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 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.9K+ 11.66% |
$4.02M - $4.7M
|
621K
$45.2M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
62.4KNew |
$3.86M - $4.52M
|
62.4K
$4.54M
|
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
60K+ 5.3% |
$3.71M - $4.34M
|
1.19M
$86.8M
|
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
59.5K+ 4.13% |
$3.68M - $4.31M
|
1.5M
$109M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
55.9K+ 35.08% |
$3.46M - $4.05M
|
215K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
55.9KNew |
$3.46M - $4.04M
|
55.9K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
55.6K+ 286.6% |
$3.44M - $4.02M
|
75K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
52.5K+ 315.47% |
$3.25M - $3.8M
|
69.2K
$5.03M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
52.1K+ 57.93% |
$3.23M - $3.77M
|
142K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
50KNew |
$3.09M - $3.62M
|
50K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
48.9K+ 101.35% |
$3.02M - $3.54M
|
97.1K
$7.06M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
48.1K+ 5.72% |
$2.98M - $3.48M
|
889K
$64.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
47.9K+ 34.12% |
$2.97M - $3.47M
|
188K
$13.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
46.8KNew |
$2.9M - $3.39M
|
46.8K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
46.1K+ 14.5% |
$2.85M - $3.34M
|
364K
$26.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45.4K+ 7.76% |
$2.81M - $3.28M
|
630K
$45.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
45.1KNew |
$2.79M - $3.27M
|
45.1K
$3.29M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
45.1KNew |
$2.79M - $3.26M
|
45.1K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
43.9KNew |
$2.72M - $3.18M
|
43.9K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
43.8K+ 1.86% |
$2.71M - $3.17M
|
2.4M
$175M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
43.4K+ 142.16% |
$2.68M - $3.14M
|
73.9K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
41.4K+ 21.01% |
$2.56M - $3M
|
238K
$17.3M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
40.8K+ 8.73% |
$2.52M - $2.95M
|
508K
$37M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
40.5K+ 0.89% |
$2.5M - $2.93M
|
4.59M
$334M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
39.8K+ 3.18% |
$2.47M - $2.88M
|
1.29M
$94.1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.8K+ 16.0% |
$2.46M - $2.88M
|
289K
$21M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
39.6K+ 10.31% |
$2.45M - $2.87M
|
423K
$30.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
38.3KNew |
$2.37M - $2.77M
|
38.3K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
37.5K+ 116.97% |
$2.32M - $2.72M
|
69.6K
$5.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.8K+ 125.99% |
$2.28M - $2.66M
|
66K
$4.8M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
36.2K+ 9.95% |
$2.24M - $2.62M
|
400K
$29.1M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
36K+ 1169.02% |
$2.23M - $2.61M
|
39.1K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
36K+ 55.64% |
$2.23M - $2.61M
|
101K
$7.33M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35.9K+ 3.59% |
$2.22M - $2.6M
|
1.04M
$75.4M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
33.2K+ 2.81% |
$2.06M - $2.4M
|
1.22M
$88.6M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
33.1KNew |
$2.05M - $2.39M
|
33.1K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
33K+ 29.43% |
$2.04M - $2.39M
|
145K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
32.5KNew |
$2.01M - $2.35M
|
32.5K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
32.4KNew |
$2M - $2.34M
|
32.4K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
31.7KNew |
$1.96M - $2.29M
|
31.7K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 5.52% |
$1.96M - $2.29M
|
605K
$44M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.7K+ 3.35% |
$1.96M - $2.29M
|
976K
$71.1M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.3K+ 13.89% |
$1.94M - $2.27M
|
257K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
30.7KNew |
$1.9M - $2.22M
|
30.7K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.5K+ 19.04% |
$1.89M - $2.21M
|
191K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
30.4K+ 10.69% |
$1.88M - $2.2M
|
315K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
29.3K+ 4.13% |
$1.81M - $2.12M
|
739K
$53.8M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
29.2K+ 3.12% |
$1.81M - $2.11M
|
964K
$70.2M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
28.9KNew |
$1.79M - $2.09M
|
28.9K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
27.5K+ 3.3% |
$1.7M - $1.99M
|
861K
$62.7M
|