Purchases and Sales Made in Q3 2024 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-2.27K- 47.88% |
$140K - $173K
|
2.47K
$198K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.27K- 27.03% |
$140K - $173K
|
6.13K
$491K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 8.72% |
$141K - $174K
|
23.9K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.3K- 15.24% |
$142K - $175K
|
12.8K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.3K- 2.83% |
$142K - $175K
|
79K
$6.33M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.31K- 31.13% |
$142K - $176K
|
5.11K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.31K- 18.9% |
$143K - $176K
|
9.91K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.35K- 2.31% |
$145K - $179K
|
99.2K
$7.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.35K- 3.19% |
$145K - $179K
|
71.4K
$5.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.4K- 1.88% |
$148K - $183K
|
125K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 8.77% |
$150K - $184K
|
25.2K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.46K- 7.35% |
$152K - $187K
|
31K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.47K- 17.21% |
$152K - $188K
|
11.9K
$952K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-2.5K- 17.85% |
$154K - $190K
|
11.5K
$922K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.51K- 0.97% |
$155K - $191K
|
256K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.52K- 9.14% |
$155K - $192K
|
25K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.55K- 3.11% |
$157K - $194K
|
79.2K
$6.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.57K- 73.57% |
$158K - $195K
|
922
$73.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.61K- 21.63% |
$161K - $199K
|
9.46K
$758K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.64K- 44.95% |
$163K - $201K
|
3.23K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.67K- 30.85% |
$165K - $203K
|
5.98K
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 1.5% |
$165K - $203K
|
176K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.71K- 0.83% |
$168K - $206K
|
325K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.77K- 5.58% |
$171K - $210K
|
46.8K
$3.75M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.8KClosed |
$173K - $213K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.82K- 26.98% |
$174K - $215K
|
7.64K
$612K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.85K- 6.2% |
$176K - $216K
|
43.1K
$3.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.87K- 11.92% |
$177K - $218K
|
21.2K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.88K- 6.59% |
$178K - $219K
|
40.8K
$3.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.88K- 1.35% |
$178K - $219K
|
210K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.9K- 6.29% |
$179K - $221K
|
43.3K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.96K- 15.98% |
$183K - $225K
|
15.6K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.03K- 23.14% |
$187K - $230K
|
10K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.06K- 7.51% |
$189K - $233K
|
37.7K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 0.79% |
$190K - $234K
|
387K
$31M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.08K- 4.46% |
$190K - $235K
|
66K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.13K- 7.29% |
$193K - $238K
|
39.8K
$3.19M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-3.15KClosed |
$194K - $239K
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.19K- 18.85% |
$197K - $243K
|
13.8K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.2K- 1.52% |
$197K - $243K
|
207K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.22K- 3.75% |
$199K - $245K
|
82.6K
$6.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.25K- 19.35% |
$201K - $247K
|
13.5K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.26K- 28.67% |
$201K - $248K
|
8.1K
$649K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.28K- 7.91% |
$203K - $250K
|
38.2K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.33K- 3.68% |
$206K - $253K
|
87.3K
$6.99M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-3.37K- 10.27% |
$208K - $256K
|
29.4K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.39K- 1.88% |
$209K - $258K
|
177K
$14.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.42K- 11.35% |
$211K - $260K
|
26.7K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.49K- 25.55% |
$215K - $265K
|
10.2K
$814K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.5K- 34.48% |
$216K - $266K
|
6.65K
$533K
|