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 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.7KNew |
$540K - $608K
|
7.7K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
7.63K+ 4.58% |
$534K - $602K
|
174K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.56K+ 240.89% |
$530K - $597K
|
10.7K
$803K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
7.49K+ 38.33% |
$525K - $591K
|
27K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
7.38K+ 42.04% |
$517K - $582K
|
24.9K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.26K+ 2.46% |
$508K - $573K
|
303K
$22.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.21K+ 63.27% |
$505K - $569K
|
18.6K
$1.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
7.2K+ 20.37% |
$504K - $568K
|
42.5K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7.19K+ 14.31% |
$504K - $567K
|
57.5K
$4.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
7.16K+ 34.2% |
$501K - $565K
|
28.1K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.14K+ 124.6% |
$500K - $563K
|
12.9K
$965K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.97K+ 26.71% |
$488K - $550K
|
33.1K
$2.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
6.95KNew |
$486K - $548K
|
6.95K
$521K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
6.94K+ 123.49% |
$486K - $547K
|
12.6K
$942K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.83KNew |
$478K - $539K
|
6.83K
$513K
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6.82K+ 9.1% |
$478K - $538K
|
81.8K
$6.14M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.82KNew |
$477K - $538K
|
6.82K
$512K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
6.77KNew |
$474K - $534K
|
6.77K
$508K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.74K+ 15.36% |
$472K - $532K
|
50.6K
$3.8M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.74K+ 38.81% |
$472K - $532K
|
24.1K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.65K+ 725.63% |
$466K - $525K
|
7.57K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
6.53K+ 4.21% |
$457K - $515K
|
161K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.52KNew |
$457K - $514K
|
6.52K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.51K+ 2.21% |
$456K - $513K
|
301K
$22.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.41K+ 40.37% |
$449K - $506K
|
22.3K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.33K+ 4.16% |
$443K - $499K
|
159K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.3KNew |
$441K - $497K
|
6.3K
$473K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.25KNew |
$438K - $493K
|
6.25K
$469K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.2K+ 5.67% |
$434K - $489K
|
116K
$8.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.18KNew |
$433K - $488K
|
6.18K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.06KNew |
$424K - $478K
|
6.06K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.98K+ 3.63% |
$419K - $472K
|
171K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.93K+ 3.53% |
$415K - $468K
|
174K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.93K+ 142.15% |
$415K - $468K
|
10.1K
$758K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.93KNew |
$415K - $468K
|
5.93K
$445K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.9KNew |
$413K - $465K
|
5.9K
$443K
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
5.88K+ 0.61% |
$412K - $464K
|
970K
$72.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.81K+ 16.95% |
$407K - $459K
|
40.1K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.81KNew |
$407K - $458K
|
5.81K
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5.68K+ 11.75% |
$398K - $448K
|
54K
$4.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
5.57K+ 8.29% |
$390K - $439K
|
72.7K
$5.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
5.45K+ 9.53% |
$382K - $430K
|
62.7K
$4.7M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.4KNew |
$378K - $426K
|
5.4K
$405K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
5.4K+ 9.6% |
$378K - $426K
|
61.6K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
5.35KNew |
$375K - $422K
|
5.35K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
5.3KNew |
$371K - $418K
|
5.3K
$398K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
5.23K+ 15.46% |
$366K - $412K
|
39K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.18KNew |
$362K - $408K
|
5.18K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$362K - $408K
|
5.17K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.06K+ 22.89% |
$355K - $399K
|
27.2K
$2.04M
|