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 13, 2024
Q3 2024
|
Sciencast Management LP
|
BUY
|
- |
36.3KNew |
$2.24M - $2.76M
|
36.3K
$2.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
35.2K+ 3.63% |
$2.18M - $2.68M
|
1.01M
$75.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
35KNew |
$2.16M - $2.66M
|
35K
$2.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
34.9K+ 55.82% |
$2.16M - $2.66M
|
97.5K
$7.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
34.9K+ 1.07% |
$2.15M - $2.65M
|
3.28M
$246M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
33.8K+ 6.05% |
$2.09M - $2.57M
|
592K
$44.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
33.5K+ 24.14% |
$2.07M - $2.55M
|
172K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
32.2K+ 2.84% |
$1.99M - $2.45M
|
1.17M
$87.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
32.2KNew |
$1.99M - $2.45M
|
32.2K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.6K+ 17.91% |
$1.89M - $2.33M
|
202K
$15.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30.2K+ 68.98% |
$1.87M - $2.3M
|
74.1K
$5.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
29.9K+ 13.01% |
$1.85M - $2.27M
|
260K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
29.8K+ 294.85% |
$1.84M - $2.27M
|
39.9K
$2.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
29.6KNew |
$1.83M - $2.25M
|
29.6K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.6KNew |
$1.77M - $2.18M
|
28.6K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
27.1KNew |
$1.67M - $2.06M
|
27.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.2K+ 7.27% |
$1.62M - $1.99M
|
386K
$29M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
25.7KNew |
$1.59M - $1.96M
|
25.7K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25.6KNew |
$1.58M - $1.95M
|
25.6K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.5K+ 5.0% |
$1.57M - $1.94M
|
534K
$40.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 6286.48% |
$1.52M - $1.87M
|
25K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
24KNew |
$1.48M - $1.83M
|
24K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
23.9K+ 7.73% |
$1.48M - $1.82M
|
333K
$25M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
22.8KNew |
$1.41M - $1.74M
|
22.8K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
22.3K+ 11.22% |
$1.37M - $1.69M
|
221K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
21.7K+ 3.72% |
$1.34M - $1.65M
|
605K
$45.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
21.6K+ 63.83% |
$1.34M - $1.65M
|
55.6K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21.4K+ 45.96% |
$1.32M - $1.63M
|
67.9K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.8K+ 3.38% |
$1.28M - $1.58M
|
636K
$47.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
20.4KNew |
$1.26M - $1.55M
|
20.4K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
20.3K+ 8.67% |
$1.25M - $1.54M
|
254K
$19.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
20.3KNew |
$1.25M - $1.54M
|
20.3K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.2K+ 258.72% |
$1.25M - $1.54M
|
28.1K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
20.1K+ 3.85% |
$1.24M - $1.53M
|
541K
$40.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.8K+ 6.97% |
$1.22M - $1.51M
|
304K
$22.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
BUY
|
- |
19.1K+ 136.43% |
$1.18M - $1.45M
|
33.1K
$2.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
19.1K+ 9.96% |
$1.18M - $1.45M
|
211K
$15.8M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.8K+ 75.42% |
$1.16M - $1.43M
|
43.8K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
18.7K+ 7.98% |
$1.15M - $1.42M
|
253K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
18.3KNew |
$1.13M - $1.39M
|
18.3K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
18.3K+ 13.92% |
$1.13M - $1.39M
|
149K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.1K+ 53.0% |
$1.12M - $1.38M
|
52.3K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
18K+ 3.75% |
$1.11M - $1.37M
|
499K
$37.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
18KNew |
$1.11M - $1.37M
|
18K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
18K+ 460.62% |
$1.11M - $1.37M
|
21.9K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
17.3K+ 55.12% |
$1.07M - $1.31M
|
48.6K
$3.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
17.1K+ 0.4% |
$1.06M - $1.3M
|
4.32M
$324M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
16.6K+ 49.33% |
$1.02M - $1.26M
|
50.3K
$3.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
16.5K+ 7.21% |
$1.02M - $1.26M
|
246K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
16K+ 2.41% |
$991K - $1.22M
|
682K
$51.2M
|