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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-858- 2.1% |
$54.3K - $71.1K
|
39.9K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-867- 8.01% |
$54.9K - $71.8K
|
9.95K
$801K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-885- 4.8% |
$56K - $73.3K
|
17.5K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-900- 0.75% |
$57K - $74.6K
|
119K
$9.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-911- 4.98% |
$57.7K - $75.5K
|
17.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-916- 6.57% |
$58K - $75.9K
|
13K
$1.05M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-917- 18.32% |
$58.1K - $76K
|
4.09K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-917- 8.57% |
$58.1K - $76K
|
9.78K
$787K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-930- 9.84% |
$58.9K - $77.1K
|
8.53K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-933- 21.0% |
$59.1K - $77.3K
|
3.51K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-942- 0.45% |
$59.6K - $78K
|
208K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-948- 7.84% |
$60K - $78.5K
|
11.1K
$896K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-964- 11.16% |
$61K - $79.9K
|
7.68K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-974- 13.58% |
$61.7K - $80.7K
|
6.2K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-975- 21.69% |
$61.7K - $80.8K
|
3.52K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-983- 2.32% |
$62.2K - $81.4K
|
41.3K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-984- 7.92% |
$62.3K - $81.5K
|
11.4K
$920K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-990- 14.0% |
$62.7K - $82K
|
6.08K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-997- 11.38% |
$63.1K - $82.6K
|
7.76K
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1K- 3.43% |
$63.3K - $82.9K
|
28.2K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 6.38% |
$63.4K - $82.9K
|
14.7K
$1.18M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.03K- 13.15% |
$65.3K - $85.5K
|
6.82K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.04K- 6.12% |
$65.6K - $85.8K
|
15.9K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.05K- 1.9% |
$66.5K - $87K
|
54.3K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.05K- 7.2% |
$66.7K - $87.3K
|
13.6K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.09K- 37.53% |
$69K - $90.3K
|
1.81K
$146K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.09K- 6.76% |
$69.1K - $90.5K
|
15.1K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 10.74% |
$69.5K - $91K
|
9.13K
$734K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.27% |
$69.6K - $91.1K
|
406K
$32.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.1K- 1.37% |
$69.8K - $91.4K
|
79.4K
$6.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.11K- 1.75% |
$70.4K - $92.1K
|
62.4K
$5.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 0.71% |
$71.5K - $93.6K
|
157K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.15K- 31.41% |
$72.6K - $95K
|
2.51K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.15K- 4.32% |
$72.8K - $95.3K
|
25.5K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.16K- 20.98% |
$73.2K - $95.9K
|
4.36K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.16K- 17.5% |
$73.6K - $96.4K
|
5.48K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.17K- 7.14% |
$74.1K - $96.9K
|
15.2K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.18K- 1.13% |
$75K - $98.1K
|
104K
$8.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.19K- 6.3% |
$75K - $98.2K
|
17.6K
$1.42M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.2K- 14.91% |
$76K - $99.4K
|
6.85K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 13.03% |
$76.5K - $100K
|
8.07K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.23K- 13.74% |
$77.9K - $102K
|
7.72K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.24K- 2.87% |
$78.3K - $102K
|
41.8K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.24K- 4.75% |
$78.7K - $103K
|
24.9K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.25K- 2.25% |
$79.1K - $103K
|
54.3K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.26K- 5.85% |
$79.6K - $104K
|
20.2K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 5.01% |
$81.2K - $106K
|
24.3K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.29K- 25.27% |
$81.6K - $107K
|
3.81K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.29K- 58.59% |
$81.8K - $107K
|
913
$73.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.3K- 28.28% |
$82.5K - $108K
|
3.31K
$266K
|