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
|
Tfc Financial Management
|
SELL
|
- |
-633- 58.61% |
$44.3K - $49.9K
|
447
$33.4K
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-634- 1.22% |
$44.4K - $50K
|
51.3K
$3.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-639- 0.18% |
$44.7K - $50.4K
|
356K
$26.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-642- 1.91% |
$45K - $50.7K
|
33K
$2.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-651- 0.99% |
$45.6K - $51.4K
|
65.2K
$4.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-666- 0.41% |
$46.6K - $52.5K
|
162K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-673- 14.59% |
$47.1K - $53.1K
|
3.94K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-674- 2.39% |
$47.2K - $53.2K
|
27.5K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-674- 6.86% |
$47.2K - $53.2K
|
9.15K
$684K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-690- 5.97% |
$48.3K - $54.4K
|
10.9K
$813K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-700- 20.98% |
$49K - $55.2K
|
2.64K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-700- 3.2% |
$49K - $55.2K
|
21.2K
$1.58M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-703- 18.26% |
$49.2K - $55.5K
|
3.15K
$235K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-714- 7.55% |
$50K - $56.3K
|
8.74K
$653K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-714- 8.87% |
$50K - $56.3K
|
7.34K
$549K
|
|
|
Jul 17, 2024
Q2 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-716- 1.24% |
$50.1K - $56.5K
|
57.1K
$4.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-719- 3.28% |
$50.4K - $56.7K
|
21.2K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-727- 4.08% |
$50.9K - $57.4K
|
17.1K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-729- 0.61% |
$51.1K - $57.5K
|
120K
$8.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-730- 4.73% |
$51.1K - $57.6K
|
14.7K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-743- 1.7% |
$52K - $58.6K
|
43K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-745- 12.88% |
$52.2K - $58.8K
|
5.04K
$377K
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-748- 1.33% |
$52.4K - $59K
|
55.5K
$4.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-750- 2.51% |
$52.5K - $59.2K
|
29.2K
$2.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-758- 20.83% |
$53.1K - $59.8K
|
2.88K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-758- 0.74% |
$53.1K - $59.8K
|
102K
$7.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-759- 2.01% |
$53.2K - $59.9K
|
37K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-765- 6.41% |
$53.6K - $60.4K
|
11.2K
$835K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-779- 29.93% |
$54.6K - $61.5K
|
1.82K
$136K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-780- 7.24% |
$54.6K - $61.5K
|
9.99K
$747K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-784- 13.44% |
$54.9K - $61.9K
|
5.05K
$378K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-798- 1.75% |
$55.9K - $63K
|
44.9K
$3.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-800- 18.65% |
$56K - $63.1K
|
3.49K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-801- 14.38% |
$56.1K - $63.2K
|
4.77K
$357K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-805- 0.57% |
$56.4K - $63.5K
|
141K
$10.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-814- 1.79% |
$57K - $64.2K
|
44.7K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-835- 11.19% |
$58.5K - $65.9K
|
6.62K
$495K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-839- 18.74% |
$58.8K - $66.2K
|
3.64K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-840- 20.48% |
$58.8K - $66.3K
|
3.26K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-840- 9.01% |
$58.8K - $66.3K
|
8.48K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-841- 15.62% |
$58.9K - $66.4K
|
4.54K
$339K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-844- 0.4% |
$59.1K - $66.6K
|
210K
$15.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-844- 17.14% |
$59.1K - $66.6K
|
4.08K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-850- 4.73% |
$59.5K - $67.1K
|
17.1K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-850- 9.66% |
$59.5K - $67.1K
|
7.95K
$594K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-863- 10.45% |
$60.4K - $68.1K
|
7.4K
$553K
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-866- 1.16% |
$60.6K - $68.3K
|
73.7K
$5.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-866- 3.2% |
$60.6K - $68.3K
|
26.2K
$1.96M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-871- 32.72% |
$61K - $68.7K
|
1.79K
$134K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-889- 4.55% |
$62.3K - $70.1K
|
18.7K
$1.39M
|