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 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-200- 4.49% |
$12.7K - $16.6K
|
4.26K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-200- 2.46% |
$12.7K - $16.6K
|
7.94K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-200- 6.25% |
$12.7K - $16.6K
|
3K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-202- 5.22% |
$12.8K - $16.7K
|
3.67K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-203- 1.69% |
$12.9K - $16.8K
|
11.8K
$964K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-206- 4.47% |
$13K - $17.1K
|
4.41K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-206- 2.12% |
$13K - $17.1K
|
9.5K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-211- 6.71% |
$13.4K - $17.5K
|
2.94K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-214- 0.83% |
$13.5K - $17.7K
|
25.5K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-221- 5.06% |
$14K - $18.3K
|
4.15K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-223- 0.18% |
$14.1K - $18.5K
|
121K
$9.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-227- 0.53% |
$14.4K - $18.8K
|
42.3K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-229- 4.05% |
$14.5K - $19K
|
5.42K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-229- 0.43% |
$14.5K - $19K
|
52.4K
$4.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-230- 2.77% |
$14.6K - $19.1K
|
8.06K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-232- 26.95% |
$14.7K - $19.2K
|
629
$51.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-233- 1.65% |
$14.8K - $19.3K
|
13.9K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-235- 1.6% |
$14.9K - $19.5K
|
14.4K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-250- 7.52% |
$15.8K - $20.7K
|
3.07K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-250- 1.23% |
$15.8K - $20.7K
|
20.2K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-251- 7.09% |
$15.9K - $20.8K
|
3.29K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-251- 2.3% |
$15.9K - $20.8K
|
10.7K
$870K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-255- 8.05% |
$16.1K - $21.1K
|
2.91K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-268- 7.52% |
$17K - $22.2K
|
3.3K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-270- 2.74% |
$17.1K - $22.4K
|
9.58K
$781K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-271- 4.86% |
$17.2K - $22.5K
|
5.31K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-276- 4.96% |
$17.5K - $22.9K
|
5.29K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-278- 4.26% |
$17.6K - $23K
|
6.25K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-279- 0.42% |
$17.7K - $23.1K
|
66.9K
$5.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-284- 6.36% |
$18K - $23.5K
|
4.18K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-285- 6.81% |
$18K - $23.6K
|
3.9K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-287- 2.01% |
$18.2K - $23.8K
|
14K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-289- 3.58% |
$18.3K - $23.9K
|
7.78K
$635K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-300- 0.51% |
$19K - $24.9K
|
58.7K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-300- 3.02% |
$19K - $24.9K
|
9.64K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-300- 3.88% |
$19K - $24.9K
|
7.43K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-303- 5.23% |
$19.2K - $25.1K
|
5.49K
$448K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 9.19% |
$19.4K - $25.4K
|
3.02K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-311- 1.5% |
$19.7K - $25.8K
|
20.4K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-312- 0.29% |
$19.8K - $25.8K
|
108K
$8.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-323- 3.84% |
$20.4K - $26.8K
|
8.1K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-326- 0.72% |
$20.6K - $27K
|
45.1K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-327- 0.54% |
$20.7K - $27.1K
|
60.7K
$4.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-331- 4.59% |
$21K - $27.4K
|
6.88K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-332- 6.71% |
$21K - $27.5K
|
4.62K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-336- 1.37% |
$21.3K - $27.8K
|
24.3K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-340- 10.06% |
$21.5K - $28.2K
|
3.04K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-344- 1.61% |
$21.8K - $28.5K
|
21K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-346- 3.52% |
$21.9K - $28.7K
|
9.5K
$775K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-349- 4.45% |
$22.1K - $28.9K
|
7.49K
$611K
|