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 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-395K- 3.62% |
$24.4M - $30M
|
10.5M
$969M
|
|
|
Nov 14, 2024
Q3 2024
|
Theleme Partners LLP
London, X0 |
SELL
|
- |
-403K- 8.75% |
$24.9M - $30.7M
|
4.2M
$388M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-416K- 1.8% |
$25.7M - $31.7M
|
22.8M
$2.1B
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-416K- 1.8% |
$25.7M - $31.7M
|
22.8M
$2.1B
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-482K- 3.36% |
$29.8M - $36.7M
|
13.9M
$1.28B
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-502K- 8.51% |
$31M - $38.2M
|
5.4M
$499M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-511K- 59.1% |
$31.5M - $38.9M
|
353K
$32.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-574K- 21.63% |
$35.5M - $43.7M
|
2.08M
$192M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-623K- 8.11% |
$38.5M - $47.4M
|
7.06M
$651M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-642K- 18.01% |
$39.7M - $48.9M
|
2.93M
$270M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-649K- 73.54% |
$40.1M - $49.4M
|
234K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-653K- 53.95% |
$40.3M - $49.7M
|
557K
$51.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-813K- 87.26% |
$50.2M - $61.8M
|
119K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-863K- 53.45% |
$53.3M - $65.7M
|
752K
$69.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-986K- 80.36% |
$60.9M - $75M
|
241K
$22.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-987K- 99.15% |
$61M - $75.1M
|
8.46K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.09M- 33.36% |
$67.2M - $82.8M
|
2.17M
$201M
|
|
|
Nov 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.33M- 99.98% |
$82.4M - $102M
|
258
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.34M- 99.75% |
$82.6M - $102M
|
3.33K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.6M- 19.45% |
$98.7M - $122M
|
6.62M
$611M
|
|
|
Nov 14, 2024
Q3 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-2.28M- 92.57% |
$140M - $173M
|
183K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.32M- 55.74% |
$143M - $177M
|
1.84M
$170M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.19M- 11.62% |
$197M - $243M
|
24.3M
$2.24B
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.79M- 83.83% |
$234M - $288M
|
731K
$67.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.62M- 73.69% |
$285M - $352M
|
1.65M
$152M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.77M- 89.27% |
$294M - $363M
|
573K
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.94M- 70.41% |
$429M - $528M
|
2.92M
$269M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-12.3M- 80.11% |
$757M - $933M
|
3.05M
$281M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-40.5M- 17.94% |
$2.5B - $3.08B
|
185M
$17.1B
|