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 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.3K+ 10.09% |
$145K - $190K
|
25.1K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.28K+ 52.35% |
$144K - $189K
|
6.64K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.25KNew |
$143K - $187K
|
2.25K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.23KNew |
$141K - $185K
|
2.23K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.23K+ 3.94% |
$141K - $185K
|
58.8K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.2K+ 0.43% |
$139K - $183K
|
514K
$47.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.13KNew |
$135K - $176K
|
2.13K
$196K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.12K+ 49.86% |
$134K - $176K
|
6.37K
$588K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.1K+ 13.92% |
$133K - $174K
|
17.2K
$1.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.09K+ 6.73% |
$132K - $173K
|
33.2K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.06K+ 45.82% |
$131K - $171K
|
6.56K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.04K+ 1.68% |
$129K - $169K
|
124K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.03K+ 1.39% |
$128K - $168K
|
148K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2K+ 69.44% |
$127K - $166K
|
4.88K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 25.17% |
$125K - $164K
|
9.84K
$908K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 7.9% |
$124K - $162K
|
26.7K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.95K+ 39.09% |
$123K - $161K
|
6.92K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.91K+ 23.09% |
$121K - $158K
|
10.2K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 3.96% |
$120K - $157K
|
49.8K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.89K+ 0.97% |
$120K - $157K
|
196K
$18.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.89K+ 13.12% |
$119K - $156K
|
16.3K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.89KNew |
$119K - $156K
|
1.89K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.88K+ 6.93% |
$119K - $156K
|
29.1K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.81K+ 3.26% |
$115K - $150K
|
57.4K
$5.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.81K+ 1.1% |
$115K - $150K
|
167K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.81K+ 1.73% |
$114K - $150K
|
106K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.79K+ 6.14% |
$113K - $148K
|
30.9K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.78K+ 6.69% |
$113K - $148K
|
28.5K
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.78K+ 22.36% |
$113K - $148K
|
9.75K
$900K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.77K+ 5.33% |
$112K - $147K
|
35.1K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.75K+ 13.66% |
$111K - $145K
|
14.6K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.74K+ 18.48% |
$110K - $144K
|
11.1K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.73K+ 0.99% |
$110K - $144K
|
176K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.71K+ 2.26% |
$108K - $142K
|
77.5K
$7.15M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.71K+ 50.64% |
$108K - $141K
|
5.08K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.69K+ 0.85% |
$107K - $140K
|
201K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.68K+ 1.4% |
$106K - $139K
|
121K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.67K+ 24.29% |
$106K - $139K
|
8.56K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.64K+ 8.51% |
$104K - $136K
|
20.9K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.62K+ 6.82% |
$102K - $134K
|
25.3K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.61K+ 2.29% |
$102K - $133K
|
71.8K
$6.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.6K+ 1.51% |
$101K - $133K
|
108K
$9.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.57K+ 12.65% |
$99.1K - $130K
|
14K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.57K+ 50.6% |
$99.1K - $130K
|
4.66K
$430K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.51KNew |
$95.7K - $125K
|
1.51K
$140K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.51K+ 5.95% |
$95.7K - $125K
|
26.9K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.5K+ 6.38% |
$94.8K - $124K
|
25K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.49K+ 1.5% |
$94.3K - $123K
|
101K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.49KNew |
$94.1K - $123K
|
1.49K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 6.16% |
$93.3K - $122K
|
25.4K
$2.35M
|