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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
2.42K+ 45.01% |
$119K - $172K
|
7.79K
$595K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.41K+ 1.04% |
$119K - $171K
|
235K
$18M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.41K+ 58.31% |
$119K - $171K
|
6.54K
$499K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.4K+ 35.53% |
$118K - $170K
|
9.14K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.4K+ 5.07% |
$118K - $170K
|
49.7K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.39K+ 22.15% |
$118K - $170K
|
13.2K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.38K+ 52.48% |
$117K - $169K
|
6.91K
$528K
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
2.36K+ 8.48% |
$116K - $168K
|
30.2K
$2.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.35KNew |
$116K - $167K
|
2.35K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.33K+ 5.61% |
$115K - $165K
|
43.8K
$3.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.32K+ 9.13% |
$115K - $165K
|
27.8K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.3K+ 23.57% |
$113K - $163K
|
12.1K
$921K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.3K+ 6.73% |
$113K - $163K
|
36.4K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.29K+ 24.39% |
$113K - $163K
|
11.7K
$893K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.25K+ 3.42% |
$111K - $160K
|
68.1K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
2.24K+ 2.86% |
$111K - $159K
|
80.7K
$6.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.23K+ 31.0% |
$110K - $158K
|
9.42K
$720K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.21K+ 39.23% |
$109K - $157K
|
7.83K
$598K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
2.2K+ 1.26% |
$109K - $156K
|
177K
$13.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
2.18K+ 57.78% |
$107K - $155K
|
5.95K
$455K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.18K+ 12.33% |
$107K - $155K
|
19.8K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.16K+ 4.83% |
$106K - $153K
|
46.8K
$3.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.15K+ 54.48% |
$106K - $152K
|
6.09K
$465K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.14K+ 3.37% |
$106K - $152K
|
65.7K
$5.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.13K+ 5.14% |
$105K - $151K
|
43.6K
$3.33M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.13K+ 7.63% |
$105K - $151K
|
30.1K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.1K+ 0.82% |
$104K - $149K
|
257K
$19.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.08K+ 0.42% |
$103K - $148K
|
500K
$38.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.07KNew |
$102K - $147K
|
2.07K
$158K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.05K+ 15.05% |
$101K - $145K
|
15.6K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.03K+ 8.88% |
$100K - $144K
|
24.9K
$1.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
2.02K+ 41.51% |
$99.5K - $143K
|
6.88K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.02K+ 11.46% |
$99.4K - $143K
|
19.6K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.01K+ 19.3% |
$99K - $142K
|
12.4K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2K+ 8.74% |
$98.6K - $142K
|
24.8K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
2K+ 2.13% |
$98.5K - $142K
|
96K
$7.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2K+ 8.14% |
$98.4K - $142K
|
26.5K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.99K+ 1.15% |
$97.9K - $141K
|
175K
$13.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.98KNew |
$97.7K - $141K
|
1.98K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.97K+ 10.96% |
$97.2K - $140K
|
20K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.97K+ 8.43% |
$97.2K - $140K
|
25.3K
$1.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.96K+ 8.35% |
$96.9K - $139K
|
25.5K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.96K+ 31.16% |
$96.6K - $139K
|
8.25K
$630K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.93K+ 0.52% |
$95K - $137K
|
371K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.89K+ 909.13% |
$93.3K - $134K
|
2.1K
$160K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.86K+ 45.68% |
$91.9K - $132K
|
5.94K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.86KNew |
$91.8K - $132K
|
1.86K
$142K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.84K+ 9.31% |
$90.7K - $131K
|
21.6K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.83K+ 1.56% |
$90.5K - $130K
|
119K
$9.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.83KNew |
$90.4K - $130K
|
1.83K
$140K
|