Purchases and Sales Made in Q2 2024 in Schwab Charles Corp New Dp Shs (SCHWPRD)
This table provides information about the institutional ownership of Schwab Charles Corp New Dp Shs (SCHWPRD) during Q2 2024. The information is specifically focused on institutions that hold shares of SCHWAB CHARLES CORP NEW DP SHS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.84K+ 0.61% |
N/A
|
304K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
680New |
N/A
|
680
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
17New |
N/A
|
17
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.4K- 7.82% |
N/A
|
16.5K
$0
|