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 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.03K+ 1.39% |
$192K - $251K
|
221K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3KNew |
$190K - $249K
|
3K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$190K - $249K
|
3K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
2.99KNew |
$189K - $248K
|
2.99K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.99KNew |
$189K - $247K
|
2.99K
$244K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.94K+ 16.13% |
$186K - $243K
|
21.1K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.92KNew |
$185K - $242K
|
2.92K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.92KNew |
$185K - $242K
|
2.92K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.83K+ 7.21% |
$179K - $234K
|
42K
$3.44M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.8K+ 3.78% |
$178K - $232K
|
76.9K
$6.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
2.78KNew |
$176K - $230K
|
2.78K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.74KNew |
$173K - $227K
|
2.74K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$223K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.72KNew |
$172K - $225K
|
2.72K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.63K+ 1.49% |
$166K - $218K
|
180K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.58K+ 59.28% |
$164K - $214K
|
6.94K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.5K+ 1.34% |
$158K - $207K
|
188K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.46K+ 19.28% |
$156K - $204K
|
15.2K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.41K+ 16.1% |
$152K - $199K
|
17.3K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.3K+ 10.09% |
$145K - $190K
|
25.1K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.12K+ 49.86% |
$134K - $176K
|
6.37K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.1K+ 13.92% |
$133K - $174K
|
17.2K
$1.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.09K+ 6.73% |
$132K - $173K
|
33.2K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2K+ 69.44% |
$127K - $166K
|
4.88K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 25.17% |
$125K - $164K
|
9.84K
$805K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.91K+ 23.09% |
$121K - $158K
|
10.2K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.89K+ 0.97% |
$120K - $157K
|
196K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.75K+ 13.66% |
$111K - $145K
|
14.6K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.71K+ 2.26% |
$108K - $142K
|
77.5K
$6.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.57K+ 12.65% |
$99.1K - $130K
|
14K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.57K+ 50.6% |
$99.1K - $130K
|
4.66K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.43K+ 8.85% |
$90.5K - $118K
|
17.6K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.41K+ 41.05% |
$89.3K - $117K
|
4.85K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.4K+ 10.42% |
$88.9K - $116K
|
14.9K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.38K+ 82.28% |
$87.6K - $115K
|
3.07K
$251K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
1.38K+ 4.86% |
$87.6K - $115K
|
29.9K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.36K+ 1.53% |
$85.8K - $112K
|
89.7K
$7.34M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 3.22% |
$83.2K - $109K
|
42.1K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.3K+ 2.7% |
$82.5K - $108K
|
49.5K
$4.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.91% |
$82.3K - $108K
|
69.2K
$5.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.24K+ 0.86% |
$78.3K - $102K
|
145K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.23K+ 12.33% |
$77.9K - $102K
|
11.2K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.22K+ 5.57% |
$77K - $101K
|
23.1K
$1.89M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.19K+ 345.35% |
$75.2K - $98.4K
|
1.53K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.15K+ 18.09% |
$72.9K - $95.4K
|
7.52K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.13K+ 26.37% |
$71.5K - $93.6K
|
5.42K
$443K
|