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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
909+ 11.89% |
$57.5K - $75.3K
|
8.55K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
892+ 0.71% |
$56.5K - $73.9K
|
127K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
890+ 1.07% |
$56.3K - $73.7K
|
84.4K
$6.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
880+ 6.01% |
$55.7K - $72.9K
|
15.5K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
873+ 13.88% |
$55.3K - $72.3K
|
7.16K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
870+ 0.45% |
$55.1K - $72.1K
|
194K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
865+ 62.55% |
$54.8K - $71.7K
|
2.25K
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
857New |
$54.3K - $71K
|
857
$68.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
847+ 2.42% |
$53.6K - $70.2K
|
35.9K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
844+ 2.55% |
$53.4K - $69.9K
|
34K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
844+ 4.06% |
$53.4K - $69.9K
|
21.6K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
835+ 13.53% |
$52.9K - $69.2K
|
7.01K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
834New |
$52.8K - $69.1K
|
834
$67.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
832+ 6.03% |
$52.7K - $68.9K
|
14.6K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
811+ 0.18% |
$51.3K - $67.2K
|
460K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 0.32% |
$50.6K - $66.3K
|
247K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
788+ 0.76% |
$49.9K - $65.3K
|
105K
$8.45M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
781+ 1.59% |
$49.4K - $64.7K
|
49.9K
$4.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
768+ 3.83% |
$48.6K - $63.6K
|
20.8K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
761+ 0.27% |
$48.2K - $63K
|
282K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
752+ 0.49% |
$47.6K - $62.3K
|
156K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
750+ 11.28% |
$47.5K - $62.1K
|
7.4K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
750+ 3.75% |
$47.5K - $62.1K
|
20.7K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
749+ 6.01% |
$47.4K - $62.1K
|
13.2K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
742+ 12.71% |
$47K - $61.5K
|
6.58K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
718+ 0.44% |
$45.5K - $59.5K
|
162K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
718+ 2.4% |
$45.5K - $59.5K
|
30.6K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
710+ 3.04% |
$45K - $58.8K
|
24.1K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
703+ 9.87% |
$44.5K - $58.2K
|
7.82K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
700New |
$44.3K - $58K
|
700
$56.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
695+ 4.41% |
$44K - $57.6K
|
16.5K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
694+ 2238.71% |
$43.9K - $57.5K
|
725
$58.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
681+ 1.2% |
$43.1K - $56.4K
|
57.2K
$4.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
680+ 6.27% |
$43.1K - $56.3K
|
11.5K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
680+ 7.78% |
$43.1K - $56.3K
|
9.42K
$757K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
678+ 3.54% |
$42.9K - $56.2K
|
19.8K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
675+ 6.15% |
$42.7K - $55.9K
|
11.6K
$937K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
673New |
$42.6K - $55.8K
|
673
$54.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
673+ 0.57% |
$42.6K - $55.8K
|
118K
$9.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
666+ 2.74% |
$42.2K - $55.2K
|
25K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
658+ 2.43% |
$41.7K - $54.5K
|
27.7K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
651+ 11.95% |
$41.2K - $53.9K
|
6.1K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
651+ 0.02% |
$41.2K - $53.9K
|
3.28M
$264M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
646+ 3.23% |
$40.9K - $53.5K
|
20.6K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
641+ 1.69% |
$40.6K - $53.1K
|
38.7K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
640+ 12.93% |
$40.5K - $53K
|
5.59K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
632+ 7.48% |
$40K - $52.4K
|
9.08K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
628+ 37.18% |
$39.8K - $52K
|
2.32K
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
625+ 3.67% |
$39.6K - $51.8K
|
17.7K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
623New |
$39.4K - $51.6K
|
623
$50.1K
|