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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
715New |
$45.3K - $59.2K
|
715
$66K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
710+ 3.04% |
$45K - $58.8K
|
24.1K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
703+ 9.87% |
$44.5K - $58.2K
|
7.82K
$722K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
700New |
$44.3K - $58K
|
700
$64.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
695+ 4.41% |
$44K - $57.6K
|
16.5K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
694+ 2238.71% |
$43.9K - $57.5K
|
725
$66.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
681+ 1.2% |
$43.1K - $56.4K
|
57.2K
$5.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
680+ 6.27% |
$43.1K - $56.3K
|
11.5K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
680+ 7.78% |
$43.1K - $56.3K
|
9.42K
$869K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
678+ 3.54% |
$42.9K - $56.2K
|
19.8K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
675+ 6.15% |
$42.7K - $55.9K
|
11.6K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
673New |
$42.6K - $55.8K
|
673
$62.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
673+ 0.57% |
$42.6K - $55.8K
|
118K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
666+ 2.74% |
$42.2K - $55.2K
|
25K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
658+ 2.43% |
$41.7K - $54.5K
|
27.7K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
651+ 11.95% |
$41.2K - $53.9K
|
6.1K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
651+ 0.02% |
$41.2K - $53.9K
|
3.28M
$303M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
646+ 3.23% |
$40.9K - $53.5K
|
20.6K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
641+ 1.69% |
$40.6K - $53.1K
|
38.7K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
640+ 12.93% |
$40.5K - $53K
|
5.59K
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
632+ 7.48% |
$40K - $52.4K
|
9.08K
$838K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
628+ 37.18% |
$39.8K - $52K
|
2.32K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
625+ 3.67% |
$39.6K - $51.8K
|
17.7K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
623New |
$39.4K - $51.6K
|
623
$57.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
615New |
$38.9K - $51K
|
615
$56.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
610New |
$38.6K - $50.5K
|
610
$56.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
580+ 1.82% |
$36.7K - $48.1K
|
32.5K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
580+ 0.28% |
$36.7K - $48.1K
|
206K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
568+ 10.87% |
$36K - $47.1K
|
5.79K
$535K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
567+ 1.15% |
$35.9K - $47K
|
50K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
563+ 35.72% |
$35.6K - $46.6K
|
2.14K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
563+ 1309.3% |
$35.6K - $46.6K
|
606
$55.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
560+ 0.0% |
$35.5K - $46.4K
|
18.1M
$1.67B
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
556New |
$35.2K - $46.1K
|
556
$51.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
554+ 9.47% |
$35.1K - $45.9K
|
6.4K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
552+ 5.37% |
$34.9K - $45.7K
|
10.8K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
541+ 5.44% |
$34.3K - $44.8K
|
10.5K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
530+ 0.03% |
$33.6K - $43.9K
|
1.7M
$156M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
527+ 6.15% |
$33.4K - $43.7K
|
9.1K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
519+ 4.17% |
$32.9K - $43K
|
13K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
510+ 0.33% |
$32.3K - $42.3K
|
153K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
509New |
$32.2K - $42.2K
|
509
$47K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
505+ 0.71% |
$32K - $41.8K
|
71.5K
$6.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
503+ 6.52% |
$31.8K - $41.7K
|
8.21K
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
492+ 1.32% |
$31.1K - $40.8K
|
37.9K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
480+ 0.49% |
$30.4K - $39.8K
|
98.2K
$9.07M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
465+ 0.02% |
$29.4K - $38.5K
|
2.81M
$260M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
464+ 0.71% |
$29.4K - $38.4K
|
65.6K
$6.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
463+ 1.76% |
$29.3K - $38.4K
|
26.8K
$2.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
451+ 5.11% |
$28.6K - $37.4K
|
9.28K
$857K
|