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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
615New |
$38.9K - $51K
|
615
$49.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
610New |
$38.6K - $50.5K
|
610
$49.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
580+ 1.82% |
$36.7K - $48.1K
|
32.5K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
580+ 0.28% |
$36.7K - $48.1K
|
206K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
568+ 10.87% |
$36K - $47.1K
|
5.79K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
567+ 1.15% |
$35.9K - $47K
|
50K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
563+ 35.72% |
$35.6K - $46.6K
|
2.14K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
563+ 1309.3% |
$35.6K - $46.6K
|
606
$48.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
560+ 0.0% |
$35.5K - $46.4K
|
18.1M
$1.46B
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
556New |
$35.2K - $46.1K
|
556
$44.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
554+ 9.47% |
$35.1K - $45.9K
|
6.4K
$515K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
552+ 5.37% |
$34.9K - $45.7K
|
10.8K
$871K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
541+ 5.44% |
$34.3K - $44.8K
|
10.5K
$844K
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
530+ 0.03% |
$33.6K - $43.9K
|
1.7M
$136M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
527+ 6.15% |
$33.4K - $43.7K
|
9.1K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
519+ 4.17% |
$32.9K - $43K
|
13K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
510+ 0.33% |
$32.3K - $42.3K
|
153K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
509New |
$32.2K - $42.2K
|
509
$40.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
505+ 0.71% |
$32K - $41.8K
|
71.5K
$5.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
503+ 6.52% |
$31.8K - $41.7K
|
8.21K
$661K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
492+ 1.32% |
$31.1K - $40.8K
|
37.9K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
480+ 0.49% |
$30.4K - $39.8K
|
98.2K
$7.9M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
465+ 0.02% |
$29.4K - $38.5K
|
2.81M
$226M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
464+ 0.71% |
$29.4K - $38.4K
|
65.6K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
463+ 1.76% |
$29.3K - $38.4K
|
26.8K
$2.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
451+ 5.11% |
$28.6K - $37.4K
|
9.28K
$746K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
451+ 12.49% |
$28.6K - $37.4K
|
4.06K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
448+ 9.28% |
$28.4K - $37.1K
|
5.27K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
448+ 5.24% |
$28.4K - $37.1K
|
9K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
437+ 8.76% |
$27.7K - $36.2K
|
5.42K
$436K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
436+ 4.75% |
$27.6K - $36.1K
|
9.62K
$774K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
422+ 1.67% |
$26.7K - $35K
|
25.7K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
421+ 4.25% |
$26.7K - $34.9K
|
10.3K
$831K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
418+ 1.66% |
$26.5K - $34.6K
|
25.6K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
412+ 6.23% |
$26.1K - $34.1K
|
7.03K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
403+ 0.53% |
$25.5K - $33.4K
|
76.4K
$6.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
396+ 104.76% |
$25.1K - $32.8K
|
774
$62.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
393+ 0.89% |
$24.9K - $32.6K
|
44.4K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
385+ 0.13% |
$24.4K - $31.9K
|
307K
$24.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
380+ 0.04% |
$24.1K - $31.5K
|
938K
$75.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
380+ 27.94% |
$24.1K - $31.5K
|
1.74K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
379+ 3.66% |
$24K - $31.4K
|
10.7K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
376+ 2.72% |
$23.8K - $31.2K
|
14.2K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
375+ 7.5% |
$23.7K - $31.1K
|
5.38K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
375+ 11.36% |
$23.7K - $31.1K
|
3.68K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
366+ 0.18% |
$23.2K - $30.3K
|
201K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
365+ 2.98% |
$23.1K - $30.2K
|
12.6K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
364+ 1.92% |
$23K - $30.2K
|
19.3K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
358+ 0.35% |
$22.7K - $29.7K
|
103K
$8.29M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
352+ 1.91% |
$22.3K - $29.2K
|
18.8K
$1.51M
|