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 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
826+ 18.82% |
$40.7K - $58.6K
|
5.22K
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
825+ 2.38% |
$40.7K - $58.6K
|
35.5K
$2.71M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
823+ 4.39% |
$40.6K - $58.4K
|
19.6K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
822+ 11.88% |
$40.5K - $58.3K
|
7.74K
$592K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
814+ 14.12% |
$40.2K - $57.8K
|
6.58K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
803+ 19.64% |
$39.6K - $57K
|
4.89K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
801New |
$39.5K - $56.9K
|
801
$61.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
800+ 0.31% |
$39.5K - $56.8K
|
261K
$19.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
796+ 20.58% |
$39.3K - $56.5K
|
4.66K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
795+ 1.64% |
$39.2K - $56.4K
|
49.1K
$3.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
786+ 5.91% |
$38.8K - $55.8K
|
14.1K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
766+ 3.49% |
$37.8K - $54.4K
|
22.7K
$1.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
BUY
|
- |
761+ 1.44% |
$37.5K - $54K
|
53.7K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
761+ 0.09% |
$37.5K - $54K
|
862K
$65.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
759+ 2.66% |
$37.4K - $53.9K
|
29.3K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
750+ 3.71% |
$37K - $53.2K
|
21K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
749+ 7.95% |
$36.9K - $53.2K
|
10.2K
$777K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
730+ 1.05% |
$36K - $51.8K
|
70.5K
$5.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
726+ 31.58% |
$35.8K - $51.5K
|
3.03K
$231K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
709+ 0.36% |
$35K - $50.3K
|
197K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
705+ 2.91% |
$34.8K - $50K
|
24.9K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
702New |
$34.6K - $49.8K
|
702
$53.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
698+ 1.21% |
$34.4K - $49.5K
|
58.5K
$4.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
698+ 12.22% |
$34.4K - $49.5K
|
6.41K
$490K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
689+ 11.06% |
$34K - $48.9K
|
6.92K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
684+ 5.28% |
$33.7K - $48.6K
|
13.6K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
680+ 170.0% |
$33.5K - $48.3K
|
1.08K
$82.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
675+ 1.29% |
$33.3K - $47.9K
|
53K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
664+ 8.94% |
$32.8K - $47.1K
|
8.09K
$618K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
663+ 47.02% |
$32.7K - $47.1K
|
2.07K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
658+ 3.37% |
$32.5K - $46.7K
|
20.2K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
657+ 1.53% |
$32.4K - $46.6K
|
43.7K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
650New |
$32.1K - $46.1K
|
650
$49.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
649+ 1.25% |
$32K - $46.1K
|
52.4K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
649+ 12.77% |
$32K - $46.1K
|
5.73K
$438K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
635New |
$31.3K - $45.1K
|
635
$48.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
632+ 5.71% |
$31.2K - $44.9K
|
11.7K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
631+ 4.77% |
$31.1K - $44.8K
|
13.9K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
623+ 4.41% |
$30.7K - $44.2K
|
14.8K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
623+ 1.32% |
$30.7K - $44.2K
|
47.9K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
612+ 1.94% |
$30.2K - $43.4K
|
32.1K
$2.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
610New |
$30.1K - $43.3K
|
610
$46.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
608+ 3.17% |
$30K - $43.2K
|
19.8K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
607+ 1.04% |
$29.9K - $43.1K
|
59K
$4.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
593+ 1.77% |
$29.3K - $42.1K
|
34.1K
$2.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
581+ 9.11% |
$28.7K - $41.2K
|
6.96K
$532K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
581+ 1.56% |
$28.7K - $41.2K
|
37.7K
$2.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
579+ 12.39% |
$28.6K - $41.1K
|
5.25K
$401K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
577+ 0.28% |
$28.5K - $41K
|
210K
$16M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
569+ 13.93% |
$28.1K - $40.4K
|
4.65K
$356K
|