Purchases and Sales Made in Q1 2023 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
4.16K+ 14.73% |
$216K - $356K
|
32.4K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.16K+ 4.14% |
$216K - $356K
|
105K
$8.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
4.13K+ 120.67% |
$214K - $353K
|
7.55K
$631K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.1K+ 133.1% |
$213K - $351K
|
7.18K
$600K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.08K+ 14.54% |
$212K - $349K
|
32.1K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.07K+ 10.06% |
$211K - $348K
|
44.5K
$3.72M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.07K+ 141.94% |
$211K - $348K
|
6.93K
$580K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.05K+ 7.44% |
$210K - $347K
|
58.5K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.05K+ 13.03% |
$210K - $346K
|
35.1K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.03KNew |
$209K - $345K
|
4.03K
$337K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.02KNew |
$209K - $344K
|
4.02K
$336K
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4KNew |
$208K - $342K
|
4K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.96KNew |
$205K - $339K
|
3.96K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.94K+ 32.25% |
$204K - $337K
|
16.1K
$1.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.9KNew |
$202K - $334K
|
3.9K
$326K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.88KNew |
$201K - $332K
|
3.88K
$324K
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
BUY
|
- |
3.87K+ 7.92% |
$201K - $331K
|
52.7K
$4.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.84K+ 9.46% |
$199K - $328K
|
44.4K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3.82KNew |
$199K - $327K
|
3.82K
$320K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.79K+ 45.72% |
$197K - $324K
|
12.1K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.74K+ 4.65% |
$194K - $320K
|
84.2K
$7.04M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
3.7K+ 5.08% |
$192K - $317K
|
76.6K
$6.41M
|
|
|
May 17, 2023
Q1 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.7K+ 58.65% |
$192K - $316K
|
10K
$836K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
3.58K+ 82.13% |
$186K - $306K
|
7.94K
$664K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.57K+ 130.34% |
$185K - $305K
|
6.3K
$527K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.56K+ 14.34% |
$185K - $304K
|
28.4K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.52K+ 42.6% |
$183K - $301K
|
11.8K
$986K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
3.51K+ 94.43% |
$182K - $300K
|
7.23K
$604K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
3.5K+ 32.95% |
$182K - $300K
|
14.1K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
3.5K+ 5.34% |
$182K - $300K
|
69K
$5.77M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.49K+ 3.1% |
$181K - $299K
|
116K
$9.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.45K+ 120.15% |
$179K - $295K
|
6.33K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.45K+ 48.23% |
$179K - $295K
|
10.6K
$886K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.37KNew |
$175K - $288K
|
3.37K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.3K+ 45.56% |
$171K - $282K
|
10.5K
$881K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.28K+ 40.29% |
$170K - $281K
|
11.4K
$954K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.24K+ 18.5% |
$168K - $277K
|
20.7K
$1.73M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.24K+ 18.5% |
$168K - $277K
|
20.7K
$1.73M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.23K+ 339.29% |
$168K - $276K
|
4.18K
$350K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.21K+ 6.32% |
$167K - $275K
|
54K
$4.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.16K+ 76.87% |
$164K - $270K
|
7.27K
$607K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.1K+ 9.23% |
$161K - $265K
|
36.6K
$3.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.08K+ 39.25% |
$160K - $264K
|
10.9K
$914K
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
3.02K+ 10.25% |
$157K - $258K
|
32.5K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.01K+ 15.1% |
$156K - $258K
|
22.9K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3K+ 22.4% |
$156K - $257K
|
16.4K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.98K+ 7.41% |
$155K - $255K
|
43.2K
$3.61M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.91K+ 1.47% |
$151K - $249K
|
201K
$16.8M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.89K+ 18.13% |
$150K - $247K
|
18.8K
$1.57M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.88K+ 329.98% |
$150K - $247K
|
3.76K
$314K
|