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
|
Mizuho Securities Usa LLC
|
BUY
|
- |
90.6K+ 1439.1% |
$5.59M - $6.89M
|
96.9K
$7.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
89.8K+ 32.15% |
$5.54M - $6.83M
|
369K
$27.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
89K+ 11.45% |
$5.49M - $6.77M
|
866K
$65M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
86.1KNew |
$5.32M - $6.55M
|
86.1K
$6.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
86.1K+ 14.74% |
$5.31M - $6.55M
|
670K
$50.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.1K+ 7.61% |
$5.25M - $6.47M
|
1.2M
$90.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
84.6K+ 158.05% |
$5.22M - $6.43M
|
138K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
80K+ 58.55% |
$4.94M - $6.09M
|
217K
$16.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79.2K+ 18.32% |
$4.89M - $6.02M
|
511K
$38.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
78.7K+ 11.89% |
$4.86M - $5.99M
|
741K
$55.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
76.9K+ 10.32% |
$4.75M - $5.85M
|
822K
$61.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
76K+ 268.2% |
$4.69M - $5.78M
|
104K
$7.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
73.1KNew |
$4.51M - $5.56M
|
73.1K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
70.2K+ 266.29% |
$4.33M - $5.34M
|
96.6K
$7.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
70K+ 8.43% |
$4.32M - $5.33M
|
900K
$67.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
69.6K+ 24.29% |
$4.3M - $5.3M
|
356K
$26.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
68.6K+ 5.62% |
$4.23M - $5.22M
|
1.29M
$96.8M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
66.9K+ 43.64% |
$4.13M - $5.09M
|
220K
$16.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
66.9K+ 4.11% |
$4.13M - $5.09M
|
1.69M
$127M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
66K+ 0.84% |
$4.08M - $5.02M
|
7.89M
$592M
|
|
|
Nov 13, 2024
Q3 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
66K+ 7.58% |
$4.07M - $5.02M
|
936K
$70.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
65.5KNew |
$4.04M - $4.98M
|
65.5K
$4.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
63.5K+ 155.91% |
$3.92M - $4.83M
|
104K
$7.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
62K+ 11.86% |
$3.83M - $4.72M
|
585K
$43.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
60.3K+ 8.3% |
$3.72M - $4.59M
|
787K
$59.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
57.5K+ 2.43% |
$3.55M - $4.38M
|
2.42M
$182M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
57.4K+ 14.28% |
$3.55M - $4.37M
|
459K
$34.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
57.1K+ 161.23% |
$3.53M - $4.35M
|
92.5K
$6.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 3.18% |
$3.43M - $4.23M
|
1.8M
$135M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
55.2K+ 23.33% |
$3.41M - $4.2M
|
292K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
54.9K+ 454.51% |
$3.39M - $4.18M
|
67K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
53.8KNew |
$3.32M - $4.09M
|
53.8K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
50.6K+ 4.98% |
$3.12M - $3.85M
|
1.07M
$80M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
50.5K+ 4.46% |
$3.12M - $3.84M
|
1.18M
$88.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
50.4K+ 33.44% |
$3.11M - $3.83M
|
201K
$15.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
50KNew |
$3.08M - $3.8M
|
50K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
48.2KNew |
$2.98M - $3.67M
|
48.2K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.8K+ 16.41% |
$2.95M - $3.64M
|
339K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
47.8K+ 321.03% |
$2.95M - $3.63M
|
62.6K
$4.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
47.7K+ 28.3% |
$2.94M - $3.63M
|
216K
$16.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
46.7K+ 96.45% |
$2.89M - $3.56M
|
95.2K
$7.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
45.3K+ 1.37% |
$2.8M - $3.44M
|
3.35M
$251M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
45KNew |
$2.78M - $3.42M
|
45K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
43.1KNew |
$2.66M - $3.28M
|
43.1K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
41.9K+ 2.04% |
$2.59M - $3.19M
|
2.09M
$157M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
41.8K+ 108.31% |
$2.58M - $3.18M
|
80.5K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
41.7K+ 3.99% |
$2.58M - $3.17M
|
1.09M
$81.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
38.2K+ 0.58% |
$2.36M - $2.91M
|
6.67M
$501M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
38KNew |
$2.35M - $2.89M
|
38K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
37.7K+ 32.83% |
$2.33M - $2.87M
|
152K
$11.4M
|