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
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-400- 1.96% |
$24.7K - $30.4K
|
20K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-404- 95.73% |
$24.9K - $30.7K
|
18
$1.66K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-406- 1.05% |
$25.1K - $30.9K
|
38.3K
$3.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-406- 8.04% |
$25.1K - $30.9K
|
4.65K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-407- 7.57% |
$25.1K - $31K
|
4.97K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-408- 5.34% |
$25.2K - $31K
|
7.23K
$667K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-414- 9.18% |
$25.6K - $31.5K
|
4.1K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-425- 1.8% |
$26.2K - $32.3K
|
23.1K
$2.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-429- 0.65% |
$26.5K - $32.6K
|
65.2K
$6.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-429- 3.4% |
$26.5K - $32.6K
|
12.2K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-434- 13.7% |
$26.8K - $33K
|
2.74K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-436- 3.5% |
$26.9K - $33.2K
|
12K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-457- 4.99% |
$28.2K - $34.8K
|
8.69K
$803K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-470- 12.93% |
$29K - $35.8K
|
3.17K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-471- 11.17% |
$29.1K - $35.8K
|
3.74K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-473- 0.98% |
$29.2K - $36K
|
47.9K
$4.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-482- 36.43% |
$29.8K - $36.7K
|
841
$77.6K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-483- 5.11% |
$29.8K - $36.7K
|
8.98K
$829K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-484- 6.26% |
$29.9K - $36.8K
|
7.25K
$670K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 25.91% |
$30.3K - $37.3K
|
1.4K
$129K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-498- 0.3% |
$30.7K - $37.9K
|
168K
$15.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-500- 1.94% |
$30.9K - $38K
|
25.3K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-501- 6.26% |
$30.9K - $38.1K
|
7.5K
$692K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-506- 7.98% |
$31.2K - $38.5K
|
5.84K
$539K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-516- 2.48% |
$31.9K - $39.3K
|
20.3K
$1.88M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-523- 0.8% |
$32.3K - $39.8K
|
64.9K
$6M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-525- 1.23% |
$32.4K - $39.9K
|
42.3K
$3.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-529- 1.75% |
$32.7K - $40.2K
|
29.8K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-531- 0.3% |
$32.8K - $40.4K
|
175K
$16.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-540- 11.69% |
$33.3K - $41.1K
|
4.08K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-544- 5.97% |
$33.6K - $41.4K
|
8.57K
$791K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-561- 14.27% |
$34.6K - $42.7K
|
3.37K
$311K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-569- 9.73% |
$35.1K - $43.3K
|
5.28K
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-573- 1.34% |
$35.4K - $43.6K
|
42.1K
$3.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-574- 37.74% |
$35.4K - $43.7K
|
947
$87.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-579- 3.69% |
$35.7K - $44.1K
|
15.1K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-584- 15.55% |
$36.1K - $44.4K
|
3.17K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-589- 12.56% |
$36.4K - $44.8K
|
4.1K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-596- 1.04% |
$36.8K - $45.3K
|
56.6K
$5.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-597- 6.46% |
$36.9K - $45.4K
|
8.64K
$798K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-598- 0.92% |
$36.9K - $45.5K
|
64.1K
$5.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 13.78% |
$37K - $45.6K
|
3.75K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-600- 2.53% |
$37K - $45.6K
|
23.1K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-601- 13.16% |
$37.1K - $45.7K
|
3.97K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-607- 2.54% |
$37.5K - $46.2K
|
23.3K
$2.15M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-608- 2.5% |
$37.5K - $46.3K
|
23.8K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-614- 6.8% |
$37.9K - $46.7K
|
8.42K
$777K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-637- 9.75% |
$39.3K - $48.5K
|
5.9K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-637- 2.36% |
$39.3K - $48.5K
|
26.4K
$2.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-638- 8.58% |
$39.4K - $48.5K
|
6.8K
$627K
|