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 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 34.1% |
$99.8K - $117K
|
6.34K
$461K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.6K+ 50.14% |
$99.3K - $116K
|
4.8K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.59K+ 7.41% |
$98.7K - $115K
|
23.1K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.56K+ 12.17% |
$96.6K - $113K
|
14.4K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.56K+ 1.29% |
$96.5K - $113K
|
122K
$8.9M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.56K+ 12.14% |
$96.5K - $113K
|
14.4K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 15.1% |
$95.1K - $111K
|
11.7K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.53KNew |
$94.4K - $110K
|
1.53K
$111K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.51K+ 7.34% |
$93.6K - $110K
|
22.1K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
1.51K+ 36.62% |
$93.2K - $109K
|
5.62K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.5K+ 7.72% |
$92.8K - $109K
|
20.9K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.49K+ 2.1% |
$92.3K - $108K
|
72.5K
$5.27M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.48K+ 29.12% |
$91.8K - $107K
|
6.58K
$479K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.48K+ 3.64% |
$91.3K - $107K
|
42K
$3.06M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.45KNew |
$89.4K - $105K
|
1.45K
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.43K+ 20.13% |
$88.6K - $104K
|
8.54K
$621K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.43K+ 12.22% |
$88.5K - $104K
|
13.1K
$955K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
1.42K+ 3.34% |
$87.9K - $103K
|
43.9K
$3.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.41K+ 0.4% |
$87K - $102K
|
357K
$26M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.39KNew |
$86K - $101K
|
1.39K
$101K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.39K+ 0.66% |
$86K - $101K
|
211K
$15.3M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.37K+ 82.46% |
$85K - $99.4K
|
3.04K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.35K+ 22.89% |
$83.7K - $97.9K
|
7.26K
$529K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.35K+ 6.73% |
$83.7K - $97.9K
|
21.5K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Bristol John W & CO Inc
|
BUY
|
- |
1.35K+ 0.14% |
$83.3K - $97.4K
|
933K
$67.9M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.33K+ 41.59% |
$82.5K - $96.5K
|
4.54K
$330K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 18.1% |
$82.4K - $96.3K
|
8.68K
$632K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.32K+ 7.59% |
$81.4K - $95.3K
|
18.6K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.31K+ 34.31% |
$81K - $94.7K
|
5.12K
$373K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.3K+ 26.34% |
$80.6K - $94.2K
|
6.25K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.3K+ 6.99% |
$80.1K - $93.7K
|
19.8K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.28K+ 0.25% |
$79.2K - $92.6K
|
519K
$37.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.28K+ 3.13% |
$79K - $92.4K
|
42K
$3.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.26K+ 2.32% |
$77.8K - $91K
|
55.3K
$4.03M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
1.24K+ 2.26% |
$76.9K - $90K
|
56.2K
$4.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
1.24K+ 15.11% |
$76.8K - $89.8K
|
9.45K
$688K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.24K+ 37.07% |
$76.7K - $89.8K
|
4.59K
$334K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 27.52% |
$76.5K - $89.5K
|
5.73K
$417K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.24K+ 23.7% |
$76.5K - $89.5K
|
6.45K
$469K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.23K+ 35.46% |
$76.2K - $89.1K
|
4.7K
$342K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.23K+ 2.83% |
$76.2K - $89.1K
|
44.7K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.23K+ 15.15% |
$75.9K - $88.7K
|
9.32K
$678K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.22K+ 2.81% |
$75.8K - $88.6K
|
44.8K
$3.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.22K+ 1.72% |
$75.6K - $88.4K
|
72.4K
$5.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.22K+ 1.73% |
$75.5K - $88.3K
|
71.7K
$5.22M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.22K+ 6.19% |
$75.3K - $88.1K
|
20.9K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.22K+ 30.5% |
$75.3K - $88.1K
|
5.21K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.2K+ 20.34% |
$74.3K - $86.9K
|
7.1K
$517K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.18K+ 99.0% |
$73.2K - $85.6K
|
2.38K
$173K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.18K+ 0.34% |
$72.9K - $85.3K
|
343K
$25M
|