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
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
269+ 3.25% |
$17K - $22.3K
|
8.54K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
245+ 0.56% |
$15.5K - $20.3K
|
43.9K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 2.61% |
$14K - $18.3K
|
8.69K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
217+ 4.96% |
$13.7K - $18K
|
4.59K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
212+ 13.43% |
$13.4K - $17.6K
|
1.79K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
208+ 3.44% |
$13.2K - $17.2K
|
6.26K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
198+ 2.18% |
$12.5K - $16.4K
|
9.3K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
175+ 0.63% |
$11.1K - $14.5K
|
28.1K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
172+ 2.96% |
$10.9K - $14.3K
|
5.99K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
163+ 7.49% |
$10.3K - $13.5K
|
2.34K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
158+ 4.75% |
$10K - $13.1K
|
3.48K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
151+ 0.15% |
$9.56K - $12.5K
|
99K
$8.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
148+ 2.81% |
$9.37K - $12.3K
|
5.41K
$443K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
144+ 2.46% |
$9.12K - $11.9K
|
6K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
141+ 1.14% |
$8.93K - $11.7K
|
12.5K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
131+ 0.03% |
$8.29K - $10.9K
|
458K
$37.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
130New |
$8.23K - $10.8K
|
130
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 1.69% |
$7.91K - $10.4K
|
7.52K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
120+ 1.83% |
$7.6K - $9.94K
|
6.67K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
113+ 0.18% |
$7.15K - $9.36K
|
64.3K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
110+ 0.3% |
$6.96K - $9.11K
|
37.4K
$3.06M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
109+ 1.49% |
$6.9K - $9.03K
|
7.42K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
100+ 0.43% |
$6.33K - $8.29K
|
23.2K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
91+ 3.77% |
$5.76K - $7.54K
|
2.51K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
89+ 1.12% |
$5.63K - $7.37K
|
8.01K
$655K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
88+ 0.67% |
$5.57K - $7.29K
|
13.2K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
83+ 0.53% |
$5.25K - $6.88K
|
15.9K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
81+ 0.77% |
$5.13K - $6.71K
|
10.6K
$865K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
79+ 0.14% |
$5K - $6.55K
|
56.6K
$4.63M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
78+ 0.36% |
$4.94K - $6.46K
|
21.9K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
67+ 0.58% |
$4.24K - $5.55K
|
11.6K
$947K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
66+ 1.54% |
$4.18K - $5.47K
|
4.35K
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.79% |
$3.74K - $4.89K
|
3.35K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
59+ 1.51% |
$3.74K - $4.89K
|
3.97K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
57+ 0.86% |
$3.61K - $4.72K
|
6.67K
$546K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
51+ 0.52% |
$3.23K - $4.23K
|
9.8K
$802K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
46+ 1.36% |
$2.91K - $3.81K
|
3.43K
$281K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 8.24% |
$2.91K - $3.81K
|
604
$49.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.04% |
$2.47K - $3.23K
|
3.79K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
39+ 0.78% |
$2.47K - $3.23K
|
5.04K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
37New |
$2.34K - $3.07K
|
37
$3.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
36+ 0.5% |
$2.28K - $2.98K
|
7.3K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
35+ 0.96% |
$2.22K - $2.9K
|
3.7K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
32+ 0.9% |
$2.03K - $2.65K
|
3.59K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28+ 0.82% |
$1.77K - $2.32K
|
3.44K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23New |
$1.46K - $1.91K
|
23
$1.88K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 20.0% |
$1.2K - $1.57K
|
114
$9.33K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16+ 0.38% |
$1.01K - $1.33K
|
4.28K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
15+ 0.1% |
$950 - $1.24K
|
15.1K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 4.47% |
$886 - $1.16K
|
327
$26.8K
|