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
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-13.8K- 42.07% |
$874K - $1.14M
|
19K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-13.8K- 2.19% |
$875K - $1.15M
|
617K
$50M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-14K- 3.28% |
$886K - $1.16M
|
413K
$33.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.4K- 60.94% |
$909K - $1.19M
|
9.21K
$747K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15.5K- 5.3% |
$981K - $1.28M
|
277K
$22.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.3K- 59.5% |
$1.03M - $1.35M
|
11.1K
$899K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-16.3K- 2.14% |
$1.03M - $1.35M
|
746K
$60.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.5K- 2.03% |
$1.05M - $1.37M
|
797K
$64.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.5K- 10.49% |
$1.05M - $1.37M
|
141K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16.6K- 77.53% |
$1.05M - $1.37M
|
4.81K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-16.9K- 7.82% |
$1.07M - $1.4M
|
200K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-18.2K- 14.33% |
$1.15M - $1.51M
|
109K
$8.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-20.6K- 5.99% |
$1.31M - $1.71M
|
324K
$26.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-21K- 12.65% |
$1.33M - $1.74M
|
145K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-21.2K- 2.15% |
$1.34M - $1.75M
|
961K
$78M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-23K- 66.61% |
$1.46M - $1.91M
|
11.5K
$937K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-23.2K- 38.23% |
$1.47M - $1.92M
|
37.5K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.3K- 5.66% |
$1.47M - $1.93M
|
388K
$31.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-25.9K- 27.23% |
$1.64M - $2.15M
|
69.3K
$5.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-26.8K- 0.83% |
$1.7M - $2.22M
|
3.21M
$260M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-27.6K- 38.66% |
$1.75M - $2.29M
|
43.8K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-30.4K- 78.21% |
$1.93M - $2.52M
|
8.48K
$689K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-31K- 2.4% |
$1.96M - $2.57M
|
1.26M
$102M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 9.23% |
$1.98M - $2.59M
|
308K
$25M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-35.4K- 2.16% |
$2.24M - $2.93M
|
1.6M
$130M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-41.6K- 32.33% |
$2.63M - $3.45M
|
87.1K
$7.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-43.8K- 14.59% |
$2.77M - $3.63M
|
256K
$20.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-49.7K- 17.12% |
$3.15M - $4.12M
|
241K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-51.8K- 15.25% |
$3.28M - $4.29M
|
288K
$23.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-53.5K- 14.04% |
$3.39M - $4.43M
|
327K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-57.1K- 91.99% |
$3.61M - $4.73M
|
4.97K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-58K- 18.65% |
$3.67M - $4.81M
|
253K
$20.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Operations LLC
|
SELL
|
- |
-62.7K- 12.47% |
$3.97M - $5.2M
|
440K
$35.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-66.9K- 2.35% |
$4.23M - $5.54M
|
2.77M
$225M
|
|
|
Feb 07, 2025
Q4 2024
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-75K- 40.54% |
$4.75M - $6.21M
|
110K
$8.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-81.4K- 6.46% |
$5.15M - $6.74M
|
1.18M
$95.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-85.8K- 93.6% |
$5.43M - $7.11M
|
5.86K
$476K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-91.8K- 72.89% |
$5.81M - $7.61M
|
34.1K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-93.2K- 17.14% |
$5.9M - $7.72M
|
450K
$36.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-99K- 83.04% |
$6.27M - $8.21M
|
20.2K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-113K- 31.99% |
$7.17M - $9.38M
|
241K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-136K- 4.73% |
$8.6M - $11.3M
|
2.74M
$222M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-149K- 91.72% |
$9.42M - $12.3M
|
13.4K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-161K- 11.37% |
$10.2M - $13.4M
|
1.26M
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-177K- 69.16% |
$11.2M - $14.7M
|
79K
$6.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-185K- 55.16% |
$11.7M - $15.4M
|
151K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-232K- 55.98% |
$14.7M - $19.2M
|
182K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-257K- 3.03% |
$16.3M - $21.3M
|
8.24M
$669M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-269K- 11.32% |
$17M - $22.3M
|
2.1M
$171M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-392K- 10.99% |
$24.8M - $32.5M
|
3.18M
$258M
|