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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
569+ 13.93% |
$28.1K - $40.4K
|
4.65K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
565+ 7.39% |
$27.9K - $40.1K
|
8.22K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
565+ 0.88% |
$27.9K - $40.1K
|
64.7K
$4.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
563+ 14.33% |
$27.8K - $40K
|
4.49K
$343K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
557+ 1.9% |
$27.5K - $39.5K
|
29.9K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
557+ 1.9% |
$27.5K - $39.5K
|
29.9K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
553+ 15.09% |
$27.3K - $39.3K
|
4.22K
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
550+ 916.67% |
$27.1K - $39K
|
610
$46.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
537+ 2.06% |
$26.5K - $38.1K
|
26.5K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
532+ 57.27% |
$26.2K - $37.8K
|
1.46K
$112K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
531+ 0.57% |
$26.2K - $37.7K
|
93.3K
$7.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
525+ 18.94% |
$25.9K - $37.3K
|
3.3K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
524+ 0.17% |
$25.8K - $37.2K
|
316K
$24.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
515+ 0.34% |
$25.4K - $36.6K
|
151K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
512+ 10.37% |
$25.3K - $36.3K
|
5.45K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
512+ 7.08% |
$25.3K - $36.3K
|
7.75K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
505+ 13.56% |
$24.9K - $35.8K
|
4.23K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
504New |
$24.9K - $35.8K
|
504
$38.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
500New |
$24.7K - $35.5K
|
500
$38.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
500+ 12.2% |
$24.7K - $35.5K
|
4.6K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
494+ 3.41% |
$24.4K - $35.1K
|
15K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
493+ 1.55% |
$24.3K - $35K
|
32.4K
$2.47M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
476+ 4.32% |
$23.5K - $33.8K
|
11.5K
$877K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
463+ 10.89% |
$22.8K - $32.9K
|
4.71K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
456+ 1.0% |
$22.5K - $32.4K
|
46K
$3.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
450New |
$22.2K - $31.9K
|
450
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
441+ 5.0% |
$21.8K - $31.3K
|
9.27K
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
440New |
$21.7K - $31.2K
|
440
$33.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
428New |
$21.1K - $30.4K
|
428
$32.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
408New |
$20.1K - $29K
|
408
$31.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
408+ 0.37% |
$20.1K - $29K
|
110K
$8.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
407+ 9.03% |
$20.1K - $28.9K
|
4.92K
$376K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
401+ 6.42% |
$19.8K - $28.5K
|
6.64K
$508K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
400+ 0.92% |
$19.7K - $28.4K
|
43.8K
$3.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
400+ 16.29% |
$19.7K - $28.4K
|
2.86K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
400+ 5.38% |
$19.7K - $28.4K
|
7.83K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
400+ 0.83% |
$19.7K - $28.4K
|
48.4K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
400+ 9.72% |
$19.7K - $28.4K
|
4.52K
$345K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
395New |
$19.5K - $28K
|
395
$30.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
385+ 6.9% |
$19K - $27.3K
|
5.97K
$456K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
375+ 0.89% |
$18.5K - $26.6K
|
42.7K
$3.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
375+ 4.69% |
$18.5K - $26.6K
|
8.38K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
362+ 2.47% |
$17.9K - $25.7K
|
15K
$1.15M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
340+ 4.27% |
$16.8K - $24.1K
|
8.31K
$635K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
340+ 4.56% |
$16.8K - $24.1K
|
7.79K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
336+ 1.6% |
$16.6K - $23.8K
|
21.4K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
333+ 4.41% |
$16.4K - $23.6K
|
7.88K
$602K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
328+ 0.33% |
$16.2K - $23.3K
|
99.2K
$7.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
328New |
$16.2K - $23.3K
|
328
$25.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
325New |
$16K - $23.1K
|
325
$24.8K
|