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 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.24K- 2.87% |
$78.3K - $102K
|
41.8K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.24K- 4.75% |
$78.7K - $103K
|
24.9K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.25K- 2.25% |
$79.1K - $103K
|
54.3K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.29K- 25.27% |
$81.6K - $107K
|
3.81K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.32K- 19.96% |
$83.5K - $109K
|
5.29K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-1.34K- 9.01% |
$84.8K - $111K
|
13.5K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 2.62% |
$85.1K - $111K
|
50K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 11.84% |
$85.6K - $112K
|
10.1K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 7.0% |
$88.3K - $115K
|
18.5K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.41K- 1.36% |
$89.5K - $117K
|
103K
$8.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.45K- 15.77% |
$92.1K - $120K
|
7.76K
$635K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.56K- 0.95% |
$98.7K - $129K
|
162K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.56K- 34.91% |
$99K - $130K
|
2.92K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.59K- 3.37% |
$101K - $132K
|
45.6K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.6K- 1.7% |
$101K - $133K
|
92.4K
$7.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 3.77% |
$107K - $140K
|
43.3K
$3.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.71K- 2.31% |
$108K - $142K
|
72.4K
$5.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 7.47% |
$110K - $144K
|
21.5K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.79K- 13.2% |
$113K - $148K
|
11.8K
$962K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.79K- 97.82% |
$113K - $148K
|
40
$3.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.79K- 0.63% |
$113K - $148K
|
283K
$23.2M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.47% |
$114K - $149K
|
71.2K
$5.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.8K- 13.53% |
$114K - $149K
|
11.5K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.83K- 2.66% |
$116K - $152K
|
67K
$5.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.92K- 18.32% |
$122K - $159K
|
8.57K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 35.56% |
$122K - $159K
|
3.49K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.94K- 22.92% |
$123K - $161K
|
6.53K
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.97K- 5.19% |
$124K - $163K
|
35.9K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.01K- 3.51% |
$127K - $166K
|
55K
$4.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.02K- 1.17% |
$128K - $167K
|
171K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.05K- 44.86% |
$130K - $170K
|
2.52K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.07K- 33.82% |
$131K - $172K
|
4.06K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.1K- 12.35% |
$133K - $174K
|
14.9K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.14K- 7.19% |
$135K - $177K
|
27.6K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-2.15K- 17.83% |
$136K - $178K
|
9.89K
$809K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.85% |
$138K - $181K
|
74.3K
$6.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.22K- 7.35% |
$140K - $184K
|
27.9K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.29K- 16.9% |
$145K - $189K
|
11.2K
$919K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.31K- 4.97% |
$146K - $192K
|
44.2K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.34K- 14.8% |
$148K - $194K
|
13.5K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.48K- 6.5% |
$157K - $206K
|
35.7K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.55K- 2.76% |
$161K - $211K
|
90K
$7.36M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.61K- 18.71% |
$165K - $216K
|
11.3K
$927K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.62K- 9.71% |
$166K - $217K
|
24.3K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-2.75K- 8.31% |
$174K - $228K
|
30.4K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.77K- 88.9% |
$175K - $229K
|
346
$28.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.79K- 7.65% |
$177K - $231K
|
33.7K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-2.86K- 13.08% |
$181K - $237K
|
19K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.87K- 0.62% |
$181K - $237K
|
456K
$37.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.97K- 12.49% |
$188K - $246K
|
20.8K
$1.7M
|