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 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.23K+ 4.74% |
$386K - $451K
|
138K
$10.5M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.21KNew |
$384K - $449K
|
6.21K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.2KNew |
$384K - $449K
|
6.2K
$475K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
6.16K+ 8.79% |
$381K - $445K
|
76.1K
$5.83M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
6.13K+ 11.33% |
$379K - $443K
|
60.2K
$4.61M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6K+ 11.89% |
$371K - $434K
|
56.4K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6K+ 14.18% |
$371K - $434K
|
48.3K
$3.7M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.98K+ 2.64% |
$370K - $433K
|
232K
$17.8M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.95KNew |
$368K - $431K
|
5.95K
$456K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.81K+ 5.61% |
$360K - $421K
|
109K
$8.37M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
5.75K+ 0.16% |
$356K - $416K
|
3.58M
$274M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.67KNew |
$351K - $411K
|
5.67K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.64K+ 1.88% |
$349K - $408K
|
306K
$23.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.6K+ 17.82% |
$347K - $405K
|
37K
$2.83M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.57KNew |
$344K - $403K
|
5.57K
$426K
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
BUY
|
- |
5.53K+ 17.31% |
$342K - $400K
|
37.5K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.45KNew |
$338K - $395K
|
5.45K
$418K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.44K+ 6.68% |
$336K - $393K
|
86.8K
$6.65M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$332K - $389K
|
5.37K
$411K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.35KNew |
$331K - $387K
|
5.35K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.34K+ 19.25% |
$331K - $387K
|
33.1K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.22KNew |
$323K - $378K
|
5.22K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.12KNew |
$317K - $370K
|
5.12K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
5.1KNew |
$316K - $369K
|
5.1K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
5.09K+ 1.73% |
$315K - $368K
|
300K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.08K+ 33.87% |
$314K - $368K
|
20.1K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.01K+ 7.51% |
$310K - $363K
|
71.7K
$5.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.94KNew |
$306K - $358K
|
4.94K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.94K+ 39.72% |
$305K - $357K
|
17.4K
$1.33M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.89K+ 17.85% |
$303K - $354K
|
32.3K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.89KNew |
$302K - $354K
|
4.89K
$374K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.84KNew |
$299K - $350K
|
4.84K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.81K+ 24.11% |
$298K - $348K
|
24.8K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.79KNew |
$297K - $347K
|
4.79K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.75KNew |
$294K - $344K
|
4.75K
$364K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.75KNew |
$294K - $344K
|
4.75K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.75KNew |
$294K - $343K
|
4.75K
$363K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4.72K+ 22.19% |
$292K - $342K
|
26K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.72KNew |
$292K - $342K
|
4.72K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.68K+ 5.4% |
$290K - $339K
|
91.4K
$7M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.65KNew |
$288K - $337K
|
4.65K
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4.63K+ 16.74% |
$287K - $335K
|
32.3K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.61KNew |
$285K - $334K
|
4.61K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.59KNew |
$284K - $332K
|
4.59K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
4.58K+ 121.91% |
$283K - $332K
|
8.34K
$638K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.5K+ 19.76% |
$279K - $326K
|
27.3K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.5KNew |
$278K - $326K
|
4.5K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.48K+ 3.65% |
$277K - $324K
|
127K
$9.76M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.43KNew |
$274K - $321K
|
4.43K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.39K+ 12.65% |
$272K - $318K
|
39.1K
$2.99M
|