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 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-485- 0.87% |
$25.2K - $41.5K
|
55.4K
$4.36M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-516- 0.48% |
$26.8K - $44.2K
|
108K
$8.48M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-520- 5.33% |
$27K - $44.5K
|
9.23K
$725K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-527- 61.07% |
$27.4K - $45.1K
|
336
$26.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-530- 11.2% |
$27.5K - $45.4K
|
4.2K
$330K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-565- 1.27% |
$29.3K - $48.4K
|
43.8K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-594- 10.51% |
$30.8K - $50.8K
|
5.06K
$397K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600- 89.42% |
$31.1K - $51.4K
|
71
$5.58K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-605- 4.99% |
$31.4K - $51.8K
|
11.5K
$904K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-629- 6.8% |
$32.7K - $53.8K
|
8.62K
$677K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-640- 77.95% |
$33.2K - $54.8K
|
181
$14.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-654- 4.77% |
$33.9K - $56K
|
13K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-654- 13.61% |
$33.9K - $56K
|
4.15K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-656- 12.95% |
$34.1K - $56.2K
|
4.41K
$347K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-676- 69.26% |
$35.1K - $57.9K
|
300
$23.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-677- 22.63% |
$35.1K - $58K
|
2.31K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-693- 2.61% |
$36K - $59.3K
|
25.8K
$2.03M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-707- 0.12% |
$36.7K - $60.5K
|
587K
$46.2M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-708- 14.21% |
$36.8K - $60.6K
|
4.28K
$336K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-711- 15.1% |
$36.9K - $60.9K
|
4K
$314K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-725- 3.93% |
$37.6K - $62.1K
|
17.7K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-733- 0.67% |
$38.1K - $62.7K
|
108K
$8.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-747- 7.02% |
$38.8K - $63.9K
|
9.9K
$777K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-755- 2.44% |
$39.2K - $64.6K
|
30.2K
$2.37M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-755- 2.44% |
$39.2K - $64.6K
|
30.2K
$2.37M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-783- 1.89% |
$40.6K - $67K
|
40.7K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-783- 0.81% |
$40.6K - $67K
|
95.6K
$7.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-791- 1.68% |
$41.1K - $67.7K
|
46.4K
$3.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-794- 59.56% |
$41.2K - $68K
|
539
$42.3K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-799- 10.57% |
$41.5K - $68.4K
|
6.76K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-809- 6.69% |
$42K - $69.3K
|
11.3K
$887K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-822- 3.47% |
$42.7K - $70.4K
|
22.9K
$1.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-830- 3.77% |
$43.1K - $71K
|
21.2K
$1.67M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-882- 80.77% |
$45.8K - $75.5K
|
210
$16.5K
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-900- 3.23% |
$46.7K - $77K
|
27K
$2.12M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-900- 9.16% |
$46.7K - $77K
|
8.92K
$701K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-909- 4.32% |
$47.2K - $77.8K
|
20.1K
$1.58M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-994- 15.33% |
$51.6K - $85.1K
|
5.49K
$431K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.01K- 1.95% |
$52.3K - $86.2K
|
50.7K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.02K- 0.31% |
$53.2K - $87.7K
|
333K
$26.1M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.03K- 3.53% |
$53.4K - $88K
|
28.1K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.08K- 0.47% |
$55.9K - $92.1K
|
229K
$18M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.08K- 19.2% |
$56.2K - $92.7K
|
4.56K
$358K
|
|
|
May 03, 2023
Q1 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.08K- 5.8% |
$56.3K - $92.8K
|
17.6K
$1.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.11K- 29.17% |
$57.7K - $95.2K
|
2.7K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.12K- 4.17% |
$58.2K - $96K
|
25.7K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.15K- 8.63% |
$59.6K - $98.4K
|
12.2K
$956K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.15K- 17.22% |
$59.7K - $98.5K
|
5.53K
$435K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.15K- 75.81% |
$59.9K - $98.7K
|
368
$28.9K
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.16K- 22.33% |
$60.3K - $99.4K
|
4.04K
$317K
|