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
May 12, 2023 Q1 2023
Seven Eight Capital, LP

BUY
 -
21.5K
New
$1.12M - $1.84M
21.5K $1.77M
May 10, 2023 Q1 2023
Hst Ventures, LLC

BUY
 -
21.4K
+ 16.15%
$1.11M - $1.83M
154K $12.6M
May 12, 2023 Q1 2023
Ostrum Asset Management

Paris, I0
BUY
 -
21.4K
New
$1.11M - $1.83M
21.4K $1.76M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
21.4K
+ 119.81%
$1.11M - $1.83M
39.2K $3.22M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
21.3K
+ 331.69%
$1.11M - $1.83M
27.7K $2.28M
Apr 26, 2023 Q1 2023
Mn Services Vermogensbeheer B.V.

BUY
 -
21.1K
+ 3.01%
$1.1M - $1.81M
721K $59.2M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
21.1K
+ 136.6%
$1.09M - $1.8M
36.5K $2.99M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
21K
+ 19.37%
$1.09M - $1.79M
129K $10.6M
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
20.9K
New
$1.09M - $1.79M
20.9K $1.72M
May 15, 2023 Q1 2023
Double Line ETF Adviser LP

Tampa, FL
BUY
 -
20.9K
New
$1.08M - $1.79M
20.9K $1.71M
May 09, 2023 Q1 2023
Forefront Wealth Management Inc.

BUY
 -
20.8K
New
$1.08M - $1.78M
20.8K $1.7M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
20.3K
+ 20.58%
$1.05M - $1.74M
119K $9.77M
May 15, 2023 Q1 2023
Bridgefront Capital, LLC

Austin, TX
BUY
 -
20.2K
New
$1.05M - $1.73M
20.2K $1.66M
Apr 14, 2023 Q1 2023
Signature Wealth Management Group

BUY
 -
20.2K
New
$1.05M - $1.73M
20.2K $1.66M
May 12, 2023 Q1 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
19.9K
+ 3.36%
$1.03M - $1.71M
613K $50.3M
May 01, 2023 Q1 2023
Banque Pictet & Cie Sa

BUY
 -
19.8K
+ 25.3%
$1.03M - $1.69M
97.9K $8.03M
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
19.7K
New
$1.02M - $1.69M
19.7K $1.62M
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
19.7K
+ 44.63%
$1.02M - $1.69M
63.8K $5.24M
May 15, 2023 Q1 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
19.5K
+ 510.17%
$1.01M - $1.67M
23.3K $1.91M
May 10, 2023 Q1 2023
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
19.5K
+ 13.23%
$1.01M - $1.67M
167K $13.7M
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

BUY
 -
19.4K
New
$1.01M - $1.66M
19.4K $1.6M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
19.3K
New
$1M - $1.65M
19.3K $1.58M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
19.2K
New
$998K - $1.65M
19.2K $1.58M
May 12, 2023 Q1 2023
Mount Capital LTD

BUY
 -
19.1K
+ 5.84%
$991K - $1.63M
346K $28.4M
May 15, 2023 Q1 2023
Permanens Capital L.P.

New York, NY
BUY
 -
19K
+ 46.38%
$986K - $1.63M
60K $4.92M
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
19K
New
$986K - $1.63M
19K $1.56M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
19K
New
$984K - $1.62M
19K $1.56M
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

BUY
 -
18.7K
+ 251.07%
$971K - $1.6M
26.2K $2.15M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
18.6K
+ 99.17%
$966K - $1.59M
37.4K $3.07M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
18.6K
+ 133.11%
$966K - $1.59M
32.6K $2.67M
May 10, 2023 Q1 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
18.3K
+ 42.69%
$951K - $1.57M
61.3K $5.03M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
18.1K
New
$938K - $1.55M
18.1K $1.48M
May 09, 2023 Q1 2023
Hartford Investment Management CO

BUY
 -
18K
+ 16.36%
$937K - $1.54M
128K $10.5M
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
17.9K
New
$931K - $1.53M
17.9K $1.47M
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
17.8K
+ 690.87%
$923K - $1.52M
20.4K $1.67M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
17.7K
+ 221.57%
$918K - $1.51M
25.7K $2.11M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
17.2K
New
$892K - $1.47M
17.2K $1.41M
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
17.2K
New
$891K - $1.47M
17.2K $1.41M
May 15, 2023 Q1 2023
C2 C Wealth Management, LLC

BUY
 -
17.1K
+ 553.06%
$890K - $1.47M
20.2K $1.66M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
16.6K
+ 193.96%
$861K - $1.42M
25.1K $2.06M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
16.4K
+ 316.12%
$852K - $1.4M
21.6K $1.77M
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
16.3K
+ 53.97%
$848K - $1.4M
46.6K $3.82M
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
16.3K
New
$847K - $1.4M
16.3K $1.34M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
16.3K
+ 53.92%
$847K - $1.4M
46.6K $3.82M
May 08, 2023 Q1 2023
Metis Global Partners, LLC

BUY
 -
16.3K
+ 33.59%
$845K - $1.39M
64.8K $5.31M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
16.2K
New
$843K - $1.39M
16.2K $1.33M
Nov 04, 2024 Q1 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
16.2K
+ 1706.53%
$842K - $1.39M
17.2K $1.41M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
16.1K
+ 69.92%
$838K - $1.38M
39.2K $3.22M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
16.1K
+ 14.17%
$836K - $1.38M
130K $10.7M

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