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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
102+ 3.22% |
$7.14K - $8.05K
|
3.27K
$244K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
101+ 0.93% |
$7.07K - $7.97K
|
11K
$820K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
101+ 0.65% |
$7.07K - $7.97K
|
15.5K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
100+ 0.97% |
$7K - $7.89K
|
10.4K
$780K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
100+ 1.42% |
$7K - $7.89K
|
7.12K
$532K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
99+ 0.26% |
$6.93K - $7.81K
|
38.4K
$2.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
99+ 1.76% |
$6.93K - $7.81K
|
5.72K
$428K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
96+ 2.16% |
$6.72K - $7.57K
|
4.54K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
95+ 0.22% |
$6.65K - $7.5K
|
43.7K
$3.27M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
93+ 1.11% |
$6.51K - $7.34K
|
8.45K
$631K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
92+ 0.91% |
$6.44K - $7.26K
|
10.2K
$761K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
92+ 0.33% |
$6.44K - $7.26K
|
27.6K
$2.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
90+ 3.36% |
$6.3K - $7.1K
|
2.77K
$207K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
88+ 0.09% |
$6.16K - $6.94K
|
103K
$7.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
88+ 68.22% |
$6.16K - $6.94K
|
217
$16.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
85+ 1.16% |
$5.95K - $6.71K
|
7.43K
$556K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
85+ 1.18% |
$5.95K - $6.71K
|
7.27K
$544K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
84+ 30.43% |
$5.88K - $6.63K
|
360
$26.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
81+ 0.94% |
$5.67K - $6.39K
|
8.71K
$651K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
80New |
$5.6K - $6.31K
|
80
$5.98K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
80+ 0.89% |
$5.6K - $6.31K
|
9.04K
$675K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
79+ 1.96% |
$5.53K - $6.23K
|
4.11K
$307K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
78+ 0.43% |
$5.46K - $6.15K
|
18.3K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
78+ 0.32% |
$5.46K - $6.15K
|
24.8K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
77+ 1.34% |
$5.39K - $6.08K
|
5.81K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
76+ 5.26% |
$5.32K - $6K
|
1.52K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
76+ 2.58% |
$5.32K - $6K
|
3.02K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
75+ 1.02% |
$5.25K - $5.92K
|
7.43K
$556K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
73New |
$5.11K - $5.76K
|
73
$5.46K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
72+ 1.62% |
$5.04K - $5.68K
|
4.5K
$337K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
69+ 4.8% |
$4.83K - $5.44K
|
1.51K
$113K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
64+ 1.51% |
$4.48K - $5.05K
|
4.32K
$323K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
60+ 1.57% |
$4.2K - $4.73K
|
3.89K
$291K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
58+ 22.39% |
$4.06K - $4.58K
|
317
$23.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
58+ 0.67% |
$4.06K - $4.58K
|
8.74K
$653K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
58+ 0.61% |
$4.06K - $4.58K
|
9.55K
$713K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
58+ 3.98% |
$4.06K - $4.58K
|
1.52K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
57New |
$3.99K - $4.5K
|
57
$4.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
54+ 0.35% |
$3.78K - $4.26K
|
15.5K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
52New |
$3.64K - $4.1K
|
52
$3.89K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.8% |
$3.57K - $4.02K
|
6.45K
$482K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
48+ 0.52% |
$3.36K - $3.79K
|
9.34K
$698K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 5.6% |
$3.36K - $3.79K
|
905
$67.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
47+ 0.46% |
$3.29K - $3.71K
|
10.2K
$765K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
47+ 0.29% |
$3.29K - $3.71K
|
16.2K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
46+ 0.34% |
$3.22K - $3.63K
|
13.7K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 4.23% |
$3.15K - $3.55K
|
1.11K
$83K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
43+ 7.45% |
$3.01K - $3.39K
|
620
$46.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
40+ 0.35% |
$2.8K - $3.16K
|
11.6K
$866K
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 0.38% |
$2.8K - $3.16K
|
10.6K
$795K
|