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 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
853+ 5.66% |
$52.8K - $61.7K
|
15.9K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
852+ 7.69% |
$52.7K - $61.7K
|
11.9K
$868K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
849+ 0.96% |
$52.5K - $61.5K
|
89.3K
$6.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
845+ 10.45% |
$52.3K - $61.2K
|
8.93K
$650K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
835+ 6.59% |
$51.7K - $60.4K
|
13.5K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
835+ 5.46% |
$51.7K - $60.4K
|
16.1K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
834+ 5.1% |
$51.6K - $60.4K
|
17.2K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
825+ 0.44% |
$51.1K - $59.7K
|
189K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
821+ 2.4% |
$50.8K - $59.4K
|
35K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
817+ 2.23% |
$50.6K - $59.1K
|
37.5K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
807+ 0.25% |
$49.9K - $58.4K
|
327K
$23.8M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
806+ 79.02% |
$49.9K - $58.3K
|
1.83K
$133K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
805+ 4025.0% |
$49.8K - $58.3K
|
825
$60K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
805+ 3.77% |
$49.8K - $58.3K
|
22.2K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
802+ 3.55% |
$49.6K - $58K
|
23.4K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
795+ 3.18% |
$49.2K - $57.5K
|
25.8K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
780+ 0.65% |
$48.3K - $56.5K
|
120K
$8.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
779+ 4.49% |
$48.2K - $56.4K
|
18.1K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
775+ 1.35% |
$48K - $56.1K
|
58.4K
$4.25M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
771+ 17.25% |
$47.7K - $55.8K
|
5.24K
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
755+ 0.47% |
$46.7K - $54.6K
|
161K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
753+ 2.03% |
$46.6K - $54.5K
|
37.9K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
750+ 2.39% |
$46.4K - $54.3K
|
32.2K
$2.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
749+ 1.14% |
$46.4K - $54.2K
|
66.5K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
746+ 4.54% |
$46.2K - $54K
|
17.2K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
726+ 10.85% |
$44.9K - $52.5K
|
7.42K
$540K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
725+ 5.22% |
$44.9K - $52.5K
|
14.6K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
717+ 99.58% |
$44.4K - $51.9K
|
1.44K
$105K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
716+ 18.34% |
$44.3K - $51.8K
|
4.62K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
705+ 30.76% |
$43.6K - $51K
|
3K
$218K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
703+ 7.8% |
$43.5K - $50.9K
|
9.72K
$707K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
700+ 4.55% |
$43.3K - $50.7K
|
16.1K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
675+ 5.85% |
$41.8K - $48.9K
|
12.2K
$888K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
673+ 3.13% |
$41.7K - $48.7K
|
22.2K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
670+ 3.82% |
$41.5K - $48.5K
|
18.2K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
669+ 9.36% |
$41.4K - $48.4K
|
7.82K
$569K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
667+ 166.75% |
$41.3K - $48.3K
|
1.07K
$77.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
652+ 1.84% |
$40.4K - $47.2K
|
36.1K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
651+ 0.48% |
$40.3K - $47.1K
|
137K
$9.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
648+ 648.0% |
$40.1K - $46.9K
|
748
$54.4K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
648+ 7.93% |
$40.1K - $46.9K
|
8.82K
$641K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
640+ 0.69% |
$39.6K - $46.3K
|
94K
$6.84M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
627+ 0.5% |
$38.8K - $45.4K
|
126K
$9.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
626+ 10.44% |
$38.7K - $45.3K
|
6.63K
$482K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
619+ 31.2% |
$38.3K - $44.8K
|
2.6K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
618+ 0.35% |
$38.2K - $44.7K
|
179K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
615+ 115.17% |
$38.1K - $44.5K
|
1.15K
$83.6K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
614+ 20.3% |
$38K - $44.4K
|
3.64K
$265K
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
600+ 4.69% |
$37.1K - $43.4K
|
13.4K
$975K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
600+ 0.26% |
$37.1K - $43.4K
|
230K
$16.7M
|