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 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
374
+ 0.73%
$23.1K - $28.5K
51.3K $3.84M
Oct 25, 2024 Q3 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
357
+ 3.2%
$22K - $27.2K
11.5K $860K
Nov 13, 2024 Q3 2024
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
354
+ 4.71%
$21.9K - $26.9K
7.88K $589K
Oct 22, 2024 Q3 2024
Sol Capital Management CO

BUY
 -
350
+ 0.64%
$21.6K - $26.6K
55.1K $4.12M
Oct 22, 2024 Q3 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
348
+ 2.51%
$21.5K - $26.5K
14.2K $1.06M
Nov 06, 2024 Q3 2024
Signature Estate & Investment Advisors LLC

BUY
 -
345
+ 5.52%
$21.3K - $26.2K
6.6K $493K
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
342
+ 10.51%
$21.1K - $26K
3.6K $269K
Nov 06, 2024 Q3 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
338
+ 0.9%
$20.9K - $25.7K
38.1K $2.85M
Oct 29, 2024 Q3 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
337
+ 9.88%
$20.8K - $25.6K
3.75K $280K
Nov 04, 2024 Q3 2024
Proffitt & Goodson Inc

BUY
 -
333
+ 2.66%
$20.6K - $25.3K
12.8K $960K
Oct 10, 2024 Q3 2024
Chicago Trust CO Na

BUY
 -
320
+ 10.55%
$19.8K - $24.3K
3.35K $251K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
316
+ 3.84%
$19.5K - $24K
8.55K $639K
Nov 22, 2024 Q3 2024
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
315
+ 0.74%
$19.4K - $24K
43K $3.21M
Oct 29, 2024 Q3 2024
Vela Investment Management, LLC

New Albany, OH
BUY
 -
313
+ 1.34%
$19.3K - $23.8K
23.7K $1.77M
Oct 17, 2024 Q3 2024
Claro Advisors LLC

Boston, MA
BUY
 -
303
+ 5.86%
$18.7K - $23.1K
5.48K $409K
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
299
+ 24.0%
$18.5K - $22.7K
1.55K $115K
Nov 14, 2024 Q3 2024
Battery Global Advisors, LLC

Boston, MA
BUY
 -
297
New
$18.3K - $22.6K
297 $22.2K
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
293
New
$18.1K - $22.3K
293 $21.9K
Oct 03, 2024 Q3 2024
Canandaigua National Bank & Trust CO

Canandaigua, NY
BUY
 -
290
+ 0.94%
$17.9K - $22.1K
31.1K $2.32M
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
289
+ 1.15%
$17.8K - $22K
25.4K $1.9M
Oct 31, 2024 Q3 2024
Navalign, LLC

BUY
 -
284
+ 2.47%
$17.5K - $21.6K
11.8K $882K
Oct 28, 2024 Q3 2024
Jacobson & Schmitt Advisors, LLC

BUY
 -
282
+ 0.17%
$17.4K - $21.5K
162K $12.1M
Nov 13, 2024 Q3 2024
First Trust Investment Solutions L.P.

Naples, FL
BUY
 -
273
+ 9.05%
$16.9K - $20.8K
3.29K $246K
Nov 13, 2024 Q3 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
269
+ 2.21%
$16.6K - $20.5K
12.5K $931K
Nov 12, 2024 Q3 2024
Founders Financial Securities LLC

BUY
 -
266
+ 3.25%
$16.4K - $20.2K
8.45K $631K
Oct 17, 2024 Q3 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
263
+ 0.24%
$16.2K - $20K
109K $8.14M
Nov 13, 2024 Q3 2024
Mitchell Sinkler & Starr

BUY
 -
260
+ 3.22%
$16.1K - $19.8K
8.34K $623K
Oct 16, 2024 Q3 2024
Bfsg, LLC

BUY
 -
255
+ 216.1%
$15.7K - $19.4K
373 $27.9K
Oct 10, 2024 Q3 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
254
+ 2.0%
$15.7K - $19.3K
13K $970K
Oct 31, 2024 Q3 2024
Mission Wealth Management, LP

BUY
 -
254
+ 4.05%
$15.7K - $19.3K
6.53K $488K
Oct 16, 2024 Q3 2024
Red Door Wealth Management, LLC

BUY
 -
250
+ 8.13%
$15.4K - $19K
3.32K $248K
Oct 21, 2024 Q3 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
246
+ 32.2%
$15.2K - $18.7K
1.01K $75.5K
Nov 04, 2024 Q3 2024
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
246
+ 1.36%
$15.2K - $18.7K
18.3K $1.37M
Oct 08, 2024 Q3 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
244
+ 8.82%
$15.1K - $18.6K
3.01K $225K
Nov 14, 2024 Q3 2024
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
239
+ 1.66%
$14.8K - $18.2K
14.7K $1.09M
Nov 04, 2024 Q3 2024
State Of New Jersey Common Pension Fund D

BUY
 -
236
+ 0.04%
$14.6K - $18K
557K $41.6M
Nov 01, 2024 Q3 2024
Crumly & Associates Inc.

BUY
 -
230
+ 2.5%
$14.2K - $17.5K
9.43K $704K
Oct 29, 2024 Q3 2024
Investors Asset Management Of Georgia Inc

BUY
 -
228
+ 5.17%
$14.1K - $17.3K
4.64K $346K
Oct 22, 2024 Q3 2024
Mason & Associates Inc

BUY
 -
224
+ 3.73%
$13.8K - $17K
6.23K $466K
Nov 13, 2024 Q3 2024
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
224
New
$13.8K - $17K
224 $16.7K
Oct 24, 2024 Q3 2024
Conscious Wealth Investments, LLC

Miami Beach, FL
BUY
 -
222
+ 0.51%
$13.7K - $16.9K
44K $3.29M
Nov 13, 2024 Q3 2024
L2 Asset Management, LLC

Wayland, MA
BUY
 -
222
+ 3.48%
$13.7K - $16.9K
6.6K $494K
Nov 04, 2024 Q3 2024
Wolverine Asset Management LLC

BUY
 -
220
New
$13.6K - $16.7K
220 $16.4K
Oct 31, 2024 Q3 2024
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
218
+ 0.93%
$13.5K - $16.6K
23.6K $1.76M
Oct 15, 2024 Q3 2024
Steph & CO

BUY
 -
204
+ 128.3%
$12.6K - $15.5K
363 $27.1K
Nov 15, 2024 Q3 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
203
+ 9.82%
$12.5K - $15.4K
2.27K $170K
Nov 14, 2024 Q3 2024
State Of Wyoming

Cheyenne, WY
BUY
 -
201
+ 13.26%
$12.4K - $15.3K
1.72K $128K
Oct 16, 2024 Q3 2024
Indiana Trust & Investment Management CO

BUY
 -
200
+ 18.6%
$12.3K - $15.2K
1.28K $95.3K
Oct 17, 2024 Q3 2024
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
200
+ 6.57%
$12.3K - $15.2K
3.25K $243K

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