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 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15K- 37.53% |
$1.05M - $1.18M
|
25K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-15.1K- 21.62% |
$1.05M - $1.19M
|
54.6K
$5.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 58.36% |
$1.07M - $1.2M
|
10.9K
$1M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-15.9K- 8.63% |
$1.11M - $1.25M
|
168K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-15.9K- 4.62% |
$1.12M - $1.26M
|
329K
$30.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.9K- 3.5% |
$1.12M - $1.26M
|
440K
$40.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-16.1K- 8.47% |
$1.13M - $1.27M
|
174K
$16.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Fosun International LTD
|
SELL
|
- |
-16.2K- 43.45% |
$1.14M - $1.28M
|
21.1K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-16.6K- 84.69% |
$1.16M - $1.31M
|
2.99K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.6K- 14.76% |
$1.16M - $1.31M
|
95.8K
$8.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-16.8K- 73.12% |
$1.18M - $1.33M
|
6.18K
$570K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-17.1K- 2.52% |
$1.2M - $1.35M
|
663K
$61.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Snyder Capital Management L P
San Francisco, CA |
SELL
|
- |
-17.2K- 1.89% |
$1.21M - $1.36M
|
894K
$82.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.6K- 2.59% |
$1.23M - $1.39M
|
662K
$61.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17.8K- 11.82% |
$1.25M - $1.41M
|
133K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-19K- 56.05% |
$1.33M - $1.5M
|
14.9K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-19.1K- 2.05% |
$1.34M - $1.51M
|
913K
$84.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-19.2K- 72.11% |
$1.34M - $1.51M
|
7.41K
$684K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-19.2K- 79.21% |
$1.34M - $1.51M
|
5.04K
$465K
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-19.4K- 58.02% |
$1.36M - $1.53M
|
14K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-19.5K- 2.17% |
$1.36M - $1.54M
|
876K
$80.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.6K- 10.27% |
$1.37M - $1.54M
|
171K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-19.6K- 1.41% |
$1.37M - $1.54M
|
1.37M
$126M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-19.7K- 82.4% |
$1.38M - $1.56M
|
4.22K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20.7K- 69.96% |
$1.45M - $1.63M
|
8.89K
$820K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.8K- 42.82% |
$1.46M - $1.64M
|
27.8K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-20.9K- 19.44% |
$1.46M - $1.65M
|
86.6K
$7.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-20.9K- 6.8% |
$1.47M - $1.65M
|
287K
$26.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-21.2K- 18.24% |
$1.49M - $1.67M
|
95.1K
$8.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21.6K- 45.98% |
$1.52M - $1.71M
|
25.4K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-22.1K- 0.77% |
$1.55M - $1.74M
|
2.85M
$263M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-22.3K- 27.56% |
$1.56M - $1.76M
|
58.5K
$5.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.3K- 3.54% |
$1.56M - $1.76M
|
608K
$56.1M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-22.6K- 50.03% |
$1.58M - $1.78M
|
22.5K
$2.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-23.2K- 3.83% |
$1.63M - $1.83M
|
583K
$53.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.3K- 7.12% |
$1.63M - $1.84M
|
304K
$28.1M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-24.5K- 43.41% |
$1.72M - $1.93M
|
31.9K
$2.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.8K- 11.08% |
$1.74M - $1.96M
|
199K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25.4KClosed |
$1.78M - $2M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25.5K- 50.0% |
$1.78M - $2.01M
|
25.5K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-25.6K- 7.3% |
$1.79M - $2.02M
|
325K
$30M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-25.9K- 5.14% |
$1.81M - $2.04M
|
478K
$44.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-26.6K- 2.54% |
$1.86M - $2.1M
|
1.02M
$94.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-26.6K- 29.16% |
$1.87M - $2.1M
|
64.7K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-26.8K- 3.84% |
$1.87M - $2.11M
|
671K
$61.9M
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-27.5K- 5.41% |
$1.93M - $2.17M
|
481K
$44.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-27.7K- 1.9% |
$1.94M - $2.19M
|
1.43M
$132M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-28.3K- 6.99% |
$1.98M - $2.23M
|
377K
$34.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-29.9K- 76.48% |
$2.09M - $2.36M
|
9.19K
$849K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-31.5K- 84.94% |
$2.21M - $2.49M
|
5.59K
$516K
|