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 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 25.91% |
$30.3K - $37.3K
|
1.4K
$105K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-498- 0.3% |
$30.7K - $37.9K
|
168K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-500- 1.94% |
$30.9K - $38K
|
25.3K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-501- 6.26% |
$30.9K - $38.1K
|
7.5K
$561K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-506- 7.98% |
$31.2K - $38.5K
|
5.84K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-516- 2.48% |
$31.9K - $39.3K
|
20.3K
$1.52M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-523- 0.8% |
$32.3K - $39.8K
|
64.9K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-525- 1.23% |
$32.4K - $39.9K
|
42.3K
$3.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-529- 1.75% |
$32.7K - $40.2K
|
29.8K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-531- 0.3% |
$32.8K - $40.4K
|
175K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-540- 11.69% |
$33.3K - $41.1K
|
4.08K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-544- 5.97% |
$33.6K - $41.4K
|
8.57K
$640K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-561- 14.27% |
$34.6K - $42.7K
|
3.37K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-569- 9.73% |
$35.1K - $43.3K
|
5.28K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-573- 1.34% |
$35.4K - $43.6K
|
42.1K
$3.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-574- 37.74% |
$35.4K - $43.7K
|
947
$70.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-579- 3.69% |
$35.7K - $44.1K
|
15.1K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-584- 15.55% |
$36.1K - $44.4K
|
3.17K
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-589- 12.56% |
$36.4K - $44.8K
|
4.1K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-596- 1.04% |
$36.8K - $45.3K
|
56.6K
$4.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-597- 6.46% |
$36.9K - $45.4K
|
8.64K
$646K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-598- 0.92% |
$36.9K - $45.5K
|
64.1K
$4.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 13.78% |
$37K - $45.6K
|
3.75K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-600- 2.53% |
$37K - $45.6K
|
23.1K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-601- 13.16% |
$37.1K - $45.7K
|
3.97K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-607- 2.54% |
$37.5K - $46.2K
|
23.3K
$1.74M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-608- 2.5% |
$37.5K - $46.3K
|
23.8K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-614- 6.8% |
$37.9K - $46.7K
|
8.42K
$629K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-637- 9.75% |
$39.3K - $48.5K
|
5.9K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-637- 2.36% |
$39.3K - $48.5K
|
26.4K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-638- 8.58% |
$39.4K - $48.5K
|
6.8K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-655- 1.54% |
$40.4K - $49.8K
|
41.8K
$3.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-657- 15.57% |
$40.6K - $50K
|
3.56K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-665- 11.62% |
$41.1K - $50.6K
|
5.06K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-687- 3.59% |
$42.4K - $52.3K
|
18.4K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-689- 0.47% |
$42.5K - $52.4K
|
145K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-694- 9.46% |
$42.8K - $52.8K
|
6.65K
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-695- 0.54% |
$42.9K - $52.9K
|
129K
$9.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-706- 7.07% |
$43.6K - $53.7K
|
9.27K
$693K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-709- 4.57% |
$43.8K - $53.9K
|
14.8K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-714- 7.28% |
$44.1K - $54.3K
|
9.09K
$680K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-728- 7.01% |
$44.9K - $55.4K
|
9.66K
$722K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-738- 8.44% |
$45.6K - $56.1K
|
8K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-745- 10.01% |
$46K - $56.7K
|
6.7K
$501K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-747- 6.06% |
$46.1K - $56.8K
|
11.6K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-762- 14.82% |
$47K - $58K
|
4.38K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-769- 1.5% |
$47.5K - $58.5K
|
50.5K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-773- 20.68% |
$47.7K - $58.8K
|
2.97K
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-777- 4.59% |
$48K - $59.1K
|
16.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-791- 6.65% |
$48.8K - $60.2K
|
11.1K
$830K
|