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 26, 2023 Q1 2023
Ifg Advisory, LLC

SELL
 -
-1.28K
- 21.25%
$66.7K - $110K
4.76K $398K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

SELL
 -
-1.3K
- 28.66%
$67.4K - $111K
3.23K $270K
Jun 14, 2024 Q1 2023
Quent Capital, LLC

SELL
 -
-1.31K
- 47.28%
$67.8K - $112K
1.46K $122K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-1.34K
- 29.7%
$69.4K - $114K
3.16K $264K
May 12, 2023 Q1 2023
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
SELL
 -
-1.35K
- 8.41%
$69.9K - $115K
14.7K $1.23M
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-1.35K
- 10.61%
$70.1K - $116K
11.4K $952K
Apr 20, 2023 Q1 2023
Mc Guire Investment Group, LLC

SELL
 -
-1.38K
- 1.0%
$71.5K - $118K
137K $11.4M
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-1.38K
- 22.96%
$71.8K - $118K
4.64K $388K
May 12, 2023 Q1 2023
Winton Group LTD

London, X0
SELL
 -
-1.49K
- 11.37%
$77.1K - $127K
11.6K $968K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-1.5K
- 87.76%
$77.8K - $128K
209 $17.5K
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
SELL
 -
-1.53K
- 23.91%
$79.2K - $131K
4.85K $406K
May 10, 2023 Q1 2023
Rock Creek Group, LP

SELL
 -
-1.64K
- 62.66%
$84.9K - $140K
975 $81.5K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-1.64K
- 48.34%
$85.3K - $141K
1.76K $147K
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

SELL
 -
-1.73K
- 5.98%
$89.9K - $148K
27.2K $2.28M
May 10, 2023 Q1 2023
Grove Bank & Trust

SELL
 -
-1.77K
- 20.55%
$91.6K - $151K
6.82K $571K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
SELL
 -
-1.8K
- 8.37%
$93.2K - $154K
19.7K $1.64M
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

SELL
 -
-1.83K
- 12.53%
$94.9K - $157K
12.8K $1.07M
May 12, 2023 Q1 2023
Prudential PLC

London, England, X0
SELL
 -
-1.95K
- 2.39%
$101K - $167K
79.6K $6.66M
Apr 25, 2023 Q1 2023
Chapman Investment Management, LLC

SELL
 -
-1.97K
- 2.53%
$102K - $169K
75.9K $6.35M
Apr 20, 2023 Q1 2023
Riverview Trust CO

SELL
 -
-1.98K
- 53.33%
$103K - $169K
1.73K $145K
May 15, 2023 Q1 2023
Drw Securities, LLC

Chicago, IL
SELL
 -
-2.03K
- 30.61%
$106K - $174K
4.61K $385K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

SELL
 -
-2.11K
- 2.51%
$110K - $181K
81.9K $6.85M
May 12, 2023 Q1 2023
Bridgecreek Investment Management, LLC

Tulsa, OK
SELL
 -
-2.13K
- 3.96%
$110K - $182K
51.5K $4.31M
Apr 20, 2023 Q1 2023
Reliant Investment Management, LLC

SELL
 -
-2.15K
- 3.75%
$111K - $184K
55.1K $4.61M
May 12, 2023 Q1 2023
Ycg, LLC

SELL
 -
-2.18K
- 1.52%
$113K - $187K
141K $11.8M
May 03, 2023 Q1 2023
New Mexico Educational Retirement Board

SELL
 -
-2.2K
- 3.02%
$114K - $188K
70.6K $5.9M
May 02, 2023 Q1 2023
Hohimer Wealth Management, LLC

SELL
 -
-2.21K
- 4.17%
$115K - $189K
50.7K $4.24M
May 11, 2023 Q1 2023
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-2.3K
- 6.24%
$119K - $197K
34.5K $2.89M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

SELL
 -
-2.33K
- 15.43%
$121K - $200K
12.8K $1.07M
May 15, 2023 Q1 2023
Barr E S & CO

Lexington, KY
SELL
 -
-2.41K
- 0.37%
$125K - $207K
647K $54.1M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-2.43K
- 1.42%
$126K - $208K
169K $14.1M
Apr 04, 2023 Q1 2023
Private Asset Management Inc

SELL
 -
-2.44K
- 10.45%
$126K - $209K
20.9K $1.75M
May 12, 2023 Q1 2023
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-2.44K
- 3.61%
$127K - $209K
65.2K $5.45M
Apr 28, 2023 Q1 2023
Ninety One Sa (Pty) LTD

Cape Town, T3
SELL
 -
-2.45K
- 24.45%
$127K - $210K
7.57K $633K
Dec 13, 2024 Q1 2023
Smart Wealth LLC

Omaha, NE
SELL
 -
-2.49K
Closed
$129K - $213K
0 $0
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

SELL
 -
-2.51K
- 11.91%
$130K - $215K
18.5K $1.55M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-2.56K
- 3.69%
$133K - $219K
66.7K $5.58M
Apr 28, 2023 Q1 2023
Greatmark Investment Partners, Inc.

SELL
 -
-2.6K
- 24.35%
$135K - $223K
8.08K $676K
May 12, 2023 Q1 2023
Edgewood Management LLC

Greenwich, CT
SELL
 -
-2.6K
- 32.66%
$135K - $223K
5.36K $448K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-2.62K
- 16.88%
$136K - $224K
12.9K $1.08M
Sep 05, 2023 Q1 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
SELL
 -
-2.62K
Closed
$136K - $225K
0 $0
Apr 25, 2023 Q1 2023
Ledyard National Bank

SELL
 -
-2.64K
- 38.05%
$137K - $226K
4.3K $360K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-2.66K
- 23.54%
$138K - $228K
8.65K $723K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

SELL
 -
-2.72K
- 18.32%
$141K - $233K
12.1K $1.01M
Apr 26, 2023 Q1 2023
Veriti Management LLC

SELL
 -
-2.87K
- 12.96%
$149K - $246K
19.3K $1.61M
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

SELL
 -
-2.88K
- 99.58%
$149K - $246K
12 $1K
May 15, 2023 Q1 2023
Fjarde Ap Fonden

SELL
 -
-2.9K
- 1.22%
$151K - $248K
235K $19.6M
May 15, 2023 Q1 2023
La Banque Postale Asset Management Sa

Paris, I0
SELL
 -
-2.92K
- 4.6%
$152K - $250K
60.5K $5.06M
Apr 17, 2023 Q1 2023
Heartland Bank & Trust CO

SELL
 -
-2.94K
- 22.17%
$152K - $251K
10.3K $862K

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