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 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.21K- 25.59% |
$140K - $183K
|
6.42K
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.22K- 7.35% |
$140K - $184K
|
27.9K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-2.23K- 1.26% |
$141K - $184K
|
175K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.28K- 2.76% |
$144K - $189K
|
80.3K
$6.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.29K- 16.9% |
$145K - $189K
|
11.2K
$935K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.31K- 4.97% |
$146K - $192K
|
44.2K
$3.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2.34K- 29.79% |
$148K - $193K
|
5.5K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.34K- 14.8% |
$148K - $194K
|
13.5K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.48K- 6.5% |
$157K - $206K
|
35.7K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.52K- 15.0% |
$160K - $209K
|
14.3K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.55K- 2.76% |
$161K - $211K
|
90K
$7.49M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.61K- 18.71% |
$165K - $216K
|
11.3K
$942K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.62K- 9.71% |
$166K - $217K
|
24.3K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-2.75K- 8.31% |
$174K - $228K
|
30.4K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.77K- 88.9% |
$175K - $229K
|
346
$28.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.79K- 7.65% |
$177K - $231K
|
33.7K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-2.86K- 13.08% |
$181K - $237K
|
19K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.87K- 0.62% |
$181K - $237K
|
456K
$37.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 2.65% |
$186K - $243K
|
108K
$8.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.97K- 12.49% |
$188K - $246K
|
20.8K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.01K- 6.76% |
$190K - $249K
|
41.5K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.08K- 8.0% |
$195K - $255K
|
35.4K
$2.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.1K- 26.5% |
$196K - $257K
|
8.6K
$715K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.1K- 6.91% |
$196K - $257K
|
41.8K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.14K- 7.1% |
$199K - $260K
|
41.1K
$3.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.15K- 21.28% |
$200K - $261K
|
11.7K
$970K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.17K- 1.42% |
$201K - $263K
|
220K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.18K- 1.83% |
$201K - $263K
|
170K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-3.21K- 1.22% |
$203K - $266K
|
259K
$21.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.22K- 11.69% |
$204K - $267K
|
24.3K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3.27K- 11.45% |
$207K - $271K
|
25.3K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-3.32K- 2.55% |
$210K - $275K
|
127K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3.36K- 6.12% |
$213K - $278K
|
51.5K
$4.28M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.36K- 2.62% |
$213K - $279K
|
125K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.4K- 16.97% |
$215K - $282K
|
16.7K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.61K- 22.25% |
$229K - $299K
|
12.6K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.7K- 4.4% |
$234K - $307K
|
80.4K
$6.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.76K- 38.3% |
$238K - $311K
|
6.06K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.81K- 9.56% |
$241K - $315K
|
36K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 27.97% |
$244K - $319K
|
9.91K
$825K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.98K- 1.93% |
$252K - $330K
|
203K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.29K- 14.09% |
$272K - $356K
|
26.2K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.45K- 2.68% |
$282K - $369K
|
161K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.71K- 47.54% |
$298K - $390K
|
5.2K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-4.78K- 4.46% |
$303K - $396K
|
102K
$8.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.85K- 49.62% |
$307K - $402K
|
4.92K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.87K- 2.65% |
$308K - $404K
|
179K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.88K- 37.55% |
$309K - $404K
|
8.12K
$676K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-5.03K- 2.91% |
$318K - $416K
|
168K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.06K- 30.72% |
$320K - $419K
|
11.4K
$949K
|