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 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.32K- 19.96% |
$83.5K - $109K
|
5.29K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.33K- 2.32% |
$84.3K - $110K
|
56.1K
$4.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-1.34K- 9.01% |
$84.8K - $111K
|
13.5K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-1.34K- 5.74% |
$84.9K - $111K
|
22K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 2.62% |
$85.1K - $111K
|
50K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 11.84% |
$85.6K - $112K
|
10.1K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.37K- 26.32% |
$86.9K - $114K
|
3.84K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.39K- 5.15% |
$88.2K - $115K
|
25.7K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 7.0% |
$88.3K - $115K
|
18.5K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.41K- 1.36% |
$89.5K - $117K
|
103K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.41K- 11.18% |
$89.5K - $117K
|
11.2K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.42K- 1.27% |
$89.7K - $117K
|
111K
$8.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.45K- 15.77% |
$92.1K - $120K
|
7.76K
$625K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.54K- 13.38% |
$97.5K - $128K
|
9.97K
$802K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.54K- 4.1% |
$97.8K - $128K
|
36.1K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.56K- 0.95% |
$98.7K - $129K
|
162K
$13M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.56K- 3.6% |
$98.7K - $129K
|
41.8K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.56K- 34.91% |
$99K - $130K
|
2.92K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.59K- 3.37% |
$101K - $132K
|
45.6K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.6K- 2.27% |
$101K - $133K
|
69K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.6K- 1.7% |
$101K - $133K
|
92.4K
$7.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.64K- 6.81% |
$104K - $136K
|
22.4K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.65K- 17.46% |
$104K - $137K
|
7.8K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.66K- 35.85% |
$105K - $138K
|
2.98K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 3.77% |
$107K - $140K
|
43.3K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.71K- 2.31% |
$108K - $142K
|
72.4K
$5.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 7.47% |
$110K - $144K
|
21.5K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.79K- 13.2% |
$113K - $148K
|
11.8K
$946K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.79K- 97.82% |
$113K - $148K
|
40
$3.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.79K- 0.63% |
$113K - $148K
|
283K
$22.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.8K- 13.53% |
$114K - $149K
|
11.5K
$925K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.47% |
$114K - $149K
|
71.2K
$5.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.8K- 0.99% |
$114K - $149K
|
180K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.81K- 24.91% |
$115K - $150K
|
5.47K
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.83K- 2.66% |
$116K - $152K
|
67K
$5.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.88K- 5.25% |
$119K - $156K
|
34K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.92K- 18.32% |
$122K - $159K
|
8.57K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 35.56% |
$122K - $159K
|
3.49K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.93K- 9.18% |
$122K - $160K
|
19.1K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.94K- 22.92% |
$123K - $161K
|
6.53K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.97K- 5.19% |
$124K - $163K
|
35.9K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.01K- 3.51% |
$127K - $166K
|
55K
$4.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.02K- 1.17% |
$128K - $167K
|
171K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2.04K- 11.95% |
$129K - $169K
|
15K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.05K- 44.86% |
$130K - $170K
|
2.52K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.07K- 33.82% |
$131K - $172K
|
4.06K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.08K- 67.41% |
$131K - $172K
|
1K
$80.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.1K- 12.35% |
$133K - $174K
|
14.9K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.14K- 7.19% |
$135K - $177K
|
27.6K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-2.15K- 17.83% |
$136K - $178K
|
9.89K
$796K
|