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 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.22K+ 3.1% |
$60.1K - $86.5K
|
40.5K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 25.29% |
$58.2K - $83.8K
|
5.85K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.17K+ 5.87% |
$57.8K - $83.1K
|
21.1K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.16K+ 1.01% |
$57.4K - $82.6K
|
116K
$8.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.16K+ 1.01% |
$57.3K - $82.4K
|
116K
$8.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.12K+ 30.1% |
$55.2K - $79.4K
|
4.83K
$369K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.11K+ 0.59% |
$54.8K - $78.9K
|
188K
$14.4M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.75% |
$54.7K - $78.6K
|
41.4K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.11K+ 5.49% |
$54.6K - $78.6K
|
21.3K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.1K+ 8.55% |
$54.3K - $78.1K
|
14K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.08K+ 5.42% |
$53.2K - $76.6K
|
21K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.06K+ 0.63% |
$52.4K - $75.5K
|
171K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.06K+ 2.57% |
$52.3K - $75.3K
|
42.3K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.05K+ 6.63% |
$51.6K - $74.2K
|
16.8K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.04K+ 1.65% |
$51.3K - $73.8K
|
63.9K
$4.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.04K+ 50.78% |
$51.3K - $73.7K
|
3.09K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.04K+ 0.25% |
$51.2K - $73.6K
|
417K
$31.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.04K+ 4.03% |
$51.1K - $73.5K
|
26.7K
$2.04M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 5.87% |
$51K - $73.3K
|
18.6K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.02K+ 4.25% |
$50.1K - $72.1K
|
24.9K
$1.9M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.01K+ 11.91% |
$50K - $72K
|
9.53K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.01K+ 23.95% |
$49.9K - $71.8K
|
5.23K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1K+ 0.9% |
$49.4K - $71.1K
|
112K
$8.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1K+ 7.69% |
$49.3K - $71K
|
14K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
987+ 0.29% |
$48.7K - $70.1K
|
342K
$26.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
983+ 28.13% |
$48.5K - $69.8K
|
4.48K
$342K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
981+ 0.69% |
$48.4K - $69.6K
|
143K
$10.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
968+ 13.14% |
$47.8K - $68.7K
|
8.34K
$637K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
967+ 15.44% |
$47.7K - $68.6K
|
7.23K
$552K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
956+ 12.42% |
$47.2K - $67.9K
|
8.66K
$661K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
952+ 1.54% |
$47K - $67.6K
|
62.9K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
949+ 5.19% |
$46.8K - $67.4K
|
19.2K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
945+ 3.7% |
$46.6K - $67.1K
|
26.5K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
933+ 49.5% |
$46K - $66.2K
|
2.82K
$215K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
933+ 49.5% |
$46K - $66.2K
|
2.82K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
926New |
$45.7K - $65.7K
|
926
$70.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
925+ 0.23% |
$45.6K - $65.7K
|
410K
$31.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
912+ 19.81% |
$45K - $64.7K
|
5.52K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
911+ 17.33% |
$44.9K - $64.7K
|
6.17K
$471K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
907+ 1.76% |
$44.7K - $64.4K
|
52.5K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
902+ 2.36% |
$44.5K - $64K
|
39.2K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
900+ 19.35% |
$44.4K - $63.9K
|
5.55K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
899+ 21.42% |
$44.3K - $63.8K
|
5.1K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
878+ 1.09% |
$43.3K - $62.3K
|
81.4K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
874+ 3.09% |
$43.1K - $62K
|
29.2K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
869+ 0.2% |
$42.9K - $61.7K
|
439K
$33.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
850+ 2.36% |
$41.9K - $60.3K
|
36.9K
$2.82M
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
839+ 2.17% |
$41.4K - $59.6K
|
39.5K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
836+ 5.2% |
$41.2K - $59.3K
|
16.9K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
833New |
$41.1K - $59.1K
|
833
$63.6K
|