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 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.83K+ 12.11% |
$242K - $317K
|
35.4K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.79K+ 25.9% |
$240K - $314K
|
18.4K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.79K+ 3235.9% |
$240K - $314K
|
3.9K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.75K+ 4.93% |
$237K - $311K
|
79.8K
$7.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.74K+ 12.66% |
$237K - $310K
|
33.3K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.7KNew |
$234K - $307K
|
3.7K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.7KNew |
$234K - $306K
|
3.7K
$341K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.65K+ 50.32% |
$231K - $303K
|
10.9K
$1.01M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.65K+ 50.32% |
$231K - $303K
|
10.9K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.59K+ 3.54% |
$227K - $297K
|
105K
$9.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.54KNew |
$224K - $294K
|
3.54K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
3.54K+ 5.35% |
$224K - $293K
|
69.6K
$6.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.48KNew |
$220K - $288K
|
3.48K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.45KNew |
$218K - $286K
|
3.45K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.44KNew |
$218K - $285K
|
3.44K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.43K+ 0.29% |
$217K - $285K
|
1.19M
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 104.58% |
$217K - $284K
|
6.7K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.41KNew |
$216K - $283K
|
3.41K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$214K - $280K
|
3.38K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.37K+ 80.99% |
$213K - $279K
|
7.53K
$695K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.35K+ 6.41% |
$212K - $278K
|
55.7K
$5.14M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
3.33KNew |
$211K - $276K
|
3.33K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.33KNew |
$211K - $276K
|
3.33K
$307K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.26K+ 10.26% |
$206K - $270K
|
35K
$3.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.25KNew |
$206K - $269K
|
3.25K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.23K+ 28.44% |
$204K - $267K
|
14.6K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.14KNew |
$199K - $260K
|
3.14K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 19.77% |
$198K - $260K
|
19K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.13KNew |
$198K - $260K
|
3.13K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.13K+ 2.11% |
$198K - $259K
|
151K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.08KNew |
$195K - $255K
|
3.08K
$285K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.08KNew |
$195K - $255K
|
3.08K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3.04KNew |
$192K - $252K
|
3.04K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.03KNew |
$192K - $251K
|
3.03K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.03K+ 1.39% |
$192K - $251K
|
221K
$20.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
3.02KNew |
$191K - $251K
|
3.02K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.01KNew |
$191K - $250K
|
3.01K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
3.01KNew |
$191K - $249K
|
3.01K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$190K - $249K
|
3K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3KNew |
$190K - $249K
|
3K
$277K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.99KNew |
$189K - $248K
|
2.99K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
2.99KNew |
$189K - $248K
|
2.99K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.99KNew |
$189K - $247K
|
2.99K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.98KNew |
$189K - $247K
|
2.98K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.98KNew |
$189K - $247K
|
2.98K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.98KNew |
$188K - $246K
|
2.98K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.98KNew |
$188K - $246K
|
2.98K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.97KNew |
$188K - $246K
|
2.97K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.96K+ 36.48% |
$187K - $245K
|
11.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.95KNew |
$187K - $244K
|
2.95K
$272K
|