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 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-127- 0.53% |
$8.04K - $10.5K
|
23.6K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-128- 32.24% |
$8.1K - $10.6K
|
269
$24.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-131- 1.01% |
$8.29K - $10.9K
|
12.8K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-132- 3.04% |
$8.36K - $10.9K
|
4.21K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-133- 1.44% |
$8.42K - $11K
|
9.12K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-137- 1.59% |
$8.67K - $11.4K
|
8.49K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-139- 2.64% |
$8.8K - $11.5K
|
5.13K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-140- 4.66% |
$8.86K - $11.6K
|
2.86K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-144- 1.57% |
$9.12K - $11.9K
|
9.06K
$836K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-149- 0.4% |
$9.43K - $12.3K
|
37.4K
$3.45M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-149- 99.33% |
$9.43K - $12.3K
|
1
$92.3
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-153- 0.53% |
$9.69K - $12.7K
|
28.5K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-160- 3.22% |
$10.1K - $13.3K
|
4.81K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-160- 0.07% |
$10.1K - $13.3K
|
229K
$21.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-162- 1.17% |
$10.3K - $13.4K
|
13.7K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-163- 0.51% |
$10.3K - $13.5K
|
31.9K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-164- 6.38% |
$10.4K - $13.6K
|
2.41K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 1.51% |
$11K - $14.3K
|
11.3K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-173- 2.51% |
$11K - $14.3K
|
6.71K
$619K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 1.2% |
$11.1K - $14.5K
|
14.4K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-175- 28.69% |
$11.1K - $14.5K
|
435
$40.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-178- 4.49% |
$11.3K - $14.7K
|
3.79K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-178- 5.51% |
$11.3K - $14.7K
|
3.05K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-178- 2.26% |
$11.3K - $14.7K
|
7.7K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-181- 4.46% |
$11.5K - $15K
|
3.88K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-182- 0.83% |
$11.5K - $15.1K
|
21.8K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-184- 50.69% |
$11.6K - $15.2K
|
179
$16.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-185- 24.6% |
$11.7K - $15.3K
|
567
$52.3K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-186- 5.75% |
$11.8K - $15.4K
|
3.05K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-191- 0.52% |
$12.1K - $15.8K
|
36.4K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-192- 3.32% |
$12.2K - $15.9K
|
5.6K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-197- 4.63% |
$12.5K - $16.3K
|
4.05K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.0% |
$12.7K - $16.6K
|
9.8K
$905K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-200- 4.49% |
$12.7K - $16.6K
|
4.26K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-200- 2.46% |
$12.7K - $16.6K
|
7.94K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-200- 6.25% |
$12.7K - $16.6K
|
3K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-202- 5.22% |
$12.8K - $16.7K
|
3.67K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-203- 1.69% |
$12.9K - $16.8K
|
11.8K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-206- 4.47% |
$13K - $17.1K
|
4.41K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-206- 2.12% |
$13K - $17.1K
|
9.5K
$877K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-211- 6.71% |
$13.4K - $17.5K
|
2.94K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-214- 0.83% |
$13.5K - $17.7K
|
25.5K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-220- 0.46% |
$13.9K - $18.2K
|
47.7K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-221- 5.06% |
$14K - $18.3K
|
4.15K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-223- 0.18% |
$14.1K - $18.5K
|
121K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-227- 0.53% |
$14.4K - $18.8K
|
42.3K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-229- 4.05% |
$14.5K - $19K
|
5.42K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-229- 0.43% |
$14.5K - $19K
|
52.4K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-230- 2.77% |
$14.6K - $19.1K
|
8.06K
$744K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-232- 26.95% |
$14.7K - $19.2K
|
629
$58.1K
|