Purchases and Sales Made in Q2 2024 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
648+ 15.87% |
$45.4K - $51.1K
|
4.73K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
638+ 1.22% |
$44.7K - $50.3K
|
52.9K
$4.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
627+ 24.95% |
$43.9K - $49.5K
|
3.14K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
626+ 19.14% |
$43.8K - $49.4K
|
3.9K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
624+ 2.9% |
$43.7K - $49.2K
|
22.1K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
610+ 7.44% |
$42.7K - $48.1K
|
8.81K
$706K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
610+ 6.09% |
$42.7K - $48.1K
|
10.6K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
600+ 0.33% |
$42K - $47.3K
|
182K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
599+ 10.36% |
$41.9K - $47.3K
|
6.38K
$511K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
597+ 9.33% |
$41.8K - $47.1K
|
7K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
593+ 2.21% |
$41.5K - $46.8K
|
27.5K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
580+ 12.72% |
$40.6K - $45.8K
|
5.14K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
570+ 8.4% |
$39.9K - $45K
|
7.35K
$589K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
563+ 1.69% |
$39.4K - $44.4K
|
33.9K
$2.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
563+ 1.74% |
$39.4K - $44.4K
|
32.9K
$2.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
540+ 2.13% |
$37.8K - $42.6K
|
25.9K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
536+ 0.83% |
$37.5K - $42.3K
|
65.2K
$5.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
534+ 191.4% |
$37.4K - $42.1K
|
813
$65.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
526+ 18.62% |
$36.8K - $41.5K
|
3.35K
$268K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
508+ 10.83% |
$35.6K - $40.1K
|
5.2K
$417K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
505+ 12.43% |
$35.4K - $39.8K
|
4.57K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
500+ 10.91% |
$35K - $39.5K
|
5.09K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
497+ 3.59% |
$34.8K - $39.2K
|
14.4K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
491+ 3.08% |
$34.4K - $38.7K
|
16.4K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
488+ 1.16% |
$34.2K - $38.5K
|
42.5K
$3.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
475+ 9.77% |
$33.3K - $37.5K
|
5.34K
$428K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
472+ 7.25% |
$33.1K - $37.2K
|
6.99K
$560K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
468+ 9.14% |
$32.8K - $36.9K
|
5.59K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
435+ 1.08% |
$30.5K - $34.3K
|
40.7K
$3.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
430+ 3.17% |
$30.1K - $33.9K
|
14K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
430+ 4.21% |
$30.1K - $33.9K
|
10.6K
$852K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
423+ 4.61% |
$29.6K - $33.4K
|
9.6K
$769K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
420+ 54.9% |
$29.4K - $33.1K
|
1.19K
$94.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
420+ 1.89% |
$29.4K - $33.1K
|
22.6K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
418+ 0.68% |
$29.3K - $33K
|
61.9K
$4.96M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
418New |
$29.3K - $33K
|
418
$33.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
417+ 302.17% |
$29.2K - $32.9K
|
555
$44.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
415+ 14.11% |
$29.1K - $32.7K
|
3.36K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
413+ 1.58% |
$28.9K - $32.6K
|
26.5K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
405+ 2.68% |
$28.4K - $32K
|
15.5K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
404+ 14.23% |
$28.3K - $31.9K
|
3.24K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
400New |
$28K - $31.6K
|
400
$32K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
400New |
$28K - $31.6K
|
400
$32K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
399+ 14.09% |
$27.9K - $31.5K
|
3.23K
$259K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
398+ 11.41% |
$27.9K - $31.4K
|
3.89K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
397+ 6.74% |
$27.8K - $31.3K
|
6.29K
$504K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
395New |
$27.7K - $31.2K
|
395
$31.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
391+ 80.45% |
$27.4K - $30.8K
|
877
$70.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
381+ 3.42% |
$26.7K - $30.1K
|
11.5K
$923K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
375+ 1.77% |
$26.3K - $29.6K
|
21.6K
$1.73M
|