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 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-68- 0.2% |
$4.21K - $4.92K
|
33.8K
$2.46M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-70- 0.78% |
$4.33K - $5.07K
|
8.96K
$652K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-72- 1.14% |
$4.46K - $5.21K
|
6.24K
$454K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-73- 0.69% |
$4.52K - $5.28K
|
10.5K
$761K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-75- 4.09% |
$4.64K - $5.43K
|
1.76K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.27% |
$4.64K - $5.43K
|
5.82K
$423K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-75- 61.98% |
$4.64K - $5.43K
|
46
$3.35K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-76- 0.57% |
$4.7K - $5.5K
|
13.3K
$966K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-77- 1.85% |
$4.77K - $5.57K
|
4.09K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-77- 0.2% |
$4.77K - $5.57K
|
39.3K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-78- 2.12% |
$4.83K - $5.65K
|
3.6K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 2.56% |
$4.95K - $5.79K
|
3.05K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-82- 1.7% |
$5.07K - $5.94K
|
4.74K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-87- 2.63% |
$5.38K - $6.3K
|
3.23K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-91- 0.39% |
$5.63K - $6.59K
|
23.2K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-93- 0.47% |
$5.76K - $6.73K
|
19.5K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-96- 2.58% |
$5.94K - $6.95K
|
3.62K
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-97- 31.49% |
$6K - $7.02K
|
211
$15.4K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-99- 1.44% |
$6.13K - $7.17K
|
6.78K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-99- 1.39% |
$6.13K - $7.17K
|
7.03K
$512K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-100- 4.02% |
$6.19K - $7.24K
|
2.39K
$174K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-100- 1.12% |
$6.19K - $7.24K
|
8.8K
$640K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-101- 0.51% |
$6.25K - $7.31K
|
19.7K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-105- 1.92% |
$6.5K - $7.6K
|
5.38K
$391K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-106- 2.69% |
$6.56K - $7.67K
|
3.83K
$279K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-107- 3.08% |
$6.62K - $7.74K
|
3.36K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-107- 1.95% |
$6.62K - $7.74K
|
5.38K
$392K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-109- 0.64% |
$6.75K - $7.89K
|
16.9K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.79% |
$6.81K - $7.96K
|
13.9K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-110- 0.39% |
$6.81K - $7.96K
|
28K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-110- 0.46% |
$6.81K - $7.96K
|
24K
$1.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-118- 25.0% |
$7.3K - $8.54K
|
354
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-118- 3.23% |
$7.3K - $8.54K
|
3.54K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-120- 2.25% |
$7.43K - $8.69K
|
5.21K
$379K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-120- 5.87% |
$7.43K - $8.69K
|
1.92K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-122- 0.44% |
$7.55K - $8.83K
|
27.7K
$2.02M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-125- 1.5% |
$7.74K - $9.05K
|
8.18K
$595K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 0.37% |
$7.74K - $9.05K
|
33.3K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-127- 0.7% |
$7.86K - $9.19K
|
18K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-130- 2.22% |
$8.05K - $9.41K
|
5.72K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-130- 2.44% |
$8.05K - $9.41K
|
5.19K
$378K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-132- 3.74% |
$8.17K - $9.55K
|
3.4K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-137- 3.73% |
$8.48K - $9.92K
|
3.53K
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-138- 3.79% |
$8.54K - $9.99K
|
3.5K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-138- 42.99% |
$8.54K - $9.99K
|
183
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-138- 9.22% |
$8.54K - $9.99K
|
1.36K
$98.9K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-139- 0.59% |
$8.6K - $10.1K
|
23.6K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-140- 1.95% |
$8.66K - $10.1K
|
7.04K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-142- 4.87% |
$8.79K - $10.3K
|
2.77K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-144- 0.41% |
$8.91K - $10.4K
|
35.3K
$2.57M
|