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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.37MNew |
$403M - $528M
|
6.37M
$521M
|
|
|
Feb 04, 2025
Q4 2024
|
Veritas Asset Management LLP
|
BUY
|
- |
2.51MNew |
$159M - $208M
|
2.51M
$205M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.39M+ 186.68% |
$88.1M - $115M
|
2.14M
$175M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.18M+ 13948.27% |
$74.7M - $97.8M
|
1.19M
$97.2M
|
|
|
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 31, 2025
Q4 2024
|
Provident Trust CO
|
BUY
|
- |
322K+ 7.46% |
$20.4M - $26.7M
|
4.65M
$380M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
198K+ 11.57% |
$12.5M - $16.4M
|
1.91M
$156M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
195K+ 5.82% |
$12.3M - $16.1M
|
3.54M
$290M
|
|
|
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 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
97.2K+ 1228.6% |
$6.16M - $8.06M
|
105K
$8.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
71.5K+ 2.83% |
$4.52M - $5.92M
|
2.59M
$212M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
61.4K+ 5.52% |
$3.88M - $5.08M
|
1.17M
$96M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
59.4K+ 3.22% |
$3.76M - $4.92M
|
1.9M
$156M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
52.8K+ 10.99% |
$3.35M - $4.38M
|
534K
$43.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
43.3K+ 7.28% |
$2.74M - $3.59M
|
638K
$52.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4KNew |
$2.3M - $3.01M
|
36.4K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
35.4K+ 241.96% |
$2.24M - $2.93M
|
50K
$4.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7K+ 167.58% |
$2.2M - $2.88M
|
55.5K
$4.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
33.1K+ 217.05% |
$2.1M - $2.74M
|
48.4K
$3.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
31.9K+ 9.58% |
$2.02M - $2.64M
|
365K
$29.9M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
31.5K+ 5.67% |
$2M - $2.61M
|
588K
$48.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
26.5KNew |
$1.68M - $2.19M
|
26.5K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.2K+ 114.84% |
$1.66M - $2.17M
|
49.1K
$4.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
25.6K+ 9.86% |
$1.62M - $2.12M
|
285K
$23.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
23.6KNew |
$1.5M - $1.96M
|
23.6K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23.4K+ 230.08% |
$1.48M - $1.94M
|
33.5K
$2.74M
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
23K+ 10457.27% |
$1.46M - $1.91M
|
23.2K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
22.8K+ 26.86% |
$1.44M - $1.89M
|
108K
$8.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21.4KNew |
$1.35M - $1.77M
|
21.4K
$1.75M
|
|
|
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 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
19K+ 32.42% |
$1.2M - $1.58M
|
77.7K
$6.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.8K+ 10.09% |
$1.13M - $1.48M
|
194K
$15.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.7K+ 2.99% |
$1.12M - $1.47M
|
610K
$49.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
17.6KNew |
$1.11M - $1.46M
|
17.6K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
17.2K+ 3.5% |
$1.09M - $1.42M
|
507K
$41.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.3KNew |
$1.03M - $1.35M
|
16.3K
$1.34M
|
|
|
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
$3.41M
|
|
|
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 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
12.6KNew |
$799K - $1.05M
|
12.6K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 26.97% |
$733K - $960K
|
54.5K
$4.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
10.7KNew |
$675K - $884K
|
10.7K
$872K
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
10.5KNew |
$668K - $874K
|
10.5K
$863K
|