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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.47K+ 40.62% |
$92.7K - $121K
|
5.07K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.46K+ 1.63% |
$92.1K - $121K
|
90.9K
$8.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.44KNew |
$91.2K - $119K
|
1.44K
$133K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.43K+ 8.85% |
$90.5K - $118K
|
17.6K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.41K+ 41.05% |
$89.3K - $117K
|
4.85K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.4K+ 10.42% |
$88.9K - $116K
|
14.9K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.4K+ 28.41% |
$88.4K - $116K
|
6.31K
$583K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
1.38K+ 4.86% |
$87.6K - $115K
|
29.9K
$2.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.38K+ 82.28% |
$87.6K - $115K
|
3.07K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 3.63% |
$87.6K - $115K
|
39.5K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.37K+ 2.27% |
$86.9K - $114K
|
61.9K
$5.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.36KNew |
$86.1K - $113K
|
1.36K
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.36K+ 1.53% |
$85.8K - $112K
|
89.7K
$8.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.34KNew |
$85K - $111K
|
1.34K
$124K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.34K+ 2.61% |
$84.9K - $111K
|
52.7K
$4.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.34K+ 19.99% |
$84.8K - $111K
|
8.04K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.34K+ 0.37% |
$84.7K - $111K
|
363K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.33K+ 77.29% |
$84K - $110K
|
3.04K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 3.22% |
$83.2K - $109K
|
42.1K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.31K+ 7.13% |
$82.8K - $108K
|
19.7K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.3K+ 2.7% |
$82.5K - $108K
|
49.5K
$4.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.3KNew |
$82.4K - $108K
|
1.3K
$120K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.91% |
$82.3K - $108K
|
69.2K
$6.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.29K+ 16.17% |
$81.5K - $107K
|
9.25K
$854K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.25K+ 11.05% |
$79.4K - $104K
|
12.6K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.24K+ 0.86% |
$78.3K - $102K
|
145K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.23KNew |
$78.1K - $102K
|
1.23K
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.23K+ 2.8% |
$78K - $102K
|
45.3K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.23K+ 12.33% |
$77.9K - $102K
|
11.2K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$77.9K - $102K
|
1.23K
$114K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.22K+ 5.57% |
$77K - $101K
|
23.1K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.2KNew |
$76.1K - $99.6K
|
1.2K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.19K+ 13.7% |
$75.4K - $98.7K
|
9.89K
$913K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.19K+ 345.35% |
$75.2K - $98.4K
|
1.53K
$141K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.17K+ 0.52% |
$74.1K - $96.9K
|
225K
$20.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.16K+ 2.35% |
$73.3K - $95.9K
|
50.5K
$4.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.15K+ 18.09% |
$72.9K - $95.4K
|
7.52K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 4.13% |
$72.9K - $95.4K
|
29K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.13K+ 26.37% |
$71.5K - $93.6K
|
5.42K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.12KNew |
$71.1K - $93K
|
1.12K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.11K+ 15.01% |
$70.3K - $92K
|
8.51K
$785K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 173.78% |
$70.1K - $91.7K
|
1.74K
$161K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
1.11K+ 0.53% |
$70K - $91.5K
|
210K
$19.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.1K+ 78.52% |
$69.6K - $91.1K
|
2.5K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.1K+ 10.21% |
$69.6K - $91.1K
|
11.9K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$69.4K - $90.8K
|
1.1K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.09K+ 213.67% |
$69.3K - $90.6K
|
1.61K
$148K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.08K+ 1.69% |
$68.5K - $89.6K
|
65.2K
$6.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.08K+ 4.96% |
$68.3K - $89.4K
|
22.8K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.06K+ 2.73% |
$67K - $87.7K
|
39.9K
$3.68M
|