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 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-435K- 98.65% |
$27.5M - $36M
|
5.96K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Route One Investment Company, L.P.
San Francisco, CA |
SELL
|
- |
-439K- 11.82% |
$27.8M - $36.4M
|
3.27M
$263M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-441K- 21.65% |
$27.9M - $36.5M
|
1.59M
$128M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-510K- 21.05% |
$32.3M - $42.2M
|
1.91M
$153M
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-530K- 9.81% |
$33.6M - $43.9M
|
4.87M
$392M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-547K- 7.34% |
$34.6M - $45.3M
|
6.9M
$555M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-556K- 59.15% |
$35.2M - $46.1M
|
384K
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-642K- 4.17% |
$40.7M - $53.2M
|
14.8M
$1.19B
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-691K- 23.67% |
$43.7M - $57.2M
|
2.23M
$179M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-787K- 11.15% |
$49.8M - $65.2M
|
6.27M
$504M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-796K- 72.36% |
$50.4M - $65.9M
|
304K
$24.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-817K- 7.07% |
$51.7M - $67.7M
|
10.7M
$862M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-880K- 98.91% |
$55.7M - $72.9M
|
9.74K
$783K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-896K- 22.81% |
$56.8M - $74.3M
|
3.03M
$244M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.01M- 10.83% |
$63.8M - $83.5M
|
8.3M
$667M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.01M- 93.57% |
$63.9M - $83.6M
|
69.4K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.28M- 19.57% |
$81.2M - $106M
|
5.28M
$424M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.36M- 60.28% |
$85.9M - $112M
|
893K
$71.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.43M- 23.57% |
$90.8M - $119M
|
4.65M
$374M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.46M- 16.41% |
$92.7M - $121M
|
7.46M
$599M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.27M- 90.52% |
$144M - $188M
|
238K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.41M- 43.63% |
$153M - $200M
|
3.12M
$250M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.47M- 23.57% |
$157M - $205M
|
8.02M
$644M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.09M- 31.26% |
$386M - $504M
|
13.4M
$1.08B
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.63M- 50.85% |
$420M - $550M
|
6.41M
$515M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.68M- 23.3% |
$423M - $554M
|
22M
$1.77B
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-14.7M- 16.76% |
$932M - $1.22B
|
73.1M
$5.87B
|