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
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-360- 5.79% |
$22.8K - $29.8K
|
5.86K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-365- 0.26% |
$23.1K - $30.2K
|
141K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-367- 3.65% |
$23.2K - $30.4K
|
9.69K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-372- 0.14% |
$23.6K - $30.8K
|
266K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-373- 2.7% |
$23.6K - $30.9K
|
13.4K
$1.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-374- 3.17% |
$23.7K - $31K
|
11.4K
$920K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-375- 7.03% |
$23.7K - $31.1K
|
4.96K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-376- 9.7% |
$23.8K - $31.2K
|
3.5K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-381- 11.55% |
$24.1K - $31.6K
|
2.92K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-381- 3.2% |
$24.1K - $31.6K
|
11.5K
$926K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-384- 1.05% |
$24.3K - $31.8K
|
36.2K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-385- 0.51% |
$24.4K - $31.9K
|
74.4K
$5.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-386- 40.63% |
$24.4K - $32K
|
564
$45.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-387- 1.08% |
$24.5K - $32.1K
|
35.4K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-389- 0.93% |
$24.6K - $32.2K
|
41.7K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-392- 6.68% |
$24.8K - $32.5K
|
5.47K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-393- 0.31% |
$24.9K - $32.6K
|
125K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-394- 3.81% |
$24.9K - $32.6K
|
9.94K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-400- 4.8% |
$25.3K - $33.1K
|
7.94K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-400- 4.83% |
$25.3K - $33.1K
|
7.88K
$633K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-400- 2.83% |
$25.3K - $33.1K
|
13.7K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-402- 5.96% |
$25.5K - $33.3K
|
6.34K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-405- 0.28% |
$25.6K - $33.6K
|
142K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-405- 0.63% |
$25.6K - $33.6K
|
63.9K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-407- 1.55% |
$25.8K - $33.7K
|
25.8K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-409- 8.65% |
$25.9K - $33.9K
|
4.32K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-411- 0.23% |
$26K - $34.1K
|
175K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-420- 40.98% |
$26.6K - $34.8K
|
605
$48.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-421- 4.74% |
$26.7K - $34.9K
|
8.45K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-429- 53.16% |
$27.2K - $35.5K
|
378
$30.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-432- 10.72% |
$27.3K - $35.8K
|
3.6K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-433- 2.95% |
$27.4K - $35.9K
|
14.2K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-443- 2.64% |
$28K - $36.7K
|
16.4K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-446- 2.86% |
$28.2K - $37K
|
15.1K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-454- 1.93% |
$28.7K - $37.6K
|
23.1K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-458- 4.56% |
$29K - $37.9K
|
9.59K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-464- 13.98% |
$29.4K - $38.4K
|
2.86K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-464- 0.26% |
$29.4K - $38.4K
|
179K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-466- 6.54% |
$29.5K - $38.6K
|
6.66K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-468- 1.05% |
$29.6K - $38.8K
|
44K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-470- 10.64% |
$29.8K - $38.9K
|
3.95K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-473- 3.52% |
$29.9K - $39.2K
|
13K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-475- 1.32% |
$30.1K - $39.4K
|
35.6K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-493- 4.29% |
$31.2K - $40.8K
|
11K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-496- 0.06% |
$31.4K - $41.1K
|
798K
$64.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-497- 1.09% |
$31.5K - $41.2K
|
45.1K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-499- 7.02% |
$31.6K - $41.3K
|
6.61K
$532K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 0.78% |
$31.7K - $41.4K
|
63.9K
$5.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 4.2% |
$31.7K - $41.4K
|
11.4K
$918K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-501- 8.94% |
$31.7K - $41.5K
|
5.1K
$410K
|