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
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.27K+ 3.96% |
$387K - $477K
|
165K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.26K+ 15.02% |
$386K - $476K
|
47.9K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
6.23KNew |
$385K - $474K
|
6.23K
$468K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.19K+ 73.36% |
$382K - $471K
|
14.6K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
6.09K+ 27.59% |
$376K - $463K
|
28.1K
$2.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6.04K+ 28.88% |
$373K - $460K
|
27K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.99K+ 2.15% |
$370K - $456K
|
285K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.95KNew |
$367K - $453K
|
5.95K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.94K+ 2840.67% |
$367K - $452K
|
6.15K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.88K+ 0.89% |
$363K - $447K
|
669K
$50.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.84K+ 31.41% |
$361K - $444K
|
24.4K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.81K+ 42.42% |
$359K - $442K
|
19.5K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
5.81K+ 13.37% |
$359K - $442K
|
49.2K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.81K+ 68.71% |
$358K - $442K
|
14.3K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.8K+ 4.74% |
$358K - $441K
|
128K
$9.62M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5.73K+ 18.18% |
$354K - $436K
|
37.3K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.72K+ 3.29% |
$353K - $435K
|
180K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.7K+ 1.18% |
$352K - $434K
|
487K
$36.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
5.69K+ 13.37% |
$351K - $433K
|
48.2K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.68K+ 3.15% |
$351K - $432K
|
186K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.65K+ 2.63% |
$349K - $429K
|
220K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.62K+ 1.58% |
$347K - $427K
|
362K
$27.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.56K+ 51.08% |
$343K - $423K
|
16.4K
$1.23M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.45KNew |
$336K - $415K
|
5.45K
$409K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.41KNew |
$334K - $412K
|
5.41K
$406K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.4K+ 33.49% |
$334K - $411K
|
21.5K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
5.39K+ 0.6% |
$333K - $410K
|
899K
$67.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.37K+ 435.88% |
$332K - $409K
|
6.6K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
5.36K+ 2.08% |
$331K - $408K
|
263K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.32K+ 4.69% |
$328K - $405K
|
119K
$8.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.31KNew |
$328K - $404K
|
5.31K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.27K+ 71.37% |
$325K - $401K
|
12.6K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
5.24K+ 7.47% |
$323K - $398K
|
75.3K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
5.23K+ 73.01% |
$323K - $398K
|
12.4K
$929K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.16K+ 1.14% |
$319K - $392K
|
459K
$34.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5.09K+ 7.03% |
$314K - $387K
|
77.6K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.07K+ 20.13% |
$313K - $385K
|
30.2K
$2.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
5.03K+ 27.43% |
$311K - $383K
|
23.4K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.03K+ 71.87% |
$310K - $383K
|
12K
$903K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.01KNew |
$309K - $381K
|
5.01K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 41.67% |
$309K - $380K
|
17K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.98K+ 2.28% |
$308K - $379K
|
223K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 12.52% |
$303K - $373K
|
44.1K
$3.31M
|
|
|
Dec 23, 2024
Q3 2024
|
Dudley & Shanley, Inc.
|
BUY
|
- |
4.9K+ 2.08% |
$303K - $373K
|
240K
$18M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
4.87KNew |
$300K - $370K
|
4.87K
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4.86K+ 4.7% |
$300K - $369K
|
108K
$8.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4.85K+ 18.94% |
$300K - $369K
|
30.5K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
4.84K+ 2.77% |
$299K - $368K
|
179K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.82KNew |
$298K - $367K
|
4.82K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.71K+ 4.42% |
$291K - $358K
|
111K
$8.36M
|