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 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.33K+ 4.42% |
$268K - $313K
|
102K
$7.44M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
4.33KNew |
$268K - $313K
|
4.33K
$315K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.29KNew |
$265K - $310K
|
4.29K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.26K+ 0.63% |
$264K - $308K
|
681K
$49.5M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.22K+ 2.37% |
$261K - $306K
|
182K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.22K+ 5.47% |
$261K - $306K
|
81.5K
$5.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.21KNew |
$260K - $305K
|
4.21K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.21K+ 16.59% |
$260K - $304K
|
29.6K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
4.18K+ 201.5% |
$259K - $302K
|
6.25K
$455K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.14K+ 53.92% |
$256K - $300K
|
11.8K
$861K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.14K+ 67.69% |
$256K - $300K
|
10.3K
$747K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
4.03K+ 5.49% |
$249K - $291K
|
77.3K
$5.63M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.03KNew |
$249K - $291K
|
4.03K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.98KNew |
$246K - $288K
|
3.98K
$290K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
3.97K+ 8.81% |
$246K - $288K
|
49.1K
$3.57M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.94K+ 1.66% |
$244K - $285K
|
241K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
3.91K+ 0.95% |
$242K - $283K
|
414K
$30.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.88KNew |
$240K - $281K
|
3.88K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.8KNew |
$235K - $275K
|
3.8K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 2.33% |
$233K - $272K
|
165K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
3.71KNew |
$229K - $268K
|
3.71K
$270K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.68K+ 47.19% |
$228K - $266K
|
11.5K
$835K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.65KNew |
$226K - $264K
|
3.65K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.65K+ 3.76% |
$226K - $264K
|
101K
$7.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
3.61K+ 11.97% |
$224K - $262K
|
33.8K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.61K+ 9.85% |
$223K - $261K
|
40.3K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.59K+ 1.23% |
$222K - $260K
|
295K
$21.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
3.56KNew |
$220K - $258K
|
3.56K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.55KNew |
$220K - $257K
|
3.55K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.52K+ 36.05% |
$218K - $255K
|
13.3K
$967K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$218K - $254K
|
3.52K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.51KNew |
$217K - $254K
|
3.51K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
3.5K+ 3.23% |
$217K - $253K
|
112K
$8.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.48K+ 58.38% |
$216K - $252K
|
9.45K
$688K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 10.71% |
$214K - $250K
|
35.7K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.44KNew |
$213K - $249K
|
3.44K
$250K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.43K+ 459.87% |
$212K - $248K
|
4.17K
$304K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.42K+ 17.29% |
$212K - $248K
|
23.2K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
3.42K+ 10.71% |
$211K - $247K
|
35.3K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.39K+ 2.06% |
$210K - $245K
|
168K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.38K+ 3.89% |
$209K - $244K
|
90.1K
$6.56M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.38K+ 78.78% |
$209K - $244K
|
7.66K
$557K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.36KNew |
$208K - $243K
|
3.36K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.35K+ 21.7% |
$208K - $243K
|
18.8K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.3K+ 1.5% |
$204K - $239K
|
224K
$16.3M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.29K+ 9.39% |
$203K - $238K
|
38.3K
$2.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
3.28K+ 4.6% |
$203K - $237K
|
74.6K
$5.43M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.28KNew |
$203K - $237K
|
3.28K
$238K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3.27K+ 5.55% |
$202K - $237K
|
62.3K
$4.53M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.23KNew |
$200K - $234K
|
3.23K
$235K
|