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
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
26.8KNew |
$1.66M - $1.94M
|
26.8K
$1.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
26.1KNew |
$1.61M - $1.89M
|
26.1K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25.5K+ 6.22% |
$1.58M - $1.84M
|
435K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
25.4KNew |
$1.57M - $1.84M
|
25.4K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$1.57M - $1.83M
|
25.3K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.4K+ 7.15% |
$1.51M - $1.77M
|
366K
$26.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.3KNew |
$1.5M - $1.76M
|
24.3K
$1.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
24KNew |
$1.48M - $1.73M
|
24K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
23KNew |
$1.42M - $1.66M
|
23K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
22.9K+ 111.38% |
$1.42M - $1.66M
|
43.4K
$3.16M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.8K+ 29.12% |
$1.41M - $1.65M
|
101K
$7.35M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.8K+ 25.19% |
$1.41M - $1.65M
|
113K
$8.23M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
22.5K+ 5.39% |
$1.39M - $1.63M
|
439K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
22.5K+ 2.2% |
$1.39M - $1.63M
|
1.04M
$75.9M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
22.3K+ 185.71% |
$1.38M - $1.62M
|
34.3K
$2.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
21.8K+ 6.87% |
$1.35M - $1.58M
|
338K
$24.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
21.3K+ 17.06% |
$1.32M - $1.54M
|
146K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
21.3K+ 806.6% |
$1.32M - $1.54M
|
23.9K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
20.9KNew |
$1.29M - $1.51M
|
20.9K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.8K+ 16.06% |
$1.29M - $1.51M
|
151K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.7K+ 13.46% |
$1.28M - $1.5M
|
175K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
20.4K+ 5.51% |
$1.27M - $1.48M
|
391K
$28.5M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
20.3KNew |
$1.26M - $1.47M
|
20.3K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
19.8K+ 26.9% |
$1.23M - $1.44M
|
93.6K
$6.81M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19.8K+ 12.34% |
$1.22M - $1.43M
|
180K
$13.1M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.7K+ 6.99% |
$1.22M - $1.43M
|
302K
$21.9M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
19.6K+ 20.2% |
$1.21M - $1.42M
|
116K
$8.47M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
19.3K+ 3.98% |
$1.19M - $1.4M
|
504K
$36.6M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
19.2K+ 21.17% |
$1.19M - $1.39M
|
110K
$7.99M
|
|
|
May 03, 2024
Q1 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
19K+ 1.42% |
$1.18M - $1.38M
|
1.35M
$98.5M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
18.9K+ 3.51% |
$1.17M - $1.37M
|
557K
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
18.9K+ 67.24% |
$1.17M - $1.37M
|
47.1K
$3.42M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
18.5K+ 23.95% |
$1.14M - $1.34M
|
95.6K
$6.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18.3K+ 25.41% |
$1.13M - $1.32M
|
90.1K
$6.56M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
17.9K+ 10.38% |
$1.11M - $1.3M
|
191K
$13.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
17.6K+ 18.46% |
$1.09M - $1.28M
|
113K
$8.23M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.4K+ 49.41% |
$1.08M - $1.26M
|
52.8K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.4K+ 26.5% |
$1.08M - $1.26M
|
83.2K
$6.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.4K+ 17.95% |
$1.08M - $1.26M
|
114K
$8.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17.4KNew |
$1.07M - $1.26M
|
17.4K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
17.1K+ 0.01% |
$1.06M - $1.24M
|
226M
$16.5B
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
17KNew |
$1.05M - $1.23M
|
17K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.3K+ 7.05% |
$1.01M - $1.18M
|
248K
$18M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 3.68% |
$1M - $1.17M
|
456K
$33.2M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
16.1K+ 11.34% |
$996K - $1.16M
|
158K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
15.9K+ 11.7% |
$987K - $1.15M
|
152K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
15.9K+ 16.08% |
$981K - $1.15M
|
114K
$8.33M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$980K - $1.15M
|
15.8K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.8K+ 280.35% |
$977K - $1.14M
|
21.4K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
15.7K+ 9.24% |
$969K - $1.13M
|
185K
$13.5M
|