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 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 0.5% |
$760 - $994
|
2.4K
$196K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$443 - $580
|
5.49K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$317 - $414
|
5
$409
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.13% |
$253 - $331
|
3.15K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.04% |
$127 - $166
|
5.38K
$440K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.06% |
$127 - $166
|
3.6K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.05% |
$63.3 - $82.9
|
1.96K
$160K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$63.3 - $82.9
|
396
$32.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 1.74% |
$317 - $414
|
282
$23.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 2.74% |
$506 - $663
|
284
$23.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 0.98% |
$506 - $663
|
812
$66.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-10- 0.06% |
$633 - $829
|
17.5K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 0.88% |
$950 - $1.24K
|
1.7K
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$1.01K - $1.33K
|
7.21K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-17- 0.04% |
$1.08K - $1.41K
|
42.8K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.22% |
$1.58K - $2.07K
|
11.4K
$930K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-25- 0.46% |
$1.58K - $2.07K
|
5.4K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-28- 17.28% |
$1.77K - $2.32K
|
134
$11K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-30- 0.71% |
$1.9K - $2.49K
|
4.17K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-31- 0.7% |
$1.96K - $2.57K
|
4.41K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33- 0.98% |
$2.09K - $2.73K
|
3.32K
$272K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-33- 0.03% |
$2.09K - $2.73K
|
99.1K
$8.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 2.05% |
$2.66K - $3.48K
|
2.01K
$164K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-45- 0.56% |
$2.85K - $3.73K
|
7.96K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-46- 1.64% |
$2.91K - $3.81K
|
2.75K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-48- 1.48% |
$3.04K - $3.98K
|
3.2K
$262K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.64% |
$3.17K - $4.14K
|
7.81K
$639K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.92% |
$3.17K - $4.14K
|
5.4K
$442K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-50- 1.3% |
$3.17K - $4.14K
|
3.79K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-55- 0.04% |
$3.48K - $4.56K
|
133K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 3.15% |
$3.99K - $5.22K
|
1.94K
$158K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-72- 1.11% |
$4.56K - $5.97K
|
6.44K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-75- 3.45% |
$4.75K - $6.21K
|
2.1K
$172K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-80- 0.15% |
$5.06K - $6.63K
|
54.5K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-84- 9.29% |
$5.32K - $6.96K
|
820
$67.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-94- 0.85% |
$5.95K - $7.79K
|
11K
$901K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-99- 3.62% |
$6.27K - $8.2K
|
2.64K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 2.44% |
$6.33K - $8.29K
|
4K
$327K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 2.03% |
$6.33K - $8.29K
|
4.83K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-100- 2.44% |
$6.33K - $8.29K
|
4K
$327K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-103- 3.42% |
$6.52K - $8.53K
|
2.91K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-104- 46.22% |
$6.58K - $8.62K
|
121
$9.9K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-108- 3.36% |
$6.84K - $8.95K
|
3.11K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-114- 2.72% |
$7.22K - $9.44K
|
4.08K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-115- 2.16% |
$7.28K - $9.53K
|
5.22K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-116- 11.49% |
$7.34K - $9.61K
|
894
$73.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-116- 1.57% |
$7.34K - $9.61K
|
7.29K
$597K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-120- 0.55% |
$7.6K - $9.94K
|
21.9K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-121- 2.69% |
$7.66K - $10K
|
4.38K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-122- 0.89% |
$7.72K - $10.1K
|
13.6K
$1.12M
|