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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-255- 24.47% |
$15.8K - $18.5K
|
787
$57.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-264- 2.81% |
$16.3K - $19.1K
|
9.14K
$665K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-265- 37.06% |
$16.4K - $19.2K
|
450
$32.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-267- 1.25% |
$16.5K - $19.3K
|
21.1K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-268- 0.82% |
$16.6K - $19.4K
|
32.3K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-271- 3.61% |
$16.8K - $19.6K
|
7.23K
$526K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-280- 1.09% |
$17.3K - $20.3K
|
25.4K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-282- 0.58% |
$17.5K - $20.4K
|
48.1K
$3.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-285- 1.71% |
$17.6K - $20.6K
|
16.4K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-285- 1.69% |
$17.6K - $20.6K
|
16.6K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-287- 63.78% |
$17.8K - $20.8K
|
163
$11.9K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-300- 9.09% |
$18.6K - $21.7K
|
3K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-300- 2.15% |
$18.6K - $21.7K
|
13.7K
$994K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-303- 6.16% |
$18.8K - $21.9K
|
4.61K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-303- 5.38% |
$18.8K - $21.9K
|
5.33K
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-313- 2.0% |
$19.4K - $22.7K
|
15.3K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-315- 9.64% |
$19.5K - $22.8K
|
2.95K
$215K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-317- 0.61% |
$19.6K - $22.9K
|
51.9K
$3.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-318- 22.75% |
$19.7K - $23K
|
1.08K
$78.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-325- 2.34% |
$20.1K - $23.5K
|
13.6K
$989K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-330- 11.61% |
$20.4K - $23.9K
|
2.51K
$183K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-333- 4.16% |
$20.6K - $24.1K
|
7.68K
$559K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-340- 7.91% |
$21K - $24.6K
|
3.96K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-340- 1.53% |
$21K - $24.6K
|
21.8K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-344- 2.92% |
$21.3K - $24.9K
|
11.4K
$833K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-352- 0.18% |
$21.8K - $25.5K
|
191K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-353- 0.78% |
$21.8K - $25.6K
|
44.9K
$3.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-354- 6.71% |
$21.9K - $25.6K
|
4.92K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-354- 7.11% |
$21.9K - $25.6K
|
4.63K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-357- 10.61% |
$22.1K - $25.8K
|
3.01K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-366- 59.8% |
$22.7K - $26.5K
|
246
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-372- 2.46% |
$23K - $26.9K
|
14.8K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-373- 5.14% |
$23.1K - $27K
|
6.89K
$501K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-374- 5.6% |
$23.1K - $27.1K
|
6.31K
$459K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-374- 9.42% |
$23.1K - $27.1K
|
3.6K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-378- 3.32% |
$23.4K - $27.4K
|
11K
$802K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-384- 11.53% |
$23.8K - $27.8K
|
2.95K
$214K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-394- 2.4% |
$24.4K - $28.5K
|
16K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-395- 1.77% |
$24.4K - $28.6K
|
21.9K
$1.59M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-400- 3.91% |
$24.8K - $29K
|
9.84K
$716K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-427- 0.89% |
$26.4K - $30.9K
|
47.8K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-435- 50.0% |
$26.9K - $31.5K
|
435
$31.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-439- 0.58% |
$27.2K - $31.8K
|
75.4K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-440- 2.66% |
$27.2K - $31.8K
|
16.1K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-442- 0.84% |
$27.4K - $32K
|
52.4K
$3.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-443- 11.93% |
$27.4K - $32.1K
|
3.27K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-450- 76.01% |
$27.9K - $32.6K
|
142
$10.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-451- 12.89% |
$27.9K - $32.6K
|
3.05K
$222K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-456- 0.71% |
$28.2K - $33K
|
63.7K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-457- 4.97% |
$28.3K - $33.1K
|
8.74K
$636K
|