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 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-964- 11.16% |
$61K - $79.9K
|
7.68K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-974- 13.58% |
$61.7K - $80.7K
|
6.2K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-975- 21.69% |
$61.7K - $80.8K
|
3.52K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-983- 2.32% |
$62.2K - $81.4K
|
41.3K
$3.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-990- 14.0% |
$62.7K - $82K
|
6.08K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-997- 11.38% |
$63.1K - $82.6K
|
7.76K
$633K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1K- 3.43% |
$63.3K - $82.9K
|
28.2K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 6.38% |
$63.4K - $82.9K
|
14.7K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.05K- 1.9% |
$66.5K - $87K
|
54.3K
$4.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.05K- 7.2% |
$66.7K - $87.3K
|
13.6K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.09K- 37.53% |
$69K - $90.3K
|
1.81K
$148K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.09K- 6.76% |
$69.1K - $90.5K
|
15.1K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 10.74% |
$69.5K - $91K
|
9.13K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.27% |
$69.6K - $91.1K
|
406K
$33.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.1K- 1.37% |
$69.8K - $91.4K
|
79.4K
$6.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.11K- 1.75% |
$70.4K - $92.1K
|
62.4K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 0.71% |
$71.5K - $93.6K
|
157K
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.15K- 31.41% |
$72.6K - $95K
|
2.51K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.15K- 4.32% |
$72.8K - $95.3K
|
25.5K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.18K- 1.13% |
$75K - $98.1K
|
104K
$8.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.19K- 6.3% |
$75K - $98.2K
|
17.6K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 13.03% |
$76.5K - $100K
|
8.07K
$658K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.24K- 2.87% |
$78.3K - $102K
|
41.8K
$3.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.24K- 4.75% |
$78.7K - $103K
|
24.9K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.25K- 2.25% |
$79.1K - $103K
|
54.3K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 5.01% |
$81.2K - $106K
|
24.3K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.29K- 25.27% |
$81.6K - $107K
|
3.81K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.29K- 58.59% |
$81.8K - $107K
|
913
$74.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.3K- 28.28% |
$82.5K - $108K
|
3.31K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.32K- 19.96% |
$83.5K - $109K
|
5.29K
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.33K- 2.32% |
$84.3K - $110K
|
56.1K
$4.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-1.34K- 9.01% |
$84.8K - $111K
|
13.5K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-1.34K- 5.74% |
$84.9K - $111K
|
22K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 2.62% |
$85.1K - $111K
|
50K
$4.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 11.84% |
$85.6K - $112K
|
10.1K
$821K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.37K- 26.32% |
$86.9K - $114K
|
3.84K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.39K- 5.15% |
$88.2K - $115K
|
25.7K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 7.0% |
$88.3K - $115K
|
18.5K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.41K- 1.36% |
$89.5K - $117K
|
103K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.42K- 1.27% |
$89.7K - $117K
|
111K
$9.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.45K- 15.77% |
$92.1K - $120K
|
7.76K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.54K- 13.38% |
$97.5K - $128K
|
9.97K
$814K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.54K- 4.1% |
$97.8K - $128K
|
36.1K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.56K- 0.95% |
$98.7K - $129K
|
162K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.56K- 34.91% |
$99K - $130K
|
2.92K
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.59K- 3.37% |
$101K - $132K
|
45.6K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.6K- 2.27% |
$101K - $133K
|
69K
$5.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.6K- 1.7% |
$101K - $133K
|
92.4K
$7.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.64K- 6.81% |
$104K - $136K
|
22.4K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.66K- 35.85% |
$105K - $138K
|
2.98K
$243K
|