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Charles Schwab Corp
Q1 2024 vs Q2 2024
Comparing institutional holders between quarters
Quarters
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
All
Compare
Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged
0
No Data
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Q2 2024 shares — high to low
Q2 2024 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2024 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
SAM Advisors, LLC
DECREASED
Shares
47,072
from 48,518
Change
-1,446
(-3%)
Value
$3.5M
(-$41.0K)
Filed 2024-08-14
Institution
Status
Q2 2024 ↓
Q1 2024
Change
% Change
Q1 2024 Value
Q2 2024 Value
Value Change
Filed
SAM Advisors, LLC
DECREASED
47,072
48,518
-1,446
-3%
$3.5M
$3.5M
-$41.0K
2024-08-14
Showing 1 of 1 institutions