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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
387+ 1.45% |
$20.1K - $33.1K
|
27K
$2.26M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
372+ 3.07% |
$19.3K - $31.8K
|
12.5K
$1.04M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
370+ 3.15% |
$19.2K - $31.7K
|
12.1K
$1.01M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
368+ 51.61% |
$19.1K - $31.5K
|
1.08K
$90.4K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
366+ 0.17% |
$19K - $31.3K
|
218K
$18.3M
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
356+ 0.44% |
$18.5K - $30.5K
|
81.5K
$6.82M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
353New |
$18.3K - $30.2K
|
353
$29.5K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
350+ 15.97% |
$18.2K - $30K
|
2.54K
$213K
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
350+ 0.37% |
$18.2K - $30K
|
93.9K
$7.85M
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
350+ 777.78% |
$18.2K - $30K
|
395
$33K
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
347+ 0.66% |
$18K - $29.7K
|
52.7K
$4.4M
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
345+ 3.25% |
$17.9K - $29.5K
|
11K
$917K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
328+ 1.23% |
$17K - $28.1K
|
26.9K
$2.25M
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
328New |
$17K - $28.1K
|
328
$27.4K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
326+ 13.17% |
$16.9K - $27.9K
|
2.8K
$234K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
325+ 541.67% |
$16.9K - $27.8K
|
385
$32.2K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
324New |
$16.8K - $27.7K
|
324
$27.1K
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
320+ 2.89% |
$16.6K - $27.4K
|
11.4K
$952K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
318New |
$16.5K - $27.2K
|
318
$26.6K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
314+ 64.61% |
$16.3K - $26.9K
|
800
$66.9K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
314+ 88.7% |
$16.3K - $26.9K
|
668
$55.9K
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
313+ 6.79% |
$16.2K - $26.8K
|
4.93K
$412K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
310+ 31.79% |
$16.1K - $26.5K
|
1.29K
$107K
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
300New |
$15.6K - $25.7K
|
300
$25.1K
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
300New |
$15.6K - $25.7K
|
300
$25.1K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
299+ 75.7% |
$15.5K - $25.6K
|
694
$58K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
297+ 9.63% |
$15.4K - $25.4K
|
3.38K
$283K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
296+ 2.12% |
$15.4K - $25.3K
|
14.2K
$1.19M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
294+ 1278.26% |
$15.3K - $25.2K
|
317
$26.5K
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
283+ 1.56% |
$14.7K - $24.2K
|
18.5K
$1.54M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
279+ 162.21% |
$14.5K - $23.9K
|
451
$37.7K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
277New |
$14.4K - $23.7K
|
277
$23.2K
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
264+ 7.41% |
$13.7K - $22.6K
|
3.83K
$320K
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
260New |
$13.5K - $22.3K
|
260
$21.7K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
258New |
$13.4K - $22.1K
|
258
$21.6K
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
254+ 1.32% |
$13.2K - $21.7K
|
19.6K
$1.64M
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
251+ 6.53% |
$13K - $21.5K
|
4.09K
$342K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
250New |
$13K - $21.4K
|
250
$20.9K
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
237+ 2.15% |
$12.3K - $20.3K
|
11.3K
$942K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
233New |
$12.1K - $19.9K
|
233
$19.5K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
229+ 0.36% |
$11.9K - $19.6K
|
63.1K
$5.28M
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
225+ 5.25% |
$11.7K - $19.3K
|
4.51K
$377K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
223+ 5.47% |
$11.6K - $19.1K
|
4.3K
$360K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
210+ 0.35% |
$10.9K - $18K
|
59.7K
$4.99M
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
203+ 119.41% |
$10.5K - $17.4K
|
373
$31.2K
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
201+ 0.14% |
$10.4K - $17.2K
|
147K
$12.3M
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
201+ 144.6% |
$10.4K - $17.2K
|
340
$28.4K
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
200+ 54.79% |
$10.4K - $17.1K
|
565
$47.3K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$10.4K - $17.1K
|
200
$16.7K
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
200+ 4.88% |
$10.4K - $17.1K
|
4.3K
$360K
|