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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
8.62K+ 8.71% |
$533K - $624K
|
107K
$7.82M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.58KNew |
$531K - $621K
|
8.58K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.49KNew |
$525K - $615K
|
8.49K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.35K+ 37.79% |
$517K - $604K
|
30.4K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
8.23K+ 17.15% |
$509K - $595K
|
56.2K
$4.09M
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
8.18K+ 4.14% |
$506K - $592K
|
206K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.03KNew |
$497K - $581K
|
8.03K
$584K
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
BUY
|
- |
7.91K+ 1.36% |
$490K - $573K
|
590K
$42.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
7.83K+ 54.92% |
$485K - $567K
|
22.1K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
7.83KNew |
$485K - $567K
|
7.83K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7.81KNew |
$483K - $565K
|
7.81K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
7.67K+ 3.14% |
$474K - $555K
|
252K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
7.56KNew |
$468K - $547K
|
7.56K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.53K+ 0.2% |
$466K - $545K
|
3.77M
$274M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.51KNew |
$465K - $544K
|
7.51K
$547K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.5KNew |
$464K - $543K
|
7.5K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
7.36K+ 23.51% |
$456K - $533K
|
38.7K
$2.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7.36K+ 20.19% |
$455K - $532K
|
43.8K
$3.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
7.31K+ 5.02% |
$452K - $529K
|
153K
$11.1M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7.3K+ 5.88% |
$452K - $528K
|
131K
$9.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.29K+ 155.39% |
$451K - $528K
|
12K
$872K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
7.25K+ 14.44% |
$449K - $525K
|
57.5K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.25K+ 11.45% |
$449K - $525K
|
70.6K
$5.13M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
7.24KNew |
$448K - $524K
|
7.24K
$527K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7.2K+ 2.07% |
$445K - $521K
|
355K
$25.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.2KNew |
$445K - $521K
|
7.2K
$524K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.18KNew |
$444K - $520K
|
7.18K
$522K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.16K+ 2.6% |
$443K - $518K
|
283K
$20.6M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.09K+ 8.42% |
$439K - $513K
|
91.4K
$6.65M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
7.09K+ 4.27% |
$438K - $513K
|
173K
$12.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.02KNew |
$435K - $508K
|
7.02K
$511K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.94KNew |
$430K - $503K
|
6.94K
$505K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.92K+ 7.09% |
$428K - $501K
|
105K
$7.61M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
6.88KNew |
$426K - $498K
|
6.88K
$500K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6.87K+ 10.08% |
$425K - $497K
|
75K
$5.46M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.76KNew |
$418K - $489K
|
6.76K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.72K+ 4.3% |
$416K - $486K
|
163K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.71K+ 155.16% |
$415K - $486K
|
11K
$803K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.6K+ 2.6% |
$408K - $477K
|
260K
$19M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.57K+ 108.0% |
$407K - $476K
|
12.7K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.48K+ 20.03% |
$401K - $469K
|
38.8K
$2.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.47K+ 21.01% |
$401K - $469K
|
37.3K
$2.71M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
6.46K+ 2.57% |
$400K - $467K
|
258K
$18.8M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6.43K+ 14.66% |
$398K - $465K
|
50.3K
$3.66M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.36K+ 6.77% |
$394K - $461K
|
100K
$7.31M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.29K+ 53.95% |
$389K - $455K
|
17.9K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.26K+ 0.27% |
$388K - $453K
|
2.31M
$168M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.23K+ 4.74% |
$386K - $451K
|
138K
$10M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.21KNew |
$384K - $449K
|
6.21K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.2KNew |
$384K - $449K
|
6.2K
$451K
|