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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.43K+ 3.97% |
$88.4K - $109K
|
37.5K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
1.38K+ 0.81% |
$85K - $105K
|
171K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 47.89% |
$84.8K - $105K
|
4.24K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.36KNew |
$84.1K - $104K
|
1.36K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.35K+ 80.72% |
$83.2K - $103K
|
3.02K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.34K+ 29.85% |
$83K - $102K
|
5.85K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.34K+ 6.25% |
$82.9K - $102K
|
22.8K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.33K+ 10.95% |
$82.1K - $101K
|
13.5K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.33K+ 25.58% |
$82.1K - $101K
|
6.53K
$525K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
1.31K+ 13.03% |
$80.8K - $99.6K
|
11.4K
$913K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 22.31% |
$80.2K - $98.8K
|
7.12K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.29K+ 5.36% |
$79.8K - $98.4K
|
25.4K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.28KNew |
$78.8K - $97.1K
|
1.28K
$103K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
1.28K+ 7.46% |
$78.7K - $97K
|
18.4K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.27K+ 0.45% |
$78.1K - $96.2K
|
281K
$22.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.26K+ 6.25% |
$77.5K - $95.6K
|
21.4K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.26KNew |
$77.5K - $95.6K
|
1.26K
$101K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.23K+ 3.33% |
$76.2K - $93.9K
|
38.3K
$3.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.23K+ 15.34% |
$75.9K - $93.6K
|
9.25K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.23K+ 4.52% |
$75.8K - $93.4K
|
28.4K
$2.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.21K+ 5.48% |
$75K - $92.4K
|
23.4K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.2K+ 6.3% |
$74.1K - $91.3K
|
20.3K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.19K+ 3.79% |
$73.6K - $90.7K
|
32.6K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 5.31% |
$73.2K - $90.2K
|
23.5K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.13K+ 1.67% |
$69.8K - $86K
|
68.8K
$5.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.1K+ 10.34% |
$67.9K - $83.7K
|
11.7K
$944K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.08K+ 7.72% |
$66.4K - $81.8K
|
15K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.07K+ 23.8% |
$66.2K - $81.6K
|
5.58K
$449K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05K+ 4.58% |
$65K - $80.1K
|
24K
$1.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.05K+ 2.15% |
$65K - $80K
|
49.9K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.05K+ 3.28% |
$64.9K - $80K
|
33.1K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.03K+ 106.62% |
$63.7K - $78.4K
|
2K
$161K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.03K+ 1.16% |
$63.3K - $78.1K
|
89.5K
$7.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
964+ 6.16% |
$59.5K - $73.3K
|
16.6K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
954+ 15.46% |
$58.9K - $72.6K
|
7.13K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950+ 3.26% |
$58.7K - $72.3K
|
30.1K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
935+ 7.45% |
$57.7K - $71.1K
|
13.5K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
935New |
$57.7K - $71.1K
|
935
$75.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
928+ 682.35% |
$57.3K - $70.6K
|
1.06K
$85.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
928+ 4.87% |
$57.3K - $70.6K
|
20K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
915+ 2.06% |
$56.5K - $69.6K
|
45.4K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
907+ 17.64% |
$56K - $69K
|
6.05K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
905+ 4.09% |
$55.9K - $68.9K
|
23.1K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
900+ 0.37% |
$55.6K - $68.5K
|
247K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
890+ 0.08% |
$54.9K - $67.7K
|
1.13M
$90.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
889+ 6.72% |
$54.9K - $67.6K
|
14.1K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
887+ 0.29% |
$54.8K - $67.5K
|
304K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
884+ 1.3% |
$54.6K - $67.3K
|
68.9K
$5.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
869+ 2.07% |
$53.7K - $66.1K
|
42.8K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
857+ 0.58% |
$52.9K - $65.2K
|
148K
$11.9M
|