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
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9.84K+ 17.12% |
$607K - $749K
|
67.3K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.82KNew |
$606K - $747K
|
9.82K
$737K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.8K+ 1.06% |
$605K - $746K
|
937K
$70.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.72K+ 1748.02% |
$600K - $739K
|
10.3K
$771K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
9.67K+ 1.25% |
$597K - $736K
|
785K
$58.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.66KNew |
$596K - $735K
|
9.66K
$725K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.64K+ 5.78% |
$595K - $734K
|
177K
$13.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
9.28K+ 1.73% |
$573K - $706K
|
546K
$41M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
9.28K+ 351.86% |
$573K - $706K
|
11.9K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.25K+ 8.41% |
$571K - $703K
|
119K
$8.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.06KNew |
$559K - $689K
|
9.06K
$680K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.03K+ 2.85% |
$557K - $687K
|
325K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.95KNew |
$553K - $681K
|
8.95K
$672K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.88KNew |
$548K - $675K
|
8.88K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
8.74K+ 16.69% |
$539K - $665K
|
61.1K
$4.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.73K+ 40.67% |
$539K - $664K
|
30.2K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
8.73K+ 0.7% |
$539K - $664K
|
1.26M
$94.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.72K+ 78.91% |
$538K - $663K
|
19.8K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.72K+ 16.48% |
$538K - $663K
|
61.6K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
8.45KNew |
$522K - $643K
|
8.45K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
8.28KNew |
$511K - $630K
|
8.28K
$621K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.24K+ 5.71% |
$508K - $627K
|
153K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
8.05KNew |
$497K - $612K
|
8.05K
$604K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.97KNew |
$492K - $606K
|
7.97K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.96KNew |
$491K - $605K
|
7.96K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.94K+ 12.18% |
$490K - $604K
|
73.1K
$5.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
7.83K+ 37.92% |
$483K - $596K
|
28.5K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.61K+ 15.02% |
$470K - $579K
|
58.2K
$4.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
7.58K+ 88.44% |
$468K - $577K
|
16.2K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
7.55KNew |
$466K - $574K
|
7.55K
$567K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.37K+ 7.55% |
$455K - $560K
|
105K
$7.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.35K+ 24.47% |
$454K - $559K
|
37.4K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.3K+ 22.19% |
$451K - $555K
|
40.2K
$3.02M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.25K+ 30.18% |
$448K - $552K
|
31.3K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.25K+ 118.17% |
$447K - $551K
|
13.4K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
7.21K+ 25.34% |
$445K - $548K
|
35.6K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.19KNew |
$444K - $547K
|
7.19K
$540K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.1K+ 5.25% |
$439K - $540K
|
142K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.1K+ 9.8% |
$438K - $540K
|
79.5K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.03K+ 27.94% |
$434K - $535K
|
32.2K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
7.01K+ 51.97% |
$433K - $533K
|
20.5K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.94K+ 10.13% |
$428K - $528K
|
75.4K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.94K+ 380.26% |
$428K - $528K
|
8.76K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.91K+ 2.77% |
$427K - $526K
|
257K
$19.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.88KNew |
$425K - $524K
|
6.88K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.7K+ 8.31% |
$413K - $510K
|
87.3K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6.67K+ 3.35% |
$412K - $508K
|
206K
$15.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.59K+ 45.91% |
$407K - $501K
|
20.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.59K+ 2.6% |
$407K - $501K
|
260K
$19.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.38K+ 5.52% |
$394K - $485K
|
122K
$9.15M
|