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 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.39M+ 186.68% |
$88.1M - $115M
|
2.14M
$175M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
624KNew |
$39.5M - $51.7M
|
624K
$51.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
361K+ 31.69% |
$22.8M - $29.9M
|
1.5M
$123M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
167K+ 364.88% |
$10.6M - $13.8M
|
213K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
117K+ 591.99% |
$7.41M - $9.7M
|
137K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
105KNew |
$6.64M - $8.69M
|
105K
$8.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
71.5K+ 2.83% |
$4.52M - $5.92M
|
2.59M
$212M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
31.9K+ 9.58% |
$2.02M - $2.64M
|
365K
$29.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23.4K+ 230.08% |
$1.48M - $1.94M
|
33.5K
$2.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
23.2K+ 61.88% |
$1.47M - $1.92M
|
60.7K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
23.1K+ 199.8% |
$1.46M - $1.91M
|
34.6K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
22.8K+ 26.86% |
$1.44M - $1.89M
|
108K
$8.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.8K+ 6.51% |
$1.25M - $1.64M
|
324K
$26.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
19.2K+ 380.48% |
$1.22M - $1.59M
|
24.2K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
16.2KNew |
$1.03M - $1.34M
|
16.2K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15K+ 56.34% |
$952K - $1.25M
|
41.7K
$3.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
14.8KNew |
$935K - $1.22M
|
14.8K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
13.8K+ 888.79% |
$873K - $1.14M
|
15.3K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
10.7KNew |
$675K - $884K
|
10.7K
$873K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3K+ 4.08% |
$652K - $854K
|
263K
$21.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$633K - $829K
|
10K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
9.3KNew |
$588K - $770K
|
9.3K
$761K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.11K+ 293.9% |
$577K - $755K
|
12.2K
$999K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.22K+ 7.38% |
$521K - $681K
|
120K
$9.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8.16K+ 16.33% |
$516K - $676K
|
58.1K
$4.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.03K+ 3.13% |
$508K - $665K
|
265K
$21.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.5K+ 6.15% |
$475K - $621K
|
129K
$10.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6.74K+ 1130.7% |
$427K - $558K
|
7.34K
$600K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.07K+ 8.55% |
$384K - $503K
|
77K
$6.3M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.71KNew |
$362K - $473K
|
5.71K
$467K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.7KNew |
$361K - $472K
|
5.7K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.8KNew |
$304K - $398K
|
4.8K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.73K+ 28.51% |
$300K - $392K
|
21.3K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.44KNew |
$281K - $367K
|
4.44K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4.36KNew |
$276K - $361K
|
4.36K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.24K+ 6830.65% |
$268K - $351K
|
4.3K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.23K+ 8.71% |
$268K - $351K
|
52.8K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.15K+ 16.86% |
$263K - $344K
|
28.8K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.05K+ 20.74% |
$256K - $335K
|
23.6K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.95K+ 9.66% |
$250K - $327K
|
44.8K
$3.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.9K+ 9.2% |
$247K - $323K
|
46.3K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.79K+ 25.9% |
$240K - $314K
|
18.4K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.59K+ 3.54% |
$227K - $297K
|
105K
$8.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.48KNew |
$220K - $288K
|
3.48K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.45KNew |
$218K - $286K
|
3.45K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.41KNew |
$216K - $283K
|
3.41K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.35K+ 6.41% |
$212K - $278K
|
55.7K
$4.55M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.26K+ 10.26% |
$206K - $270K
|
35K
$2.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.08KNew |
$195K - $255K
|
3.08K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.03KNew |
$192K - $251K
|
3.03K
$248K
|