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 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
351+ 0.12% |
$22.2K - $29.1K
|
300K
$24.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 12.84% |
$22.2K - $29K
|
3.08K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
348+ 37.42% |
$22K - $28.8K
|
1.28K
$103K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
326+ 6.94% |
$20.6K - $27K
|
5.02K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
326+ 49.24% |
$20.6K - $27K
|
988
$79.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
321+ 8.66% |
$20.3K - $26.6K
|
4.03K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
317+ 2.46% |
$20.1K - $26.3K
|
13.2K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
313+ 1.38% |
$19.8K - $25.9K
|
23K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
311+ 4.35% |
$19.7K - $25.8K
|
7.45K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
310+ 1.69% |
$19.6K - $25.7K
|
18.7K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
309+ 1.34% |
$19.6K - $25.6K
|
23.4K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
309+ 1.61% |
$19.6K - $25.6K
|
19.5K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
309+ 6.11% |
$19.6K - $25.6K
|
5.37K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
304+ 5.71% |
$19.2K - $25.2K
|
5.63K
$452K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
303+ 0.79% |
$19.2K - $25.1K
|
38.6K
$3.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
299+ 6.0% |
$18.9K - $24.8K
|
5.29K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
299+ 5.02% |
$18.9K - $24.8K
|
6.25K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
295+ 1.08% |
$18.7K - $24.4K
|
27.6K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
285+ 3.55% |
$18K - $23.6K
|
8.31K
$669K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
279+ 0.97% |
$17.7K - $23.1K
|
28.9K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
279+ 9.02% |
$17.7K - $23.1K
|
3.37K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
270+ 0.21% |
$17.1K - $22.4K
|
128K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
269+ 3.25% |
$17K - $22.3K
|
8.54K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
262New |
$16.6K - $21.7K
|
262
$21.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
256+ 3.59% |
$16.2K - $21.2K
|
7.38K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
251+ 4.31% |
$15.9K - $20.8K
|
6.07K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
248+ 40.86% |
$15.7K - $20.5K
|
855
$68.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
245+ 0.56% |
$15.5K - $20.3K
|
43.9K
$3.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
238+ 0.94% |
$15.1K - $19.7K
|
25.7K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
237+ 7.55% |
$15K - $19.6K
|
3.38K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
237+ 5.59% |
$15K - $19.6K
|
4.48K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
235+ 4.92% |
$14.9K - $19.5K
|
5.02K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
230+ 0.47% |
$14.6K - $19.1K
|
49.5K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
228+ 0.91% |
$14.4K - $18.9K
|
25.3K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
225New |
$14.2K - $18.6K
|
225
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
224New |
$14.2K - $18.6K
|
224
$18K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 2.61% |
$14K - $18.3K
|
8.69K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
221New |
$14K - $18.3K
|
221
$17.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
217+ 4.96% |
$13.7K - $18K
|
4.59K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
217New |
$13.7K - $18K
|
217
$17.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
212+ 13.43% |
$13.4K - $17.6K
|
1.79K
$144K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
211+ 2.73% |
$13.4K - $17.5K
|
7.93K
$638K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
208+ 3.44% |
$13.2K - $17.2K
|
6.26K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
206+ 2.71% |
$13K - $17.1K
|
7.82K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
201New |
$12.7K - $16.7K
|
201
$16.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$12.7K - $16.6K
|
200
$16.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
200New |
$12.7K - $16.6K
|
200
$16.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
198+ 2.18% |
$12.5K - $16.4K
|
9.3K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
197+ 1.09% |
$12.5K - $16.3K
|
18.3K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
195+ 0.4% |
$12.3K - $16.2K
|
48.4K
$3.89M
|