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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.48K+ 71.0% |
$347K - $454K
|
13.2K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
5.46KNew |
$345K - $452K
|
5.46K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.45KNew |
$345K - $451K
|
5.45K
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
5.41K+ 49.65% |
$343K - $448K
|
16.3K
$1.51M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.35K+ 1.61% |
$339K - $443K
|
337K
$31.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
5.31K+ 7.05% |
$336K - $440K
|
80.7K
$7.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.24KNew |
$331K - $434K
|
5.24K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$329K - $431K
|
5.2K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.19KNew |
$329K - $430K
|
5.19K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.09K+ 5.77% |
$323K - $422K
|
93.4K
$8.63M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.07K+ 5.47% |
$321K - $420K
|
97.8K
$9.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
4.99K+ 6.54% |
$316K - $413K
|
81.3K
$7.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
4.95KNew |
$313K - $410K
|
4.95K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.91KNew |
$311K - $406K
|
4.91K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.88K+ 0.73% |
$309K - $404K
|
674K
$62.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.88K+ 6.1% |
$309K - $404K
|
84.8K
$7.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.81K+ 23.21% |
$305K - $399K
|
25.5K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.8KNew |
$304K - $398K
|
4.8K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.77KNew |
$302K - $395K
|
4.77K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.74KNew |
$300K - $392K
|
4.74K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.73K+ 28.51% |
$300K - $392K
|
21.3K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.45K+ 11.49% |
$282K - $369K
|
43.2K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.44KNew |
$281K - $367K
|
4.44K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.4K+ 3.61% |
$279K - $365K
|
126K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4.36KNew |
$276K - $361K
|
4.36K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4.32KNew |
$273K - $358K
|
4.32K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.32K+ 4.6% |
$273K - $358K
|
98.2K
$9.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.24K+ 6830.65% |
$268K - $351K
|
4.3K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.23K+ 8.71% |
$268K - $351K
|
52.8K
$4.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.23K+ 27.23% |
$268K - $350K
|
19.8K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
4.2KNew |
$266K - $348K
|
4.2K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.15K+ 16.86% |
$263K - $344K
|
28.8K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
4.14K+ 6.58% |
$262K - $343K
|
67K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.09K+ 19.66% |
$259K - $339K
|
24.9K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
4.08KNew |
$258K - $338K
|
4.08K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.07KNew |
$258K - $338K
|
4.07K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.05K+ 20.74% |
$256K - $335K
|
23.6K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.02K+ 21.76% |
$255K - $333K
|
22.5K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
4.01K+ 11.06% |
$254K - $332K
|
40.3K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.01K+ 1.86% |
$254K - $332K
|
220K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4KNew |
$253K - $331K
|
4K
$369K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3.99KNew |
$253K - $331K
|
3.99K
$368K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.96KNew |
$251K - $328K
|
3.96K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.95K+ 13.99% |
$250K - $327K
|
32.2K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.95KNew |
$250K - $327K
|
3.95K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.95K+ 9.66% |
$250K - $327K
|
44.8K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.94K+ 28.87% |
$249K - $326K
|
17.6K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.9K+ 9.2% |
$247K - $323K
|
46.3K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.89K+ 4.74% |
$246K - $322K
|
85.9K
$7.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.84KNew |
$243K - $318K
|
3.84K
$355K
|