Purchases and Sales Made in Q3 2024 in Schwab Charles Corp (SCHW)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
200+ 6.67% |
$12.3K - $15.2K
|
3.2K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
195+ 2.0% |
$12K - $14.8K
|
9.95K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
195+ 4.9% |
$12K - $14.8K
|
4.18K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
195+ 2.15% |
$12K - $14.8K
|
9.25K
$691K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
190+ 5.82% |
$11.7K - $14.5K
|
3.46K
$258K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
189+ 3.59% |
$11.7K - $14.4K
|
5.45K
$407K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
184+ 2.84% |
$11.4K - $14K
|
6.66K
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
182+ 2.25% |
$11.2K - $13.8K
|
8.27K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
177New |
$10.9K - $13.5K
|
177
$13.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
177New |
$10.9K - $13.5K
|
177
$13.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
176+ 5.4% |
$10.9K - $13.4K
|
3.44K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
174+ 1.93% |
$10.7K - $13.2K
|
9.2K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
174+ 0.53% |
$10.7K - $13.2K
|
33.2K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
173+ 0.8% |
$10.7K - $13.2K
|
21.8K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
169+ 43.44% |
$10.4K - $12.9K
|
558
$41.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
154+ 270.18% |
$9.51K - $11.7K
|
211
$15.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
151New |
$9.32K - $11.5K
|
151
$11.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
150+ 2.31% |
$9.26K - $11.4K
|
6.65K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 0.2% |
$9.26K - $11.4K
|
76K
$5.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
149+ 62.61% |
$9.2K - $11.3K
|
387
$28.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
147+ 4.5% |
$9.08K - $11.2K
|
3.41K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
146+ 0.25% |
$9.01K - $11.1K
|
57.4K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
145+ 1.71% |
$8.95K - $11K
|
8.62K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
142+ 2.72% |
$8.77K - $10.8K
|
5.36K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
139New |
$8.58K - $10.6K
|
139
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
138+ 0.07% |
$8.52K - $10.5K
|
210K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 0.06% |
$8.33K - $10.3K
|
224K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
135+ 9.7% |
$8.33K - $10.3K
|
1.53K
$114K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
133+ 3.16% |
$8.21K - $10.1K
|
4.34K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
132+ 4.09% |
$8.15K - $10K
|
3.36K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
131+ 0.13% |
$8.09K - $9.97K
|
99.5K
$7.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
130New |
$8.03K - $9.89K
|
130
$9.72K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
129+ 4.49% |
$7.96K - $9.81K
|
3K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
128+ 0.53% |
$7.9K - $9.74K
|
24.3K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
127+ 3.37% |
$7.84K - $9.66K
|
3.89K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
121+ 0.68% |
$7.47K - $9.21K
|
18K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
115+ 0.35% |
$7.1K - $8.75K
|
33.2K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
115New |
$7.1K - $8.75K
|
115
$8.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
114+ 1.19% |
$7.04K - $8.67K
|
9.71K
$726K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
111+ 0.54% |
$6.85K - $8.44K
|
20.7K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
110+ 1.29% |
$6.79K - $8.37K
|
8.62K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
107+ 1.06% |
$6.61K - $8.14K
|
10.2K
$762K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
107+ 0.72% |
$6.61K - $8.14K
|
15.1K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
105+ 0.18% |
$6.48K - $7.99K
|
59.8K
$4.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
104+ 3.72% |
$6.42K - $7.91K
|
2.9K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
104+ 1.81% |
$6.42K - $7.91K
|
5.86K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
104+ 315.15% |
$6.42K - $7.91K
|
137
$10.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
102+ 82.93% |
$6.3K - $7.76K
|
225
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
102+ 1.16% |
$6.3K - $7.76K
|
8.87K
$663K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
101+ 0.56% |
$6.24K - $7.68K
|
18.3K
$1.37M
|