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 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-7K- 39.79% |
$443K - $580K
|
10.6K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.02K- 2.38% |
$445K - $582K
|
288K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7.07K- 38.31% |
$448K - $586K
|
11.4K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-7.18K- 64.23% |
$454K - $595K
|
4K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.33K- 8.97% |
$464K - $607K
|
74.4K
$5.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-7.34K- 64.39% |
$465K - $608K
|
4.06K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7.34K- 2.26% |
$465K - $608K
|
318K
$25.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-7.37K- 39.84% |
$467K - $611K
|
11.1K
$896K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.39K- 6.79% |
$468K - $612K
|
101K
$8.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.4K- 47.11% |
$469K - $613K
|
8.31K
$669K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.5K- 94.33% |
$475K - $621K
|
451
$36.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.52K- 1.13% |
$476K - $623K
|
659K
$53M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7.59K- 1.85% |
$481K - $629K
|
402K
$32.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.64K- 1.98% |
$484K - $633K
|
378K
$30.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.66K- 27.56% |
$485K - $635K
|
20.1K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.73K- 58.11% |
$489K - $640K
|
5.57K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7.87K- 1.62% |
$498K - $652K
|
479K
$38.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.87K- 10.77% |
$498K - $652K
|
65.3K
$5.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-7.92K- 1.37% |
$502K - $657K
|
570K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.94K- 2.05% |
$503K - $658K
|
379K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-7.96K- 2.72% |
$504K - $659K
|
285K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-8.13K- 16.72% |
$515K - $674K
|
40.5K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.14K- 23.98% |
$515K - $675K
|
25.8K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8.25K- 22.77% |
$522K - $684K
|
28K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-8.39K- 63.07% |
$531K - $695K
|
4.91K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-8.43K- 10.64% |
$534K - $699K
|
70.8K
$5.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-8.47K- 37.08% |
$536K - $702K
|
14.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-8.67K- 15.01% |
$549K - $718K
|
49.1K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-8.68K- 6.07% |
$549K - $719K
|
134K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.73K- 4.16% |
$553K - $723K
|
201K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-8.75K- 48.18% |
$554K - $725K
|
9.41K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-8.76K- 5.22% |
$555K - $726K
|
159K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-8.77K- 90.14% |
$555K - $727K
|
959
$77.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.83K- 8.8% |
$559K - $732K
|
91.5K
$7.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-9.02K- 6.19% |
$571K - $747K
|
137K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.15K- 1.23% |
$579K - $758K
|
731K
$58.8M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-9.32K- 38.16% |
$590K - $772K
|
15.1K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-9.39K- 8.3% |
$595K - $778K
|
104K
$8.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9.57K- 49.79% |
$606K - $793K
|
9.65K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-9.64K- 67.97% |
$610K - $799K
|
4.54K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-10.1K- 35.41% |
$637K - $833K
|
18.3K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-10.4K- 0.74% |
$658K - $862K
|
1.4M
$112M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.5K- 56.69% |
$664K - $869K
|
8.02K
$645K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10.6K- 68.95% |
$672K - $879K
|
4.78K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-10.7K- 7.61% |
$679K - $889K
|
130K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-11.5K- 4.27% |
$731K - $956K
|
259K
$20.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-11.8K- 54.19% |
$750K - $982K
|
10K
$806K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.9K- 99.91% |
$751K - $983K
|
11
$885
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-12.3K- 15.61% |
$777K - $1.02M
|
66.4K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-12.6K- 2.02% |
$800K - $1.05M
|
611K
$49.2M
|