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 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
14+ 0.38% |
$866 - $1.01K
|
3.73K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 0.38% |
$866 - $1.01K
|
3.7K
$269K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 5.38% |
$866 - $1.01K
|
274
$19.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.26% |
$681 - $796
|
4.27K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.33% |
$681 - $796
|
3.38K
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.45% |
$619 - $724
|
2.24K
$163K
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
10+ 0.0% |
$619 - $724
|
471K
$34.3M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10New |
$619 - $724
|
10
$728
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$557 - $651
|
9
$655
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
8+ 4.85% |
$495 - $579
|
173
$12.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8+ 0.23% |
$495 - $579
|
3.43K
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8+ 0.2% |
$495 - $579
|
3.92K
$286K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$495 - $579
|
8
$582
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$433 - $507
|
4.17K
$303K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
7+ 0.18% |
$433 - $507
|
3.83K
$279K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
7+ 0.06% |
$433 - $507
|
12.1K
$877K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$371 - $434
|
6
$437
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.36% |
$309 - $362
|
1.38K
$100K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 1.52% |
$309 - $362
|
333
$24.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.09% |
$248 - $290
|
4.46K
$324K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.12% |
$248 - $290
|
3.26K
$237K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.04% |
$248 - $290
|
9.53K
$694K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 1.04% |
$186 - $217
|
292
$21.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3+ 1.13% |
$186 - $217
|
269
$19.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.44% |
$124 - $145
|
458
$33.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$124 - $145
|
4.23K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.03% |
$124 - $145
|
7.29K
$530K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2+ 0.0% |
$124 - $145
|
77.3K
$5.62M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.4% |
$124 - $145
|
506
$36.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.07% |
$61.9 - $72.4
|
1.53K
$111K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$61.9 - $72.4
|
394
$28.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.58% |
$61.9 - $72.4
|
174
$12.7K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.02% |
$61.9 - $72.4
|
4.81K
$350K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.35% |
$61.9 - $72.4
|
289
$21K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.43% |
$61.9 - $72.4
|
235
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
1+ 0.03% |
$61.9 - $72.4
|
3.48K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.62% |
$61.9 - $72.4
|
162
$11.8K
|
|
|
May 15, 2024
Q1 2024
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1- -0.0% |
$61.9 - $72.4
|
75.9K
$5.53M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$61.9 - $72.4
|
2.76K
$201K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 0.73% |
$124 - $145
|
272
$19.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4- 0.06% |
$248 - $290
|
6.57K
$478K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 0.34% |
$309 - $362
|
1.45K
$106K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 8.57% |
$371 - $434
|
64
$4.66K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6- 1.4% |
$371 - $434
|
422
$30.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9- 0.09% |
$557 - $651
|
10.3K
$746K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-10- 0.32% |
$619 - $724
|
3.08K
$224K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-12- 0.32% |
$743 - $869
|
3.69K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-12- 2.64% |
$743 - $869
|
443
$32.2K
|