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 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.74KNew |
$173K - $227K
|
2.74K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.74KNew |
$173K - $227K
|
2.74K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$219K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$173K - $226K
|
2.73K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.72KNew |
$172K - $225K
|
2.72K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2.72KNew |
$172K - $225K
|
2.72K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.71KNew |
$172K - $225K
|
2.71K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.71KNew |
$171K - $224K
|
2.71K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
2.71KNew |
$171K - $224K
|
2.71K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.63K+ 1.49% |
$166K - $218K
|
180K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.58K+ 59.28% |
$164K - $214K
|
6.94K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.56K+ 21.81% |
$162K - $212K
|
14.3K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.5K+ 1.34% |
$158K - $207K
|
188K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.49K+ 1.74% |
$158K - $206K
|
146K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.46K+ 19.28% |
$156K - $204K
|
15.2K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.45K+ 1.26% |
$155K - $203K
|
197K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.44K+ 37.69% |
$154K - $202K
|
8.9K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.43K+ 6.45% |
$154K - $202K
|
40.2K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.42K+ 47.4% |
$153K - $200K
|
7.53K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 22.52% |
$153K - $200K
|
13.1K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.41KNew |
$153K - $200K
|
2.41K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.41K+ 16.1% |
$152K - $199K
|
17.3K
$1.4M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.35K+ 0.47% |
$149K - $194K
|
501K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.34K+ 13.5% |
$148K - $194K
|
19.6K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.33K+ 12.55% |
$148K - $193K
|
20.9K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.3K+ 10.09% |
$145K - $190K
|
25.1K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.28K+ 52.35% |
$144K - $189K
|
6.64K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.25KNew |
$143K - $187K
|
2.25K
$181K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.23KNew |
$141K - $185K
|
2.23K
$180K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.23K+ 3.94% |
$141K - $185K
|
58.8K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.2K+ 0.43% |
$139K - $183K
|
514K
$41.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.13KNew |
$135K - $176K
|
2.13K
$171K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.12K+ 49.86% |
$134K - $176K
|
6.37K
$513K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.1K+ 13.92% |
$133K - $174K
|
17.2K
$1.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.09K+ 6.73% |
$132K - $173K
|
33.2K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.06K+ 45.82% |
$131K - $171K
|
6.56K
$528K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.04K+ 1.68% |
$129K - $169K
|
124K
$9.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.03K+ 1.39% |
$128K - $168K
|
148K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2K+ 69.44% |
$127K - $166K
|
4.88K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 25.17% |
$125K - $164K
|
9.84K
$791K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 7.9% |
$124K - $162K
|
26.7K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.95K+ 39.09% |
$123K - $161K
|
6.92K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.91K+ 23.09% |
$121K - $158K
|
10.2K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 3.96% |
$120K - $157K
|
49.8K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.89K+ 0.97% |
$120K - $157K
|
196K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.89K+ 13.12% |
$119K - $156K
|
16.3K
$1.31M
|