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 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
181+ 1.11% |
$8.93K - $12.8K
|
16.4K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
180+ 0.58% |
$8.88K - $12.8K
|
31.4K
$2.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
176+ 3.04% |
$8.68K - $12.5K
|
5.96K
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
176+ 0.88% |
$8.68K - $12.5K
|
20.1K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
175+ 1.19% |
$8.63K - $12.4K
|
14.9K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
175+ 9.53% |
$8.63K - $12.4K
|
2.01K
$154K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
172+ 0.41% |
$8.48K - $12.2K
|
41.9K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
172+ 0.37% |
$8.48K - $12.2K
|
47.1K
$3.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
170+ 16.67% |
$8.39K - $12.1K
|
1.19K
$90.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
167New |
$8.24K - $11.9K
|
167
$12.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
165+ 60.0% |
$8.14K - $11.7K
|
440
$33.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
165+ 0.39% |
$8.14K - $11.7K
|
43K
$3.28M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
165New |
$8.14K - $11.7K
|
165
$12.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
162New |
$7.99K - $11.5K
|
162
$12.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
161+ 0.35% |
$7.94K - $11.4K
|
45.5K
$3.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
158+ 137.39% |
$7.79K - $11.2K
|
273
$20.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
157+ 0.5% |
$7.74K - $11.1K
|
31.4K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
153+ 0.55% |
$7.55K - $10.9K
|
27.9K
$2.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
150+ 0.35% |
$7.4K - $10.6K
|
42.6K
$3.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
149+ 2.68% |
$7.35K - $10.6K
|
5.71K
$436K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
148+ 1.65% |
$7.3K - $10.5K
|
9.14K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
147+ 1.86% |
$7.25K - $10.4K
|
8.03K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
146New |
$7.2K - $10.4K
|
146
$11.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
144+ 12.0% |
$7.1K - $10.2K
|
1.34K
$103K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
139+ 7.59% |
$6.86K - $9.87K
|
1.97K
$151K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
134New |
$6.61K - $9.51K
|
134
$10.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
130+ 0.23% |
$6.41K - $9.23K
|
56.7K
$4.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
129+ 1.39% |
$6.36K - $9.16K
|
9.44K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
128+ 1.59% |
$6.31K - $9.09K
|
8.18K
$625K
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
126+ 0.75% |
$6.22K - $8.94K
|
17K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
125+ 109.65% |
$6.17K - $8.87K
|
239
$18.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
121New |
$5.97K - $8.59K
|
121
$9.25K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
116+ 0.51% |
$5.72K - $8.23K
|
23K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
116+ 1.43% |
$5.72K - $8.23K
|
8.21K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
116New |
$5.72K - $8.23K
|
116
$8.86K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
112+ 1.9% |
$5.52K - $7.95K
|
6K
$458K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
112+ 2.68% |
$5.52K - $7.95K
|
4.29K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
111+ 0.3% |
$5.48K - $7.88K
|
36.7K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
111+ 0.62% |
$5.48K - $7.88K
|
18.1K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
110+ 2.05% |
$5.43K - $7.81K
|
5.48K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
109+ 10.04% |
$5.38K - $7.74K
|
1.2K
$91.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
109New |
$5.38K - $7.74K
|
109
$8.33K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
105+ 0.64% |
$5.18K - $7.45K
|
16.6K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
105+ 2.65% |
$5.18K - $7.45K
|
4.06K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 1.32% |
$4.93K - $7.1K
|
7.69K
$587K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
99+ 2.47% |
$4.88K - $7.03K
|
4.1K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
99New |
$4.88K - $7.03K
|
99
$7.56K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
98+ 1.15% |
$4.83K - $6.96K
|
8.66K
$661K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
97+ 1.87% |
$4.79K - $6.89K
|
5.28K
$403K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
92+ 0.69% |
$4.54K - $6.53K
|
13.5K
$1.03M
|