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 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-75- 0.45% |
$4.75K - $6.21K
|
16.5K
$1.52M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-75- 1.45% |
$4.75K - $6.21K
|
5.1K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-77- 27.8% |
$4.87K - $6.38K
|
200
$18.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-77- 1.13% |
$4.87K - $6.38K
|
6.72K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-79- 1.76% |
$5K - $6.55K
|
4.42K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-79- 34.05% |
$5K - $6.55K
|
153
$14.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-80- 0.15% |
$5.06K - $6.63K
|
54.5K
$5.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-80- 0.98% |
$5.06K - $6.63K
|
8.09K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-84- 9.29% |
$5.32K - $6.96K
|
820
$75.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-84- 0.59% |
$5.32K - $6.96K
|
14.2K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-87- 32.46% |
$5.51K - $7.21K
|
181
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-87- 1.33% |
$5.51K - $7.21K
|
6.44K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-90- 1.24% |
$5.7K - $7.46K
|
7.17K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-91- 1.48% |
$5.76K - $7.54K
|
6.05K
$558K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-93- 0.99% |
$5.89K - $7.71K
|
9.33K
$862K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-94- 0.85% |
$5.95K - $7.79K
|
11K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-96- 2.89% |
$6.08K - $7.95K
|
3.23K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-98- 83.05% |
$6.2K - $8.12K
|
20
$1.85K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-99- 3.62% |
$6.27K - $8.2K
|
2.64K
$243K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 2.03% |
$6.33K - $8.29K
|
4.83K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-100- 2.44% |
$6.33K - $8.29K
|
4K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 2.44% |
$6.33K - $8.29K
|
4K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-101- 0.43% |
$6.39K - $8.37K
|
23.4K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-102- 1.79% |
$6.46K - $8.45K
|
5.6K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-102- 2.94% |
$6.46K - $8.45K
|
3.36K
$310K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-103- 3.42% |
$6.52K - $8.53K
|
2.91K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-104- 46.22% |
$6.58K - $8.62K
|
121
$11.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-105- 2.42% |
$6.65K - $8.7K
|
4.24K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-105- 76.64% |
$6.65K - $8.7K
|
32
$2.95K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-106- 50.72% |
$6.71K - $8.78K
|
103
$9.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-107- 0.7% |
$6.77K - $8.86K
|
15.3K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-107- 2.11% |
$6.77K - $8.86K
|
4.96K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-107- 2.56% |
$6.77K - $8.86K
|
4.07K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-108- 3.36% |
$6.84K - $8.95K
|
3.11K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-109- 12.96% |
$6.9K - $9.03K
|
732
$67.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-114- 2.72% |
$7.22K - $9.44K
|
4.08K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-114- 2.88% |
$7.22K - $9.44K
|
3.85K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-115- 2.16% |
$7.28K - $9.53K
|
5.22K
$482K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-116- 1.57% |
$7.34K - $9.61K
|
7.29K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-116- 11.49% |
$7.34K - $9.61K
|
894
$82.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-119- 2.78% |
$7.53K - $9.86K
|
4.16K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-119- 3.75% |
$7.53K - $9.86K
|
3.05K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-120- 0.55% |
$7.6K - $9.94K
|
21.9K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-121- 2.69% |
$7.66K - $10K
|
4.38K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-122- 0.89% |
$7.72K - $10.1K
|
13.6K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-122- 0.18% |
$7.72K - $10.1K
|
66.8K
$6.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-123- 1.28% |
$7.79K - $10.2K
|
9.48K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-123- 2.38% |
$7.79K - $10.2K
|
5.04K
$465K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-125- 0.95% |
$7.91K - $10.4K
|
13.1K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-125- 3.34% |
$7.91K - $10.4K
|
3.62K
$334K
|