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 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.12KNew |
$71.1K - $93K
|
1.12K
$91.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 173.78% |
$70.1K - $91.7K
|
1.74K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
1.11K+ 0.53% |
$70K - $91.5K
|
210K
$17.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.1K+ 78.52% |
$69.6K - $91.1K
|
2.5K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.1K+ 10.21% |
$69.6K - $91.1K
|
11.9K
$971K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.06K+ 2.73% |
$67K - $87.7K
|
39.9K
$3.26M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
993+ 2.19% |
$62.9K - $82.3K
|
46.3K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
991+ 9.42% |
$62.7K - $82.1K
|
11.5K
$942K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
964+ 25.75% |
$61K - $79.9K
|
4.71K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
964+ 4.74% |
$61K - $79.9K
|
21.3K
$1.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
962+ 13.26% |
$60.9K - $79.7K
|
8.22K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
892+ 0.71% |
$56.5K - $73.9K
|
127K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
880+ 6.01% |
$55.7K - $72.9K
|
15.5K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
844+ 2.55% |
$53.4K - $69.9K
|
34K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
835+ 13.53% |
$52.9K - $69.2K
|
7.01K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
811+ 0.18% |
$51.3K - $67.2K
|
460K
$37.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
788+ 0.76% |
$49.9K - $65.3K
|
105K
$8.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
749+ 6.01% |
$47.4K - $62.1K
|
13.2K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
695+ 4.41% |
$44K - $57.6K
|
16.5K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
680+ 6.27% |
$43.1K - $56.3K
|
11.5K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
673New |
$42.6K - $55.8K
|
673
$55.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
651+ 11.95% |
$41.2K - $53.9K
|
6.1K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
646+ 3.23% |
$40.9K - $53.5K
|
20.6K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
628+ 37.18% |
$39.8K - $52K
|
2.32K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
625+ 3.67% |
$39.6K - $51.8K
|
17.7K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
615New |
$38.9K - $51K
|
615
$50.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
580+ 1.82% |
$36.7K - $48.1K
|
32.5K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
567+ 1.15% |
$35.9K - $47K
|
50K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
554+ 9.47% |
$35.1K - $45.9K
|
6.4K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
552+ 5.37% |
$34.9K - $45.7K
|
10.8K
$886K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
527+ 6.15% |
$33.4K - $43.7K
|
9.1K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
505+ 0.71% |
$32K - $41.8K
|
71.5K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
492+ 1.32% |
$31.1K - $40.8K
|
37.9K
$3.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
451+ 5.11% |
$28.6K - $37.4K
|
9.28K
$759K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
437+ 8.76% |
$27.7K - $36.2K
|
5.42K
$444K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
436+ 4.75% |
$27.6K - $36.1K
|
9.62K
$787K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
422+ 1.67% |
$26.7K - $35K
|
25.7K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
412+ 6.23% |
$26.1K - $34.1K
|
7.03K
$575K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
403+ 0.53% |
$25.5K - $33.4K
|
76.4K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
396+ 104.76% |
$25.1K - $32.8K
|
774
$63.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
380+ 0.04% |
$24.1K - $31.5K
|
938K
$76.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
380+ 27.94% |
$24.1K - $31.5K
|
1.74K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
365+ 2.98% |
$23.1K - $30.2K
|
12.6K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
364+ 1.92% |
$23K - $30.2K
|
19.3K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
352+ 1.91% |
$22.3K - $29.2K
|
18.8K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 12.84% |
$22.2K - $29K
|
3.08K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
309+ 1.34% |
$19.6K - $25.6K
|
23.4K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
295+ 1.08% |
$18.7K - $24.4K
|
27.6K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
285+ 3.55% |
$18K - $23.6K
|
8.31K
$680K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
279+ 0.97% |
$17.7K - $23.1K
|
28.9K
$2.37M
|