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 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-32K- 13.77% |
$2.02M - $2.65M
|
200K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-35.4K- 2.16% |
$2.24M - $2.93M
|
1.6M
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-35.6K- 85.17% |
$2.25M - $2.95M
|
6.2K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-35.8K- 18.76% |
$2.26M - $2.96M
|
155K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-38.5K- 13.6% |
$2.43M - $3.19M
|
244K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-38.7K- 25.48% |
$2.45M - $3.21M
|
113K
$9.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-39.2K- 2.14% |
$2.48M - $3.25M
|
1.8M
$144M
|
|
|
Feb 13, 2025
Q4 2024
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-39.3K- 2.07% |
$2.49M - $3.25M
|
1.86M
$149M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-39.9K- 4.06% |
$2.53M - $3.31M
|
942K
$75.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-40.4K- 11.12% |
$2.56M - $3.35M
|
323K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-41.6K- 32.33% |
$2.63M - $3.45M
|
87.1K
$7.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43K- 2.07% |
$2.72M - $3.56M
|
2.04M
$164M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-43.6K- 54.16% |
$2.76M - $3.61M
|
36.9K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-43.8K- 14.59% |
$2.77M - $3.63M
|
256K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-45.2K- 9.08% |
$2.86M - $3.75M
|
453K
$36.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-46.3K- 50.71% |
$2.93M - $3.84M
|
45K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-49.7K- 17.12% |
$3.15M - $4.12M
|
241K
$19.4M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-50.6K- 22.97% |
$3.2M - $4.19M
|
170K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51.3K- 64.85% |
$3.25M - $4.25M
|
27.8K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-51.3K- 32.45% |
$3.25M - $4.25M
|
107K
$8.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-51.5K- 0.71% |
$3.26M - $4.26M
|
7.22M
$581M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-51.6K- 88.08% |
$3.26M - $4.27M
|
6.98K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-51.8K- 15.25% |
$3.28M - $4.29M
|
288K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-52.2K- 51.63% |
$3.3M - $4.32M
|
48.9K
$3.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-53.5K- 14.04% |
$3.39M - $4.43M
|
327K
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-55.2K- 0.23% |
$3.49M - $4.57M
|
24.2M
$1.95B
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-57.1K- 91.99% |
$3.61M - $4.73M
|
4.97K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-57.5K- 5.78% |
$3.64M - $4.76M
|
936K
$75.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-58K- 18.65% |
$3.67M - $4.81M
|
253K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-61.8K- 16.13% |
$3.92M - $5.12M
|
321K
$25.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Operations LLC
|
SELL
|
- |
-62.7K- 12.47% |
$3.97M - $5.2M
|
440K
$35.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-66.9K- 2.35% |
$4.23M - $5.54M
|
2.77M
$223M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-68.3K- 86.18% |
$4.32M - $5.66M
|
11K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-68.4K- 73.87% |
$4.33M - $5.66M
|
24.2K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-75K- 40.54% |
$4.75M - $6.21M
|
110K
$8.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-76.7K- 73.01% |
$4.86M - $6.36M
|
28.4K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-78.7K- 23.11% |
$4.98M - $6.52M
|
262K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-81.4K- 6.46% |
$5.15M - $6.74M
|
1.18M
$94.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-83.5K- 96.36% |
$5.29M - $6.92M
|
3.16K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-85.8K- 93.6% |
$5.43M - $7.11M
|
5.86K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-89.2K- 13.31% |
$5.65M - $7.39M
|
581K
$46.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91.3K- 14.87% |
$5.78M - $7.57M
|
523K
$42M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-91.8K- 72.89% |
$5.81M - $7.61M
|
34.1K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-92.2K- 94.58% |
$5.84M - $7.64M
|
5.29K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-93.2K- 17.14% |
$5.9M - $7.72M
|
450K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-93.6K- 96.94% |
$5.93M - $7.76M
|
2.96K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-97.5K- 94.63% |
$6.17M - $8.08M
|
5.54K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-99K- 1.7% |
$6.27M - $8.2M
|
5.73M
$461M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-99K- 83.04% |
$6.27M - $8.21M
|
20.2K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-99.6K- 2.08% |
$6.31M - $8.25M
|
4.7M
$378M
|