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 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
1.83K+ 32.59% |
$90.1K - $130K
|
7.43K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.81K+ 5.94% |
$89.5K - $129K
|
32.3K
$2.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
1.81K+ 2.19% |
$89.1K - $128K
|
84.4K
$6.45M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.76K+ 33.61% |
$86.9K - $125K
|
7K
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.75K+ 7.11% |
$86.3K - $124K
|
26.4K
$2.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.75K+ 12.86% |
$86.1K - $124K
|
15.3K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.75K+ 2.7% |
$86.1K - $124K
|
66.5K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.74K+ 5.34% |
$85.6K - $123K
|
34.2K
$2.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.73K+ 10.32% |
$85.5K - $123K
|
18.5K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72K+ 9.1% |
$84.7K - $122K
|
20.6K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71K+ 41.98% |
$84.6K - $122K
|
5.8K
$443K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.71K+ 19.88% |
$84.3K - $121K
|
10.3K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.71K+ 22.5% |
$84.1K - $121K
|
9.28K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.68K+ 0.89% |
$82.9K - $119K
|
191K
$14.6M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.68K+ 33540.0% |
$82.7K - $119K
|
1.68K
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.64K+ 12.84% |
$80.7K - $116K
|
14.4K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.63K+ 0.86% |
$80.3K - $116K
|
191K
$14.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.62K+ 1.78% |
$80K - $115K
|
92.5K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.58K+ 29.8% |
$77.9K - $112K
|
6.88K
$526K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.58K+ 2.31% |
$77.8K - $112K
|
70K
$5.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.57K+ 89.33% |
$77.6K - $112K
|
3.34K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.56K+ 28.16% |
$77.1K - $111K
|
7.11K
$543K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 45.8% |
$74K - $106K
|
4.78K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 3.79% |
$74K - $106K
|
41K
$3.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.5K+ 15.18% |
$73.9K - $106K
|
11.4K
$869K
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.48K+ 40.38% |
$73.1K - $105K
|
5.15K
$394K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.48K+ 1.58% |
$73K - $105K
|
95.4K
$7.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
1.47K+ 13.27% |
$72.5K - $104K
|
12.6K
$959K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.46K+ 250.0% |
$72K - $104K
|
2.04K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.45K+ 19.3% |
$71.6K - $103K
|
8.97K
$685K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
1.45K+ 2.7% |
$71.3K - $103K
|
54.9K
$4.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.42K+ 5.33% |
$69.8K - $100K
|
28K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.41K+ 7.05% |
$69.7K - $100K
|
21.5K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.41K+ 50.09% |
$69.6K - $100K
|
4.23K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.41K+ 30.26% |
$69.6K - $100K
|
6.07K
$464K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.39K+ 4.15% |
$68.7K - $98.9K
|
35K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.38K+ 11.89% |
$68.1K - $98K
|
13K
$992K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
1.36K+ 13.66% |
$67K - $96.4K
|
11.3K
$863K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$66K - $95K
|
1.34K
$102K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.32K+ 0.48% |
$65.3K - $94K
|
280K
$21.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.31K+ 8.1% |
$64.4K - $92.6K
|
17.4K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.3KNew |
$64K - $92.1K
|
1.3K
$99.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29K+ 0.14% |
$63.8K - $91.8K
|
945K
$72.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.25K+ 1.6% |
$61.7K - $88.8K
|
79.2K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.25K+ 0.12% |
$61.6K - $88.6K
|
1.05M
$80.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.23K+ 2.33% |
$60.6K - $87.2K
|
54.1K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.23K+ 12.13% |
$60.6K - $87.2K
|
11.4K
$868K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23K+ 17.7% |
$60.6K - $87.2K
|
8.17K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.23K+ 1.08% |
$60.6K - $87.2K
|
115K
$8.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.22K+ 1.02% |
$60.2K - $86.6K
|
121K
$9.22M
|