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 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-558- 7.49% |
$35.3K - $46.2K
|
6.89K
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-559- 4.18% |
$35.4K - $46.3K
|
12.8K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-566- 4.92% |
$35.8K - $46.9K
|
10.9K
$910K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-567- 2.15% |
$35.9K - $47K
|
25.8K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-570- 5.93% |
$36.1K - $47.2K
|
9.04K
$752K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-571- 1.14% |
$36.2K - $47.3K
|
49.4K
$4.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-574- 0.46% |
$36.3K - $47.6K
|
123K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-589- 1.1% |
$37.3K - $48.8K
|
53.2K
$4.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-593- 2.46% |
$37.5K - $49.1K
|
23.5K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-599- 0.41% |
$37.9K - $49.6K
|
144K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-639- 4.57% |
$40.5K - $52.9K
|
13.3K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-640- 0.62% |
$40.5K - $53K
|
102K
$8.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-700- 9.56% |
$44.3K - $58K
|
6.62K
$551K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-718- 16.39% |
$45.5K - $59.5K
|
3.66K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-723- 1.14% |
$45.8K - $59.9K
|
62.9K
$5.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-724- 4.32% |
$45.8K - $60K
|
16K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-725- 2.21% |
$45.9K - $60.1K
|
32.1K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-728- 6.6% |
$46.1K - $60.3K
|
10.3K
$857K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-764- 10.29% |
$48.4K - $63.3K
|
6.66K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-774- 2.33% |
$49K - $64.1K
|
32.4K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-793- 3.19% |
$50.2K - $65.7K
|
24.1K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-805- 0.92% |
$51K - $66.7K
|
86.5K
$7.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-809- 2.11% |
$51.2K - $67K
|
37.5K
$3.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-844- 6.04% |
$53.4K - $69.9K
|
13.1K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-858- 2.1% |
$54.3K - $71.1K
|
39.9K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-885- 4.8% |
$56K - $73.3K
|
17.5K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-900- 0.75% |
$57K - $74.6K
|
119K
$9.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-911- 4.98% |
$57.7K - $75.5K
|
17.4K
$1.44M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-917- 18.32% |
$58.1K - $76K
|
4.09K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-930- 9.84% |
$58.9K - $77.1K
|
8.53K
$709K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-948- 7.84% |
$60K - $78.5K
|
11.1K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-964- 11.16% |
$61K - $79.9K
|
7.68K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-974- 13.58% |
$61.7K - $80.7K
|
6.2K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-975- 21.69% |
$61.7K - $80.8K
|
3.52K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-983- 2.32% |
$62.2K - $81.4K
|
41.3K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-990- 14.0% |
$62.7K - $82K
|
6.08K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-997- 11.38% |
$63.1K - $82.6K
|
7.76K
$646K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1K- 3.43% |
$63.3K - $82.9K
|
28.2K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.05K- 1.9% |
$66.5K - $87K
|
54.3K
$4.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.09K- 37.53% |
$69K - $90.3K
|
1.81K
$151K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.09K- 6.76% |
$69.1K - $90.5K
|
15.1K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 10.74% |
$69.5K - $91K
|
9.13K
$759K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.27% |
$69.6K - $91.1K
|
406K
$33.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.1K- 1.37% |
$69.8K - $91.4K
|
79.4K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 0.71% |
$71.5K - $93.6K
|
157K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.15K- 31.41% |
$72.6K - $95K
|
2.51K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 13.03% |
$76.5K - $100K
|
8.07K
$671K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.24K- 2.87% |
$78.3K - $102K
|
41.8K
$3.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.24K- 4.75% |
$78.7K - $103K
|
24.9K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.25K- 2.25% |
$79.1K - $103K
|
54.3K
$4.52M
|