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 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.26K- 28.89% |
$77.7K - $90.8K
|
3.09K
$225K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 30.11% |
$78.6K - $91.9K
|
2.95K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.27K- 12.06% |
$78.8K - $92.2K
|
9.29K
$676K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.28K- 3.47% |
$78.9K - $92.3K
|
35.4K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.28K- 23.91% |
$79.4K - $92.9K
|
4.08K
$297K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.29K- 0.43% |
$79.8K - $93.4K
|
296K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.3K- 0.78% |
$80.5K - $94.1K
|
166K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.31K- 2.21% |
$81K - $94.7K
|
57.9K
$4.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.31K- 31.52% |
$81.2K - $95K
|
2.85K
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.35K- 3.73% |
$83.4K - $97.5K
|
34.7K
$2.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.36K- 8.09% |
$84K - $98.3K
|
15.4K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.38K- 3.98% |
$85.1K - $99.5K
|
33.1K
$2.41M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.4K- 11.67% |
$86.6K - $101K
|
10.6K
$771K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.44K- 8.83% |
$89.4K - $105K
|
14.9K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.45K- 99.04% |
$89.6K - $105K
|
14
$1.02K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.45K- 2.36% |
$89.6K - $105K
|
59.7K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.5K- 11.58% |
$92.8K - $109K
|
11.5K
$833K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 4.74% |
$92.8K - $109K
|
30.2K
$2.2M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.5K- 7.34% |
$92.8K - $109K
|
18.9K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.53K- 2.69% |
$94.9K - $111K
|
55.5K
$4.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.55K- 17.39% |
$95.7K - $112K
|
7.35K
$535K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.55K- 2.98% |
$96.1K - $112K
|
50.5K
$3.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.56K- 0.73% |
$96.7K - $113K
|
214K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.57K- 1.03% |
$97K - $113K
|
151K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 27.2% |
$98.4K - $115K
|
4.26K
$310K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.6K- 28.8% |
$98.9K - $116K
|
3.95K
$287K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 25.03% |
$101K - $118K
|
4.88K
$355K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.63K- 3.64% |
$101K - $118K
|
43.2K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.64K- 1.14% |
$101K - $119K
|
142K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.64K- 26.95% |
$101K - $119K
|
4.45K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.64K- 25.16% |
$102K - $119K
|
4.89K
$355K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 10.78% |
$102K - $119K
|
13.6K
$991K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 29.76% |
$102K - $120K
|
3.9K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.67K- 4.71% |
$103K - $121K
|
33.7K
$2.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.7K- 3.87% |
$105K - $123K
|
42.3K
$3.08M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.75K- 21.71% |
$108K - $127K
|
6.31K
$459K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.79K- 34.94% |
$111K - $129K
|
3.33K
$242K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.85K- 1.84% |
$115K - $134K
|
98.9K
$7.19M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.85K- 11.42% |
$115K - $134K
|
14.4K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.86K- 28.36% |
$115K - $134K
|
4.69K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.86K- 2.37% |
$115K - $135K
|
76.6K
$5.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.87K- 34.18% |
$115K - $135K
|
3.59K
$261K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.87K- 13.54% |
$116K - $136K
|
12K
$871K
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.88K- 8.27% |
$116K - $136K
|
20.8K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.88K- 15.4% |
$116K - $136K
|
10.3K
$751K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.88K- 91.01% |
$116K - $136K
|
186
$13.5K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.88K- 9.25% |
$117K - $136K
|
18.5K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.89K- 2.66% |
$117K - $137K
|
69K
$5.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.92K- 15.61% |
$119K - $139K
|
10.3K
$753K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.92K- 6.2% |
$119K - $139K
|
29K
$2.11M
|