Purchases and Sales Made in Q3 2023 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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
Nov 14, 2023 Q3 2023
Double Line ETF Adviser LP

Tampa, FL
BUY
 -
1.41K
+ 6.56%
$76.4K - $95.7K
22.9K $1.84M
Oct 25, 2023 Q3 2023
Jeppson Wealth Management, LLC

BUY
 -
1.39K
+ 8.56%
$75.5K - $94.6K
17.7K $1.42M
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

BUY
 -
1.38K
+ 3.5%
$75K - $94K
40.9K $3.29M
Nov 03, 2023 Q3 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
1.37K
+ 0.21%
$74.1K - $92.9K
643K $51.7M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.37K
+ 3.82%
$74K - $92.8K
37.2K $2.99M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1.36K
+ 16.5%
$73.9K - $92.7K
9.63K $775K
Oct 24, 2023 Q3 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
1.33K
+ 636.84%
$72.1K - $90.4K
1.54K $124K
Dec 13, 2023 Q3 2023
Birmingham Capital Management CO Inc/Al

Birmingham, AL
BUY
 -
1.33K
+ 6.59%
$71.8K - $90K
21.4K $1.72M
Oct 16, 2023 Q3 2023
Montecito Bank & Trust

BUY
 -
1.32K
+ 8.03%
$71.8K - $90K
17.8K $1.43M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
1.32K
+ 37.97%
$71.5K - $89.7K
4.8K $386K
Oct 16, 2023 Q3 2023
Herbst Group, LLC

Westport, CT
BUY
 -
1.3K
+ 2.82%
$70.5K - $88.3K
47.4K $3.81M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.3K
+ 10.03%
$70.3K - $88.1K
14.2K $1.14M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.29K
+ 8.49%
$70.1K - $87.9K
16.5K $1.33M
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
1.27K
+ 7.21%
$68.9K - $86.4K
18.9K $1.52M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
1.27K
+ 10.07%
$68.7K - $86.1K
13.9K $1.12M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
1.27K
+ 25.19%
$68.6K - $85.9K
6.29K $506K
Nov 09, 2023 Q3 2023
Wesleyan Assurance Society

Birmingham, X0
BUY
 -
1.25K
New
$67.8K - $84.9K
1.25K $101K
Nov 14, 2023 Q3 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
1.25K
+ 2.72%
$67.8K - $84.9K
47.3K $3.8M
Oct 10, 2023 Q3 2023
Baldwin Brothers LLC

BUY
 -
1.25K
+ 0.95%
$67.5K - $84.7K
132K $10.6M
Oct 13, 2023 Q3 2023
Reliant Investment Management, LLC

BUY
 -
1.24K
+ 1.97%
$66.9K - $83.9K
63.8K $5.13M
Nov 22, 2023 Q3 2023
Aurora Investment Counsel

Atlanta, GA
BUY
 -
1.24K
+ 3.3%
$66.9K - $83.9K
38.6K $3.11M
Nov 14, 2023 Q3 2023
Old Port Advisors

BUY
 -
1.23K
+ 15.92%
$66.8K - $83.8K
8.98K $722K
Oct 17, 2023 Q3 2023
Riverview Trust CO

BUY
 -
1.22K
+ 173.13%
$66.3K - $83.2K
1.93K $155K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
1.19K
New
$64.4K - $80.7K
1.19K $95.6K
Oct 27, 2023 Q3 2023
United Bank

BUY
 -
1.19K
+ 23.88%
$64.2K - $80.5K
6.15K $495K
Nov 14, 2023 Q3 2023
Worm Capital, LLC

Austin, TX
BUY
 -
1.17K
+ 7.49%
$63.6K - $79.7K
16.8K $1.35M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
1.17K
+ 28.41%
$63.3K - $79.3K
5.28K $424K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
1.17K
+ 3.79%
$63.1K - $79.2K
31.9K $2.56M
Nov 13, 2023 Q3 2023
Epoch Investment Partners, Inc.

New York, NY
BUY
 -
1.16K
+ 4.15%
$62.9K - $78.9K
29.1K $2.34M
Oct 31, 2023 Q3 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
1.16K
+ 10.42%
$62.9K - $78.8K
12.3K $989K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
1.15K
+ 24.81%
$62.4K - $78.2K
5.79K $466K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.13K
+ 0.52%
$61.2K - $76.8K
218K $17.5M
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
1.12K
+ 11.83%
$60.9K - $76.4K
10.6K $855K
Oct 17, 2023 Q3 2023
Argus Investors' Counsel, Inc.

BUY
 -
1.11K
+ 4.51%
$60.1K - $75.3K
25.7K $2.07M
Oct 16, 2023 Q3 2023
Martin Capital Advisors, LLP

BUY
 -
1.11K
+ 4.04%
$59.9K - $75.1K
28.5K $2.29M
Oct 10, 2023 Q3 2023
C2 C Wealth Management, LLC

BUY
 -
1.1K
+ 5.42%
$59.6K - $74.7K
21.4K $1.72M
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
1.1K
New
$59.6K - $74.7K
1.1K $88.5K
Jan 25, 2024 Q3 2023
Delphi Management Inc /Ma/

Boston, MA
BUY
 -
1.08K
+ 6.82%
$58.3K - $73K
16.8K $1.36M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
1.07K
+ 702.63%
$57.9K - $72.6K
1.22K $98.1K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.07K
+ 16.72%
$57.8K - $72.5K
7.45K $599K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
1.07K
New
$57.8K - $72.4K
1.07K $85.7K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
1.07K
New
$57.7K - $72.4K
1.07K $85.7K
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
1.06K
+ 23.3%
$57.2K - $71.7K
5.58K $449K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1.05K
New
$57.1K - $71.5K
1.05K $84.7K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.04K
+ 22.01%
$56.4K - $70.7K
5.77K $464K
Nov 09, 2023 Q3 2023
Moser Wealth Advisors, LLC

BUY
 -
1.03K
+ 45.56%
$55.6K - $69.6K
3.28K $263K
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
1.02K
New
$55.4K - $69.4K
1.02K $82.2K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
1.01K
+ 15.52%
$54.5K - $68.3K
7.48K $602K
Oct 25, 2023 Q3 2023
Legal Advantage Investments, Inc.

BUY
 -
1K
+ 1.75%
$54.2K - $67.9K
58.1K $4.67M

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