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 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-147- 0.16% |
$9.08K - $11.2K
|
92.7K
$8.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-148- 0.85% |
$9.14K - $11.3K
|
17.3K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-150- 35.89% |
$9.26K - $11.4K
|
268
$24.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-152- 0.63% |
$9.38K - $11.6K
|
24K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-154- 3.74% |
$9.51K - $11.7K
|
3.96K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-157- 1.29% |
$9.69K - $11.9K
|
12K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-158- 1.56% |
$9.75K - $12K
|
9.98K
$922K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-160- 2.38% |
$9.88K - $12.2K
|
6.56K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-162- 0.13% |
$10K - $12.3K
|
129K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-163- 0.34% |
$10.1K - $12.4K
|
47.3K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-165- 4.04% |
$10.2K - $12.6K
|
3.92K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-166- 2.28% |
$10.2K - $12.6K
|
7.11K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-167- 4.83% |
$10.3K - $12.7K
|
3.29K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-172- 2.18% |
$10.6K - $13.1K
|
7.73K
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-177- 2.41% |
$10.9K - $13.5K
|
7.17K
$662K
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-179- 0.83% |
$11.1K - $13.6K
|
21.4K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-182- 1.17% |
$11.2K - $13.8K
|
15.4K
$1.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-184- 1.85% |
$11.4K - $14K
|
9.75K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-184- 1.82% |
$11.4K - $14K
|
9.91K
$915K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-185- 1.69% |
$11.4K - $14.1K
|
10.7K
$991K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-193- 1.48% |
$11.9K - $14.7K
|
12.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-193- 1.07% |
$11.9K - $14.7K
|
17.8K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-194- 0.78% |
$12K - $14.8K
|
24.6K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-194- 2.6% |
$12K - $14.8K
|
7.26K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-196- 0.25% |
$12.1K - $14.9K
|
77.4K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-196- 5.14% |
$12.1K - $14.9K
|
3.62K
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-199- 1.6% |
$12.3K - $15.1K
|
12.2K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-200- 5.85% |
$12.3K - $15.2K
|
3.22K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-200- 2.66% |
$12.3K - $15.2K
|
7.32K
$676K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-204- 5.78% |
$12.6K - $15.5K
|
3.32K
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-205- 0.45% |
$12.7K - $15.6K
|
45.6K
$4.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-205- 12.39% |
$12.7K - $15.6K
|
1.45K
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-206- 80.47% |
$12.7K - $15.7K
|
50
$4.62K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-210- 4.07% |
$13K - $16K
|
4.95K
$457K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-211- 38.02% |
$13K - $16.1K
|
344
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-213- 4.04% |
$13.2K - $16.2K
|
5.06K
$468K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-216- 7.34% |
$13.3K - $16.4K
|
2.73K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-216- 1.44% |
$13.3K - $16.4K
|
14.8K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-219- 6.97% |
$13.5K - $16.7K
|
2.92K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-222- 5.14% |
$13.7K - $16.9K
|
4.1K
$379K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-223- 19.01% |
$13.8K - $17K
|
950
$87.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-229- 3.33% |
$14.1K - $17.4K
|
6.65K
$614K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-231- 2.26% |
$14.3K - $17.6K
|
10K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-233- 3.47% |
$14.4K - $17.7K
|
6.48K
$598K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-235- 2.9% |
$14.5K - $17.9K
|
7.86K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-237- 0.96% |
$14.6K - $18K
|
24.5K
$2.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-242- 3.29% |
$14.9K - $18.4K
|
7.11K
$656K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-249- 92.57% |
$15.4K - $18.9K
|
20
$1.85K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-250- 3.34% |
$15.4K - $19K
|
7.23K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-260- 14.11% |
$16.1K - $19.8K
|
1.58K
$146K
|