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
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.35K- 3.37% |
$83.4K - $103K
|
38.8K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.41K- 16.9% |
$86.9K - $107K
|
6.92K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.41K- 5.31% |
$86.9K - $107K
|
25.1K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 3.54% |
$87K - $107K
|
38.4K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.42K- 2.59% |
$87.5K - $108K
|
53.3K
$4M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.42K- 6.08% |
$87.9K - $108K
|
22K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.45K- 2.47% |
$89.2K - $110K
|
57K
$4.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.45K- 0.73% |
$89.8K - $111K
|
199K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.45K- 5.82% |
$89.8K - $111K
|
23.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.49K- 10.71% |
$92K - $113K
|
12.4K
$933K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 5.73% |
$93.3K - $115K
|
24.8K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.53K- 6.91% |
$94.7K - $117K
|
20.7K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.55K- 1.51% |
$95.8K - $118K
|
101K
$7.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.6K- 2.45% |
$98.5K - $121K
|
63.6K
$4.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.64K- 1.72% |
$101K - $125K
|
94K
$7.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.66K- 22.68% |
$102K - $126K
|
5.65K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.66K- 12.08% |
$103K - $126K
|
12.1K
$907K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.68K- 1.25% |
$103K - $127K
|
133K
$9.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.69K- 29.52% |
$104K - $128K
|
4.03K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.71K- 21.82% |
$106K - $130K
|
6.14K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.72K- 10.81% |
$106K - $130K
|
14.1K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.73K- 1.42% |
$107K - $131K
|
120K
$8.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.75K- 2.78% |
$108K - $133K
|
61K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.75K- 1.64% |
$108K - $133K
|
105K
$7.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 11.83% |
$108K - $134K
|
13.1K
$983K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.78K- 6.37% |
$110K - $135K
|
26.2K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 2.05% |
$114K - $140K
|
88.3K
$6.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.85K- 6.8% |
$114K - $141K
|
25.3K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.87K- 0.89% |
$115K - $142K
|
209K
$15.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.87K- 57.89% |
$115K - $142K
|
1.36K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.9K- 17.85% |
$117K - $144K
|
8.74K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.94K- 3.24% |
$119K - $147K
|
57.7K
$4.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.95K- 0.34% |
$120K - $148K
|
578K
$43.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.96K- 22.28% |
$121K - $149K
|
6.82K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.97K- 7.91% |
$122K - $150K
|
22.9K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1.98K- 33.36% |
$122K - $151K
|
3.96K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2K- 0.49% |
$123K - $152K
|
407K
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2K- 2.67% |
$123K - $152K
|
73K
$5.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.13K- 28.38% |
$132K - $162K
|
5.38K
$404K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 24.93% |
$133K - $164K
|
6.49K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.24K- 20.57% |
$138K - $170K
|
8.63K
$648K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.24K- 27.77% |
$138K - $171K
|
5.84K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-2.27K- 47.88% |
$140K - $173K
|
2.47K
$185K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.27K- 27.03% |
$140K - $173K
|
6.13K
$460K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 8.72% |
$141K - $174K
|
23.9K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.3K- 15.24% |
$142K - $175K
|
12.8K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.3K- 2.83% |
$142K - $175K
|
79K
$5.93M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.31K- 31.13% |
$142K - $176K
|
5.11K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.31K- 18.9% |
$143K - $176K
|
9.91K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.35K- 2.31% |
$145K - $179K
|
99.2K
$7.44M
|