Purchases and Sales Made in Q1 2023 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
200
New
$10.4K - $17.1K
200 $15.7K
May 09, 2023 Q1 2023
Beta Wealth Group, Inc.

BUY
 -
200
+ 4.88%
$10.4K - $17.1K
4.3K $339K
May 15, 2023 Q1 2023
Gould Capital, LLC

BUY
 -
200
+ 33.33%
$10.4K - $17.1K
800 $63K
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
200
+ 151.52%
$10.4K - $17.1K
332 $26.1K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
192
New
$9.97K - $16.4K
192 $15.1K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
189
+ 3.45%
$9.81K - $16.2K
5.67K $447K
Apr 14, 2023 Q1 2023
Gleason Group, Inc.

BUY
 -
187
New
$9.71K - $16K
187 $14.7K
Apr 17, 2023 Q1 2023
Financial Consulate, Inc

BUY
 -
185
+ 1.55%
$9.6K - $15.8K
12.1K $952K
May 08, 2023 Q1 2023
First Business Financial Services, Inc.

BUY
 -
179
+ 4.69%
$9.29K - $15.3K
3.99K $314K
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
177
New
$9.19K - $15.2K
177 $13.9K
May 12, 2023 Q1 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
177
+ 215.85%
$9.19K - $15.2K
259 $20.4K
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

BUY
 -
175
+ 102.34%
$9.08K - $15K
346 $27.2K
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
175
New
$9.08K - $15K
175 $13.8K
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

BUY
 -
175
+ 3.2%
$9.08K - $15K
5.64K $444K
May 12, 2023 Q1 2023
L2 Asset Management, LLC

Wayland, MA
BUY
 -
173
+ 4.47%
$8.98K - $14.8K
4.05K $318K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
172
+ 0.34%
$8.93K - $14.7K
50.2K $3.96M
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
166
+ 12.49%
$8.62K - $14.2K
1.5K $118K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
165
+ 8.32%
$8.57K - $14.1K
2.15K $169K
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
163
+ 103.82%
$8.46K - $14K
320 $25.2K
May 04, 2023 Q1 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
157
+ 113.77%
$8.15K - $13.4K
295 $23.2K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
152
+ 3.01%
$7.89K - $13K
5.2K $410K
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
151
+ 3.55%
$7.84K - $12.9K
4.41K $347K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
151
+ 3.84%
$7.84K - $12.9K
4.08K $322K
May 11, 2023 Q1 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
150
+ 11.11%
$7.79K - $12.8K
1.5K $118K
May 09, 2023 Q1 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
142
+ 31.56%
$7.37K - $12.2K
592 $46.6K
May 11, 2023 Q1 2023
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
140
+ 0.91%
$7.27K - $12K
15.6K $1.23M
May 15, 2023 Q1 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
140
+ 0.29%
$7.27K - $12K
47.9K $3.77M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
134
+ 6.66%
$6.96K - $11.5K
2.15K $169K
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
133
+ 3.58%
$6.9K - $11.4K
3.85K $303K
Apr 17, 2023 Q1 2023
ETF Managers Group, LLC

Summit, NJ
BUY
 -
128
+ 1.51%
$6.64K - $11K
8.62K $678K
Apr 21, 2023 Q1 2023
Rnc Capital Management LLC

BUY
 -
128
+ 2.32%
$6.64K - $11K
5.65K $445K
May 09, 2023 Q1 2023
Palisade Asset Management, LLC

BUY
 -
125
+ 0.48%
$6.49K - $10.7K
25.9K $2.04M
Apr 20, 2023 Q1 2023
Pflug Koory, LLC

BUY
 -
120
+ 6.23%
$6.23K - $10.3K
2.05K $161K
May 11, 2023 Q1 2023
Tag Stone Capital, Inc.

BUY
 -
120
+ 1.93%
$6.23K - $10.3K
6.34K $499K
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
119
+ 2.56%
$6.18K - $10.2K
4.77K $375K
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
115
+ 0.44%
$5.97K - $9.84K
26K $2.05M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
110
New
$5.71K - $9.42K
110 $8.66K
Apr 06, 2023 Q1 2023
Adirondack Retirement Specialists, Inc.

BUY
 -
108
+ 87.1%
$5.61K - $9.24K
232 $18.3K
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
106
+ 196.3%
$5.5K - $9.07K
160 $12.6K
May 09, 2023 Q1 2023
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
104
+ 0.14%
$5.4K - $8.9K
77.1K $6.07M
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
102
+ 1.28%
$5.29K - $8.73K
8.1K $638K
Apr 14, 2023 Q1 2023
Uncommon Cents Investing LLC

BUY
 -
100
+ 0.69%
$5.19K - $8.56K
14.7K $1.16M
Apr 24, 2023 Q1 2023
Ridgecrest Wealth Partners, LLC

BUY
 -
100
+ 1.82%
$5.19K - $8.56K
5.61K $442K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
100
+ 344.83%
$5.19K - $8.56K
129 $10.2K
Jun 06, 2024 Q1 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
100
+ 1.36%
$5.19K - $8.56K
7.47K $588K
May 09, 2023 Q1 2023
Griffin Asset Management, Inc.

BUY
 -
95
+ 0.56%
$4.93K - $8.13K
17.1K $1.34M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
94
+ 0.75%
$4.88K - $8.05K
12.7K $998K
May 12, 2023 Q1 2023
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
93
+ 0.03%
$4.83K - $7.96K
346K $27.3M
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
90
New
$4.67K - $7.7K
90 $7.09K

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