Purchases and Sales Made in Q4 2024 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
17.4MNew |
$1.1B - $1.44B
|
17.4M
$1.43B
|
|
|
Feb 14, 2025
Q4 2024
|
Viking Global Investors LP
|
BUY
|
- |
12.3M+ 526.46% |
$780M - $1.02B
|
14.7M
$1.2B
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.58M+ 354.47% |
$543M - $711M
|
11M
$901M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.37MNew |
$403M - $528M
|
6.37M
$521M
|
|
|
Feb 14, 2025
Q4 2024
|
Coatue Management LLC
New York, NY |
BUY
|
- |
4.51MNew |
$286M - $374M
|
4.51M
$369M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.29M+ 260.11% |
$272M - $356M
|
5.94M
$486M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.68M+ 742.03% |
$233M - $305M
|
4.18M
$342M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
3.22M+ 310.32% |
$204M - $266M
|
4.25M
$348M
|
|
|
Feb 14, 2025
Q4 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
3.21MNew |
$203M - $266M
|
3.21M
$262M
|
|
|
Feb 14, 2025
Q4 2024
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.17MNew |
$201M - $263M
|
3.17M
$259M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.96M+ 91.03% |
$188M - $245M
|
6.22M
$509M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.56MNew |
$162M - $212M
|
2.56M
$210M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.51M+ 27.47% |
$159M - $208M
|
11.7M
$954M
|
|
|
Feb 04, 2025
Q4 2024
|
Veritas Asset Management LLP
|
BUY
|
- |
2.51MNew |
$159M - $208M
|
2.51M
$205M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.89M+ 86.87% |
$120M - $156M
|
4.06M
$332M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.86M+ 13.44% |
$118M - $154M
|
15.7M
$1.29B
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
1.55M+ 827.34% |
$98M - $128M
|
1.73M
$142M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.39M+ 186.68% |
$88.1M - $115M
|
2.14M
$175M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.38M+ 431.0% |
$87.6M - $115M
|
1.71M
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.37M+ 2.2% |
$86.4M - $113M
|
63.4M
$5.19B
|
|
|
Feb 14, 2025
Q4 2024
|
Generation Investment Management LLP
London, X0 |
BUY
|
- |
1.31M+ 10.79% |
$83.2M - $109M
|
13.5M
$1.1B
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.19M+ 0.93% |
$75.2M - $98.4M
|
129M
$10.5B
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.18M+ 13948.27% |
$74.7M - $97.8M
|
1.19M
$97.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.1M+ 78.48% |
$69.7M - $91.2M
|
2.5M
$205M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
961KNew |
$60.9M - $79.7M
|
961K
$78.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
904K+ 494.97% |
$57.3M - $74.9M
|
1.09M
$89M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
887KNew |
$56.2M - $73.5M
|
887K
$72.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
864K+ 1244.04% |
$54.7M - $71.6M
|
934K
$76.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
770K+ 17.12% |
$48.7M - $63.8M
|
5.26M
$431M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
760K+ 2.52% |
$48.1M - $63M
|
30.9M
$2.53B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
757K+ 1.57% |
$48M - $62.8M
|
49.1M
$4.01B
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
701K+ 33.4% |
$44.4M - $58.1M
|
2.8M
$229M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
624KNew |
$39.5M - $51.7M
|
624K
$51.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
620K+ 80.63% |
$39.2M - $51.3M
|
1.39M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
616KNew |
$39M - $51M
|
616K
$50.4M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
615K+ 25.75% |
$38.9M - $50.9M
|
3M
$246M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
569K+ 243.65% |
$36M - $47.1M
|
802K
$65.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
567K+ 158.97% |
$35.9M - $46.9M
|
923K
$75.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
565KNew |
$35.7M - $46.8M
|
565K
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Global Management LP
New York, NY |
BUY
|
- |
548KNew |
$34.7M - $45.4M
|
548K
$44.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
539KNew |
$34.1M - $44.6M
|
539K
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
531K+ 18.86% |
$33.6M - $44M
|
3.35M
$274M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
493K+ 5.34% |
$31.2M - $40.9M
|
9.72M
$796M
|
|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
478KNew |
$30.2M - $39.6M
|
478K
$39.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
477K+ 402.24% |
$30.2M - $39.5M
|
596K
$48.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
441KNew |
$27.9M - $36.5M
|
441K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
430K+ 2.99% |
$27.2M - $35.6M
|
14.8M
$1.21B
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
419K+ 184.97% |
$26.5M - $34.7M
|
645K
$52.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
411K+ 75.01% |
$26M - $34.1M
|
960K
$78.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
382K+ 22.33% |
$24.2M - $31.6M
|
2.09M
$171M
|