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
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.09% |
$66.2K - $81.6K
|
9.56K
$882K
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.07K- 1.39% |
$66.3K - $81.7K
|
76K
$7.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.08K- 6.84% |
$66.4K - $81.8K
|
14.6K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 4.89% |
$67.4K - $83K
|
21.2K
$1.96M
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.1K- 30.79% |
$68.2K - $84K
|
2.48K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.12K- 9.28% |
$69.3K - $85.4K
|
11K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 6.47% |
$70.7K - $87.1K
|
16.5K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.15K- 16.53% |
$71K - $87.5K
|
5.81K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.17K- 3.69% |
$72.4K - $89.2K
|
30.6K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.19K- 13.99% |
$73.2K - $90.2K
|
7.29K
$673K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.2K- 5.22% |
$73.8K - $91K
|
21.7K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 24.65% |
$75.8K - $93.4K
|
3.75K
$346K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.24K- 8.81% |
$76.5K - $94.3K
|
12.8K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 60.64% |
$77.1K - $94.9K
|
810
$74.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-1.25K- 20.0% |
$77.2K - $95.1K
|
5K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 22.81% |
$78.2K - $96.4K
|
4.29K
$396K
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.28K- 3.17% |
$79.2K - $97.6K
|
39.2K
$3.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 7.73% |
$81.6K - $101K
|
15.8K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.33K- 9.75% |
$81.8K - $101K
|
12.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 21.42% |
$83.3K - $103K
|
4.95K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.35K- 3.37% |
$83.4K - $103K
|
38.8K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.41K- 16.9% |
$86.9K - $107K
|
6.92K
$639K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.41K- 5.31% |
$86.9K - $107K
|
25.1K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 3.54% |
$87K - $107K
|
38.4K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.42K- 2.59% |
$87.5K - $108K
|
53.3K
$4.92M
|
|
|
Jan 27, 2025
Q3 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.42K- 0.97% |
$87.9K - $108K
|
145K
$13.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.42K- 6.08% |
$87.9K - $108K
|
22K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.45K- 2.47% |
$89.2K - $110K
|
57K
$5.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.45K- 0.73% |
$89.8K - $111K
|
199K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.45K- 5.82% |
$89.8K - $111K
|
23.5K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.49K- 10.71% |
$92K - $113K
|
12.4K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 5.73% |
$93.3K - $115K
|
24.8K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.53K- 6.91% |
$94.7K - $117K
|
20.7K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.55K- 1.51% |
$95.8K - $118K
|
101K
$9.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.6K- 2.45% |
$98.5K - $121K
|
63.6K
$5.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.64K- 1.72% |
$101K - $125K
|
94K
$8.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.66K- 22.68% |
$102K - $126K
|
5.65K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.66K- 12.08% |
$103K - $126K
|
12.1K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.68K- 1.25% |
$103K - $127K
|
133K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.69K- 29.52% |
$104K - $128K
|
4.03K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.71K- 21.82% |
$106K - $130K
|
6.14K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.72K- 10.81% |
$106K - $130K
|
14.1K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.73K- 1.42% |
$107K - $131K
|
120K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.75K- 2.78% |
$108K - $133K
|
61K
$5.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.75K- 1.64% |
$108K - $133K
|
105K
$9.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 11.83% |
$108K - $134K
|
13.1K
$1.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.78K- 6.37% |
$110K - $135K
|
26.2K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 2.05% |
$114K - $140K
|
88.3K
$8.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.85K- 6.8% |
$114K - $141K
|
25.3K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.87K- 0.89% |
$115K - $142K
|
209K
$19.3M
|