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 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.06K+ 8.43% |
$67K - $87.7K
|
13.6K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.05K+ 19.13% |
$66.5K - $87K
|
6.54K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.03K+ 59.5% |
$65K - $85.1K
|
2.75K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.03K+ 0.87% |
$64.9K - $84.9K
|
119K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.02K+ 5.06% |
$64.5K - $84.4K
|
21.2K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.02K+ 122.29% |
$64.3K - $84.1K
|
1.85K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.01K+ 13.43% |
$64K - $83.8K
|
8.54K
$789K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
993+ 2.19% |
$62.9K - $82.3K
|
46.3K
$4.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
991+ 9.42% |
$62.7K - $82.1K
|
11.5K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
982+ 4.79% |
$62.2K - $81.4K
|
21.5K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
980+ 4.01% |
$62K - $81.2K
|
25.4K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
978New |
$61.9K - $81K
|
978
$90.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
975+ 6.67% |
$61.7K - $80.8K
|
15.6K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
970+ 24.25% |
$61.4K - $80.4K
|
4.97K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
964+ 4.74% |
$61K - $79.9K
|
21.3K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
964+ 25.75% |
$61K - $79.9K
|
4.71K
$435K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
962+ 13.26% |
$60.9K - $79.7K
|
8.22K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
959+ 16.35% |
$60.7K - $79.5K
|
6.83K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
958+ 9.22% |
$60.7K - $79.4K
|
11.4K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
928New |
$58.8K - $76.9K
|
928
$85.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
911+ 3.3% |
$57.7K - $75.5K
|
28.5K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
911+ 0.92% |
$57.7K - $75.5K
|
100K
$9.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
909+ 11.89% |
$57.5K - $75.3K
|
8.55K
$789K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
892+ 0.71% |
$56.5K - $73.9K
|
127K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
890+ 1.07% |
$56.3K - $73.7K
|
84.4K
$7.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
880+ 6.01% |
$55.7K - $72.9K
|
15.5K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
873+ 13.88% |
$55.3K - $72.3K
|
7.16K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
870+ 0.45% |
$55.1K - $72.1K
|
194K
$17.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
865+ 62.55% |
$54.8K - $71.7K
|
2.25K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
857New |
$54.3K - $71K
|
857
$79.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
847+ 2.42% |
$53.6K - $70.2K
|
35.9K
$3.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
844+ 2.55% |
$53.4K - $69.9K
|
34K
$3.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
844+ 4.06% |
$53.4K - $69.9K
|
21.6K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
835+ 13.53% |
$52.9K - $69.2K
|
7.01K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
834New |
$52.8K - $69.1K
|
834
$77K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
832+ 6.03% |
$52.7K - $68.9K
|
14.6K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
811+ 0.18% |
$51.3K - $67.2K
|
460K
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 0.32% |
$50.6K - $66.3K
|
247K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
788+ 0.76% |
$49.9K - $65.3K
|
105K
$9.7M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
781+ 1.59% |
$49.4K - $64.7K
|
49.9K
$4.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
768+ 3.83% |
$48.6K - $63.6K
|
20.8K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
761+ 0.27% |
$48.2K - $63K
|
282K
$26M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
752+ 0.49% |
$47.6K - $62.3K
|
156K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
750+ 11.28% |
$47.5K - $62.1K
|
7.4K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
750+ 3.75% |
$47.5K - $62.1K
|
20.7K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
749+ 6.01% |
$47.4K - $62.1K
|
13.2K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
742+ 12.71% |
$47K - $61.5K
|
6.58K
$607K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
733+ 2.41% |
$46.4K - $60.7K
|
31.2K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
718+ 0.44% |
$45.5K - $59.5K
|
162K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
718+ 2.4% |
$45.5K - $59.5K
|
30.6K
$2.83M
|