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 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
195New |
$12.3K - $16.2K
|
195
$15.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
191+ 2.05% |
$12.1K - $15.8K
|
9.49K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
185New |
$11.7K - $15.3K
|
185
$14.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
182New |
$11.5K - $15.1K
|
182
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
175+ 0.63% |
$11.1K - $14.5K
|
28.1K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
174+ 0.92% |
$11K - $14.4K
|
19.2K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
174New |
$11K - $14.4K
|
174
$14K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
172+ 2.96% |
$10.9K - $14.3K
|
5.99K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
168+ 0.81% |
$10.6K - $13.9K
|
20.8K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
166+ 1.27% |
$10.5K - $13.8K
|
13.2K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
164+ 0.11% |
$10.4K - $13.6K
|
151K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
163+ 7.49% |
$10.3K - $13.5K
|
2.34K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
162+ 1.02% |
$10.3K - $13.4K
|
16K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
162+ 0.27% |
$10.3K - $13.4K
|
61.2K
$4.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
158+ 4.75% |
$10K - $13.1K
|
3.48K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
155+ 4.3% |
$9.81K - $12.8K
|
3.76K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
154+ 855.56% |
$9.75K - $12.8K
|
172
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
151+ 0.15% |
$9.56K - $12.5K
|
99K
$7.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
150+ 2.67% |
$9.5K - $12.4K
|
5.78K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
148+ 2.81% |
$9.37K - $12.3K
|
5.41K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
147+ 0.19% |
$9.31K - $12.2K
|
77.3K
$6.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
146+ 2.19% |
$9.24K - $12.1K
|
6.8K
$547K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
144+ 2.46% |
$9.12K - $11.9K
|
6K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
144+ 0.31% |
$9.12K - $11.9K
|
46.5K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
143+ 1.64% |
$9.05K - $11.8K
|
8.85K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
142+ 1.11% |
$8.99K - $11.8K
|
13K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
141+ 1.14% |
$8.93K - $11.7K
|
12.5K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
139+ 267.31% |
$8.8K - $11.5K
|
191
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
138+ 1.11% |
$8.74K - $11.4K
|
12.6K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
131+ 0.03% |
$8.29K - $10.9K
|
458K
$36.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 1.17% |
$8.23K - $10.8K
|
11.2K
$904K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
127+ 2.74% |
$8.04K - $10.5K
|
4.76K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 1.69% |
$7.91K - $10.4K
|
7.52K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
125+ 3.16% |
$7.91K - $10.4K
|
4.08K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
124+ 2.03% |
$7.85K - $10.3K
|
6.25K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
120+ 1.83% |
$7.6K - $9.94K
|
6.67K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
120+ 1.2% |
$7.6K - $9.94K
|
10.1K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
120New |
$7.6K - $9.94K
|
120
$9.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
120+ 56.34% |
$7.6K - $9.94K
|
333
$26.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
117+ 0.25% |
$7.41K - $9.69K
|
47.5K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
116New |
$7.34K - $9.61K
|
116
$9.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
114New |
$7.22K - $9.44K
|
114
$9.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
114+ 9.08% |
$7.22K - $9.44K
|
1.37K
$110K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
113+ 0.18% |
$7.15K - $9.36K
|
64.3K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
110+ 0.3% |
$6.96K - $9.11K
|
37.4K
$3.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
109+ 1.49% |
$6.9K - $9.03K
|
7.42K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
107+ 7.38% |
$6.77K - $8.86K
|
1.56K
$125K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
100+ 0.43% |
$6.33K - $8.29K
|
23.2K
$1.87M
|