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 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
451+ 12.49% |
$28.6K - $37.4K
|
4.06K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
448+ 9.28% |
$28.4K - $37.1K
|
5.27K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
448+ 5.24% |
$28.4K - $37.1K
|
9K
$831K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
437+ 8.76% |
$27.7K - $36.2K
|
5.42K
$501K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
436+ 4.75% |
$27.6K - $36.1K
|
9.62K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
422+ 1.67% |
$26.7K - $35K
|
25.7K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
421+ 4.25% |
$26.7K - $34.9K
|
10.3K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
418+ 1.66% |
$26.5K - $34.6K
|
25.6K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
412+ 6.23% |
$26.1K - $34.1K
|
7.03K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
403+ 0.53% |
$25.5K - $33.4K
|
76.4K
$7.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
396+ 104.76% |
$25.1K - $32.8K
|
774
$71.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
393+ 0.89% |
$24.9K - $32.6K
|
44.4K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
385+ 0.13% |
$24.4K - $31.9K
|
307K
$28.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
380+ 0.04% |
$24.1K - $31.5K
|
938K
$86.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
380+ 27.94% |
$24.1K - $31.5K
|
1.74K
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
379+ 3.66% |
$24K - $31.4K
|
10.7K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
376+ 2.72% |
$23.8K - $31.2K
|
14.2K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
375+ 7.5% |
$23.7K - $31.1K
|
5.38K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
375+ 11.36% |
$23.7K - $31.1K
|
3.68K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
366+ 0.18% |
$23.2K - $30.3K
|
201K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
365+ 2.98% |
$23.1K - $30.2K
|
12.6K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
364+ 1.92% |
$23K - $30.2K
|
19.3K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
358+ 0.35% |
$22.7K - $29.7K
|
103K
$9.51M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
352+ 1.91% |
$22.3K - $29.2K
|
18.8K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
351+ 0.12% |
$22.2K - $29.1K
|
300K
$27.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 12.84% |
$22.2K - $29K
|
3.08K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
348+ 37.42% |
$22K - $28.8K
|
1.28K
$118K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
326+ 6.94% |
$20.6K - $27K
|
5.02K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
326+ 49.24% |
$20.6K - $27K
|
988
$91.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
321+ 8.66% |
$20.3K - $26.6K
|
4.03K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
317+ 2.46% |
$20.1K - $26.3K
|
13.2K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
313+ 1.38% |
$19.8K - $25.9K
|
23K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
311+ 4.35% |
$19.7K - $25.8K
|
7.45K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
310+ 1.69% |
$19.6K - $25.7K
|
18.7K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
309+ 1.34% |
$19.6K - $25.6K
|
23.4K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
309+ 1.61% |
$19.6K - $25.6K
|
19.5K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
309+ 6.11% |
$19.6K - $25.6K
|
5.37K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
304+ 5.71% |
$19.2K - $25.2K
|
5.63K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
303+ 0.79% |
$19.2K - $25.1K
|
38.6K
$3.56M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$19K - $24.9K
|
300
$27.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
299+ 6.0% |
$18.9K - $24.8K
|
5.29K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
299+ 5.02% |
$18.9K - $24.8K
|
6.25K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
295+ 1.08% |
$18.7K - $24.4K
|
27.6K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
285+ 3.55% |
$18K - $23.6K
|
8.31K
$767K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
279+ 0.97% |
$17.7K - $23.1K
|
28.9K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
279+ 9.02% |
$17.7K - $23.1K
|
3.37K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
270+ 0.21% |
$17.1K - $22.4K
|
128K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
269+ 3.25% |
$17K - $22.3K
|
8.54K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
262New |
$16.6K - $21.7K
|
262
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
256+ 3.59% |
$16.2K - $21.2K
|
7.38K
$681K
|