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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
59+ 1.35% |
$3.65K - $4.27K
|
4.42K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
56+ 34.15% |
$3.47K - $4.05K
|
220
$16K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
56+ 0.12% |
$3.47K - $4.05K
|
48.5K
$3.53M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
55+ 1.81% |
$3.4K - $3.98K
|
3.09K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54+ 41.86% |
$3.34K - $3.91K
|
183
$13.3K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
54+ 1.26% |
$3.34K - $3.91K
|
4.34K
$316K
|
|
|
Apr 16, 2024
Q1 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
53+ 0.21% |
$3.28K - $3.84K
|
24.7K
$1.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
52+ 0.57% |
$3.22K - $3.76K
|
9.17K
$667K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
50New |
$3.09K - $3.62K
|
50
$3.64K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
50+ 1.66% |
$3.09K - $3.62K
|
3.06K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
48+ 1.25% |
$2.97K - $3.47K
|
3.9K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46+ 51.11% |
$2.85K - $3.33K
|
136
$9.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
45+ 0.43% |
$2.79K - $3.26K
|
10.6K
$771K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
44+ 0.38% |
$2.72K - $3.18K
|
11.6K
$841K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
44+ 293.33% |
$2.72K - $3.18K
|
59
$4.29K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
43+ 3.09% |
$2.66K - $3.11K
|
1.44K
$104K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
43+ 0.25% |
$2.66K - $3.11K
|
17K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
41+ 0.52% |
$2.54K - $2.97K
|
7.95K
$579K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 4.39% |
$2.35K - $2.75K
|
903
$65.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
34+ 0.64% |
$2.1K - $2.46K
|
5.36K
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
34+ 1.09% |
$2.1K - $2.46K
|
3.16K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
34New |
$2.1K - $2.46K
|
34
$2.47K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
33+ 0.97% |
$2.04K - $2.39K
|
3.45K
$251K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
32+ 1.08% |
$1.98K - $2.32K
|
2.98K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
32+ 0.23% |
$1.98K - $2.32K
|
13.9K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
27+ 1.4% |
$1.67K - $1.95K
|
1.95K
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 0.2% |
$1.67K - $1.95K
|
13.5K
$982K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
27+ 2.08% |
$1.67K - $1.95K
|
1.33K
$96.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
26+ 0.05% |
$1.61K - $1.88K
|
51.8K
$3.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
26+ 0.24% |
$1.61K - $1.88K
|
10.9K
$791K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
24+ 0.37% |
$1.49K - $1.74K
|
6.45K
$469K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23+ 0.5% |
$1.42K - $1.66K
|
4.62K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
23+ 0.53% |
$1.42K - $1.66K
|
4.34K
$316K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.59% |
$1.3K - $1.52K
|
3.59K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 26.92% |
$1.3K - $1.52K
|
99
$7.2K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
21+ 0.58% |
$1.3K - $1.52K
|
3.62K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 18.35% |
$1.24K - $1.45K
|
129
$9.39K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
19+ 0.13% |
$1.18K - $1.38K
|
15.1K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.36% |
$1.11K - $1.3K
|
5K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
18+ 0.07% |
$1.11K - $1.3K
|
27K
$1.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.1% |
$1.05K - $1.23K
|
16.5K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 0.77% |
$1.05K - $1.23K
|
2.24K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
17+ 0.04% |
$1.05K - $1.23K
|
43K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
16+ 0.16% |
$990 - $1.16K
|
10.2K
$743K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16+ 2.67% |
$990 - $1.16K
|
615
$44.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
15+ 0.41% |
$928 - $1.09K
|
3.66K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
15+ 0.43% |
$928 - $1.09K
|
3.49K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15+ 0.13% |
$928 - $1.09K
|
11.5K
$837K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
14+ 0.42% |
$866 - $1.01K
|
3.39K
$246K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
14+ 0.37% |
$866 - $1.01K
|
3.75K
$273K
|