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 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
251+ 4.31% |
$15.9K - $20.8K
|
6.07K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
248+ 40.86% |
$15.7K - $20.5K
|
855
$78.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
245+ 0.56% |
$15.5K - $20.3K
|
43.9K
$4.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
238+ 0.94% |
$15.1K - $19.7K
|
25.7K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
237+ 7.55% |
$15K - $19.6K
|
3.38K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
237+ 5.59% |
$15K - $19.6K
|
4.48K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
235+ 4.92% |
$14.9K - $19.5K
|
5.02K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
230+ 0.47% |
$14.6K - $19.1K
|
49.5K
$4.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
228+ 0.91% |
$14.4K - $18.9K
|
25.3K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
225New |
$14.2K - $18.6K
|
225
$20.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224New |
$14.2K - $18.6K
|
224
$20.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 2.61% |
$14K - $18.3K
|
8.69K
$802K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
221New |
$14K - $18.3K
|
221
$20.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
217+ 4.96% |
$13.7K - $18K
|
4.59K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
217New |
$13.7K - $18K
|
217
$20K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
212+ 13.43% |
$13.4K - $17.6K
|
1.79K
$165K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
211+ 2.73% |
$13.4K - $17.5K
|
7.93K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
208+ 3.44% |
$13.2K - $17.2K
|
6.26K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
206+ 2.71% |
$13K - $17.1K
|
7.82K
$722K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
203+ 3.13% |
$12.9K - $16.8K
|
6.68K
$617K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
201New |
$12.7K - $16.7K
|
201
$18.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$12.7K - $16.6K
|
200
$18.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
200New |
$12.7K - $16.6K
|
200
$18.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
198+ 2.18% |
$12.5K - $16.4K
|
9.3K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
197+ 1.09% |
$12.5K - $16.3K
|
18.3K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
195+ 0.4% |
$12.3K - $16.2K
|
48.4K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
195New |
$12.3K - $16.2K
|
195
$18K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
191+ 2.05% |
$12.1K - $15.8K
|
9.49K
$876K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
185New |
$11.7K - $15.3K
|
185
$17.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
182New |
$11.5K - $15.1K
|
182
$16.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
175+ 0.63% |
$11.1K - $14.5K
|
28.1K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
174+ 0.92% |
$11K - $14.4K
|
19.2K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
174New |
$11K - $14.4K
|
174
$16.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
172+ 2.96% |
$10.9K - $14.3K
|
5.99K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
168+ 0.81% |
$10.6K - $13.9K
|
20.8K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
166+ 1.27% |
$10.5K - $13.8K
|
13.2K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
164+ 0.11% |
$10.4K - $13.6K
|
151K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
163+ 7.49% |
$10.3K - $13.5K
|
2.34K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
162+ 1.02% |
$10.3K - $13.4K
|
16K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
162+ 0.27% |
$10.3K - $13.4K
|
61.2K
$5.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
158+ 4.75% |
$10K - $13.1K
|
3.48K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
155+ 4.3% |
$9.81K - $12.8K
|
3.76K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
154+ 855.56% |
$9.75K - $12.8K
|
172
$15.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
151+ 0.15% |
$9.56K - $12.5K
|
99K
$9.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
150+ 2.67% |
$9.5K - $12.4K
|
5.78K
$533K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
150+ 2.18% |
$9.5K - $12.4K
|
7.03K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
148+ 2.81% |
$9.37K - $12.3K
|
5.41K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
147+ 0.19% |
$9.31K - $12.2K
|
77.3K
$7.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
146+ 2.19% |
$9.24K - $12.1K
|
6.8K
$628K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
144+ 2.46% |
$9.12K - $11.9K
|
6K
$554K
|