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 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31.7KNew |
$1.65M - $2.72M
|
31.7K
$2.6M
|
|
|
Jun 06, 2023
Q1 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
31.5K+ 1809.25% |
$1.64M - $2.7M
|
33.2K
$2.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
31.4K+ 2.76% |
$1.63M - $2.69M
|
1.17M
$95.7M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
30.9K+ 1.28% |
$1.6M - $2.64M
|
2.45M
$201M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
30.8K+ 453.13% |
$1.6M - $2.64M
|
37.6K
$3.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
30.7KNew |
$1.59M - $2.63M
|
30.7K
$2.52M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
30.6KNew |
$1.59M - $2.62M
|
30.6K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
30.6KNew |
$1.59M - $2.62M
|
30.6K
$2.51M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
30.3KNew |
$1.57M - $2.59M
|
30.3K
$2.49M
|
|
|
May 04, 2023
Q1 2023
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
30K+ 16.67% |
$1.56M - $2.57M
|
210K
$17.2M
|
|
|
May 09, 2023
Q1 2023
|
Crown Advisors Management, Inc.
Larkspur, CA |
BUY
|
- |
30KNew |
$1.56M - $2.57M
|
30K
$2.46M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
29.9K+ 57526.92% |
$1.55M - $2.56M
|
30K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
29.7K+ 49.93% |
$1.54M - $2.54M
|
89.1K
$7.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
29.4KNew |
$1.53M - $2.52M
|
29.4K
$2.41M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
29.4KNew |
$1.53M - $2.52M
|
29.4K
$2.41M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
29.3K+ 34.91% |
$1.52M - $2.51M
|
113K
$9.28M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.1K+ 49.39% |
$1.51M - $2.49M
|
88.1K
$7.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
28.9K+ 199.12% |
$1.5M - $2.47M
|
43.4K
$3.56M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
28.7KNew |
$1.49M - $2.46M
|
28.7K
$2.36M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
28.7K+ 19.87% |
$1.49M - $2.46M
|
173K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
28.5K+ 441.43% |
$1.48M - $2.44M
|
34.9K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
28.3K+ 33.65% |
$1.47M - $2.42M
|
113K
$9.23M
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
28.2K+ 120.37% |
$1.46M - $2.41M
|
51.6K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.7K+ 39.84% |
$1.44M - $2.37M
|
97.1K
$7.96M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
27.3K+ 265.23% |
$1.42M - $2.34M
|
37.6K
$3.09M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
27.1KNew |
$1.41M - $2.32M
|
27.1K
$2.23M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
27.1K+ 20.24% |
$1.41M - $2.32M
|
161K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
27KNew |
$1.4M - $2.31M
|
27K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
26.9K+ 724.96% |
$1.4M - $2.3M
|
30.6K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
26.6K+ 49.37% |
$1.38M - $2.28M
|
80.6K
$6.61M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
26KNew |
$1.35M - $2.23M
|
26K
$2.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
25.9KNew |
$1.34M - $2.21M
|
25.9K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
25.8KNew |
$1.34M - $2.21M
|
25.8K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
25.7K+ 102.69% |
$1.33M - $2.2M
|
50.7K
$4.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
25.6K+ 445.56% |
$1.33M - $2.19M
|
31.4K
$2.58M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
25.4KNew |
$1.32M - $2.18M
|
25.4K
$2.09M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.2K+ 120.14% |
$1.31M - $2.15M
|
46.1K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
24.6K+ 763.26% |
$1.27M - $2.1M
|
27.8K
$2.28M
|
|
|
May 01, 2023
Q1 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
24.4KNew |
$1.27M - $2.09M
|
24.4K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
24.2KNew |
$1.26M - $2.08M
|
24.2K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
23.9K+ 37.56% |
$1.24M - $2.04M
|
87.4K
$7.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
23.5K+ 105.15% |
$1.22M - $2.01M
|
45.9K
$3.76M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.9K+ 91.38% |
$1.19M - $1.96M
|
47.9K
$3.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22.9KNew |
$1.19M - $1.96M
|
22.9K
$1.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22.9K+ 70.89% |
$1.19M - $1.96M
|
55.1K
$4.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
22.6KNew |
$1.17M - $1.94M
|
22.6K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
22.6KNew |
$1.17M - $1.93M
|
22.6K
$1.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
22.3KNew |
$1.16M - $1.91M
|
22.3K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
22.2KNew |
$1.15M - $1.9M
|
22.2K
$1.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
22KNew |
$1.14M - $1.88M
|
22K
$1.81M
|