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 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-133- 56.6% |
$9.31K - $10.5K
|
102
$7.62K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-134- 6.99% |
$9.38K - $10.6K
|
1.78K
$133K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-134- 1.66% |
$9.38K - $10.6K
|
7.93K
$593K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-135- 0.4% |
$9.45K - $10.7K
|
33.7K
$2.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-139- 0.43% |
$9.73K - $11K
|
32K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-141- 60.78% |
$9.87K - $11.1K
|
91
$6.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-144- 0.08% |
$10.1K - $11.4K
|
179K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-145- 1.78% |
$10.2K - $11.4K
|
8.02K
$599K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-150- 3.28% |
$10.5K - $11.8K
|
4.42K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 3.37% |
$10.5K - $11.8K
|
4.3K
$321K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-150- 1.41% |
$10.5K - $11.8K
|
10.5K
$782K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-150- 1.96% |
$10.5K - $11.8K
|
7.51K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-150- 0.54% |
$10.5K - $11.8K
|
27.6K
$2.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-152- 2.41% |
$10.6K - $12K
|
6.16K
$460K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-155- 0.85% |
$10.9K - $12.2K
|
18.2K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-159- 37.86% |
$11.1K - $12.5K
|
261
$19.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-160- 3.28% |
$11.2K - $12.6K
|
4.73K
$353K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-161- 4.32% |
$11.3K - $12.7K
|
3.57K
$267K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-162- 4.55% |
$11.3K - $12.8K
|
3.4K
$254K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-165- 0.29% |
$11.6K - $13K
|
57.3K
$4.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-172- 3.22% |
$12K - $13.6K
|
5.17K
$387K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-175- 1.43% |
$12.3K - $13.8K
|
12.1K
$902K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-179- 1.31% |
$12.5K - $14.1K
|
13.5K
$1.01M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-185- 0.58% |
$13K - $14.6K
|
31.5K
$2.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-188- 1.48% |
$13.2K - $14.8K
|
12.5K
$935K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-190- 19.33% |
$13.3K - $15K
|
793
$59.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-193- 2.19% |
$13.5K - $15.2K
|
8.6K
$643K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-193- 3.72% |
$13.5K - $15.2K
|
5K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-195- 0.69% |
$13.7K - $15.4K
|
28K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-196- 0.1% |
$13.7K - $15.5K
|
187K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-198- 2.45% |
$13.9K - $15.6K
|
7.89K
$590K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.16% |
$14K - $15.8K
|
121K
$9.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-200- 1.73% |
$14K - $15.8K
|
11.4K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-200- 0.63% |
$14K - $15.8K
|
31.6K
$2.36M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-200- 1.07% |
$14K - $15.8K
|
18.5K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-201- 5.59% |
$14.1K - $15.9K
|
3.4K
$254K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-201- 5.59% |
$14.1K - $15.9K
|
3.4K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-205- 6.81% |
$14.4K - $16.2K
|
2.8K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-208- 4.38% |
$14.6K - $16.4K
|
4.54K
$340K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-209- 9.96% |
$14.6K - $16.5K
|
1.89K
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-215- 99.08% |
$15.1K - $17K
|
2
$149
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-225- 0.94% |
$15.8K - $17.8K
|
23.7K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-227- 0.75% |
$15.9K - $17.9K
|
30.1K
$2.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-227- 1.28% |
$15.9K - $17.9K
|
17.5K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-228- 5.2% |
$16K - $18K
|
4.16K
$311K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-238- 7.6% |
$16.7K - $18.8K
|
2.9K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-243- 0.4% |
$17K - $19.2K
|
60.6K
$4.53M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-245- 5.1% |
$17.2K - $19.3K
|
4.56K
$341K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-248- 2.1% |
$17.4K - $19.6K
|
11.5K
$862K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-250- 0.36% |
$17.5K - $19.7K
|
70.1K
$5.24M
|