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 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3.6K+ 1.79% |
$252K - $284K
|
205K
$16.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.6K+ 1714.76% |
$252K - $284K
|
3.81K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.53KNew |
$247K - $279K
|
3.53K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 9.67% |
$242K - $272K
|
39.1K
$3.14M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.41KNew |
$239K - $269K
|
3.41K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.39KNew |
$238K - $268K
|
3.39K
$272K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.39KNew |
$237K - $268K
|
3.39K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.39K+ 4.67% |
$237K - $267K
|
75.9K
$6.08M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
3.39K+ 2.37% |
$237K - $267K
|
146K
$11.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.38KNew |
$237K - $267K
|
3.38K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.38KNew |
$236K - $266K
|
3.38K
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.33KNew |
$233K - $263K
|
3.33K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.33K+ 4.81% |
$233K - $262K
|
72.4K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Hst Ventures, LLC
|
BUY
|
- |
3.31K+ 4.97% |
$232K - $261K
|
70K
$5.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.3K+ 78.46% |
$231K - $260K
|
7.51K
$602K
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
3.29K+ 8.02% |
$230K - $260K
|
44.3K
$3.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.26KNew |
$228K - $257K
|
3.26K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.23KNew |
$226K - $255K
|
3.23K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.23K+ 49.06% |
$226K - $255K
|
9.81K
$786K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.2K+ 69.27% |
$224K - $252K
|
7.81K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
3.18KNew |
$223K - $251K
|
3.18K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.13K+ 12.05% |
$219K - $247K
|
29.1K
$2.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.12KNew |
$219K - $246K
|
3.12K
$250K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.08K+ 1.33% |
$216K - $243K
|
234K
$18.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.05K+ 11.19% |
$214K - $241K
|
30.3K
$2.43M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.05KNew |
$213K - $240K
|
3.05K
$244K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.03KNew |
$212K - $239K
|
3.03K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.02K+ 31.03% |
$211K - $238K
|
12.7K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3KNew |
$210K - $237K
|
3K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.98K+ 4.61% |
$209K - $235K
|
67.7K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.95K+ 7.61% |
$206K - $232K
|
41.6K
$3.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.91KNew |
$204K - $229K
|
2.91K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.9KNew |
$203K - $229K
|
2.9K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$203K - $229K
|
2.9K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.84KNew |
$199K - $224K
|
2.84K
$228K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.84K+ 15.23% |
$199K - $224K
|
21.5K
$1.72M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$196K - $221K
|
2.8K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.78K+ 13.19% |
$195K - $219K
|
23.9K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.75KNew |
$192K - $217K
|
2.75K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.72K+ 0.26% |
$190K - $215K
|
1.05M
$83.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.62KNew |
$183K - $207K
|
2.62K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.53K+ 23.87% |
$177K - $199K
|
13.1K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.47K+ 0.67% |
$173K - $195K
|
368K
$29.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.46K+ 1.42% |
$172K - $194K
|
175K
$14M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.46K+ 18.48% |
$172K - $194K
|
15.7K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 37.81% |
$172K - $193K
|
8.93K
$715K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.45K+ 6.94% |
$172K - $193K
|
37.8K
$3.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 2.33% |
$164K - $185K
|
103K
$8.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.31K+ 3.69% |
$161K - $182K
|
64.7K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.28KNew |
$160K - $180K
|
2.28K
$183K
|