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 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.91% |
$82.3K - $108K
|
69.2K
$5.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.29K+ 16.17% |
$81.5K - $107K
|
9.25K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.25K+ 11.05% |
$79.4K - $104K
|
12.6K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.24K+ 0.86% |
$78.3K - $102K
|
145K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.23KNew |
$78.1K - $102K
|
1.23K
$99.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.23K+ 2.8% |
$78K - $102K
|
45.3K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.23K+ 12.33% |
$77.9K - $102K
|
11.2K
$902K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$77.9K - $102K
|
1.23K
$99K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.22K+ 5.57% |
$77K - $101K
|
23.1K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.2KNew |
$76.1K - $99.6K
|
1.2K
$96.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.19K+ 13.7% |
$75.4K - $98.7K
|
9.89K
$795K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.19K+ 345.35% |
$75.2K - $98.4K
|
1.53K
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.17K+ 0.52% |
$74.1K - $96.9K
|
225K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.16K+ 2.35% |
$73.3K - $95.9K
|
50.5K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.15K+ 18.09% |
$72.9K - $95.4K
|
7.52K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 4.13% |
$72.9K - $95.4K
|
29K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.13K+ 26.37% |
$71.5K - $93.6K
|
5.42K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.12KNew |
$71.1K - $93K
|
1.12K
$90.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.11K+ 15.01% |
$70.3K - $92K
|
8.51K
$684K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 173.78% |
$70.1K - $91.7K
|
1.74K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
1.11K+ 0.53% |
$70K - $91.5K
|
210K
$16.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.1K+ 78.52% |
$69.6K - $91.1K
|
2.5K
$201K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.1K+ 10.21% |
$69.6K - $91.1K
|
11.9K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$69.4K - $90.8K
|
1.1K
$88.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.09K+ 213.67% |
$69.3K - $90.6K
|
1.61K
$129K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.08K+ 1.69% |
$68.5K - $89.6K
|
65.2K
$5.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.08K+ 4.96% |
$68.3K - $89.4K
|
22.8K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.06K+ 2.73% |
$67K - $87.7K
|
39.9K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.06K+ 8.43% |
$67K - $87.7K
|
13.6K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.05K+ 19.13% |
$66.5K - $87K
|
6.54K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.03K+ 59.5% |
$65K - $85.1K
|
2.75K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.03K+ 0.87% |
$64.9K - $84.9K
|
119K
$9.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.02K+ 5.06% |
$64.5K - $84.4K
|
21.2K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.02K+ 122.29% |
$64.3K - $84.1K
|
1.85K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.01K+ 13.43% |
$64K - $83.8K
|
8.54K
$687K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
993+ 2.19% |
$62.9K - $82.3K
|
46.3K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
991+ 9.42% |
$62.7K - $82.1K
|
11.5K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
982+ 4.79% |
$62.2K - $81.4K
|
21.5K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
980+ 4.01% |
$62K - $81.2K
|
25.4K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
978New |
$61.9K - $81K
|
978
$78.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
975+ 6.67% |
$61.7K - $80.8K
|
15.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
970+ 24.25% |
$61.4K - $80.4K
|
4.97K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
964+ 4.74% |
$61K - $79.9K
|
21.3K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
964+ 25.75% |
$61K - $79.9K
|
4.71K
$379K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
962+ 13.26% |
$60.9K - $79.7K
|
8.22K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
959+ 16.35% |
$60.7K - $79.5K
|
6.83K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
958+ 9.22% |
$60.7K - $79.4K
|
11.4K
$913K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
928New |
$58.8K - $76.9K
|
928
$74.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
911+ 3.3% |
$57.7K - $75.5K
|
28.5K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
911+ 0.92% |
$57.7K - $75.5K
|
100K
$8.05M
|