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 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
46+ 1.36% |
$2.91K - $3.81K
|
3.43K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
45+ 1.44% |
$2.85K - $3.73K
|
3.17K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43New |
$2.72K - $3.56K
|
43
$3.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
40+ 0.29% |
$2.53K - $3.31K
|
13.9K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
40New |
$2.53K - $3.31K
|
40
$3.22K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 1.04% |
$2.47K - $3.23K
|
3.79K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
39+ 0.78% |
$2.47K - $3.23K
|
5.04K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$2.47K - $3.23K
|
39
$3.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
39+ 0.18% |
$2.47K - $3.23K
|
21.2K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
37New |
$2.34K - $3.07K
|
37
$2.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
37+ 0.16% |
$2.34K - $3.07K
|
22.9K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
37+ 0.31% |
$2.34K - $3.07K
|
12.1K
$971K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
36+ 0.5% |
$2.28K - $2.98K
|
7.3K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 40.0% |
$2.28K - $2.98K
|
126
$10.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
36+ 0.31% |
$2.28K - $2.98K
|
11.6K
$937K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
35+ 0.96% |
$2.22K - $2.9K
|
3.7K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
33New |
$2.09K - $2.73K
|
33
$2.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
32+ 0.9% |
$2.03K - $2.65K
|
3.59K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
32+ 0.82% |
$2.03K - $2.65K
|
3.96K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
31+ 0.02% |
$1.96K - $2.57K
|
139K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
30+ 0.76% |
$1.9K - $2.49K
|
3.99K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28+ 0.82% |
$1.77K - $2.32K
|
3.44K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
27+ 0.32% |
$1.71K - $2.24K
|
8.48K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
25+ 6.7% |
$1.58K - $2.07K
|
398
$32K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25+ 14.71% |
$1.58K - $2.07K
|
195
$15.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23New |
$1.46K - $1.91K
|
23
$1.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 115.0% |
$1.46K - $1.91K
|
43
$3.46K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21+ 0.36% |
$1.33K - $1.74K
|
5.92K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 20.0% |
$1.2K - $1.57K
|
114
$9.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
19+ 0.5% |
$1.2K - $1.57K
|
3.79K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
18New |
$1.14K - $1.49K
|
18
$1.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
17New |
$1.08K - $1.41K
|
17
$1.37K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17+ 0.39% |
$1.08K - $1.41K
|
4.33K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
17+ 0.01% |
$1.08K - $1.41K
|
175K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
17+ 0.24% |
$1.08K - $1.41K
|
7.19K
$578K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16+ 0.38% |
$1.01K - $1.33K
|
4.28K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 7.05% |
$1.01K - $1.33K
|
243
$19.5K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
16+ 94.12% |
$1.01K - $1.33K
|
33
$2.65K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16New |
$1.01K - $1.33K
|
16
$1.29K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
15+ 0.1% |
$950 - $1.24K
|
15.1K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
15+ 22.39% |
$950 - $1.24K
|
82
$6.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 4.47% |
$886 - $1.16K
|
327
$26.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
14+ 0.03% |
$886 - $1.16K
|
49.6K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
14+ 0.08% |
$886 - $1.16K
|
17.5K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.29% |
$823 - $1.08K
|
4.42K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.17% |
$823 - $1.08K
|
7.51K
$604K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 0.5% |
$760 - $994
|
2.4K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12New |
$760 - $994
|
12
$965
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
11+ 0.08% |
$696 - $911
|
13.5K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
10+ 0.04% |
$633 - $829
|
28.2K
$2.27M
|