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 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
97.2K+ 1228.6% |
$6.16M - $8.06M
|
105K
$8.46M
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
93.7KNew |
$5.93M - $7.77M
|
93.7K
$7.54M
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
91.7KNew |
$5.81M - $7.6M
|
91.7K
$7.38M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
91K+ 3.88% |
$5.76M - $7.54M
|
2.44M
$196M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
89.9K+ 104.4% |
$5.69M - $7.45M
|
176K
$14.2M
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
89.8KNew |
$5.68M - $7.44M
|
89.8K
$7.22M
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
89.4KNew |
$5.66M - $7.4M
|
89.4K
$7.19M
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
89KNew |
$5.64M - $7.38M
|
89K
$7.16M
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
87.2K+ 20.26% |
$5.52M - $7.23M
|
518K
$41.6M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
86.8KNew |
$5.49M - $7.19M
|
86.8K
$6.98M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86.1K+ 42.7% |
$5.45M - $7.13M
|
288K
$23.1M
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
84.3K+ 833.39% |
$5.34M - $6.98M
|
94.4K
$7.59M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
81.2K+ 56.88% |
$5.14M - $6.72M
|
224K
$18M
|
|
Feb 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
81K+ 76.44% |
$5.13M - $6.71M
|
187K
$15M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
80.1K+ 248.3% |
$5.07M - $6.64M
|
112K
$9.04M
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
79.8K+ 185.35% |
$5.05M - $6.61M
|
123K
$9.89M
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
79.7K+ 5.95% |
$5.05M - $6.6M
|
1.42M
$114M
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
79.1K+ 7.02% |
$5.01M - $6.55M
|
1.21M
$97M
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
78K+ 1.97% |
$4.94M - $6.46M
|
4.05M
$325M
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
77KNew |
$4.88M - $6.38M
|
77K
$6.2M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
77K+ 14.22% |
$4.87M - $6.38M
|
618K
$49.7M
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
75.4K+ 38.89% |
$4.77M - $6.25M
|
269K
$21.7M
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
74.4K+ 46.52% |
$4.71M - $6.16M
|
234K
$18.8M
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
72.3KNew |
$4.58M - $5.99M
|
72.3K
$5.81M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.1K+ 1.35% |
$4.56M - $5.97M
|
5.43M
$437M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
71.5K+ 2.83% |
$4.52M - $5.92M
|
2.59M
$209M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.1K+ 57.45% |
$4.44M - $5.81M
|
192K
$15.5M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
69.9KNew |
$4.43M - $5.79M
|
69.9K
$5.62M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69.7K+ 190.89% |
$4.41M - $5.78M
|
106K
$8.55M
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
69.2KNew |
$4.38M - $5.74M
|
69.2K
$5.57M
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
68.3K+ 105.11% |
$4.32M - $5.66M
|
133K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
68.2KNew |
$4.31M - $5.65M
|
68.2K
$5.48M
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
68.1K+ 0.04% |
$4.31M - $5.64M
|
185M
$14.9B
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
67.1KNew |
$4.25M - $5.56M
|
67.1K
$5.4M
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
66.9K+ 635.46% |
$4.24M - $5.54M
|
77.4K
$6.23M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
61.4K+ 5.52% |
$3.88M - $5.08M
|
1.17M
$94.4M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
59.4K+ 3.22% |
$3.76M - $4.92M
|
1.9M
$153M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
59KNew |
$3.73M - $4.89M
|
59K
$4.74M
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
57.7K+ 10.06% |
$3.65M - $4.78M
|
631K
$50.8M
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
57K+ 157.0% |
$3.61M - $4.72M
|
93.2K
$7.5M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.1K+ 4.58% |
$3.49M - $4.57M
|
1.26M
$101M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
52.8K+ 10.99% |
$3.35M - $4.38M
|
534K
$42.9M
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
50.3KNew |
$3.19M - $4.17M
|
50.3K
$4.05M
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
48.6KNew |
$3.08M - $4.03M
|
48.6K
$3.91M
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
48.4K+ 125.55% |
$3.07M - $4.01M
|
87K
$7M
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
47.5KNew |
$3.01M - $3.93M
|
47.5K
$3.82M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.4K+ 40.58% |
$3M - $3.93M
|
164K
$13.2M
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
47K+ 22.32% |
$2.98M - $3.9M
|
258K
$20.7M
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
44.8K+ 46.26% |
$2.84M - $3.71M
|
142K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
44.7K+ 31.55% |
$2.83M - $3.7M
|
186K
$15M
|