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
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
22.8K+ 26.86% |
$1.44M - $1.89M
|
108K
$9.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
22.5K+ 4.85% |
$1.42M - $1.86M
|
486K
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
22.1KNew |
$1.4M - $1.83M
|
22.1K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
21.9K+ 119.26% |
$1.39M - $1.81M
|
40.3K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21.4KNew |
$1.35M - $1.77M
|
21.4K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
21.2K+ 31.37% |
$1.34M - $1.75M
|
88.6K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
20.9K+ 4.13% |
$1.33M - $1.73M
|
527K
$48.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
20.4K+ 15.39% |
$1.29M - $1.69M
|
153K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
19.9K+ 160.18% |
$1.26M - $1.65M
|
32.3K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.8K+ 6.51% |
$1.25M - $1.64M
|
324K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19.7KNew |
$1.24M - $1.63M
|
19.7K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
19.2K+ 380.48% |
$1.22M - $1.59M
|
24.2K
$2.24M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
19.2K+ 380.48% |
$1.22M - $1.59M
|
24.2K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
19K+ 32.42% |
$1.2M - $1.58M
|
77.7K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18.9K+ 15.87% |
$1.2M - $1.57M
|
138K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
18.9K+ 35.12% |
$1.2M - $1.57M
|
72.7K
$6.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
18.9K+ 3.45% |
$1.19M - $1.56M
|
565K
$52.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
18.2K+ 38.56% |
$1.15M - $1.51M
|
65.5K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
17.8K+ 22.99% |
$1.13M - $1.48M
|
95.4K
$8.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
17.8KNew |
$1.13M - $1.48M
|
17.8K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.8K+ 10.09% |
$1.13M - $1.48M
|
194K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.7K+ 2.99% |
$1.12M - $1.47M
|
610K
$56.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
17.6KNew |
$1.11M - $1.46M
|
17.6K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
17.5K+ 300.75% |
$1.11M - $1.45M
|
23.4K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.5K+ 17.69% |
$1.11M - $1.45M
|
116K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
17.2K+ 3.5% |
$1.09M - $1.42M
|
507K
$46.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
16.9KNew |
$1.07M - $1.4M
|
16.9K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.8K+ 83.0% |
$1.07M - $1.4M
|
37.1K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
16.7KNew |
$1.05M - $1.38M
|
16.7K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
16.6K+ 39.2% |
$1.05M - $1.38M
|
58.9K
$5.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.6K+ 1.29% |
$1.05M - $1.38M
|
1.31M
$121M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
16.6KNew |
$1.05M - $1.37M
|
16.6K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
16.5KNew |
$1.04M - $1.37M
|
16.5K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.3KNew |
$1.03M - $1.35M
|
16.3K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
16.2KNew |
$1.03M - $1.34M
|
16.2K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
16K+ 0.72% |
$1.02M - $1.33M
|
2.26M
$208M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
15.9KNew |
$1M - $1.31M
|
15.9K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.3KNew |
$970K - $1.27M
|
15.3K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$955K - $1.25M
|
15.1K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15K+ 56.34% |
$952K - $1.25M
|
41.7K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15K+ 94.24% |
$950K - $1.24M
|
30.9K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15K+ 46.53% |
$949K - $1.24M
|
47.2K
$4.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
14.8KNew |
$935K - $1.22M
|
14.8K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
14K+ 13.69% |
$888K - $1.16M
|
116K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
14KNew |
$886K - $1.16M
|
14K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14K+ 65.86% |
$884K - $1.16M
|
35.1K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.9K+ 251.52% |
$879K - $1.15M
|
19.4K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
13.8K+ 888.79% |
$873K - $1.14M
|
15.3K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
13.5K+ 17.49% |
$857K - $1.12M
|
91K
$8.4M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
13.5K+ 0.93% |
$856K - $1.12M
|
1.47M
$135M
|