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
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.68K+ 30.22% |
$289K - $356K
|
20.2K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.67K+ 91.68% |
$288K - $355K
|
9.77K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.6K+ 13.47% |
$284K - $350K
|
38.7K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.6KNew |
$284K - $350K
|
4.6K
$345K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.53K+ 32.55% |
$280K - $345K
|
18.5K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.51K+ 7.31% |
$278K - $343K
|
66.1K
$4.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.48KNew |
$277K - $341K
|
4.48K
$336K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
4.46K+ 2.09% |
$275K - $339K
|
218K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.43K+ 16.11% |
$273K - $337K
|
31.9K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.42KNew |
$273K - $336K
|
4.42K
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.38KNew |
$270K - $333K
|
4.38K
$328K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.36KNew |
$269K - $331K
|
4.36K
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.32K+ 22.29% |
$267K - $329K
|
23.7K
$1.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.31KNew |
$266K - $328K
|
4.31K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.25KNew |
$262K - $323K
|
4.25K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.22K+ 4.3% |
$261K - $321K
|
102K
$7.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
4.2KNew |
$259K - $320K
|
4.2K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
4.16K+ 1.91% |
$257K - $317K
|
222K
$16.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.16KNew |
$257K - $317K
|
4.16K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.15K+ 15.11% |
$256K - $316K
|
31.6K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
4.1K+ 0.52% |
$253K - $312K
|
799K
$59.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.09K+ 3.47% |
$253K - $311K
|
122K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.06KNew |
$251K - $309K
|
4.06K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4.03K+ 1.96% |
$249K - $306K
|
209K
$15.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.89K+ 3.18% |
$240K - $296K
|
126K
$9.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.88KNew |
$239K - $295K
|
3.88K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.84K+ 5.78% |
$237K - $292K
|
70.2K
$5.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.82K+ 20.14% |
$236K - $290K
|
22.8K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.81K+ 71.96% |
$235K - $290K
|
9.1K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
3.8K+ 53.41% |
$234K - $289K
|
10.9K
$818K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3.77KNew |
$233K - $287K
|
3.77K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.74K+ 72.32% |
$231K - $284K
|
8.91K
$669K
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.74KNew |
$231K - $284K
|
3.74K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.68K+ 14.02% |
$227K - $280K
|
29.9K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.66KNew |
$226K - $279K
|
3.66K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.66K+ 15.57% |
$226K - $279K
|
27.2K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.64K+ 14.3% |
$225K - $277K
|
29.1K
$2.18M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.64K+ 11.16% |
$225K - $277K
|
36.2K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
3.63KNew |
$224K - $276K
|
3.63K
$272K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3.61K+ 11.65% |
$223K - $274K
|
34.6K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.57K+ 21.66% |
$220K - $272K
|
20.1K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.55K+ 5.51% |
$219K - $270K
|
67.9K
$5.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.52K+ 13.43% |
$217K - $268K
|
29.8K
$2.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.47K+ 8.9% |
$214K - $264K
|
42.5K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.47KNew |
$214K - $264K
|
3.47K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3.34K+ 38.35% |
$206K - $254K
|
12K
$903K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.33KNew |
$206K - $253K
|
3.33K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.32KNew |
$205K - $253K
|
3.32K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.32K+ 1.16% |
$205K - $253K
|
290K
$21.8M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.29KNew |
$203K - $250K
|
3.29K
$247K
|