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 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.16K- 7.14% |
$136K - $179K
|
28K
$2.26M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.85% |
$138K - $181K
|
74.3K
$5.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.21K- 25.59% |
$140K - $183K
|
6.42K
$517K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.22K- 7.35% |
$140K - $184K
|
27.9K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.22K- 6.07% |
$141K - $184K
|
34.4K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-2.23K- 1.26% |
$141K - $184K
|
175K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.28K- 2.76% |
$144K - $189K
|
80.3K
$6.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.29K- 16.9% |
$145K - $189K
|
11.2K
$904K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.31K- 4.97% |
$146K - $192K
|
44.2K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2.34K- 29.79% |
$148K - $193K
|
5.5K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.34K- 14.8% |
$148K - $194K
|
13.5K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.37K- 8.05% |
$150K - $196K
|
27.1K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.48K- 1.16% |
$157K - $205K
|
211K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.48K- 6.5% |
$157K - $206K
|
35.7K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.48K- 31.22% |
$157K - $206K
|
5.47K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.52K- 15.0% |
$160K - $209K
|
14.3K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.55K- 2.76% |
$161K - $211K
|
90K
$7.24M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.59K- 6.46% |
$164K - $215K
|
37.5K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.61K- 18.71% |
$165K - $216K
|
11.3K
$911K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.62K- 9.71% |
$166K - $217K
|
24.3K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.72K- 6.27% |
$172K - $225K
|
40.6K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-2.75K- 8.31% |
$174K - $228K
|
30.4K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.77K- 41.65% |
$175K - $229K
|
3.88K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.77K- 88.9% |
$175K - $229K
|
346
$27.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.79K- 7.65% |
$177K - $231K
|
33.7K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-2.86K- 13.08% |
$181K - $237K
|
19K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.87K- 0.62% |
$181K - $237K
|
456K
$36.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 2.65% |
$186K - $243K
|
108K
$8.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.97K- 12.49% |
$188K - $246K
|
20.8K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.01K- 6.76% |
$190K - $249K
|
41.5K
$3.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.08K- 8.0% |
$195K - $255K
|
35.4K
$2.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.1K- 26.5% |
$196K - $257K
|
8.6K
$692K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.1K- 6.91% |
$196K - $257K
|
41.8K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.14K- 7.1% |
$199K - $260K
|
41.1K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.15K- 21.28% |
$200K - $261K
|
11.7K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.17K- 1.42% |
$201K - $263K
|
220K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.18K- 1.83% |
$201K - $263K
|
170K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-3.21K- 1.22% |
$203K - $266K
|
259K
$20.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.22K- 11.69% |
$204K - $267K
|
24.3K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3.27K- 11.45% |
$207K - $271K
|
25.3K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-3.32K- 2.55% |
$210K - $275K
|
127K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3.36K- 6.12% |
$213K - $278K
|
51.5K
$4.14M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.36K- 2.62% |
$213K - $279K
|
125K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.4K- 16.97% |
$215K - $282K
|
16.7K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.5K- 38.43% |
$221K - $290K
|
5.6K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.59K- 16.4% |
$227K - $297K
|
18.3K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.61K- 22.25% |
$229K - $299K
|
12.6K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.7K- 14.99% |
$234K - $306K
|
21K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.7K- 4.4% |
$234K - $307K
|
80.4K
$6.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.76K- 38.3% |
$238K - $311K
|
6.06K
$487K
|