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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.17KNew |
$517K - $677K
|
8.17K
$754K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8.16K+ 16.33% |
$516K - $676K
|
58.1K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.15KNew |
$516K - $675K
|
8.15K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.11KNew |
$513K - $672K
|
8.11K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.03K+ 3.13% |
$508K - $665K
|
265K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
8KNew |
$506K - $663K
|
8K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
7.9KNew |
$500K - $655K
|
7.9K
$730K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
7.84KNew |
$496K - $649K
|
7.84K
$723K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.75K+ 3.48% |
$490K - $642K
|
231K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.71KNew |
$488K - $639K
|
7.71K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.65K+ 40.73% |
$484K - $634K
|
26.4K
$2.44M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.5K+ 6.15% |
$475K - $621K
|
129K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.49KNew |
$474K - $620K
|
7.49K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.28KNew |
$461K - $603K
|
7.28K
$672K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.26K+ 148.64% |
$460K - $602K
|
12.1K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
7.2KNew |
$456K - $596K
|
7.2K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
7.18K+ 6.56% |
$455K - $595K
|
117K
$10.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
7.1KNew |
$450K - $588K
|
7.1K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.99K+ 1.77% |
$442K - $579K
|
402K
$37.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.98K+ 32.42% |
$442K - $578K
|
28.5K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.95KNew |
$440K - $576K
|
6.95K
$641K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6.74K+ 1130.7% |
$427K - $558K
|
7.34K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.64K+ 16.2% |
$420K - $550K
|
47.6K
$4.39M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.63KNew |
$420K - $549K
|
6.63K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.62K+ 1.45% |
$419K - $549K
|
462K
$42.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6.62K+ 68.88% |
$419K - $548K
|
16.2K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.52K+ 25.73% |
$413K - $540K
|
31.9K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.5K+ 11.15% |
$411K - $538K
|
64.7K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
6.4K+ 3.05% |
$405K - $530K
|
216K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.3KNew |
$399K - $522K
|
6.3K
$582K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.3K+ 1.93% |
$399K - $522K
|
332K
$30.6M
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.27KNew |
$397K - $519K
|
6.27K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.26KNew |
$396K - $518K
|
6.26K
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.26K+ 4.89% |
$396K - $518K
|
134K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.11KNew |
$387K - $506K
|
6.11K
$564K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.07K+ 8.55% |
$384K - $503K
|
77K
$7.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.05K+ 5.15% |
$383K - $501K
|
123K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.04K+ 89.51% |
$382K - $500K
|
12.8K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.02K+ 77.19% |
$381K - $499K
|
13.8K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 84.1% |
$373K - $488K
|
12.9K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.79K+ 7.29% |
$367K - $480K
|
85.3K
$7.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.77K+ 9.37% |
$365K - $478K
|
67.4K
$6.22M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.71KNew |
$362K - $473K
|
5.71K
$527K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.7KNew |
$361K - $472K
|
5.7K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.66K+ 4.42% |
$359K - $469K
|
134K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.6K+ 140050.0% |
$355K - $464K
|
5.61K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.58K+ 15.58% |
$353K - $462K
|
41.4K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.56KNew |
$352K - $461K
|
5.56K
$513K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.51K+ 6.31% |
$349K - $457K
|
92.8K
$8.57M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5.49KNew |
$347K - $455K
|
5.49K
$506K
|