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 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.05K+ 18.14% |
$354K - $399K
|
32.9K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5KNew |
$350K - $395K
|
5K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.98K+ 1.11% |
$349K - $393K
|
455K
$34.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.91K+ 54.52% |
$344K - $388K
|
13.9K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.9KNew |
$343K - $387K
|
4.9K
$368K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
4.87K+ 2.34% |
$341K - $384K
|
213K
$16M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.87K+ 1.13% |
$341K - $384K
|
437K
$32.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.81K+ 3.76% |
$337K - $380K
|
133K
$9.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4.74KNew |
$332K - $374K
|
4.74K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.73K+ 6.33% |
$332K - $374K
|
79.5K
$5.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.71K+ 1.51% |
$330K - $372K
|
316K
$23.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.7K+ 0.77% |
$329K - $371K
|
615K
$46.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.7K+ 4.61% |
$329K - $371K
|
107K
$8M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.65K+ 23.18% |
$326K - $367K
|
24.7K
$1.86M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.52K+ 33.04% |
$317K - $357K
|
18.2K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.51K+ 8.56% |
$316K - $356K
|
57.3K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.48KNew |
$314K - $353K
|
4.48K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.47K+ 19.46% |
$313K - $353K
|
27.5K
$2.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.47KNew |
$313K - $353K
|
4.47K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.45K+ 4.36% |
$312K - $351K
|
107K
$8M
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
BUY
|
- |
4.45K+ 3.36% |
$311K - $351K
|
137K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.4K+ 21.13% |
$308K - $347K
|
25.2K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.39K+ 527.68% |
$307K - $346K
|
5.22K
$391K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.36K+ 16.74% |
$306K - $344K
|
30.4K
$2.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.3KNew |
$301K - $339K
|
4.3K
$323K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.3K+ 36.3% |
$301K - $339K
|
16.1K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.24KNew |
$297K - $335K
|
4.24K
$318K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.21KNew |
$295K - $332K
|
4.21K
$316K
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
4.16K+ 10.76% |
$291K - $328K
|
42.8K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.11KNew |
$288K - $325K
|
4.11K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
BUY
|
- |
4.11K+ 6.99% |
$287K - $324K
|
62.8K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.08K+ 8.06% |
$286K - $322K
|
54.7K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.02K+ 4.35% |
$281K - $317K
|
96.4K
$7.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
3.93KNew |
$275K - $310K
|
3.93K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.9KNew |
$273K - $308K
|
3.9K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.9KNew |
$273K - $308K
|
3.9K
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.89KNew |
$272K - $307K
|
3.89K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.89K+ 4.07% |
$272K - $307K
|
99.3K
$7.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.87K+ 12.78% |
$271K - $306K
|
34.2K
$2.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
3.85KNew |
$270K - $304K
|
3.85K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.85K+ 14.38% |
$269K - $304K
|
30.6K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.83K+ 2.35% |
$268K - $302K
|
167K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.81K+ 42.33% |
$267K - $301K
|
12.8K
$961K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.79K+ 36.69% |
$265K - $299K
|
14.1K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.76K+ 1842.16% |
$263K - $297K
|
3.96K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
3.76KNew |
$263K - $296K
|
3.76K
$282K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.72KNew |
$261K - $294K
|
3.72K
$279K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.72KNew |
$260K - $293K
|
3.72K
$279K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.65KNew |
$255K - $288K
|
3.65K
$274K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.61K+ 35.74% |
$253K - $285K
|
13.7K
$1.03M
|