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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 9.23% |
$1.98M - $2.59M
|
308K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-31.8K- 2.93% |
$2.02M - $2.64M
|
1.06M
$86.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-32K- 13.77% |
$2.02M - $2.65M
|
200K
$16.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-35.4K- 2.16% |
$2.24M - $2.93M
|
1.6M
$131M
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-35.6K- 85.17% |
$2.25M - $2.95M
|
6.2K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-38.5K- 13.6% |
$2.43M - $3.19M
|
244K
$19.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-39.2K- 2.14% |
$2.48M - $3.25M
|
1.8M
$146M
|
|
|
Feb 13, 2025
Q4 2024
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-39.3K- 2.07% |
$2.49M - $3.25M
|
1.86M
$152M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-40.4K- 11.12% |
$2.56M - $3.35M
|
323K
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-41.6K- 32.33% |
$2.63M - $3.45M
|
87.1K
$7.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43K- 2.07% |
$2.72M - $3.56M
|
2.04M
$166M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-43.6K- 54.16% |
$2.76M - $3.61M
|
36.9K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-43.8K- 14.59% |
$2.77M - $3.63M
|
256K
$20.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-49.7K- 17.12% |
$3.15M - $4.12M
|
241K
$19.6M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-50.6K- 22.97% |
$3.2M - $4.19M
|
170K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51.3K- 64.85% |
$3.25M - $4.25M
|
27.8K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-51.6K- 88.08% |
$3.26M - $4.27M
|
6.98K
$569K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-51.8K- 15.25% |
$3.28M - $4.29M
|
288K
$23.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-53.5K- 14.04% |
$3.39M - $4.43M
|
327K
$26.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-55.2K- 0.23% |
$3.49M - $4.57M
|
24.2M
$1.97B
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-57.1K- 91.99% |
$3.61M - $4.73M
|
4.97K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-57.5K- 5.78% |
$3.64M - $4.76M
|
936K
$76.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-58K- 18.65% |
$3.67M - $4.81M
|
253K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Operations LLC
|
SELL
|
- |
-62.7K- 12.47% |
$3.97M - $5.2M
|
440K
$35.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-66.9K- 2.35% |
$4.23M - $5.54M
|
2.77M
$226M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-68.3K- 86.18% |
$4.32M - $5.66M
|
11K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-75K- 40.54% |
$4.75M - $6.21M
|
110K
$8.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-78.7K- 23.11% |
$4.98M - $6.52M
|
262K
$21.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-81.4K- 6.46% |
$5.15M - $6.74M
|
1.18M
$96.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-85.8K- 93.6% |
$5.43M - $7.11M
|
5.86K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-89.2K- 13.31% |
$5.65M - $7.39M
|
581K
$47.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91.3K- 14.87% |
$5.78M - $7.57M
|
523K
$42.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-91.8K- 72.89% |
$5.81M - $7.61M
|
34.1K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-92.2K- 94.58% |
$5.84M - $7.64M
|
5.29K
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-93.2K- 17.14% |
$5.9M - $7.72M
|
450K
$36.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-97.5K- 94.63% |
$6.17M - $8.08M
|
5.54K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-99K- 1.7% |
$6.27M - $8.2M
|
5.73M
$467M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-99K- 83.04% |
$6.27M - $8.21M
|
20.2K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-106K- 11.54% |
$6.72M - $8.79M
|
814K
$66.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-113K- 31.99% |
$7.17M - $9.38M
|
241K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-115K- 79.74% |
$7.31M - $9.57M
|
29.3K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-121K- 9.91% |
$7.64M - $10M
|
1.1M
$89.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-122K- 7.87% |
$7.73M - $10.1M
|
1.43M
$117M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-136K- 4.73% |
$8.6M - $11.3M
|
2.74M
$223M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-139K- 4.67% |
$8.8M - $11.5M
|
2.84M
$231M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-148K- 91.16% |
$9.4M - $12.3M
|
14.4K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-149K- 91.72% |
$9.42M - $12.3M
|
13.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-150K- 28.01% |
$9.48M - $12.4M
|
385K
$31.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-150K- 69.78% |
$9.51M - $12.4M
|
65K
$5.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-161K- 11.37% |
$10.2M - $13.4M
|
1.26M
$103M
|