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
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-250- 3.52% |
$17.5K - $19.7K
|
6.85K
$512K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-251- 3.41% |
$17.6K - $19.8K
|
7.12K
$532K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-252- 0.76% |
$17.6K - $19.9K
|
32.8K
$2.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-260- 5.87% |
$18.2K - $20.5K
|
4.17K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-260- 0.61% |
$18.2K - $20.5K
|
42.6K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-260- 94.89% |
$18.2K - $20.5K
|
14
$1.05K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-264- 4.92% |
$18.5K - $20.8K
|
5.1K
$381K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-267- 1.66% |
$18.7K - $21.1K
|
15.8K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-276- 0.92% |
$19.3K - $21.8K
|
29.8K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-277- 8.04% |
$19.4K - $21.9K
|
3.17K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-278- 0.63% |
$19.5K - $21.9K
|
43.8K
$3.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
SELL
|
- |
-286- 2.31% |
$20K - $22.6K
|
12.1K
$902K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-299- 0.48% |
$20.9K - $23.6K
|
62K
$4.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 1.36% |
$21K - $23.7K
|
21.8K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-300- 0.38% |
$21K - $23.7K
|
79.5K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-300- 0.68% |
$21K - $23.7K
|
43.9K
$3.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-301- 9.4% |
$21.1K - $23.7K
|
2.9K
$217K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-305- 8.53% |
$21.4K - $24.1K
|
3.27K
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-306- 0.17% |
$21.4K - $24.1K
|
178K
$13.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-311- 5.23% |
$21.8K - $24.5K
|
5.63K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-315- 0.73% |
$22.1K - $24.9K
|
42.7K
$3.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-316- 2.12% |
$22.1K - $24.9K
|
14.6K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-317- 0.65% |
$22.2K - $25K
|
48.4K
$3.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-319- 5.55% |
$22.3K - $25.2K
|
5.43K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-319- 2.17% |
$22.3K - $25.2K
|
14.4K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-321- 9.03% |
$22.5K - $25.3K
|
3.23K
$242K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-324- 8.18% |
$22.7K - $25.6K
|
3.64K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-327- 0.52% |
$22.9K - $25.8K
|
63.1K
$4.71M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-329- 17.1% |
$23K - $26K
|
1.6K
$119K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-330- 3.46% |
$23.1K - $26K
|
9.2K
$688K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-334- 2.46% |
$23.4K - $26.4K
|
13.2K
$990K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-334- 3.79% |
$23.4K - $26.4K
|
8.48K
$634K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-335- 6.8% |
$23.5K - $26.4K
|
4.6K
$343K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-338- 9.38% |
$23.7K - $26.7K
|
3.27K
$244K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-338- 8.6% |
$23.7K - $26.7K
|
3.59K
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-345- 37.3% |
$24.2K - $27.2K
|
580
$43.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-346- 1.67% |
$24.2K - $27.3K
|
20.4K
$1.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-351- 10.44% |
$24.6K - $27.7K
|
3.01K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-361- 3.98% |
$25.3K - $28.5K
|
8.7K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-361- 10.2% |
$25.3K - $28.5K
|
3.18K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-368- 3.0% |
$25.8K - $29K
|
11.9K
$889K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-379- 11.38% |
$26.5K - $29.9K
|
2.95K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-381- 56.44% |
$26.7K - $30.1K
|
294
$22K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-382- 4.56% |
$26.8K - $30.1K
|
8K
$598K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-386- 2.91% |
$27K - $30.5K
|
12.9K
$961K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-387- 2.4% |
$27.1K - $30.5K
|
15.7K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-394- 2.0% |
$27.6K - $31.1K
|
19.3K
$1.45M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-399- 2.73% |
$27.9K - $31.5K
|
14.2K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-400- 0.91% |
$28K - $31.6K
|
43.5K
$3.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-400- 3.19% |
$28K - $31.6K
|
12.2K
$908K
|