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 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
90+ 1.65% |
$4.44K - $6.39K
|
5.55K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
90New |
$4.44K - $6.39K
|
90
$7.52K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
89+ 2.38% |
$4.39K - $6.32K
|
3.83K
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
89+ 1.7% |
$4.39K - $6.32K
|
5.33K
$446K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
89New |
$4.39K - $6.32K
|
89
$7.44K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
80+ 1.73% |
$3.95K - $5.68K
|
4.69K
$392K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
77+ 16.85% |
$3.8K - $5.47K
|
534
$44.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
76+ 1.16% |
$3.75K - $5.39K
|
6.66K
$556K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
74+ 0.49% |
$3.65K - $5.25K
|
15.1K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 1.15% |
$3.6K - $5.18K
|
6.41K
$536K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
70New |
$3.45K - $4.97K
|
70
$5.85K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
65New |
$3.21K - $4.61K
|
65
$5.43K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
65New |
$3.21K - $4.61K
|
65
$5.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
64+ 0.85% |
$3.16K - $4.54K
|
7.56K
$632K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
64New |
$3.16K - $4.54K
|
64
$5.35K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
63+ 1.31% |
$3.11K - $4.47K
|
4.88K
$408K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
63+ 1.31% |
$3.11K - $4.47K
|
4.88K
$408K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
59+ 2.05% |
$2.91K - $4.19K
|
2.94K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
58New |
$2.86K - $4.12K
|
58
$4.85K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
58+ 20.94% |
$2.86K - $4.12K
|
335
$28K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
57+ 9.12% |
$2.81K - $4.05K
|
682
$57K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
55+ 1.09% |
$2.71K - $3.9K
|
5.11K
$427K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
53+ 2.37% |
$2.61K - $3.76K
|
2.29K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
53+ 1.0% |
$2.61K - $3.76K
|
5.33K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
52+ 0.84% |
$2.57K - $3.69K
|
6.27K
$524K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
52+ 5.25% |
$2.57K - $3.69K
|
1.04K
$87.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
51New |
$2.52K - $3.62K
|
51
$4.26K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51New |
$2.52K - $3.62K
|
51
$4.26K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
50New |
$2.47K - $3.55K
|
50
$4.18K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 0.89% |
$2.47K - $3.55K
|
5.68K
$475K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
50+ 0.44% |
$2.47K - $3.55K
|
11.5K
$962K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50+ 1.13% |
$2.47K - $3.55K
|
4.47K
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
50New |
$2.47K - $3.55K
|
50
$4.18K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
50+ 0.18% |
$2.47K - $3.55K
|
27.8K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
46+ 0.18% |
$2.27K - $3.27K
|
26.1K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
46+ 0.98% |
$2.27K - $3.27K
|
4.75K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
44+ 0.37% |
$2.17K - $3.12K
|
12K
$1M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43+ 6.73% |
$2.12K - $3.05K
|
682
$57K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
42+ 2.96% |
$2.07K - $2.98K
|
1.46K
$122K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
42+ 39.62% |
$2.07K - $2.98K
|
148
$12.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
42+ 0.8% |
$2.07K - $2.98K
|
5.31K
$444K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
40+ 1.08% |
$1.97K - $2.84K
|
3.75K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
37+ 0.06% |
$1.83K - $2.63K
|
66.7K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
36+ 0.73% |
$1.78K - $2.56K
|
4.98K
$416K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
35+ 0.38% |
$1.73K - $2.48K
|
9.26K
$774K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
29+ 0.32% |
$1.43K - $2.06K
|
9.12K
$762K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
28+ 0.57% |
$1.38K - $1.99K
|
4.98K
$416K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
28New |
$1.38K - $1.99K
|
28
$2.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
28+ 4.79% |
$1.38K - $1.99K
|
612
$51.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
28+ 0.44% |
$1.38K - $1.99K
|
6.43K
$537K
|