Purchases and Sales Made in Q2 2023 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.75K+ 50.91% |
$367K - $443K
|
23K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
7.73K+ 11.97% |
$366K - $441K
|
72.3K
$5.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.72K+ 4.13% |
$366K - $441K
|
195K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
7.66K+ 6.61% |
$363K - $438K
|
124K
$9.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
7.66KNew |
$363K - $438K
|
7.66K
$616K
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
7.63K+ 15.68% |
$361K - $436K
|
56.3K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.59KNew |
$359K - $434K
|
7.59K
$610K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.54KNew |
$357K - $431K
|
7.54K
$607K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.52K+ 65.75% |
$356K - $430K
|
19K
$1.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
7.5K+ 13.6% |
$355K - $428K
|
62.6K
$5.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
7.48K+ 30.85% |
$354K - $427K
|
31.7K
$2.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.47K+ 17.19% |
$354K - $427K
|
50.9K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.47KNew |
$354K - $427K
|
7.47K
$600K
|
|
|
Jul 27, 2023
Q2 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
7.36K+ 2.08% |
$349K - $421K
|
361K
$29M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.26K+ 342.32% |
$344K - $415K
|
9.39K
$755K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.15K+ 23.32% |
$339K - $408K
|
37.8K
$3.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.13K+ 40.36% |
$338K - $407K
|
24.8K
$1.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.13K+ 46.42% |
$338K - $407K
|
22.5K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.95K+ 48.58% |
$329K - $397K
|
21.3K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
6.89K+ 6.68% |
$326K - $394K
|
110K
$8.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
6.87K+ 40.66% |
$326K - $393K
|
23.8K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.86KNew |
$325K - $392K
|
6.86K
$552K
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.86KNew |
$325K - $392K
|
6.86K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
6.86K+ 0.45% |
$325K - $392K
|
1.53M
$123M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.82K+ 286.83% |
$323K - $390K
|
9.2K
$740K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
6.79K+ 12.86% |
$322K - $388K
|
59.6K
$4.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
6.77K+ 16.26% |
$321K - $387K
|
48.4K
$3.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
6.73K+ 6.84% |
$319K - $385K
|
105K
$8.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
6.62K+ 15.81% |
$314K - $378K
|
48.5K
$3.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.62K+ 31.02% |
$314K - $378K
|
28K
$2.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.5KNew |
$308K - $372K
|
6.5K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.5KNew |
$308K - $371K
|
6.5K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
6.45K+ 320.25% |
$306K - $369K
|
8.47K
$681K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.44KNew |
$305K - $368K
|
6.44K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6.39KNew |
$303K - $365K
|
6.39K
$514K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.38KNew |
$302K - $365K
|
6.38K
$513K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
6.34K+ 77.98% |
$300K - $362K
|
14.5K
$1.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.3K+ 3.49% |
$298K - $360K
|
187K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.26KNew |
$296K - $358K
|
6.26K
$503K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
6.23KNew |
$295K - $356K
|
6.23K
$501K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6.22K+ 7.38% |
$295K - $355K
|
90.5K
$7.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.14K+ 8.38% |
$291K - $351K
|
79.4K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.13K+ 216.14% |
$291K - $350K
|
8.97K
$722K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.12KNew |
$290K - $350K
|
6.12K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.1K+ 50.42% |
$289K - $348K
|
18.2K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.06K+ 97.36% |
$287K - $346K
|
12.3K
$987K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
6.05K+ 107.19% |
$287K - $346K
|
11.7K
$941K
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
5.94KNew |
$281K - $339K
|
5.94K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.93KNew |
$281K - $339K
|
5.93K
$477K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
5.86K+ 4.4% |
$278K - $335K
|
139K
$11.2M
|