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 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-81.4K- 6.46% |
$5.15M - $6.74M
|
1.18M
$94.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-83.5K- 96.36% |
$5.29M - $6.92M
|
3.16K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-85.8K- 93.6% |
$5.43M - $7.11M
|
5.86K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-89.2K- 13.31% |
$5.65M - $7.39M
|
581K
$46.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91.3K- 14.87% |
$5.78M - $7.57M
|
523K
$42M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-91.8K- 72.89% |
$5.81M - $7.61M
|
34.1K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-92.2K- 94.58% |
$5.84M - $7.64M
|
5.29K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-93.2K- 17.14% |
$5.9M - $7.72M
|
450K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-93.6K- 96.94% |
$5.93M - $7.76M
|
2.96K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-97.5K- 94.63% |
$6.17M - $8.08M
|
5.54K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-99K- 1.7% |
$6.27M - $8.2M
|
5.73M
$460M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-99K- 83.04% |
$6.27M - $8.21M
|
20.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-99.6K- 2.08% |
$6.31M - $8.25M
|
4.7M
$377M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-106K- 11.54% |
$6.72M - $8.79M
|
814K
$65.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-113K- 31.99% |
$7.17M - $9.38M
|
241K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-115K- 79.74% |
$7.31M - $9.57M
|
29.3K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-117K- 3.85% |
$7.42M - $9.71M
|
2.93M
$235M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-121K- 9.91% |
$7.64M - $10M
|
1.1M
$88.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-122K- 7.87% |
$7.73M - $10.1M
|
1.43M
$115M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-136K- 4.73% |
$8.6M - $11.3M
|
2.74M
$220M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-139K- 4.67% |
$8.8M - $11.5M
|
2.84M
$228M
|
|
|
Feb 14, 2025
Q4 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-140K- 18.05% |
$8.88M - $11.6M
|
637K
$51.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-140K- 2.12% |
$8.89M - $11.6M
|
6.48M
$521M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-144K- 89.18% |
$9.11M - $11.9M
|
17.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-148K- 91.16% |
$9.4M - $12.3M
|
14.4K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-149K- 91.72% |
$9.42M - $12.3M
|
13.4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-150K- 28.01% |
$9.48M - $12.4M
|
385K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-150K- 69.78% |
$9.51M - $12.4M
|
65K
$5.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-161K- 11.37% |
$10.2M - $13.4M
|
1.26M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Snyder Capital Management L P
San Francisco, CA |
SELL
|
- |
-169K- 18.81% |
$10.7M - $14M
|
730K
$58.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-177K- 69.16% |
$11.2M - $14.7M
|
79K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-184K- 23.39% |
$11.7M - $15.3M
|
603K
$48.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-185K- 55.16% |
$11.7M - $15.4M
|
151K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-195K- 6.68% |
$12.4M - $16.2M
|
2.73M
$219M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-199K- 24.28% |
$12.6M - $16.5M
|
622K
$50M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-212K- 15.6% |
$13.4M - $17.6M
|
1.15M
$92.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-218K- 0.24% |
$13.8M - $18.1M
|
89.4M
$7.18B
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-224K- 4.68% |
$14.2M - $18.6M
|
4.56M
$366M
|
|
|
Feb 14, 2025
Q4 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-225K- 37.5% |
$14.2M - $18.6M
|
375K
$30.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-232K- 55.98% |
$14.7M - $19.2M
|
182K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-252K- 5.01% |
$16M - $20.9M
|
4.78M
$384M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-257K- 3.03% |
$16.3M - $21.3M
|
8.24M
$662M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-264K- 16.89% |
$16.7M - $21.8M
|
1.3M
$104M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-269K- 11.32% |
$17M - $22.3M
|
2.1M
$169M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-330K- 20.41% |
$20.9M - $27.3M
|
1.29M
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-343K- 1.51% |
$21.7M - $28.4M
|
22.4M
$1.8B
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-392K- 10.99% |
$24.8M - $32.5M
|
3.18M
$255M
|
|
|
Feb 14, 2025
Q4 2024
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-395K- 30.38% |
$25M - $32.7M
|
905K
$72.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-395K- 45.62% |
$25M - $32.7M
|
471K
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-402K- 88.73% |
$25.5M - $33.3M
|
51.1K
$4.1M
|