Purchases and Sales Made in Q2 2024 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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
Jul 19, 2024 Q2 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
944
+ 5.95%
$66.1K - $74.5K
16.8K $1.35M
Aug 14, 2024 Q2 2024
Sfmg, LLC

BUY
 -
942
+ 1.68%
$66K - $74.3K
57.1K $4.59M
Jul 29, 2024 Q2 2024
Umb Bank, N.A.

BUY
 -
940
+ 4.72%
$65.8K - $74.2K
20.8K $1.68M
Jul 22, 2024 Q2 2024
Aaron Wealth Advisors LLC

BUY
 -
935
+ 6.96%
$65.5K - $73.8K
14.4K $1.16M
Aug 02, 2024 Q2 2024
First Business Financial Services, Inc.

BUY
 -
935
+ 23.14%
$65.5K - $73.8K
4.98K $400K
Jul 15, 2024 Q2 2024
Wedmont Private Capital

BUY
 -
926
+ 7.05%
$64.8K - $73.1K
14.1K $1.13M
Jul 17, 2024 Q2 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
925
+ 7.97%
$64.8K - $73K
12.5K $1.01M
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
922
+ 9.32%
$64.6K - $72.7K
10.8K $870K
Aug 14, 2024 Q2 2024
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
920
+ 28.86%
$64.4K - $72.6K
4.11K $330K
Jan 27, 2025 Q2 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
910
New
$63.7K - $71.8K
910 $73.2K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
887
New
$62.1K - $70K
887 $71.4K
Aug 01, 2024 Q2 2024
Oregon Public Employees Retirement Fund

BUY
 -
880
+ 0.69%
$61.6K - $69.4K
128K $10.3M
Jul 30, 2024 Q2 2024
Hantz Financial Services, Inc.

BUY
 -
876
New
$61.3K - $69.1K
876 $70.5K
Aug 13, 2024 Q2 2024
Capital International Investors

Los Angeles, CA
BUY
 -
870
+ 0.08%
$60.9K - $68.6K
1.13M $90.6M
Aug 05, 2024 Q2 2024
State Of Alaska, Department Of Revenue

BUY
 -
865
+ 0.54%
$60.6K - $68.2K
162K $13.1M
Aug 01, 2024 Q2 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
859
+ 6.6%
$60.2K - $67.8K
13.9K $1.12M
Jul 10, 2024 Q2 2024
Csenge Advisory Group

BUY
 -
856
+ 11.85%
$59.9K - $67.5K
8.08K $650K
Jul 19, 2024 Q2 2024
First Citizens Bank & Trust CO

BUY
 -
852
+ 4.19%
$59.7K - $67.2K
21.2K $1.7M
Aug 13, 2024 Q2 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
850
+ 8.86%
$59.5K - $67.1K
10.4K $840K
Jul 11, 2024 Q2 2024
Talbot Financial, LLC

Bellevue, WA
BUY
 -
845
+ 0.55%
$59.2K - $66.7K
154K $12.4M
Jul 23, 2024 Q2 2024
Joel Isaacson & Co., LLC

BUY
 -
826
+ 16.53%
$57.8K - $65.2K
5.82K $468K
Aug 06, 2024 Q2 2024
Metis Global Partners, LLC

BUY
 -
823
+ 1.14%
$57.6K - $64.9K
73.1K $5.88M
Aug 02, 2024 Q2 2024
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
822
+ 7.54%
$57.6K - $64.9K
11.7K $943K
Aug 02, 2024 Q2 2024
Deseret Mutual Benefit Administrators

BUY
 -
812
+ 44.47%
$56.9K - $64.1K
2.64K $212K
Jul 31, 2024 Q2 2024
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
810
+ 10.2%
$56.7K - $63.9K
8.75K $704K
Jul 31, 2024 Q2 2024
Carmel Capital Partners, LLC

BUY
 -
807
+ 3.36%
$56.5K - $63.7K
24.8K $2M
Aug 06, 2024 Q2 2024
North Rock Partners, LLC

BUY
 -
807
+ 12.22%
$56.5K - $63.7K
7.41K $596K
Aug 13, 2024 Q2 2024
Fwl Investment Management, LLC

BUY
 -
804
+ 24.31%
$56.3K - $63.4K
4.11K $331K
Jul 19, 2024 Q2 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
790
+ 1.12%
$55.3K - $62.3K
71.4K $5.74M
Aug 08, 2024 Q2 2024
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
790
New
$55.3K - $62.3K
790 $63.5K
Aug 02, 2024 Q2 2024
First Dallas Securities Inc.

BUY
 -
786
+ 3.39%
$55K - $62K
24K $1.93M
Aug 13, 2024 Q2 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
786
+ 3.62%
$55K - $62K
22.5K $1.81M
Jul 24, 2024 Q2 2024
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
756
+ 18.07%
$52.9K - $59.6K
4.94K $397K
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
743
+ 0.28%
$52K - $58.6K
261K $21M
Aug 13, 2024 Q2 2024
Venture Visionary Partners LLC

BUY
 -
740
+ 2.84%
$51.8K - $58.4K
26.8K $2.16M
Jul 31, 2024 Q2 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
732
+ 4.91%
$51.3K - $57.8K
15.7K $1.26M
Jul 19, 2024 Q2 2024
Parsons Capital Management Inc

BUY
 -
728
+ 4.28%
$51K - $57.4K
17.7K $1.43M
Jul 10, 2024 Q2 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
726
+ 5.33%
$50.8K - $57.3K
14.4K $1.15M
Jul 26, 2024 Q2 2024
Ls Investment Advisors, LLC

BUY
 -
726
+ 1.95%
$50.8K - $57.3K
38K $3.05M
Jul 02, 2024 Q2 2024
Transcend Capital Advisors, LLC

BUY
 -
725
+ 17.03%
$50.8K - $57.2K
4.98K $401K
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
722
New
$50.6K - $57K
722 $58.1K
Jul 02, 2024 Q2 2024
Modus Advisors, LLC

BUY
 -
721
+ 1.72%
$50.5K - $56.9K
42.7K $3.44M
Jul 12, 2024 Q2 2024
Chemistry Wealth Management LLC

New York, NY
BUY
 -
721
+ 2.23%
$50.5K - $56.9K
33K $2.66M
Jul 25, 2024 Q2 2024
Tfg Advisers LLC

BUY
 -
718
+ 20.56%
$50.3K - $56.7K
4.21K $339K
Aug 01, 2024 Q2 2024
Octavia Wealth Advisors, LLC

BUY
 -
699
+ 11.46%
$49K - $55.2K
6.8K $547K
Jul 17, 2024 Q2 2024
Krs Capital Management, LLC

BUY
 -
678
+ 13.34%
$47.5K - $53.5K
5.76K $463K
Aug 01, 2024 Q2 2024
Resonant Capital Advisors, LLC

BUY
 -
677
+ 2.1%
$47.4K - $53.4K
32.9K $2.65M
Aug 05, 2024 Q2 2024
Ironwood Investment Counsel, LLC

BUY
 -
654
+ 0.51%
$45.8K - $51.6K
129K $10.4M
Jul 19, 2024 Q2 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
649
+ 14.08%
$45.4K - $51.2K
5.26K $423K

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