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 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
43.9KNew |
$2.78M - $3.64M
|
43.9K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
43.6K+ 80.81% |
$2.76M - $3.61M
|
97.6K
$7.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
43.3K+ 7.28% |
$2.74M - $3.59M
|
638K
$51.1M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
41K+ 7.88% |
$2.6M - $3.4M
|
561K
$44.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
40.2K+ 5.91% |
$2.55M - $3.33M
|
720K
$57.7M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
40.1K+ 4.47% |
$2.54M - $3.32M
|
938K
$75.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
40.1K+ 29.68% |
$2.54M - $3.32M
|
175K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
37.9K+ 17.04% |
$2.4M - $3.14M
|
260K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37.3K+ 59.51% |
$2.36M - $3.09M
|
99.9K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
36.5K+ 91.46% |
$2.31M - $3.02M
|
76.4K
$6.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.4KNew |
$2.3M - $3.01M
|
36.4K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
35.7K+ 111.04% |
$2.26M - $2.96M
|
67.9K
$5.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
35.4K+ 241.96% |
$2.24M - $2.93M
|
50K
$4.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.7K+ 167.58% |
$2.2M - $2.88M
|
55.5K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
34.6KNew |
$2.19M - $2.87M
|
34.6K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.5K+ 14.86% |
$2.18M - $2.85M
|
266K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
34.3KNew |
$2.17M - $2.84M
|
34.3K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
33.2K+ 11.57% |
$2.1M - $2.75M
|
320K
$25.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
33.1K+ 217.05% |
$2.1M - $2.74M
|
48.4K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
32.8KNew |
$2.08M - $2.72M
|
32.8K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
32.5K+ 161.96% |
$2.06M - $2.7M
|
52.6K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
31.9K+ 9.58% |
$2.02M - $2.64M
|
365K
$29.2M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
31.5K+ 5.67% |
$2M - $2.61M
|
588K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
30.2KNew |
$1.91M - $2.5M
|
30.2K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
30K+ 1.43% |
$1.9M - $2.48M
|
2.12M
$170M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30K+ 143.06% |
$1.9M - $2.48M
|
50.9K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
29.8K+ 6.89% |
$1.89M - $2.47M
|
463K
$37.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.1K+ 30.3% |
$1.84M - $2.41M
|
125K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29K+ 7.52% |
$1.84M - $2.4M
|
415K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28.4KNew |
$1.8M - $2.35M
|
28.4K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
26.5KNew |
$1.68M - $2.19M
|
26.5K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.2K+ 114.84% |
$1.66M - $2.17M
|
49.1K
$3.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
26.1K+ 55.74% |
$1.65M - $2.16M
|
72.9K
$5.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
25.6K+ 9.86% |
$1.62M - $2.12M
|
285K
$22.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
24.7K+ 5.24% |
$1.56M - $2.04M
|
496K
$39.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
23.7KNew |
$1.5M - $1.97M
|
23.7K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
23.7K+ 10.72% |
$1.5M - $1.96M
|
244K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
23.6KNew |
$1.5M - $1.96M
|
23.6K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23.4K+ 230.08% |
$1.48M - $1.94M
|
33.5K
$2.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
23.2K+ 61.88% |
$1.47M - $1.92M
|
60.7K
$4.86M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
23.1K+ 199.8% |
$1.46M - $1.91M
|
34.6K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
23K+ 10457.27% |
$1.46M - $1.91M
|
23.2K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
23KNew |
$1.46M - $1.9M
|
23K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
22.8K+ 26.86% |
$1.44M - $1.89M
|
108K
$8.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
22.5K+ 4.85% |
$1.42M - $1.86M
|
486K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
22.1KNew |
$1.4M - $1.83M
|
22.1K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
21.9K+ 119.26% |
$1.39M - $1.81M
|
40.3K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21.4KNew |
$1.35M - $1.77M
|
21.4K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
21.2K+ 31.37% |
$1.34M - $1.75M
|
88.6K
$7.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
20.9K+ 4.13% |
$1.33M - $1.73M
|
527K
$42.3M
|