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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.29K+ 40.83% |
$203K - $250K
|
11.4K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.28KNew |
$202K - $249K
|
3.28K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.22K+ 4.41% |
$199K - $245K
|
76.3K
$5.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.2K+ 3.59% |
$198K - $244K
|
92.5K
$6.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.17K+ 344.03% |
$196K - $241K
|
4.09K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.16K+ 31.21% |
$195K - $241K
|
13.3K
$998K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.14K+ 0.66% |
$194K - $239K
|
481K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.12KNew |
$192K - $237K
|
3.12K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.1KNew |
$191K - $235K
|
3.1K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.08KNew |
$190K - $234K
|
3.08K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.05K+ 9.32% |
$188K - $232K
|
35.8K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.02K+ 23.58% |
$186K - $230K
|
15.8K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.01K+ 11.91% |
$186K - $229K
|
28.2K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.01K+ 84.24% |
$186K - $229K
|
6.57K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.94K+ 13.53% |
$181K - $224K
|
24.7K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.9KNew |
$179K - $221K
|
2.9K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.88KNew |
$178K - $219K
|
2.88K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
2.85K+ 10.21% |
$176K - $217K
|
30.8K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.83K+ 62.11% |
$175K - $216K
|
7.4K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.8K+ 32.34% |
$173K - $213K
|
11.5K
$860K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.76K+ 3.75% |
$170K - $210K
|
76.5K
$5.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.74K+ 3.46% |
$169K - $209K
|
82K
$6.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.72K+ 1.52% |
$168K - $207K
|
182K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.72K+ 25.37% |
$168K - $207K
|
13.4K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
2.71K+ 22.3% |
$167K - $206K
|
14.9K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.7KNew |
$167K - $205K
|
2.7K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.7K+ 8.81% |
$167K - $205K
|
33.3K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.65K+ 9.42% |
$163K - $201K
|
30.7K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 7.9% |
$162K - $199K
|
35.7K
$2.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.61K+ 7.18% |
$161K - $198K
|
38.9K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
2.6K+ 4.21% |
$161K - $198K
|
64.4K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.58K+ 3.63% |
$159K - $196K
|
73.6K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.53K+ 3.7% |
$156K - $192K
|
71K
$5.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.53K+ 5.91% |
$156K - $192K
|
45.3K
$3.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52K+ 2.21% |
$156K - $192K
|
117K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.5K+ 0.07% |
$154K - $190K
|
3.57M
$268M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.49K+ 2.59% |
$154K - $190K
|
98.9K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.49K+ 5.67% |
$154K - $190K
|
46.4K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.48K+ 34.77% |
$153K - $189K
|
9.61K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.47K+ 89.99% |
$153K - $188K
|
5.22K
$392K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.43K+ 71.63% |
$150K - $185K
|
5.82K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.43K+ 0.81% |
$150K - $185K
|
304K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.43K+ 1.69% |
$150K - $185K
|
146K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.42K+ 58.74% |
$149K - $184K
|
6.53K
$490K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.41K+ 2.1% |
$149K - $183K
|
117K
$8.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4K+ 3.89% |
$148K - $183K
|
64.1K
$4.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.39K+ 2.01% |
$148K - $182K
|
121K
$9.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.39K+ 3.85% |
$147K - $181K
|
64.3K
$4.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 11.55% |
$145K - $179K
|
22.7K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.34K+ 20.73% |
$145K - $178K
|
13.6K
$1.02M
|