $4.78K
|
18.6K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
63+ 1.11% |
$3.9K - $4.56K
|
5.74K
$470K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
62New |
$3.84K - $4.49K
|
62
$5.07K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
61+ 14.59% |
$3.78K - $4.42K
|
479
$39.2K
|