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 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
11.9K+ 26.04% |
$754K - $986K
|
57.6K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 44.56% |
$753K - $985K
|
38.6K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11.8KNew |
$750K - $981K
|
11.8K
$949K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.8K+ 315.92% |
$747K - $978K
|
15.5K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 9.89% |
$744K - $973K
|
131K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11.7K+ 30.12% |
$739K - $967K
|
50.4K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
11.6KNew |
$734K - $961K
|
11.6K
$929K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 26.97% |
$733K - $960K
|
54.5K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
11.5KNew |
$729K - $954K
|
11.5K
$922K
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
11.3KNew |
$715K - $936K
|
11.3K
$905K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
11.1K+ 1.9% |
$703K - $920K
|
596K
$47.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
11.1K+ 3.64% |
$700K - $917K
|
315K
$25.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
11K+ 11.61% |
$695K - $909K
|
105K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.8KNew |
$683K - $893K
|
10.8K
$864K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
10.7K+ 20.46% |
$677K - $886K
|
62.9K
$5.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10.7K+ 1.06% |
$676K - $884K
|
1.02M
$81.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
10.7KNew |
$675K - $884K
|
10.7K
$854K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 6.78% |
$669K - $875K
|
166K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
10.5KNew |
$668K - $874K
|
10.5K
$845K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
10.5K+ 5.82% |
$663K - $867K
|
190K
$15.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
10.5KNew |
$662K - $866K
|
10.5K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3K+ 4.08% |
$652K - $854K
|
263K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
10.1KNew |
$641K - $839K
|
10.1K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.1K+ 140.67% |
$640K - $838K
|
17.3K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
10.1KNew |
$638K - $835K
|
10.1K
$808K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$633K - $829K
|
10K
$801K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.96K+ 7.84% |
$631K - $825K
|
137K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
9.7K+ 13.18% |
$614K - $804K
|
83.3K
$6.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
9.58K+ 3.9% |
$606K - $794K
|
255K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.42K+ 13.66% |
$596K - $780K
|
78.4K
$6.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.38K+ 6.6% |
$594K - $777K
|
152K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
9.3KNew |
$588K - $770K
|
9.3K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.13K+ 6.34% |
$578K - $756K
|
153K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.11K+ 293.9% |
$577K - $755K
|
12.2K
$978K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
8.73KNew |
$552K - $723K
|
8.73K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
8.58KNew |
$543K - $711K
|
8.58K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.5KNew |
$538K - $704K
|
8.5K
$681K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
8.49KNew |
$538K - $703K
|
8.49K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.31KNew |
$526K - $688K
|
8.31K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.22K+ 7.38% |
$521K - $681K
|
120K
$9.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8.2KNew |
$519K - $679K
|
8.2K
$657K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8.16K+ 16.33% |
$516K - $676K
|
58.1K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.15KNew |
$516K - $675K
|
8.15K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.11KNew |
$513K - $672K
|
8.11K
$650K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.03K+ 3.13% |
$508K - $665K
|
265K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
8KNew |
$506K - $663K
|
8K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
7.9KNew |
$500K - $655K
|
7.9K
$633K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.75K+ 3.48% |
$490K - $642K
|
231K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.71KNew |
$488K - $639K
|
7.71K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.65K+ 40.73% |
$484K - $634K
|
26.4K
$2.12M
|