Purchases and Sales Made in Q2 2024 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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
Jul 19, 2024 Q2 2024
Central Bank & Trust CO

BUY
 -
366
+ 0.88%
$25.6K - $28.9K
42K $3.14M
Jul 17, 2024 Q2 2024
Professional Financial Advisors, LLC

BUY
 -
363
+ 1.94%
$25.4K - $28.6K
19.1K $1.42M
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
352
+ 4.46%
$24.7K - $27.8K
8.24K $616K
Aug 13, 2024 Q2 2024
Legacy Financial Advisors, Inc.

BUY
 -
351
+ 10.4%
$24.6K - $27.7K
3.73K $278K
Jul 12, 2024 Q2 2024
Country Trust Bank

BUY
 -
350
New
$24.5K - $27.6K
350 $26.2K
Jul 15, 2024 Q2 2024
Signature Wealth Management Group

BUY
 -
344
+ 1.44%
$24.1K - $27.1K
24.2K $1.81M
Jul 23, 2024 Q2 2024
H&H Retirement Design & Management Inc

BUY
 -
341
+ 2.82%
$23.9K - $26.9K
12.4K $929K
Jul 31, 2024 Q2 2024
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
341
+ 10.08%
$23.9K - $26.9K
3.72K $278K
Jul 19, 2024 Q2 2024
Argus Investors' Counsel, Inc.

BUY
 -
327
+ 1.21%
$22.9K - $25.8K
27.3K $2.04M
Jul 23, 2024 Q2 2024
Courier Capital LLC

BUY
 -
326
+ 0.72%
$22.8K - $25.7K
45.8K $3.42M
Jul 08, 2024 Q2 2024
Tandem Capital Management Corp

BUY
 -
322
+ 0.66%
$22.5K - $25.4K
49.4K $3.69M
Jul 23, 2024 Q2 2024
United Bank

BUY
 -
322
+ 3.31%
$22.5K - $25.4K
10K $751K
Aug 09, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
321
+ 2.52%
$22.5K - $25.3K
13.1K $976K
Jul 12, 2024 Q2 2024
Tlwm

San Antonio, TX
BUY
 -
318
+ 1.94%
$22.3K - $25.1K
16.7K $1.25M
Aug 09, 2024 Q2 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
317
+ 6.36%
$22.2K - $25K
5.3K $396K
Jul 19, 2024 Q2 2024
Chesley Taft & Associates LLC

BUY
 -
300
+ 1.29%
$21K - $23.7K
23.6K $1.76M
Jul 31, 2024 Q2 2024
Massachusetts Wealth Management

North Andover, MA
BUY
 -
300
+ 5.15%
$21K - $23.7K
6.13K $458K
Jul 26, 2024 Q2 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
299
+ 2.22%
$20.9K - $23.6K
13.8K $1.03M
Aug 08, 2024 Q2 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
298
+ 1.12%
$20.9K - $23.5K
27K $2.02M
Jul 12, 2024 Q2 2024
Cypress Wealth Services, LLC

BUY
 -
294
+ 3.76%
$20.6K - $23.2K
8.11K $606K
Aug 15, 2024 Q2 2024
Northwestern Mutual Investment Management Company, LLC

BUY
 -
287
+ 0.61%
$20.1K - $22.6K
47.5K $3.55M
Aug 07, 2024 Q2 2024
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
285
+ 0.19%
$20K - $22.5K
149K $11.1M
Jul 17, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
275
+ 5.4%
$19.3K - $21.7K
5.37K $401K
Oct 31, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
275
+ 5.4%
$19.3K - $21.7K
5.37K $401K
Jul 31, 2024 Q2 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
274
+ 0.15%
$19.2K - $21.6K
180K $13.5M
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
271
New
$19K - $21.4K
271 $20.3K
Jul 22, 2024 Q2 2024
Opinicus Capital, Inc.

Tampa, FL
BUY
 -
270
+ 2.21%
$18.9K - $21.3K
12.5K $932K
Jul 18, 2024 Q2 2024
Old Port Advisors

BUY
 -
262
+ 3.64%
$18.3K - $20.7K
7.45K $557K
Jul 11, 2024 Q2 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
260
+ 0.21%
$18.2K - $20.5K
123K $9.16M
Jul 19, 2024 Q2 2024
Dakota Wealth Management

BUY
 -
258
+ 0.59%
$18.1K - $20.4K
43.7K $3.26M
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
257
+ 1.49%
$18K - $20.3K
17.4K $1.3M
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
256
New
$17.9K - $20.2K
256 $19.1K
Aug 01, 2024 Q2 2024
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
254
+ 1.4%
$17.8K - $20K
18.4K $1.38M
Aug 05, 2024 Q2 2024
Summit Asset Management, LLC

Memphis, TN
BUY
 -
250
+ 1.88%
$17.5K - $19.7K
13.5K $1.01M
Aug 02, 2024 Q2 2024
Cavalier Investments, LLC

BUY
 -
248
+ 2.77%
$17.4K - $19.6K
9.2K $688K
Aug 08, 2024 Q2 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
246
+ 17.79%
$17.2K - $19.4K
1.63K $122K
Jul 09, 2024 Q2 2024
Hilltop National Bank

Casper, WY
BUY
 -
242
+ 13.05%
$16.9K - $19.1K
2.1K $157K
Jul 23, 2024 Q2 2024
Private Advisory Group LLC

Redmond, WA
BUY
 -
238
+ 0.3%
$16.7K - $18.8K
79.3K $5.93M
Jul 19, 2024 Q2 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
231
+ 7.16%
$16.2K - $18.2K
3.46K $258K
Jul 25, 2024 Q2 2024
Proficio Capital Partners LLC

Newton, MA
BUY
 -
226
+ 5.03%
$15.8K - $17.8K
4.72K $353K
Aug 14, 2024 Q2 2024
Axa S.A.

Paris, I0
BUY
 -
224
+ 0.13%
$15.7K - $17.7K
173K $12.9M
Aug 02, 2024 Q2 2024
Mayflower Financial Advisors, LLC

BUY
 -
218
+ 2.94%
$15.3K - $17.2K
7.63K $571K
Jul 30, 2024 Q2 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
217
+ 5.86%
$15.2K - $17.1K
3.92K $293K
Aug 14, 2024 Q2 2024
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
217
+ 0.83%
$15.2K - $17.1K
26.2K $1.96M
Aug 06, 2024 Q2 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
212
+ 0.99%
$14.8K - $16.7K
21.7K $1.62M
Jul 25, 2024 Q2 2024
Optas, LLC

BUY
 -
208
+ 5.19%
$14.6K - $16.4K
4.22K $315K
Aug 13, 2024 Q2 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
205
+ 3.74%
$14.4K - $16.2K
5.69K $425K
Jul 25, 2024 Q2 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
203
New
$14.2K - $16K
203 $15.2K
Aug 12, 2024 Q2 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
203
+ 1.13%
$14.2K - $16K
18.1K $1.36M

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