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 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9- 2.03% |
$630 - $710
|
434
$32.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-9- 0.01% |
$630 - $710
|
77.3K
$5.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10- 0.03% |
$700 - $789
|
38.7K
$2.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.01% |
$700 - $789
|
135K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-10- 0.11% |
$700 - $789
|
8.99K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-10- 0.02% |
$700 - $789
|
52.3K
$3.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11- 18.64% |
$770 - $868
|
48
$3.59K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-13- 9.56% |
$910 - $1.03K
|
123
$9.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13- 0.18% |
$910 - $1.03K
|
7.38K
$552K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 5.15% |
$980 - $1.1K
|
258
$19.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-14- 8.0% |
$980 - $1.1K
|
161
$12K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-19- 0.37% |
$1.33K - $1.5K
|
5.1K
$381K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-19- 0.02% |
$1.33K - $1.5K
|
97K
$7.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-20- 0.31% |
$1.4K - $1.58K
|
6.5K
$486K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-20- 0.16% |
$1.4K - $1.58K
|
12.6K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-20- 0.66% |
$1.4K - $1.58K
|
3.02K
$226K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-21- 0.12% |
$1.47K - $1.66K
|
17K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22- 2.29% |
$1.54K - $1.74K
|
940
$70.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-22- 0.24% |
$1.54K - $1.74K
|
9.2K
$687K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-23- 0.4% |
$1.61K - $1.81K
|
5.72K
$427K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-25- 0.51% |
$1.75K - $1.97K
|
4.86K
$363K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-26- 0.44% |
$1.82K - $2.05K
|
5.85K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-27- 7.65% |
$1.89K - $2.13K
|
326
$24.4K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-28- 0.72% |
$1.96K - $2.21K
|
3.86K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-30- 0.8% |
$2.1K - $2.37K
|
3.74K
$280K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-30- 0.96% |
$2.1K - $2.37K
|
3.08K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 23.08% |
$2.1K - $2.37K
|
100
$7.47K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
SELL
|
- |
-30- 0.72% |
$2.1K - $2.37K
|
4.12K
$308K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31- 3.98% |
$2.17K - $2.45K
|
747
$55.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 16.04% |
$2.38K - $2.68K
|
178
$13.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-37- 0.45% |
$2.59K - $2.92K
|
8.16K
$610K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-39- 0.85% |
$2.73K - $3.08K
|
4.57K
$341K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-40- 1.73% |
$2.8K - $3.16K
|
2.27K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-40- 0.77% |
$2.8K - $3.16K
|
5.15K
$385K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-41- 0.69% |
$2.87K - $3.23K
|
5.91K
$442K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-47- 1.05% |
$3.29K - $3.71K
|
4.41K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-48- 0.41% |
$3.36K - $3.79K
|
11.7K
$871K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-49- 2.99% |
$3.43K - $3.87K
|
1.59K
$119K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-50- 1.19% |
$3.5K - $3.95K
|
4.15K
$310K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 0.91% |
$3.5K - $3.95K
|
5.47K
$408K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-51- 1.55% |
$3.57K - $4.02K
|
3.24K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-51- 0.46% |
$3.57K - $4.02K
|
11K
$819K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-54- 1.89% |
$3.78K - $4.26K
|
2.8K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54- 0.41% |
$3.78K - $4.26K
|
13.1K
$977K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-55- 0.92% |
$3.85K - $4.34K
|
5.94K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-58- 0.59% |
$4.06K - $4.58K
|
9.76K
$729K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-60- 0.11% |
$4.2K - $4.73K
|
54.8K
$4.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-60- 0.74% |
$4.2K - $4.73K
|
8.08K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-62- 2.12% |
$4.34K - $4.89K
|
2.87K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-62- 0.89% |
$4.34K - $4.89K
|
6.88K
$514K
|