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
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
144+ 0.31% |
$9.12K - $11.9K
|
46.5K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
143+ 1.64% |
$9.05K - $11.8K
|
8.85K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
142+ 1.11% |
$8.99K - $11.8K
|
13K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
141+ 1.14% |
$8.93K - $11.7K
|
12.5K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
139+ 267.31% |
$8.8K - $11.5K
|
191
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
138+ 1.11% |
$8.74K - $11.4K
|
12.6K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
131+ 0.03% |
$8.29K - $10.9K
|
458K
$42.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$12K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 1.17% |
$8.23K - $10.8K
|
11.2K
$1.04M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$12K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
127+ 2.74% |
$8.04K - $10.5K
|
4.76K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 1.69% |
$7.91K - $10.4K
|
7.52K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
125+ 3.16% |
$7.91K - $10.4K
|
4.08K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
124+ 2.03% |
$7.85K - $10.3K
|
6.25K
$577K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
121New |
$7.66K - $10K
|
121
$11.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
120+ 1.83% |
$7.6K - $9.94K
|
6.67K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
120+ 1.2% |
$7.6K - $9.94K
|
10.1K
$934K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
120New |
$7.6K - $9.94K
|
120
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
120+ 56.34% |
$7.6K - $9.94K
|
333
$30.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
117+ 0.25% |
$7.41K - $9.69K
|
47.5K
$4.38M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
116New |
$7.34K - $9.61K
|
116
$10.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
116New |
$7.34K - $9.61K
|
116
$10.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
114New |
$7.22K - $9.44K
|
114
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
114+ 9.08% |
$7.22K - $9.44K
|
1.37K
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
113+ 0.18% |
$7.15K - $9.36K
|
64.3K
$5.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
110+ 0.3% |
$6.96K - $9.11K
|
37.4K
$3.45M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
109+ 1.49% |
$6.9K - $9.03K
|
7.42K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
107+ 7.38% |
$6.77K - $8.86K
|
1.56K
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
100+ 0.43% |
$6.33K - $8.29K
|
23.2K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
100New |
$6.33K - $8.29K
|
100
$9.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
99+ 0.06% |
$6.27K - $8.2K
|
174K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
98+ 2.2% |
$6.2K - $8.12K
|
4.56K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
98+ 1.34% |
$6.2K - $8.12K
|
7.39K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
97+ 1.62% |
$6.14K - $8.04K
|
6.07K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
96New |
$6.08K - $7.95K
|
96
$8.86K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
96+ 3.24% |
$6.08K - $7.95K
|
3.06K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.21% |
$6.01K - $7.87K
|
44.8K
$4.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
91+ 3.77% |
$5.76K - $7.54K
|
2.51K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
90New |
$5.7K - $7.46K
|
90
$8.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
89+ 1.12% |
$5.63K - $7.37K
|
8.01K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
89+ 1.29% |
$5.63K - $7.37K
|
7.01K
$647K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
88+ 0.67% |
$5.57K - $7.29K
|
13.2K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
83+ 0.53% |
$5.25K - $6.88K
|
15.9K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
81+ 0.77% |
$5.13K - $6.71K
|
10.6K
$975K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
81+ 1.62% |
$5.13K - $6.71K
|
5.08K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
81New |
$5.13K - $6.71K
|
81
$7.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
81+ 2.4% |
$5.13K - $6.71K
|
3.45K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
79+ 0.14% |
$5K - $6.55K
|
56.6K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
79+ 0.88% |
$5K - $6.55K
|
9.05K
$836K
|