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 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
22.6K+ 8.64% |
$1.59M - $1.79M
|
284K
$21.4M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
22.5KNew |
$1.57M - $1.77M
|
22.5K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$1.56M - $1.75M
|
22.2K
$1.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
22.2K+ 3.98% |
$1.56M - $1.75M
|
580K
$43.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
22.1KNew |
$1.54M - $1.74M
|
22.1K
$1.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
20.6KNew |
$1.45M - $1.63M
|
20.6K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
20.4K+ 3.62% |
$1.43M - $1.61M
|
584K
$43.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
20.3K+ 1459.35% |
$1.42M - $1.6M
|
21.7K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.4K+ 5.68% |
$1.36M - $1.53M
|
360K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
19K+ 8.1% |
$1.33M - $1.5M
|
253K
$19M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
BUY
|
- |
18.5K+ 10.67% |
$1.29M - $1.46M
|
191K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
18.4KNew |
$1.29M - $1.45M
|
18.4K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
18.3K+ 3.2% |
$1.28M - $1.45M
|
591K
$44.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18.1K+ 4.17% |
$1.27M - $1.43M
|
453K
$34M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
18.1K+ 3.49% |
$1.27M - $1.43M
|
537K
$40.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
18.1K+ 45.86% |
$1.27M - $1.43M
|
57.6K
$4.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5K+ 6.06% |
$1.22M - $1.38M
|
306K
$23M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
17.2K+ 31.93% |
$1.2M - $1.36M
|
71K
$5.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17.1K+ 326.73% |
$1.2M - $1.35M
|
22.3K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
16.9K+ 46.15% |
$1.19M - $1.34M
|
53.6K
$4.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
16.8K+ 220.03% |
$1.18M - $1.33M
|
24.4K
$1.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
16.7K+ 101.18% |
$1.17M - $1.31M
|
33.1K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
16.5KNew |
$1.16M - $1.3M
|
16.5K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
16.2K+ 923.32% |
$1.14M - $1.28M
|
18K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
16.2K+ 3.21% |
$1.13M - $1.28M
|
521K
$39.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16.2K+ 46.59% |
$1.13M - $1.28M
|
50.9K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.9K+ 63.98% |
$1.11M - $1.26M
|
40.8K
$3.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.8K+ 86.66% |
$1.11M - $1.25M
|
34.1K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
15.8KNew |
$1.11M - $1.25M
|
15.8K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.7KNew |
$1.1M - $1.24M
|
15.7K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
15.6K+ 23.94% |
$1.09M - $1.23M
|
80.8K
$6.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
15.4K+ 46.46% |
$1.08M - $1.21M
|
48.5K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
15.2K+ 3.25% |
$1.06M - $1.2M
|
482K
$36.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
15K+ 30.38% |
$1.05M - $1.18M
|
64.4K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
14.9K+ 5.15% |
$1.04M - $1.17M
|
303K
$22.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
14.6KNew |
$1.02M - $1.15M
|
14.6K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
14.5KNew |
$1.02M - $1.14M
|
14.5K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
13.9KNew |
$972K - $1.1M
|
13.9K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.5K+ 311.76% |
$947K - $1.07M
|
17.9K
$1.34M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
13.4KNew |
$941K - $1.06M
|
13.4K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
13.2K+ 9.97% |
$925K - $1.04M
|
146K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.2KNew |
$923K - $1.04M
|
13.2K
$989K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
13.2K+ 27.93% |
$921K - $1.04M
|
60.3K
$4.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
13.1K+ 14.51% |
$916K - $1.03M
|
103K
$7.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
13K+ 0.96% |
$910K - $1.03M
|
1.37M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
13K+ 72.01% |
$908K - $1.02M
|
31K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.8K+ 522.45% |
$896K - $1.01M
|
15.3K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.8KNew |
$896K - $1.01M
|
12.8K
$960K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 18.3% |
$886K - $999K
|
81.8K
$6.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.6KNew |
$880K - $992K
|
12.6K
$944K
|