Purchases and Sales Made in Q4 2023 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
3.47KNew |
$171K - $246K
|
3.47K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46KNew |
$171K - $246K
|
3.46K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.46KNew |
$171K - $246K
|
3.46K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.45K+ 24.86% |
$170K - $245K
|
17.3K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.43KNew |
$169K - $243K
|
3.43K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.42KNew |
$168K - $242K
|
3.42K
$285K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.41KNew |
$168K - $242K
|
3.41K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.4KNew |
$168K - $241K
|
3.4K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
3.4KNew |
$168K - $241K
|
3.4K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.39KNew |
$167K - $241K
|
3.39K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.38KNew |
$167K - $240K
|
3.38K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.38KNew |
$166K - $240K
|
3.38K
$282K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
3.37KNew |
$166K - $239K
|
3.37K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.37KNew |
$166K - $239K
|
3.37K
$282K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.37K+ 3.5% |
$166K - $239K
|
99.5K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
3.37KNew |
$166K - $239K
|
3.37K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.36K+ 23.48% |
$166K - $238K
|
17.7K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
3.35KNew |
$165K - $237K
|
3.35K
$280K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
3.32K+ 16.09% |
$164K - $236K
|
24K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.31KNew |
$163K - $235K
|
3.31K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.31KNew |
$163K - $235K
|
3.31K
$277K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.3KNew |
$163K - $235K
|
3.3K
$276K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.3KNew |
$163K - $234K
|
3.3K
$276K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.29K+ 3.41% |
$162K - $234K
|
100K
$8.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$162K - $233K
|
3.28K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.28K+ 3.27% |
$162K - $233K
|
104K
$8.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.28K+ 6.99% |
$162K - $233K
|
50.2K
$4.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3.27KNew |
$161K - $232K
|
3.27K
$274K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.27KNew |
$161K - $232K
|
3.27K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
BUY
|
- |
3.25K+ 9.52% |
$160K - $230K
|
37.4K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.23K+ 7.06% |
$159K - $229K
|
49K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.23KNew |
$159K - $229K
|
3.23K
$270K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$158K - $227K
|
3.21K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.2KNew |
$158K - $227K
|
3.2K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
BUY
|
- |
3.19KNew |
$157K - $226K
|
3.19K
$267K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.17K+ 64.52% |
$156K - $225K
|
8.09K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3.17KNew |
$156K - $225K
|
3.17K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.16KNew |
$156K - $224K
|
3.16K
$264K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
3.15KNew |
$155K - $224K
|
3.15K
$263K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
3.15KNew |
$155K - $223K
|
3.15K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.13K+ 5.32% |
$155K - $222K
|
62K
$5.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.13KNew |
$154K - $222K
|
3.13K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.13KNew |
$154K - $222K
|
3.13K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.13KNew |
$154K - $222K
|
3.13K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.12KNew |
$154K - $221K
|
3.12K
$261K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
3.11KNew |
$154K - $221K
|
3.11K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.1KNew |
$153K - $220K
|
3.1K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
3.1K+ 16.12% |
$153K - $220K
|
22.3K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.09KNew |
$153K - $219K
|
3.09K
$258K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
3.08K+ 24.07% |
$152K - $218K
|
15.9K
$1.33M
|