Purchases and Sales Made in Q2 2024 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
14.8MNew |
$1.04B - $1.17B
|
14.8M
$1.11B
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
13.2M+ 632.73% |
$926M - $1.04B
|
15.3M
$1.15B
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
12.9M+ 17.82% |
$903M - $1.02B
|
85.2M
$6.39B
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.16M+ 7.73% |
$221M - $249M
|
44M
$3.3B
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
2.71MNew |
$190M - $214M
|
2.71M
$203M
|
|
|
Aug 14, 2024
Q2 2024
|
Darsana Capital Partners LP
New York, NY |
BUY
|
- |
2M+ 200.0% |
$140M - $158M
|
3M
$225M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.71M+ 24.02% |
$120M - $135M
|
8.81M
$661M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.59M+ 8.16% |
$112M - $126M
|
21.1M
$1.58B
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.49M+ 1.49% |
$104M - $117M
|
101M
$7.58B
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.43M+ 29.59% |
$100M - $113M
|
6.27M
$471M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.24M+ 1.03% |
$87.2M - $98.2M
|
122M
$9.17B
|
|
|
Aug 14, 2024
Q2 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
869KNew |
$60.8M - $68.5M
|
869K
$65.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
653K+ 2.25% |
$45.7M - $51.5M
|
29.7M
$2.23B
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
625K+ 242.48% |
$43.8M - $49.3M
|
883K
$66.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
544KNew |
$38.1M - $42.9M
|
544K
$40.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
537K+ 2.8% |
$37.6M - $42.3M
|
19.7M
$1.48B
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
403K+ 8.15% |
$28.2M - $31.8M
|
5.34M
$401M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Global Management LP
New York, NY |
BUY
|
- |
384K+ 238.63% |
$26.9M - $30.3M
|
545K
$40.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
339K+ 5.38% |
$23.7M - $26.7M
|
6.64M
$498M
|
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
311KNew |
$21.8M - $24.5M
|
311K
$23.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
310K+ 6.75% |
$21.7M - $24.5M
|
4.9M
$368M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
306K+ 19.88% |
$21.5M - $24.2M
|
1.85M
$139M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
301K+ 5.2% |
$21M - $23.7M
|
6.08M
$456M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
296K+ 7161.27% |
$20.7M - $23.3M
|
300K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
263K+ 3.54% |
$18.4M - $20.7M
|
7.69M
$577M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
251K+ 2.97% |
$17.6M - $19.8M
|
8.71M
$654M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
250KNew |
$17.5M - $19.7M
|
250K
$18.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
245K+ 14.26% |
$17.2M - $19.3M
|
1.96M
$147M
|
|
|
Aug 13, 2024
Q2 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
244K+ 96.93% |
$17.1M - $19.3M
|
496K
$37.3M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
243K+ 381.42% |
$17M - $19.2M
|
307K
$23M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
229K+ 104.39% |
$16M - $18M
|
448K
$33.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
228K+ 439.53% |
$16M - $18M
|
280K
$21M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
226K+ 12.78% |
$15.8M - $17.8M
|
1.99M
$150M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
225K+ 2.11% |
$15.8M - $17.8M
|
10.9M
$817M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
206K+ 170.42% |
$14.4M - $16.2M
|
326K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
199K+ 2.72% |
$13.9M - $15.7M
|
7.5M
$563M
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
199KNew |
$13.9M - $15.7M
|
199K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
196K+ 7.97% |
$13.7M - $15.5M
|
2.65M
$199M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
195K+ 1246.66% |
$13.7M - $15.4M
|
211K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
194K+ 118.64% |
$13.6M - $15.3M
|
358K
$26.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
186K+ 490.16% |
$13M - $14.6M
|
223K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
185K+ 12.3% |
$13M - $14.6M
|
1.69M
$127M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
183K+ 17.59% |
$12.8M - $14.4M
|
1.22M
$91.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
182K+ 1556.03% |
$12.7M - $14.3M
|
193K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
179K+ 1.9% |
$12.5M - $14.1M
|
9.62M
$722M
|
|
|
Aug 14, 2024
Q2 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
177K+ 45.56% |
$12.4M - $14M
|
567K
$42.5M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
177K+ 35.5% |
$12.4M - $13.9M
|
675K
$50.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
166K+ 11.18% |
$11.6M - $13.1M
|
1.65M
$124M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
161K+ 2.1% |
$11.3M - $12.7M
|
7.83M
$587M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
157KNew |
$11M - $12.4M
|
157K
$11.8M
|