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 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.17K+ 12.43% |
$72.5K - $84.8K
|
10.6K
$771K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.17K+ 1.72% |
$72.3K - $84.5K
|
69.1K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.16K+ 1.82% |
$71.9K - $84K
|
65K
$4.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.16K+ 0.44% |
$71.6K - $83.7K
|
262K
$19.1M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 24.08% |
$71.2K - $83.2K
|
5.93K
$431K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.14K+ 10.38% |
$70.6K - $82.6K
|
12.1K
$883K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 9.21% |
$70.1K - $81.9K
|
13.4K
$977K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.1K+ 4.42% |
$68.3K - $79.8K
|
26.1K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 6.03% |
$68K - $79.5K
|
19.3K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.1K+ 0.64% |
$67.8K - $79.3K
|
172K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.09K+ 5.06% |
$67.2K - $78.5K
|
22.5K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.08KNew |
$66.7K - $78K
|
1.08K
$78.4K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.08K+ 1.78% |
$66.5K - $77.8K
|
61.5K
$4.48M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.07K+ 22.97% |
$66.3K - $77.5K
|
5.73K
$417K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 5.21% |
$65.9K - $77.1K
|
21.5K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.06K+ 0.97% |
$65.8K - $76.9K
|
111K
$8.07M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 4.04% |
$65.2K - $76.2K
|
27.1K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.05K+ 34.71% |
$65.1K - $76.1K
|
4.08K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.04K+ 1.09% |
$64.6K - $75.6K
|
97K
$7.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.04K+ 18.43% |
$64.4K - $75.3K
|
6.68K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.03K+ 0.79% |
$64K - $74.8K
|
132K
$9.64M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.02K+ 8.33% |
$63K - $73.7K
|
13.2K
$964K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.02K+ 3.3% |
$62.9K - $73.6K
|
31.8K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.02K+ 10.09% |
$62.8K - $73.5K
|
11.1K
$806K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.02K+ 21.45% |
$62.8K - $73.5K
|
5.75K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.01K+ 17.28% |
$62.7K - $73.3K
|
6.88K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01K+ 20.5% |
$62.6K - $73.2K
|
5.94K
$432K
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
1.01K+ 2.04% |
$62.4K - $73K
|
50.5K
$3.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.01K+ 8.32% |
$62.3K - $72.8K
|
13.1K
$953K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$61.9K - $72.4K
|
1K
$72.8K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
988+ 2.28% |
$61.1K - $71.5K
|
44.2K
$3.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
986+ 0.85% |
$61K - $71.4K
|
116K
$8.47M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
983+ 3.94% |
$60.8K - $71.1K
|
25.9K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
978+ 0.39% |
$60.5K - $70.8K
|
251K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
960+ 2.54% |
$59.4K - $69.5K
|
38.7K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
958+ 12.37% |
$59.3K - $69.3K
|
8.7K
$633K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
940+ 16.77% |
$58.2K - $68K
|
6.54K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
934+ 10.43% |
$57.8K - $67.6K
|
9.89K
$720K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
925New |
$57.2K - $67K
|
925
$67.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
923+ 29.34% |
$57.1K - $66.8K
|
4.07K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
919+ 0.32% |
$56.9K - $66.5K
|
287K
$20.9M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
901+ 18.45% |
$55.8K - $65.2K
|
5.78K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
900+ 3.36% |
$55.7K - $65.1K
|
27.7K
$2.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
889+ 5.25% |
$55K - $64.3K
|
17.8K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
885+ 2.06% |
$54.8K - $64.1K
|
44K
$3.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
877+ 13.33% |
$54.3K - $63.5K
|
7.46K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
870+ 26.25% |
$53.8K - $63K
|
4.18K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
863+ 0.49% |
$53.4K - $62.5K
|
177K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
863+ 1.1% |
$53.4K - $62.5K
|
79.1K
$5.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
855+ 2.65% |
$52.9K - $61.9K
|
33.1K
$2.41M
|