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 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
315New |
$15.5K - $22.4K
|
315
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
314+ 5.77% |
$15.5K - $22.3K
|
5.76K
$440K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
314+ 4.01% |
$15.5K - $22.3K
|
8.15K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
313+ 30.84% |
$15.4K - $22.2K
|
1.33K
$101K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
313New |
$15.4K - $22.2K
|
313
$23.9K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
310+ 1.07% |
$15.3K - $22K
|
29.3K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
299+ 2.72% |
$14.7K - $21.2K
|
11.3K
$862K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
297+ 1.47% |
$14.7K - $21.1K
|
20.5K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
291+ 11.32% |
$14.4K - $20.7K
|
2.86K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
291+ 5.44% |
$14.4K - $20.7K
|
5.65K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
289New |
$14.3K - $20.5K
|
289
$22.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
278+ 6.5% |
$13.7K - $19.7K
|
4.55K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
277New |
$13.7K - $19.7K
|
277
$21.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
274+ 4.8% |
$13.5K - $19.4K
|
5.98K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
274+ 9.23% |
$13.5K - $19.4K
|
3.24K
$248K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
271New |
$13.4K - $19.2K
|
271
$20.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
268+ 80.97% |
$13.2K - $19K
|
599
$45.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
263New |
$13K - $18.7K
|
263
$20.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
261+ 8.85% |
$12.9K - $18.5K
|
3.21K
$245K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
259+ 0.77% |
$12.8K - $18.4K
|
33.9K
$2.59M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
252New |
$12.4K - $17.9K
|
252
$19.3K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
250+ 1.04% |
$12.3K - $17.7K
|
24.3K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
246+ 2.72% |
$12.1K - $17.5K
|
9.3K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
245+ 22.98% |
$12.1K - $17.4K
|
1.31K
$100K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
240+ 6.54% |
$11.8K - $17K
|
3.91K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
223+ 0.35% |
$11K - $15.8K
|
63.3K
$4.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
222+ 51.87% |
$11K - $15.8K
|
650
$49.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
221+ 1.14% |
$10.9K - $15.7K
|
19.6K
$1.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
220+ 1.09% |
$10.9K - $15.6K
|
20.5K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
220+ 1.62% |
$10.9K - $15.6K
|
13.8K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
217New |
$10.7K - $15.4K
|
217
$16.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
217+ 0.28% |
$10.7K - $15.4K
|
77.1K
$5.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
216+ 2.7% |
$10.7K - $15.3K
|
8.23K
$628K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
216+ 1.34% |
$10.7K - $15.3K
|
16.4K
$1.25M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
215New |
$10.6K - $15.3K
|
215
$16.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
207+ 2.16% |
$10.2K - $14.7K
|
9.78K
$747K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 800.0% |
$9.87K - $14.2K
|
225
$17.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 303.03% |
$9.87K - $14.2K
|
266
$20.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
200+ 4.7% |
$9.87K - $14.2K
|
4.45K
$340K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
200New |
$9.87K - $14.2K
|
200
$15.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
200+ 3.33% |
$9.87K - $14.2K
|
6.2K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
200+ 18.18% |
$9.87K - $14.2K
|
1.3K
$99.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Worm Capital, LLC
Austin, TX |
BUY
|
- |
199+ 1.18% |
$9.82K - $14.1K
|
17K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
197New |
$9.72K - $14K
|
197
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
193+ 2.33% |
$9.52K - $13.7K
|
8.48K
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
192+ 3.52% |
$9.47K - $13.6K
|
5.64K
$431K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
189+ 4.76% |
$9.32K - $13.4K
|
4.16K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
188New |
$9.27K - $13.3K
|
188
$14.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
185New |
$9.13K - $13.1K
|
185
$14.1K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
184New |
$9.08K - $13.1K
|
184
$14.1K
|