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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-137K- 48.98% |
$8.46M - $10.4M
|
143K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-149K- 10.9% |
$9.21M - $11.3M
|
1.22M
$97.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-162K- 2.93% |
$9.98M - $12.3M
|
5.36M
$429M
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-162K- 16.46% |
$10M - $12.4M
|
824K
$66.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-165K- 29.39% |
$10.2M - $12.5M
|
396K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-177K- 26.2% |
$10.9M - $13.4M
|
498K
$39.9M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-177K- 26.2% |
$10.9M - $13.4M
|
498K
$39.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-181K- 11.72% |
$11.2M - $13.8M
|
1.36M
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-182K- 95.88% |
$11.2M - $13.8M
|
7.8K
$625K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-183K- 20.3% |
$11.3M - $13.9M
|
718K
$57.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-190K- 99.58% |
$11.7M - $14.5M
|
807
$64.7K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-202K- 65.75% |
$12.4M - $15.3M
|
105K
$8.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-203K- 67.76% |
$12.5M - $15.5M
|
96.7K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-204K- 19.45% |
$12.6M - $15.5M
|
846K
$67.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-209K- 16.2% |
$12.9M - $15.9M
|
1.08M
$86.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-218K- 2.5% |
$13.4M - $16.6M
|
8.49M
$681M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-226K- 53.71% |
$13.9M - $17.2M
|
194K
$15.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-243K- 94.56% |
$15M - $18.5M
|
14K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-258K- 38.76% |
$15.9M - $19.6M
|
407K
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-259K- 29.8% |
$16M - $19.7M
|
610K
$48.9M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-269K- 98.79% |
$16.6M - $20.4M
|
3.3K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-275K- 39.86% |
$17M - $20.9M
|
414K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-286K- 57.69% |
$17.7M - $21.8M
|
210K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-288K- 56.03% |
$17.8M - $21.9M
|
226K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-314K- 3.26% |
$19.4M - $23.9M
|
9.31M
$746M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-322K- 95.03% |
$19.9M - $24.5M
|
16.8K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-335K- 4.3% |
$20.7M - $25.5M
|
7.45M
$597M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-353K- 6.86% |
$21.8M - $26.8M
|
4.79M
$383M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-363K- 13.26% |
$22.4M - $27.6M
|
2.37M
$190M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-366K- 90.89% |
$22.6M - $27.8M
|
36.6K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-373K- 42.9% |
$23M - $28.4M
|
497K
$39.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-379K- 96.1% |
$23.4M - $28.9M
|
15.4K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-387K- 19.96% |
$23.9M - $29.5M
|
1.55M
$124M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-389K- 86.88% |
$24M - $29.6M
|
58.7K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-395K- 3.62% |
$24.4M - $30M
|
10.5M
$841M
|
|
|
Nov 14, 2024
Q3 2024
|
Theleme Partners LLP
London, X0 |
SELL
|
- |
-403K- 8.75% |
$24.9M - $30.7M
|
4.2M
$337M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-416K- 1.8% |
$25.7M - $31.7M
|
22.8M
$1.82B
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-482K- 3.36% |
$29.8M - $36.7M
|
13.9M
$1.11B
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-502K- 8.51% |
$31M - $38.2M
|
5.4M
$433M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-511K- 59.1% |
$31.5M - $38.9M
|
353K
$28.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-574K- 21.63% |
$35.5M - $43.7M
|
2.08M
$167M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-623K- 8.11% |
$38.5M - $47.4M
|
7.06M
$565M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-642K- 18.01% |
$39.7M - $48.9M
|
2.93M
$234M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-649K- 73.54% |
$40.1M - $49.4M
|
234K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-653K- 53.95% |
$40.3M - $49.7M
|
557K
$44.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-813K- 87.26% |
$50.2M - $61.8M
|
119K
$9.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-863K- 53.45% |
$53.3M - $65.7M
|
752K
$60.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-986K- 80.36% |
$60.9M - $75M
|
241K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-987K- 99.15% |
$61M - $75.1M
|
8.46K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.09M- 33.36% |
$67.2M - $82.8M
|
2.17M
$174M
|