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
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
16K+ 87.9% |
$988K - $1.22M
|
34.2K
$2.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
15.9KNew |
$980K - $1.21M
|
15.9K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Lfl Advisers, LLC
Evanston, IL |
BUY
|
- |
15.7K+ 8.56% |
$972K - $1.2M
|
200K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
15.4K+ 90.95% |
$949K - $1.17M
|
32.3K
$2.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
15.3K+ 470.53% |
$942K - $1.16M
|
18.5K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
15.1KNew |
$934K - $1.15M
|
15.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
15KNew |
$926K - $1.14M
|
15K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
14.6K+ 19.53% |
$899K - $1.11M
|
89.1K
$6.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
14.5K+ 5.54% |
$895K - $1.1M
|
276K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
14.5KNew |
$894K - $1.1M
|
14.5K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
14.2KNew |
$876K - $1.08M
|
14.2K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.1K+ 42.6% |
$870K - $1.07M
|
47.1K
$3.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14K+ 49.46% |
$864K - $1.06M
|
42.3K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13.8K+ 9.27% |
$853K - $1.05M
|
163K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
13.8K+ 25.74% |
$852K - $1.05M
|
67.4K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.8K+ 3.69% |
$849K - $1.05M
|
386K
$29M
|
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
13.7K+ 16.93% |
$845K - $1.04M
|
94.5K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
13.6K+ 4.68% |
$838K - $1.03M
|
304K
$22.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
13.2KNew |
$816K - $1.01M
|
13.2K
$992K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
12.5K+ 41.02% |
$771K - $950K
|
42.9K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
12.2K+ 27.62% |
$756K - $932K
|
56.6K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
12.2K+ 2.28% |
$754K - $930K
|
548K
$41.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.1K+ 6.07% |
$746K - $919K
|
211K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11.8K+ 206.97% |
$730K - $899K
|
17.5K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
11.8K+ 6.47% |
$727K - $896K
|
194K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.6K+ 2.0% |
$718K - $885K
|
595K
$44.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 11.64% |
$713K - $878K
|
111K
$8.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5K+ 125.52% |
$712K - $878K
|
20.7K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
11.4KNew |
$704K - $867K
|
11.4K
$856K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
11.4K+ 8.59% |
$701K - $864K
|
144K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
11.3K+ 6.94% |
$696K - $857K
|
174K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.2K+ 8.46% |
$693K - $854K
|
144K
$10.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
11.2K+ 110.71% |
$691K - $851K
|
21.3K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
11.1KNew |
$685K - $845K
|
11.1K
$833K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.1K+ 44.01% |
$685K - $843K
|
36.3K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
11K+ 16.33% |
$681K - $840K
|
78.6K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
10.8K+ 8.03% |
$669K - $824K
|
146K
$10.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
10.6K+ 6.57% |
$657K - $810K
|
173K
$13M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
10.6K+ 15.02% |
$654K - $806K
|
81.1K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 20.12% |
$650K - $801K
|
62.9K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$650K - $801K
|
10.5K
$790K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10.4K+ 32.56% |
$642K - $791K
|
42.3K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.3K+ 197.87% |
$637K - $785K
|
15.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
10.3K+ 1.16% |
$635K - $782K
|
898K
$67.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
10KNew |
$617K - $761K
|
10K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.99K+ 6.85% |
$617K - $760K
|
156K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.96KNew |
$615K - $758K
|
9.96K
$747K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.95K+ 3.05% |
$614K - $757K
|
336K
$25.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
9.94KNew |
$614K - $756K
|
9.94K
$746K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
9.91K+ 6.44% |
$612K - $754K
|
164K
$12.3M
|