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 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-263- 1.18% |
$16.2K - $20K
|
22K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-263- 5.79% |
$16.2K - $20K
|
4.28K
$395K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-265- 5.72% |
$16.4K - $20.2K
|
4.37K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-267- 7.34% |
$16.5K - $20.3K
|
3.37K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-271- 5.68% |
$16.7K - $20.6K
|
4.5K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-271- 0.49% |
$16.7K - $20.6K
|
55.2K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-273- 0.83% |
$16.9K - $20.8K
|
32.8K
$3.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-283- 0.08% |
$17.5K - $21.5K
|
376K
$34.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-283- 8.19% |
$17.5K - $21.5K
|
3.17K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-285- 30.32% |
$17.6K - $21.7K
|
655
$60.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-286- 1.07% |
$17.7K - $21.8K
|
26.4K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-286- 17.93% |
$17.7K - $21.8K
|
1.31K
$121K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-287- 38.42% |
$17.7K - $21.8K
|
460
$42.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-294- 1.38% |
$18.2K - $22.4K
|
21.1K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-297- 0.68% |
$18.3K - $22.6K
|
43.3K
$4M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-298- 4.24% |
$18.4K - $22.7K
|
6.73K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-298- 3.72% |
$18.4K - $22.7K
|
7.72K
$713K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 19.65% |
$18.5K - $22.8K
|
1.23K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 27.27% |
$18.5K - $22.8K
|
800
$73.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-302- 2.14% |
$18.6K - $23K
|
13.8K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-303- 0.9% |
$18.7K - $23.1K
|
33.4K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-304- 8.44% |
$18.8K - $23.1K
|
3.3K
$304K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-305- 5.83% |
$18.8K - $23.2K
|
4.93K
$455K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-305- 4.5% |
$18.8K - $23.2K
|
6.47K
$597K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-310- 7.48% |
$19.1K - $23.6K
|
3.84K
$354K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-314- 3.7% |
$19.4K - $23.9K
|
8.17K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-314- 16.61% |
$19.4K - $23.9K
|
1.58K
$145K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-319- 2.23% |
$19.7K - $24.3K
|
14K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-319- 2.39% |
$19.7K - $24.3K
|
13K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-322- 0.65% |
$19.9K - $24.5K
|
49.1K
$4.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-328- 5.08% |
$20.3K - $25K
|
6.12K
$565K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-329- 8.46% |
$20.3K - $25K
|
3.56K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-339- 1.91% |
$20.9K - $25.8K
|
17.4K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-344- 3.2% |
$21.2K - $26.2K
|
10.4K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-348- 3.12% |
$21.5K - $26.5K
|
10.8K
$999K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-350- 0.27% |
$21.6K - $26.6K
|
128K
$11.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-351- 5.71% |
$21.7K - $26.7K
|
5.8K
$535K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-360- 0.45% |
$22.2K - $27.4K
|
79.2K
$7.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-361- 3.92% |
$22.3K - $27.5K
|
8.84K
$816K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-364- 10.53% |
$22.5K - $27.7K
|
3.09K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-370- 8.37% |
$22.8K - $28.1K
|
4.05K
$374K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-373- 2.84% |
$23K - $28.4K
|
12.7K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-375- 2.5% |
$23.2K - $28.5K
|
14.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-375- 4.44% |
$23.2K - $28.5K
|
8.07K
$745K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-379- 5.62% |
$23.4K - $28.8K
|
6.37K
$588K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-380- 85.01% |
$23.5K - $28.9K
|
67
$6.19K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-392- 9.97% |
$24.2K - $29.8K
|
3.54K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-395- 0.55% |
$24.4K - $30.1K
|
71K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-398- 2.1% |
$24.6K - $30.3K
|
18.6K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.47% |
$24.7K - $30.4K
|
84.1K
$7.76M
|