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 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
377+ 0.52% |
$23.3K - $27.3K
|
72.3K
$5.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
376+ 4.83% |
$23.3K - $27.2K
|
8.16K
$594K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
376+ 2.01% |
$23.3K - $27.2K
|
19.1K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
374+ 1.41% |
$23.1K - $27.1K
|
26.9K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
373+ 0.38% |
$23.1K - $27K
|
98.6K
$7.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
368+ 7.62% |
$22.8K - $26.6K
|
5.2K
$378K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
366+ 11.4% |
$22.7K - $26.5K
|
3.58K
$260K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
366+ 6.76% |
$22.7K - $26.5K
|
5.78K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
362+ 10.41% |
$22.4K - $26.2K
|
3.84K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
356+ 4.71% |
$22K - $25.8K
|
7.92K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
353New |
$21.8K - $25.6K
|
353
$25.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
346+ 5.61% |
$21.4K - $25K
|
6.51K
$474K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
344+ 2.25% |
$21.3K - $24.9K
|
15.7K
$1.14M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
343+ 3.07% |
$21.2K - $24.8K
|
11.5K
$837K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
339+ 3.86% |
$21K - $24.5K
|
9.11K
$663K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
338+ 4.66% |
$20.9K - $24.5K
|
7.59K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
337+ 4.39% |
$20.9K - $24.4K
|
8.01K
$583K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
325+ 1.11% |
$20.1K - $23.5K
|
29.6K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
325+ 0.57% |
$20.1K - $23.5K
|
57.5K
$4.18M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
324+ 10.23% |
$20.1K - $23.5K
|
3.49K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
320+ 2.68% |
$19.8K - $23.2K
|
12.2K
$891K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
317+ 9.59% |
$19.6K - $22.9K
|
3.62K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
315+ 1.0% |
$19.5K - $22.8K
|
31.7K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
312+ 3.36% |
$19.3K - $22.6K
|
9.59K
$698K
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
311+ 0.79% |
$19.2K - $22.5K
|
39.8K
$2.9M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
310+ 6.81% |
$19.2K - $22.4K
|
4.86K
$354K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
308+ 3.2% |
$19.1K - $22.3K
|
9.92K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
308+ 3.91% |
$19.1K - $22.3K
|
8.19K
$596K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.07% |
$18.6K - $21.7K
|
408K
$29.7M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
299+ 0.68% |
$18.5K - $21.6K
|
44.2K
$3.22M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
298+ 1.19% |
$18.4K - $21.6K
|
25.2K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
295+ 7.73% |
$18.3K - $21.4K
|
4.11K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
294+ 3.53% |
$18.2K - $21.3K
|
8.63K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
291+ 334.48% |
$18K - $21.1K
|
378
$27.5K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
285+ 4.01% |
$17.6K - $20.6K
|
7.39K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
279New |
$17.3K - $20.2K
|
279
$20.3K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
277+ 2.57% |
$17.1K - $20K
|
11.1K
$804K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
275+ 4.95% |
$17K - $19.9K
|
5.83K
$424K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
275+ 3.35% |
$17K - $19.9K
|
8.49K
$618K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
271+ 1.89% |
$16.8K - $19.6K
|
14.6K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
270+ 3.12% |
$16.7K - $19.5K
|
8.93K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
269+ 0.92% |
$16.6K - $19.5K
|
29.6K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
268+ 6.34% |
$16.6K - $19.4K
|
4.5K
$327K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
265+ 4.99% |
$16.4K - $19.2K
|
5.57K
$405K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
264New |
$16.3K - $19.1K
|
264
$19.2K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
259+ 0.16% |
$16K - $18.7K
|
166K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
257+ 49.33% |
$15.9K - $18.6K
|
778
$56.6K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
256+ 4.09% |
$15.8K - $18.5K
|
6.52K
$475K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
255+ 2.3% |
$15.8K - $18.5K
|
11.3K
$824K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
255+ 1.61% |
$15.8K - $18.5K
|
16.1K
$1.17M
|