Purchases and Sales Made in Q3 2024 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
809
+ 4.06%
$49.9K - $61.5K
20.7K $1.56M
Nov 14, 2024 Q3 2024
Fwl Investment Management, LLC

BUY
 -
803
+ 19.53%
$49.6K - $61.1K
4.91K $369K
Oct 23, 2024 Q3 2024
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
790
+ 48.59%
$48.8K - $60.1K
2.42K $181K
Nov 05, 2024 Q3 2024
Parthenon LLC

BUY
 -
775
+ 0.55%
$47.8K - $59K
142K $10.6M
Oct 29, 2024 Q3 2024
Sage Mountain Advisors LLC

BUY
 -
765
+ 11.99%
$47.2K - $58.2K
7.14K $536K
Oct 22, 2024 Q3 2024
Lafayette Investments, Inc.

BUY
 -
753
+ 0.78%
$46.5K - $57.3K
97.8K $7.34M
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
751
+ 2.82%
$46.4K - $57.1K
27.4K $2.05M
Nov 15, 2024 Q3 2024
Drucker Wealth 3.0, LLC

Woodcliff Lake, NJ
BUY
 -
742
+ 1.88%
$45.8K - $56.5K
40.1K $3.01M
Nov 14, 2024 Q3 2024
Cercano Management LLC

Bellevue, WA
BUY
 -
720
+ 0.06%
$44.5K - $54.8K
1.14M $85.2M
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
703
+ 2.59%
$43.4K - $53.5K
27.9K $2.09M
Nov 08, 2024 Q3 2024
Condor Capital Management

Martinsville, NJ
BUY
 -
694
+ 1.11%
$42.8K - $52.8K
63.5K $4.76M
Oct 22, 2024 Q3 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
692
+ 5.52%
$42.7K - $52.6K
13.2K $992K
Nov 14, 2024 Q3 2024
Paradigm Financial Partners, LLC

BUY
 -
691
+ 13.35%
$42.7K - $52.6K
5.87K $440K
Nov 07, 2024 Q3 2024
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
684
+ 18.37%
$42.2K - $52K
4.41K $331K
Oct 17, 2024 Q3 2024
New Hampshire Trust

Concord, NH
BUY
 -
683
+ 11.72%
$42.2K - $52K
6.51K $489K
Nov 04, 2024 Q3 2024
Jeppson Wealth Management, LLC

BUY
 -
679
+ 3.51%
$41.9K - $51.7K
20K $1.5M
Oct 31, 2024 Q3 2024
Graypoint LLC

BUY
 -
670
+ 8.21%
$41.4K - $51K
8.83K $663K
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
665
+ 0.55%
$41.1K - $50.6K
122K $9.16M
Nov 15, 2024 Q3 2024
Coldstream Capital Management Inc

BUY
 -
653
+ 3.51%
$40.3K - $49.7K
19.3K $1.45M
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
651
+ 7.27%
$40.2K - $49.5K
9.61K $721K
Oct 15, 2024 Q3 2024
Krilogy Financial LLC

BUY
 -
648
+ 3.55%
$40K - $49.3K
18.9K $1.42M
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
637
New
$39.3K - $48.5K
637 $47.8K
Oct 25, 2024 Q3 2024
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
635
+ 7.26%
$39.2K - $48.3K
9.39K $704K
Nov 04, 2024 Q3 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
633
+ 8.43%
$39.1K - $48.2K
8.14K $611K
Nov 13, 2024 Q3 2024
Legacy Financial Advisors, Inc.

BUY
 -
632
+ 16.97%
$39K - $48.1K
4.36K $327K
Oct 10, 2024 Q3 2024
Octavia Wealth Advisors, LLC

BUY
 -
628
+ 9.24%
$38.8K - $47.8K
7.43K $557K
Oct 30, 2024 Q3 2024
Hixon Zuercher, LLC

BUY
 -
626
+ 1.28%
$38.6K - $47.6K
49.4K $3.71M
Oct 11, 2024 Q3 2024
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
624
+ 5.32%
$38.5K - $47.5K
12.3K $926K
Oct 17, 2024 Q3 2024
First Citizens Bank & Trust CO

BUY
 -
624
+ 2.95%
$38.5K - $47.5K
21.8K $1.64M
Oct 29, 2024 Q3 2024
Pure Financial Advisors, LLC

BUY
 -
622
+ 12.8%
$38.4K - $47.3K
5.48K $411K
Oct 22, 2024 Q3 2024
Keene & Associates, Inc.

BUY
 -
610
+ 7.0%
$37.7K - $46.4K
9.32K $700K
Nov 12, 2024 Q3 2024
Spears Abacus Advisors LLC

BUY
 -
600
+ 14.2%
$37K - $45.6K
4.83K $362K
Nov 04, 2024 Q3 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
586
+ 7.61%
$36.2K - $44.6K
8.29K $622K
Nov 07, 2024 Q3 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
581
+ 14.83%
$35.9K - $44.2K
4.5K $338K
Nov 12, 2024 Q3 2024
Columbia Asset Management

Ann Arbor, MI
BUY
 -
580
+ 2.33%
$35.8K - $44.1K
25.5K $1.91M
Nov 14, 2024 Q3 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
575
+ 16.94%
$35.5K - $43.7K
3.97K $298K
Nov 08, 2024 Q3 2024
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
572
+ 2.16%
$35.3K - $43.5K
27.1K $2.03M
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
569
+ 9.39%
$35.1K - $43.3K
6.63K $498K
Nov 12, 2024 Q3 2024
Palisade Asset Management, LLC

BUY
 -
565
+ 2.16%
$34.9K - $43K
26.7K $2.01M
Oct 15, 2024 Q3 2024
Canvas Wealth Advisors, LLC

BUY
 -
561
+ 5.17%
$34.6K - $42.7K
11.4K $857K
Oct 24, 2024 Q3 2024
First Financial Corp

BUY
 -
561
+ 4.24%
$34.6K - $42.7K
13.8K $1.04M
Oct 24, 2024 Q3 2024
Cavalier Investments, LLC

BUY
 -
552
+ 6.0%
$34.1K - $42K
9.75K $732K
Oct 09, 2024 Q3 2024
Tobam

BUY
 -
545
+ 17.54%
$33.6K - $41.5K
3.65K $274K
Oct 31, 2024 Q3 2024
Keybank National Association

BUY
 -
545
+ 0.86%
$33.6K - $41.5K
63.6K $4.77M
Nov 04, 2024 Q3 2024
Nelson Capital Management, LLC

BUY
 -
543
+ 1.47%
$33.5K - $41.3K
37.5K $2.82M
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
537
New
$33.2K - $40.9K
537 $40.3K
Nov 12, 2024 Q3 2024
Viawealth, LLC

Overland Park, KS
BUY
 -
532
+ 5.59%
$32.8K - $40.5K
10K $754K
Oct 07, 2024 Q3 2024
Salvus Wealth Management, LLC

BUY
 -
519
+ 0.7%
$32K - $39.5K
74.8K $5.62M
Nov 13, 2024 Q3 2024
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
516
+ 4.71%
$31.9K - $39.3K
11.5K $862K

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