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
|
Cra Financial Services, LLC
|
SELL
|
- |
-25- 0.72% |
$1.58K - $2.07K
|
3.43K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-25- 0.27% |
$1.58K - $2.07K
|
9.3K
$858K
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-25- 0.11% |
$1.58K - $2.07K
|
23.6K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-28- 17.28% |
$1.77K - $2.32K
|
134
$12.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-29- 0.23% |
$1.84K - $2.4K
|
12.8K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-29- 18.35% |
$1.84K - $2.4K
|
129
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-30- 0.71% |
$1.9K - $2.49K
|
4.17K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 2.67% |
$1.9K - $2.49K
|
1.09K
$101K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-31- 0.7% |
$1.96K - $2.57K
|
4.41K
$407K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-33- 0.03% |
$2.09K - $2.73K
|
99.1K
$9.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33- 0.98% |
$2.09K - $2.73K
|
3.32K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-34- 0.47% |
$2.15K - $2.82K
|
7.27K
$671K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-37- 11.75% |
$2.34K - $3.07K
|
278
$25.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-37- 0.31% |
$2.34K - $3.07K
|
12K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-39- 1.0% |
$2.47K - $3.23K
|
3.85K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-40- 0.55% |
$2.53K - $3.31K
|
7.19K
$664K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-41- 0.52% |
$2.6K - $3.4K
|
7.88K
$727K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 2.05% |
$2.66K - $3.48K
|
2.01K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 4.53% |
$2.79K - $3.65K
|
927
$85.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-45- 0.56% |
$2.85K - $3.73K
|
7.96K
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-45- 9.78% |
$2.85K - $3.73K
|
415
$38.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-46- 1.64% |
$2.91K - $3.81K
|
2.75K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-46- 0.14% |
$2.91K - $3.81K
|
33K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-47- 0.14% |
$2.98K - $3.89K
|
33.3K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-48- 1.48% |
$3.04K - $3.98K
|
3.2K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-48- 0.2% |
$3.04K - $3.98K
|
23.5K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-48- 1.37% |
$3.04K - $3.98K
|
3.46K
$320K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-49- 1.15% |
$3.1K - $4.06K
|
4.2K
$387K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.64% |
$3.17K - $4.14K
|
7.81K
$721K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.92% |
$3.17K - $4.14K
|
5.4K
$499K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-50- 1.3% |
$3.17K - $4.14K
|
3.79K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-50- 0.28% |
$3.17K - $4.14K
|
17.7K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 1.08% |
$3.17K - $4.14K
|
4.58K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-50- 28.25% |
$3.17K - $4.14K
|
127
$11.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-50- 28.25% |
$3.17K - $4.14K
|
127
$11.7K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-50- 2.02% |
$3.17K - $4.14K
|
2.43K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-52- 0.17% |
$3.29K - $4.31K
|
29.8K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-55- 0.04% |
$3.48K - $4.56K
|
133K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-57- 0.56% |
$3.61K - $4.72K
|
10.1K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-57Closed |
$3.61K - $4.72K
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-60- 0.7% |
$3.8K - $4.97K
|
8.56K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-62- 0.65% |
$3.93K - $5.14K
|
9.54K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 3.15% |
$3.99K - $5.22K
|
1.94K
$179K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.08% |
$4.12K - $5.39K
|
5.96K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-66- 23.32% |
$4.18K - $5.47K
|
217
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-68- 0.14% |
$4.31K - $5.63K
|
49K
$4.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-69- 37.5% |
$4.37K - $5.72K
|
115
$10.6K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-72- 1.11% |
$4.56K - $5.97K
|
6.44K
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-75- 3.45% |
$4.75K - $6.21K
|
2.1K
$194K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-75- 0.28% |
$4.75K - $6.21K
|
26.7K
$2.46M
|