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 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 0.17% |
$5.87K - $7.23K
|
55.4K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-95- 53.37% |
$5.87K - $7.23K
|
83
$6.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-99- 2.18% |
$6.11K - $7.53K
|
4.44K
$332K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-100- 0.35% |
$6.17K - $7.61K
|
28.2K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 2.2% |
$6.17K - $7.61K
|
4.44K
$332K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.49% |
$6.17K - $7.61K
|
3.92K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 58.48% |
$6.17K - $7.61K
|
71
$5.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-101- 2.72% |
$6.24K - $7.68K
|
3.62K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-102- 0.15% |
$6.3K - $7.76K
|
67.2K
$5.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-103- 1.23% |
$6.36K - $7.84K
|
8.28K
$619K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-103- 1.92% |
$6.36K - $7.84K
|
5.27K
$394K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-104- 2.42% |
$6.42K - $7.91K
|
4.2K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-104- 0.35% |
$6.42K - $7.91K
|
29.9K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-104- 6.67% |
$6.42K - $7.91K
|
1.46K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-106- 13.86% |
$6.54K - $8.06K
|
659
$49.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-107- 0.69% |
$6.61K - $8.14K
|
15.4K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-112- 1.19% |
$6.91K - $8.52K
|
9.3K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-116- 0.15% |
$7.16K - $8.83K
|
77.1K
$5.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-117- 2.48% |
$7.22K - $8.9K
|
4.61K
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-119- 5.0% |
$7.35K - $9.05K
|
2.26K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-119- 0.9% |
$7.35K - $9.05K
|
13.1K
$976K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-131- 16.52% |
$8.09K - $9.97K
|
662
$49.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-132- 1.3% |
$8.15K - $10K
|
10K
$747K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-135- 0.73% |
$8.33K - $10.3K
|
18.4K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-137- 1.84% |
$8.46K - $10.4K
|
7.31K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-137- 2.58% |
$8.46K - $10.4K
|
5.16K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-137- 1.72% |
$8.46K - $10.4K
|
7.85K
$587K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-138- 16.37% |
$8.52K - $10.5K
|
705
$52.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-138- 0.42% |
$8.52K - $10.5K
|
32.8K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-140- 1.4% |
$8.64K - $10.7K
|
9.85K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-140- 3.13% |
$8.64K - $10.7K
|
4.34K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-141- 0.76% |
$8.71K - $10.7K
|
18.5K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-145- 3.48% |
$8.95K - $11K
|
4.03K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-147- 0.16% |
$9.08K - $11.2K
|
92.7K
$6.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-148- 0.85% |
$9.14K - $11.3K
|
17.3K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-150- 35.89% |
$9.26K - $11.4K
|
268
$20K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-152- 0.63% |
$9.38K - $11.6K
|
24K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-154- 3.74% |
$9.51K - $11.7K
|
3.96K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-157- 1.29% |
$9.69K - $11.9K
|
12K
$897K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-158- 1.56% |
$9.75K - $12K
|
9.98K
$746K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-160- 2.38% |
$9.88K - $12.2K
|
6.56K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-162- 0.13% |
$10K - $12.3K
|
129K
$9.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-163- 0.34% |
$10.1K - $12.4K
|
47.3K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-165- 4.04% |
$10.2K - $12.6K
|
3.92K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-166- 2.28% |
$10.2K - $12.6K
|
7.11K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-167- 4.83% |
$10.3K - $12.7K
|
3.29K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-172- 2.18% |
$10.6K - $13.1K
|
7.73K
$578K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-177- 2.41% |
$10.9K - $13.5K
|
7.17K
$536K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-182- 1.17% |
$11.2K - $13.8K
|
15.4K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-184- 1.85% |
$11.4K - $14K
|
9.75K
$729K
|