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 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-508- 1.71% |
$32.2K - $42.1K
|
29.3K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-514- 5.36% |
$32.5K - $42.6K
|
9.07K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-515- 3.13% |
$32.6K - $42.7K
|
15.9K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-526- 5.95% |
$33.3K - $43.6K
|
8.31K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-528- 1.38% |
$33.4K - $43.7K
|
37.9K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-535- 1.69% |
$33.9K - $44.3K
|
31.1K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-542- 0.14% |
$34.3K - $44.9K
|
376K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-543- 17.99% |
$34.4K - $45K
|
2.48K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-552- 7.92% |
$34.9K - $45.7K
|
6.42K
$516K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-552- 0.4% |
$34.9K - $45.7K
|
138K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-554- 0.87% |
$35.1K - $45.9K
|
63.1K
$5.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-557- 1.75% |
$35.3K - $46.1K
|
31.3K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-558- 7.49% |
$35.3K - $46.2K
|
6.89K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-559- 4.18% |
$35.4K - $46.3K
|
12.8K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-565- 3.73% |
$35.8K - $46.8K
|
14.6K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-566- 4.92% |
$35.8K - $46.9K
|
10.9K
$880K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-567- 2.15% |
$35.9K - $47K
|
25.8K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-570- 5.93% |
$36.1K - $47.2K
|
9.04K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-571- 1.14% |
$36.2K - $47.3K
|
49.4K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-574- 0.46% |
$36.3K - $47.6K
|
123K
$9.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-589- 1.1% |
$37.3K - $48.8K
|
53.2K
$4.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-593- 2.46% |
$37.5K - $49.1K
|
23.5K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-599- 0.41% |
$37.9K - $49.6K
|
144K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-605- 11.39% |
$38.3K - $50.1K
|
4.71K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-635- 12.02% |
$40.2K - $52.6K
|
4.65K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-639- 4.57% |
$40.5K - $52.9K
|
13.3K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-640- 0.62% |
$40.5K - $53K
|
102K
$8.23M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-660- 10.0% |
$41.8K - $54.7K
|
5.94K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-665- 6.62% |
$42.1K - $55.1K
|
9.38K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-666- 0.79% |
$42.2K - $55.2K
|
83.1K
$6.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-700- 9.56% |
$44.3K - $58K
|
6.62K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-704- 2.27% |
$44.6K - $58.3K
|
30.3K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-718- 16.39% |
$45.5K - $59.5K
|
3.66K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-723- 1.14% |
$45.8K - $59.9K
|
62.9K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-724- 4.32% |
$45.8K - $60K
|
16K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-725- 2.21% |
$45.9K - $60.1K
|
32.1K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-728- 6.6% |
$46.1K - $60.3K
|
10.3K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-733- 15.95% |
$46.4K - $60.7K
|
3.86K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-735- 2.21% |
$46.5K - $60.9K
|
32.6K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-736- 13.14% |
$46.6K - $61K
|
4.87K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-750- 26.09% |
$47.5K - $62.1K
|
2.13K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-761- 16.38% |
$48.2K - $63K
|
3.88K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-763- 2.49% |
$48.3K - $63.2K
|
29.8K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-764- 10.29% |
$48.4K - $63.3K
|
6.66K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-774- 2.33% |
$49K - $64.1K
|
32.4K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-793- 3.19% |
$50.2K - $65.7K
|
24.1K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-805- 0.92% |
$51K - $66.7K
|
86.5K
$6.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-809- 2.11% |
$51.2K - $67K
|
37.5K
$3.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-844- 6.04% |
$53.4K - $69.9K
|
13.1K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-857- 4.77% |
$54.3K - $71K
|
17.1K
$1.38M
|