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 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.94K+ 16.13% |
$186K - $243K
|
21.1K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.92KNew |
$185K - $242K
|
2.92K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.92KNew |
$185K - $242K
|
2.92K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.92KNew |
$185K - $242K
|
2.92K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2.89KNew |
$183K - $240K
|
2.89K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.87KNew |
$182K - $238K
|
2.87K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.87KNew |
$182K - $238K
|
2.87K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.83K+ 7.21% |
$179K - $234K
|
42K
$3.88M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.8K+ 3.78% |
$178K - $232K
|
76.9K
$7.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
2.8KNew |
$178K - $232K
|
2.8K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.8KNew |
$177K - $232K
|
2.8K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
2.8KNew |
$177K - $232K
|
2.8K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.8K+ 70.53% |
$177K - $232K
|
6.77K
$625K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.8KNew |
$177K - $232K
|
2.8K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
2.78KNew |
$176K - $230K
|
2.78K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.77K+ 9.05% |
$175K - $229K
|
33.4K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.76KNew |
$175K - $229K
|
2.76K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.76KNew |
$175K - $228K
|
2.76K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.74KNew |
$173K - $227K
|
2.74K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.74KNew |
$173K - $227K
|
2.74K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$252K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.72KNew |
$172K - $225K
|
2.72K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2.72KNew |
$172K - $225K
|
2.72K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.71KNew |
$171K - $224K
|
2.71K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
2.71KNew |
$171K - $224K
|
2.71K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.63K+ 1.49% |
$166K - $218K
|
180K
$16.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.6K+ 8.6% |
$165K - $215K
|
32.8K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.58K+ 59.28% |
$164K - $214K
|
6.94K
$641K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.56K+ 21.81% |
$162K - $212K
|
14.3K
$1.32M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.52KNew |
$160K - $209K
|
2.52K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.5K+ 1.34% |
$158K - $207K
|
188K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.49K+ 1.74% |
$158K - $206K
|
146K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.46K+ 19.28% |
$156K - $204K
|
15.2K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.45K+ 1.26% |
$155K - $203K
|
197K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.44K+ 37.69% |
$154K - $202K
|
8.9K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.43K+ 6.45% |
$154K - $202K
|
40.2K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.42K+ 47.4% |
$153K - $200K
|
7.53K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 22.52% |
$153K - $200K
|
13.1K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.41KNew |
$153K - $200K
|
2.41K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.41K+ 16.1% |
$152K - $199K
|
17.3K
$1.6M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.35K+ 0.47% |
$149K - $194K
|
501K
$46.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.34K+ 13.5% |
$148K - $194K
|
19.6K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.33K+ 12.55% |
$148K - $193K
|
20.9K
$1.93M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
2.32KNew |
$147K - $192K
|
2.32K
$214K
|