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 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.23K+ 2.57% |
$200K - $234K
|
129K
$9.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.22K+ 14.1% |
$200K - $233K
|
26.1K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.19KNew |
$197K - $231K
|
3.19K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.18K+ 45.9% |
$197K - $230K
|
10.1K
$735K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$196K - $229K
|
3.16K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.16K+ 9.26% |
$195K - $228K
|
37.2K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
3.14K+ 3.89% |
$194K - $227K
|
83.9K
$6.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.13K+ 8.76% |
$194K - $227K
|
38.9K
$2.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
3.11KNew |
$192K - $225K
|
3.11K
$226K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.07KNew |
$190K - $222K
|
3.07K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.05KNew |
$189K - $220K
|
3.05K
$222K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.04KNew |
$188K - $220K
|
3.04K
$221K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.96K+ 11.66% |
$183K - $214K
|
28.3K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.95K+ 11.85% |
$183K - $214K
|
27.9K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.95K+ 1.17% |
$183K - $214K
|
256K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.94K+ 28.72% |
$182K - $213K
|
13.2K
$960K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.94KNew |
$182K - $213K
|
2.94K
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.93K+ 5.01% |
$181K - $212K
|
61.4K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.93KNew |
$181K - $212K
|
2.93K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
2.92KNew |
$181K - $212K
|
2.92K
$213K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.92K+ 1.04% |
$181K - $211K
|
283K
$20.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.9KNew |
$179K - $210K
|
2.9K
$211K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
2.9KNew |
$179K - $210K
|
2.9K
$211K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$179K - $209K
|
2.89K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.89KNew |
$179K - $209K
|
2.89K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.88K+ 33.85% |
$178K - $208K
|
11.4K
$829K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.87KNew |
$178K - $208K
|
2.87K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.85K+ 5.76% |
$176K - $206K
|
52.4K
$3.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.85KNew |
$176K - $206K
|
2.85K
$207K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$176K - $206K
|
2.85K
$207K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.84KNew |
$176K - $206K
|
2.84K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.84KNew |
$176K - $206K
|
2.84K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.84KNew |
$176K - $206K
|
2.84K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.83KNew |
$175K - $205K
|
2.83K
$206K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.83KNew |
$175K - $204K
|
2.83K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.82KNew |
$175K - $204K
|
2.82K
$205K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.8KNew |
$173K - $203K
|
2.8K
$204K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.8K+ 14.55% |
$173K - $203K
|
22.1K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.78K+ 681.62% |
$172K - $201K
|
3.19K
$232K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 13.72% |
$171K - $200K
|
22.9K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.76KNew |
$171K - $200K
|
2.76K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.76K+ 46.39% |
$171K - $199K
|
8.7K
$633K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
2.75K+ 1.72% |
$170K - $199K
|
163K
$11.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
2.66K+ 1.29% |
$165K - $193K
|
208K
$15.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.64K+ 1.32% |
$163K - $191K
|
202K
$14.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.58K+ 1.96% |
$159K - $186K
|
134K
$9.76M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.56K+ 2.02% |
$158K - $185K
|
129K
$9.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
2.56KNew |
$158K - $185K
|
2.56K
$186K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.52K+ 9.55% |
$156K - $182K
|
28.9K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.49K+ 0.68% |
$154K - $180K
|
367K
$26.7M
|