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 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-57- 0.56% |
$3.61K - $4.72K
|
10.1K
$816K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-57Closed |
$3.61K - $4.72K
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-60- 0.7% |
$3.8K - $4.97K
|
8.56K
$688K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-62- 0.65% |
$3.93K - $5.14K
|
9.54K
$768K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 3.15% |
$3.99K - $5.22K
|
1.94K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.08% |
$4.12K - $5.39K
|
5.96K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-66- 23.32% |
$4.18K - $5.47K
|
217
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-68- 0.14% |
$4.31K - $5.63K
|
49K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-69- 37.5% |
$4.37K - $5.72K
|
115
$9.25K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-72- 1.11% |
$4.56K - $5.97K
|
6.44K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-75- 3.45% |
$4.75K - $6.21K
|
2.1K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-75- 0.28% |
$4.75K - $6.21K
|
26.7K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-75- 0.45% |
$4.75K - $6.21K
|
16.5K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-77- 27.8% |
$4.87K - $6.38K
|
200
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-77- 1.13% |
$4.87K - $6.38K
|
6.72K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-79- 1.76% |
$5K - $6.55K
|
4.42K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-79- 34.05% |
$5K - $6.55K
|
153
$12.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-80- 0.15% |
$5.06K - $6.63K
|
54.5K
$4.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-80- 0.98% |
$5.06K - $6.63K
|
8.09K
$651K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-84- 9.29% |
$5.32K - $6.96K
|
820
$66K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-84- 0.59% |
$5.32K - $6.96K
|
14.2K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-87- 32.46% |
$5.51K - $7.21K
|
181
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-87- 1.33% |
$5.51K - $7.21K
|
6.44K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-90- 1.24% |
$5.7K - $7.46K
|
7.17K
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-91- 1.48% |
$5.76K - $7.54K
|
6.05K
$486K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-93- 0.99% |
$5.89K - $7.71K
|
9.33K
$751K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-94- 0.85% |
$5.95K - $7.79K
|
11K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-96- 2.89% |
$6.08K - $7.95K
|
3.23K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-98- 83.05% |
$6.2K - $8.12K
|
20
$1.61K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-99- 3.62% |
$6.27K - $8.2K
|
2.64K
$212K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 2.03% |
$6.33K - $8.29K
|
4.83K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-100- 2.44% |
$6.33K - $8.29K
|
4K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 2.44% |
$6.33K - $8.29K
|
4K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-101- 0.43% |
$6.39K - $8.37K
|
23.4K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-102- 1.79% |
$6.46K - $8.45K
|
5.6K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-102- 2.94% |
$6.46K - $8.45K
|
3.36K
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-103- 3.42% |
$6.52K - $8.53K
|
2.91K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-104- 46.22% |
$6.58K - $8.62K
|
121
$9.73K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-105- 2.42% |
$6.65K - $8.7K
|
4.24K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-105- 76.64% |
$6.65K - $8.7K
|
32
$2.57K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-106- 50.72% |
$6.71K - $8.78K
|
103
$8.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-107- 0.7% |
$6.77K - $8.86K
|
15.3K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-107- 2.11% |
$6.77K - $8.86K
|
4.96K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-107- 2.56% |
$6.77K - $8.86K
|
4.07K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-108- 3.36% |
$6.84K - $8.95K
|
3.11K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-109- 12.96% |
$6.9K - $9.03K
|
732
$58.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-114- 2.72% |
$7.22K - $9.44K
|
4.08K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-114- 2.88% |
$7.22K - $9.44K
|
3.85K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-115- 2.16% |
$7.28K - $9.53K
|
5.22K
$420K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-116- 1.57% |
$7.34K - $9.61K
|
7.29K
$587K
|