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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
100New |
$6.17K - $7.61K
|
100
$7.47K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
100+ 2.05% |
$6.17K - $7.61K
|
4.98K
$372K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.69% |
$6.17K - $7.61K
|
6.03K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100+ 200.0% |
$6.17K - $7.61K
|
150
$11.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
100+ 3.31% |
$6.17K - $7.61K
|
3.12K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
97+ 5.95% |
$5.99K - $7.38K
|
1.73K
$129K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
96+ 1.8% |
$5.93K - $7.3K
|
5.43K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
92+ 0.63% |
$5.68K - $7K
|
14.6K
$1.09M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
83New |
$5.12K - $6.31K
|
83
$6.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
82+ 1.67% |
$5.06K - $6.24K
|
4.99K
$373K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
82+ 62.6% |
$5.06K - $6.24K
|
213
$15.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
79+ 493.75% |
$4.88K - $6.01K
|
95
$7.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
79+ 0.5% |
$4.88K - $6.01K
|
15.7K
$1.18M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
79+ 0.56% |
$4.88K - $6.01K
|
14.3K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
77+ 29.5% |
$4.75K - $5.86K
|
338
$25.3K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
75+ 0.48% |
$4.63K - $5.71K
|
15.6K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
74+ 2.2% |
$4.57K - $5.63K
|
3.43K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
73+ 4.85% |
$4.51K - $5.55K
|
1.58K
$118K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
73+ 2.23% |
$4.51K - $5.55K
|
3.35K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
72+ 1.01% |
$4.45K - $5.48K
|
7.17K
$536K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.24% |
$4.32K - $5.33K
|
5.74K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
68+ 1.98% |
$4.2K - $5.17K
|
3.51K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
60+ 1.18% |
$3.7K - $4.56K
|
5.15K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
60+ 1.29% |
$3.7K - $4.56K
|
4.72K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
58+ 0.28% |
$3.58K - $4.41K
|
20.7K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
55+ 0.58% |
$3.4K - $4.18K
|
9.6K
$718K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$3.4K - $4.18K
|
55
$4.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
55+ 0.52% |
$3.4K - $4.18K
|
10.7K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
52+ 0.32% |
$3.21K - $3.96K
|
16.2K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
50+ 0.53% |
$3.09K - $3.8K
|
9.5K
$710K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 0.87% |
$3.09K - $3.8K
|
5.77K
$431K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
50+ 0.72% |
$3.09K - $3.8K
|
7K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
48+ 5.9% |
$2.96K - $3.65K
|
861
$64.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47+ 0.34% |
$2.9K - $3.58K
|
13.8K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46New |
$2.84K - $3.5K
|
46
$3.44K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43+ 23.37% |
$2.65K - $3.27K
|
227
$17K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
43New |
$2.65K - $3.27K
|
43
$3.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
42+ 1.15% |
$2.59K - $3.2K
|
3.71K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
41+ 0.97% |
$2.53K - $3.12K
|
4.25K
$318K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
40+ 2.23% |
$2.47K - $3.04K
|
1.83K
$137K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40+ 5.06% |
$2.47K - $3.04K
|
830
$62K
|
|
|
Oct 16, 2024
Q3 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
39+ 0.01% |
$2.41K - $2.97K
|
457K
$34.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37+ 0.07% |
$2.28K - $2.81K
|
54.9K
$4.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
37New |
$2.28K - $2.81K
|
37
$2.77K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
36+ 0.36% |
$2.22K - $2.74K
|
10.1K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
36+ 0.81% |
$2.22K - $2.74K
|
4.46K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
36+ 0.22% |
$2.22K - $2.74K
|
16.4K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 13.18% |
$2.1K - $2.59K
|
292
$21.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
34+ 0.87% |
$2.1K - $2.59K
|
3.92K
$293K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
33+ 0.34% |
$2.04K - $2.51K
|
9.87K
$738K
|