Purchases and Sales Made in Q1 2024 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
10.9MNew |
$674M - $788M
|
10.9M
$792M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10M+ 105.97% |
$621M - $727M
|
19.5M
$1.42B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.56M+ 31.05% |
$282M - $330M
|
19.3M
$1.4B
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.36M+ 4.58% |
$270M - $315M
|
99.5M
$7.24B
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.99M+ 469.67% |
$247M - $289M
|
4.84M
$352M
|
|
|
May 13, 2024
Q1 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
3.85M+ 42.13% |
$238M - $279M
|
13M
$945M
|
|
|
May 15, 2024
Q1 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
3.7M+ 19.38% |
$229M - $268M
|
22.8M
$1.66B
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.95M+ 4.25% |
$182M - $213M
|
72.3M
$5.26B
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.76M+ 146.13% |
$171M - $200M
|
4.65M
$338M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.9M+ 45.82% |
$118M - $137M
|
6.04M
$440M
|
|
|
May 07, 2024
Q1 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.48M+ 28736.12% |
$91.6M - $107M
|
1.49M
$108M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.46MNew |
$90.3M - $106M
|
1.46M
$106M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.29M+ 160.53% |
$79.7M - $93.2M
|
2.09M
$152M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.05M+ 231.18% |
$64.8M - $75.7M
|
1.5M
$109M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.04M+ 0.87% |
$64.5M - $75.5M
|
121M
$8.8B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.01M+ 12.23% |
$62.8M - $73.5M
|
9.31M
$678M
|
|
|
May 15, 2024
Q1 2024
|
Darsana Capital Partners LP
New York, NY |
BUY
|
- |
1MNew |
$61.9M - $72.4M
|
1M
$72.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
959K+ 34.7% |
$59.3M - $69.4M
|
3.72M
$271M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
944K+ 21.21% |
$58.4M - $68.3M
|
5.4M
$393M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
896K+ 3.18% |
$55.5M - $64.9M
|
29M
$2.11B
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
677K+ 81.56% |
$41.9M - $49M
|
1.51M
$110M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
649K+ 13.53% |
$40.2M - $47M
|
5.45M
$396M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
597K+ 8.89% |
$36.9M - $43.2M
|
7.31M
$532M
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
563KNew |
$34.9M - $40.8M
|
563K
$41M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
537K+ 141.18% |
$33.3M - $38.9M
|
918K
$66.8M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
536K+ 2.88% |
$33.2M - $38.8M
|
19.2M
$1.39B
|
|
|
May 14, 2024
Q1 2024
|
Generation Investment Management LLP
London, X0 |
BUY
|
- |
508K+ 6.37% |
$31.4M - $36.8M
|
8.49M
$618M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
506KNew |
$31.3M - $36.6M
|
506K
$36.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
485K+ 8.34% |
$30M - $35.1M
|
6.3M
$458M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
477K+ 6.86% |
$29.5M - $34.5M
|
7.43M
$541M
|
|
|
May 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
448KNew |
$27.7M - $32.4M
|
448K
$32.6M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
390K+ 9674.09% |
$24.1M - $28.2M
|
394K
$28.7M
|
|
|
May 06, 2024
Q1 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
389KNew |
$24.1M - $28.2M
|
389K
$28.3M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
385KNew |
$23.8M - $27.8M
|
385K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
382K+ 4.22% |
$23.6M - $27.6M
|
9.44M
$687M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
378K+ 41.52% |
$23.4M - $27.3M
|
1.29M
$93.7M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
377K+ 3647.49% |
$23.3M - $27.3M
|
387K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
369K+ 15.55% |
$22.9M - $26.7M
|
2.74M
$200M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
363K+ 47.61% |
$22.5M - $26.3M
|
1.13M
$81.9M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
362KNew |
$22.4M - $26.2M
|
362K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
348KNew |
$21.6M - $25.2M
|
348K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
338K+ 39.52% |
$20.9M - $24.4M
|
1.19M
$86.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
314K+ 397.8% |
$19.4M - $22.7M
|
393K
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
303K+ 31.21% |
$18.7M - $21.9M
|
1.27M
$92.6M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
302K+ 24.35% |
$18.7M - $21.9M
|
1.54M
$112M
|
|
|
May 13, 2024
Q1 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
290K+ 473.53% |
$17.9M - $21M
|
351K
$25.5M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
288K+ 19.47% |
$17.8M - $20.8M
|
1.77M
$129M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
284K+ 5.27% |
$17.6M - $20.6M
|
5.67M
$413M
|
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
258KNew |
$15.9M - $18.7M
|
258K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
254KNew |
$15.7M - $18.4M
|
254K
$18.5M
|