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 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.36K+ 7.05% |
$95K - $107K
|
20.6K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.35K+ 7.83% |
$94.7K - $107K
|
18.6K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.35K+ 548.37% |
$94.5K - $106K
|
1.6K
$120K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.35K+ 1.05% |
$94.4K - $106K
|
130K
$9.76M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.33K+ 4.49% |
$93.1K - $105K
|
31K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.33K+ 0.94% |
$93.1K - $105K
|
143K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.32K+ 2.19% |
$92.7K - $104K
|
61.7K
$4.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.3K+ 2.23% |
$91.2K - $103K
|
59.7K
$4.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.3K+ 29.41% |
$91.1K - $103K
|
5.72K
$430K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.28K+ 0.72% |
$89.9K - $101K
|
180K
$13.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
1.25K+ 14.98% |
$87.5K - $98.5K
|
9.59K
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.25K+ 0.17% |
$87.5K - $98.5K
|
745K
$55.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.21K+ 0.37% |
$85K - $95.8K
|
328K
$24.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 7.25% |
$84.5K - $95.2K
|
17.9K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2K+ 1.96% |
$84.2K - $94.8K
|
62.6K
$4.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.2K+ 23.07% |
$84.1K - $94.8K
|
6.41K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.2K+ 2.75% |
$83.9K - $94.5K
|
44.8K
$3.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.18K+ 5.64% |
$82.8K - $93.3K
|
22.1K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.18K+ 22.65% |
$82.5K - $92.9K
|
6.38K
$479K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.18K+ 0.49% |
$82.4K - $92.8K
|
242K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.17KNew |
$82.1K - $92.5K
|
1.17K
$88K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.17K+ 25.3% |
$81.9K - $92.2K
|
5.79K
$435K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.15K+ 6.65% |
$80.7K - $91K
|
18.5K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.15K+ 10.37% |
$80.4K - $90.6K
|
12.2K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.15K+ 9.19% |
$80.2K - $90.3K
|
13.6K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.14K+ 4.91% |
$79.8K - $89.9K
|
24.3K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.12K+ 204.74% |
$78.6K - $88.5K
|
1.67K
$125K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.11K+ 1.71% |
$77.9K - $87.7K
|
66.2K
$4.97M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.27% |
$77K - $86.8K
|
409K
$30.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.08K+ 32.8% |
$75.3K - $84.8K
|
4.35K
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 6.45% |
$75.1K - $84.6K
|
17.7K
$1.33M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.06K+ 19.4% |
$74.4K - $83.8K
|
6.54K
$490K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.06K+ 12.99% |
$74.4K - $83.8K
|
9.24K
$693K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.06KNew |
$74K - $83.3K
|
1.06K
$79.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.05K+ 1.7% |
$73.2K - $82.5K
|
62.5K
$4.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.04K+ 22.13% |
$72.9K - $82.1K
|
5.74K
$431K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.04K+ 2.05% |
$72.6K - $81.7K
|
51.6K
$3.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.03K+ 76.93% |
$72.4K - $81.6K
|
2.38K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.02K+ 6.47% |
$71.7K - $80.8K
|
16.9K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.01K+ 11.1% |
$70.9K - $79.9K
|
10.1K
$761K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 6.41% |
$70.3K - $79.2K
|
16.7K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1K+ 6.84% |
$70.1K - $79K
|
15.6K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 9.09% |
$70K - $78.9K
|
12K
$901K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 23.36% |
$70K - $78.9K
|
5.28K
$396K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
994+ 15.41% |
$69.6K - $78.4K
|
7.45K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
990+ 1.93% |
$69.3K - $78.1K
|
52.3K
$3.93M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
979+ 0.83% |
$68.6K - $77.2K
|
119K
$8.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
971+ 1.78% |
$68K - $76.6K
|
55.5K
$4.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
953+ 12.8% |
$66.7K - $75.2K
|
8.4K
$630K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
950+ 4.32% |
$66.5K - $75K
|
22.9K
$1.72M
|