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
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
40+ 0.99% |
$2.8K - $3.16K
|
4.09K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
36+ 0.8% |
$2.52K - $2.84K
|
4.56K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34+ 4.66% |
$2.38K - $2.68K
|
764
$57.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
33+ 0.36% |
$2.31K - $2.6K
|
9.17K
$686K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
33+ 2.72% |
$2.31K - $2.6K
|
1.25K
$93.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
33+ 0.25% |
$2.31K - $2.6K
|
13.2K
$985K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
31+ 0.17% |
$2.17K - $2.45K
|
18.7K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
30+ 1.08% |
$2.1K - $2.37K
|
2.8K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
30New |
$2.1K - $2.37K
|
30
$2.24K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 12.61% |
$1.96K - $2.21K
|
250
$18.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
28+ 0.31% |
$1.96K - $2.21K
|
8.95K
$669K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
28+ 0.95% |
$1.96K - $2.21K
|
2.98K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
27+ 0.06% |
$1.89K - $2.13K
|
46.5K
$3.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26+ 260.0% |
$1.82K - $2.05K
|
36
$2.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
26+ 0.33% |
$1.82K - $2.05K
|
7.86K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25+ 0.4% |
$1.75K - $1.97K
|
6.27K
$469K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
24+ 0.17% |
$1.68K - $1.89K
|
13.9K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
24New |
$1.68K - $1.89K
|
24
$1.79K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
24+ 0.56% |
$1.68K - $1.89K
|
4.34K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24+ 0.16% |
$1.68K - $1.89K
|
14.9K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
23+ 0.68% |
$1.61K - $1.81K
|
3.41K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23+ 0.2% |
$1.61K - $1.81K
|
11.7K
$875K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 7.33% |
$1.54K - $1.74K
|
322
$24.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22+ 0.34% |
$1.54K - $1.74K
|
6.47K
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 21.21% |
$1.47K - $1.66K
|
120
$8.97K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
21+ 0.13% |
$1.47K - $1.66K
|
16.7K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
21+ 0.29% |
$1.47K - $1.66K
|
7.31K
$546K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
19+ 316.67% |
$1.33K - $1.5K
|
25
$1.87K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
19New |
$1.33K - $1.5K
|
19
$1.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
17+ 0.2% |
$1.19K - $1.34K
|
8.51K
$636K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
17+ 0.54% |
$1.19K - $1.34K
|
3.18K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17+ 26.15% |
$1.19K - $1.34K
|
82
$6.13K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
16+ 0.28% |
$1.12K - $1.26K
|
5.83K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
16+ 4.19% |
$1.12K - $1.26K
|
398
$29.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 0.27% |
$980 - $1.1K
|
5.27K
$394K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14+ 0.34% |
$980 - $1.1K
|
4.11K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 0.63% |
$980 - $1.1K
|
2.25K
$168K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 10.57% |
$910 - $1.03K
|
136
$10.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13+ 0.13% |
$910 - $1.03K
|
10.1K
$754K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 20.31% |
$910 - $1.03K
|
77
$5.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
13+ 0.35% |
$910 - $1.03K
|
3.74K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
12+ 0.09% |
$840 - $947
|
13.8K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12+ 4.82% |
$840 - $947
|
261
$19.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
12+ 8.16% |
$840 - $947
|
159
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
12+ 0.32% |
$840 - $947
|
3.76K
$281K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 6.32% |
$770 - $868
|
185
$13.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.17% |
$770 - $868
|
6.58K
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
11+ 0.3% |
$770 - $868
|
3.67K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
11+ 2.08% |
$770 - $868
|
541
$40.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10+ 0.08% |
$700 - $789
|
13.3K
$993K
|