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 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
33+ 0.8% |
$2.04K - $2.51K
|
4.14K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
27+ 1.06% |
$1.67K - $2.05K
|
2.58K
$193K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
27+ 0.41% |
$1.67K - $2.05K
|
6.61K
$494K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26+ 72.22% |
$1.61K - $1.98K
|
62
$4.63K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
26+ 0.51% |
$1.61K - $1.98K
|
5.17K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
25+ 0.72% |
$1.54K - $1.9K
|
3.49K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 2.76% |
$1.54K - $1.9K
|
930
$69.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
24+ 0.62% |
$1.48K - $1.83K
|
3.91K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23+ 0.14% |
$1.42K - $1.75K
|
16.8K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.56% |
$1.23K - $1.52K
|
3.61K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
20+ 0.05% |
$1.23K - $1.52K
|
43.6K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.62% |
$1.23K - $1.52K
|
3.23K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19+ 0.33% |
$1.17K - $1.45K
|
5.74K
$429K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
19+ 0.16% |
$1.17K - $1.45K
|
11.6K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19+ 0.48% |
$1.17K - $1.45K
|
3.96K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.11K - $1.37K
|
18
$1.35K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17+ 0.46% |
$1.05K - $1.29K
|
3.75K
$280K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.29K
|
17
$1.27K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.35% |
$988 - $1.22K
|
4.57K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16+ 0.29% |
$988 - $1.22K
|
5.6K
$419K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
16New |
$988 - $1.22K
|
16
$1.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 3.36% |
$926 - $1.14K
|
462
$34.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
14+ 0.37% |
$864 - $1.07K
|
3.76K
$281K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.33% |
$741 - $913
|
3.61K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
12+ 3.02% |
$741 - $913
|
410
$30.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12+ 0.09% |
$741 - $913
|
13.3K
$994K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.26% |
$679 - $837
|
4.29K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10+ 0.01% |
$617 - $761
|
174K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.34% |
$617 - $761
|
2.91K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 1.66% |
$556 - $685
|
550
$41.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7+ 0.12% |
$432 - $533
|
5.7K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$432 - $533
|
4.18K
$313K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 0.03% |
$370 - $456
|
18.2K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.25% |
$370 - $456
|
2.39K
$179K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.12% |
$370 - $456
|
5.05K
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6+ 0.16% |
$370 - $456
|
3.67K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.4% |
$309 - $380
|
1.26K
$94.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.13% |
$247 - $304
|
3.17K
$237K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.08% |
$185 - $228
|
3.59K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$185 - $228
|
3.28K
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.37% |
$185 - $228
|
820
$61.3K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 12.0% |
$185 - $228
|
28
$2.09K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.07% |
$185 - $228
|
4.24K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$185 - $228
|
7.89K
$590K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.02% |
$123 - $152
|
11K
$820K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$123 - $152
|
3.17K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 11.11% |
$123 - $152
|
20
$1.49K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.04% |
$123 - $152
|
5.1K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$123 - $152
|
75.8K
$5.66M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$123 - $152
|
3.42K
$255K
|