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 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.89KNew |
$119K - $156K
|
1.89K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.88K+ 6.93% |
$119K - $156K
|
29.1K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.81K+ 3.26% |
$115K - $150K
|
57.4K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.81K+ 1.1% |
$115K - $150K
|
167K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.81K+ 1.73% |
$114K - $150K
|
106K
$8.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.79K+ 6.14% |
$113K - $148K
|
30.9K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.78K+ 6.69% |
$113K - $148K
|
28.5K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.78K+ 22.36% |
$113K - $148K
|
9.75K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.77K+ 5.33% |
$112K - $147K
|
35.1K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.75K+ 13.66% |
$111K - $145K
|
14.6K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.74K+ 18.48% |
$110K - $144K
|
11.1K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.73K+ 0.99% |
$110K - $144K
|
176K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.71K+ 2.26% |
$108K - $142K
|
77.5K
$6.23M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.71K+ 50.64% |
$108K - $141K
|
5.08K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.69K+ 0.85% |
$107K - $140K
|
201K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.68K+ 1.4% |
$106K - $139K
|
121K
$9.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.67K+ 24.29% |
$106K - $139K
|
8.56K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.64K+ 8.51% |
$104K - $136K
|
20.9K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.62K+ 6.82% |
$102K - $134K
|
25.3K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.61K+ 2.29% |
$102K - $133K
|
71.8K
$5.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.6K+ 1.51% |
$101K - $133K
|
108K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.57K+ 12.65% |
$99.1K - $130K
|
14K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.57K+ 50.6% |
$99.1K - $130K
|
4.66K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.51KNew |
$95.7K - $125K
|
1.51K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.5K+ 6.38% |
$94.8K - $124K
|
25K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.49K+ 1.5% |
$94.3K - $123K
|
101K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.49KNew |
$94.1K - $123K
|
1.49K
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 6.16% |
$93.3K - $122K
|
25.4K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.47K+ 40.62% |
$92.7K - $121K
|
5.07K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.46K+ 1.63% |
$92.1K - $121K
|
90.9K
$7.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.44KNew |
$91.2K - $119K
|
1.44K
$116K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.43K+ 8.85% |
$90.5K - $118K
|
17.6K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.41K+ 41.05% |
$89.3K - $117K
|
4.85K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.4K+ 10.42% |
$88.9K - $116K
|
14.9K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.4K+ 28.41% |
$88.4K - $116K
|
6.31K
$508K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
1.38K+ 4.86% |
$87.6K - $115K
|
29.9K
$2.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.38K+ 82.28% |
$87.6K - $115K
|
3.07K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 3.63% |
$87.6K - $115K
|
39.5K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.37K+ 2.27% |
$86.9K - $114K
|
61.9K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.36KNew |
$86.1K - $113K
|
1.36K
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.36K+ 1.53% |
$85.8K - $112K
|
89.7K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.34KNew |
$85K - $111K
|
1.34K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.34K+ 2.61% |
$84.9K - $111K
|
52.7K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.34K+ 19.99% |
$84.8K - $111K
|
8.04K
$647K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.34K+ 0.37% |
$84.7K - $111K
|
363K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.33K+ 77.29% |
$84K - $110K
|
3.04K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 3.22% |
$83.2K - $109K
|
42.1K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.31K+ 7.13% |
$82.8K - $108K
|
19.7K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.3K+ 2.7% |
$82.5K - $108K
|
49.5K
$3.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.3KNew |
$82.4K - $108K
|
1.3K
$105K
|