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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
16.1KNew |
$836K - $1.38M
|
16.1K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.9K+ 113.98% |
$828K - $1.37M
|
29.9K
$2.46M
|
|
|
Nov 13, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
15.9K+ 6.37% |
$827K - $1.36M
|
266K
$21.8M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
15.8KNew |
$821K - $1.35M
|
15.8K
$1.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
15.8KNew |
$820K - $1.35M
|
15.8K
$1.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
15.6K+ 41.89% |
$810K - $1.34M
|
52.8K
$4.33M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
15.6KNew |
$808K - $1.33M
|
15.6K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.2K+ 25.51% |
$791K - $1.3M
|
75K
$6.15M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
15.2KNew |
$790K - $1.3M
|
15.2K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15.1K+ 134.19% |
$782K - $1.29M
|
26.3K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
15K+ 92.98% |
$779K - $1.28M
|
31.1K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
15KNew |
$779K - $1.28M
|
15K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
14.8KNew |
$768K - $1.27M
|
14.8K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
14.8K+ 4.3% |
$767K - $1.26M
|
359K
$29.4M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
14.6K+ 17.41% |
$758K - $1.25M
|
98.5K
$8.08M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
14.6K+ 5.77% |
$755K - $1.25M
|
267K
$21.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
BUY
|
- |
14.5K+ 12.27% |
$753K - $1.24M
|
133K
$10.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
14.4KNew |
$749K - $1.23M
|
14.4K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
14.4K+ 492.52% |
$746K - $1.23M
|
17.3K
$1.42M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.2K+ 90.18% |
$737K - $1.22M
|
29.9K
$2.46M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
14.1KNew |
$732K - $1.21M
|
14.1K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 28.03% |
$731K - $1.2M
|
64.3K
$5.27M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.9KNew |
$721K - $1.19M
|
13.9K
$1.14M
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
13.8KNew |
$716K - $1.18M
|
13.8K
$1.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
13.6KNew |
$708K - $1.17M
|
13.6K
$1.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.6K+ 176.55% |
$705K - $1.16M
|
21.3K
$1.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$700K - $1.15M
|
13.5K
$1.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
13.4K+ 31.51% |
$697K - $1.15M
|
56.1K
$4.6M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.4K+ 380.45% |
$695K - $1.15M
|
16.9K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 100.39% |
$679K - $1.12M
|
26.1K
$2.14M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
13.1K+ 130.55% |
$678K - $1.12M
|
23.1K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.1K+ 64.39% |
$678K - $1.12M
|
33.3K
$2.74M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.9KNew |
$670K - $1.11M
|
12.9K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
12.8KNew |
$665K - $1.1M
|
12.8K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$661K - $1.09M
|
12.7K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
12.7KNew |
$661K - $1.09M
|
12.7K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
12.7K+ 135.99% |
$660K - $1.09M
|
22.1K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
12.7KNew |
$658K - $1.08M
|
12.7K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
12.5K+ 9.37% |
$651K - $1.07M
|
146K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
12.5KNew |
$650K - $1.07M
|
12.5K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.1K+ 195.62% |
$630K - $1.04M
|
18.4K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
12.1KNew |
$628K - $1.04M
|
12.1K
$993K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.1K+ 179.14% |
$626K - $1.03M
|
18.8K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12K+ 24.35% |
$621K - $1.02M
|
61.1K
$5.02M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$609K - $1M
|
11.7K
$962K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
11.7KNew |
$606K - $1M
|
11.7K
$958K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11.6K+ 352.85% |
$604K - $997K
|
14.9K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$602K - $993K
|
11.6K
$951K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
11.6K+ 49.18% |
$602K - $992K
|
35.2K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.5KNew |
$596K - $983K
|
11.5K
$942K
|