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 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-285- 0.82% |
$14.1K - $20.2K
|
34.3K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-285- 0.52% |
$14.1K - $20.2K
|
54.8K
$4.58M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-296- 51.93% |
$14.6K - $21K
|
274
$22.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-300- 33.98% |
$14.8K - $21.3K
|
583
$48.7K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-302- 2.84% |
$14.9K - $21.4K
|
10.3K
$863K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-305- 7.95% |
$15K - $21.6K
|
3.53K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-309- 2.21% |
$15.2K - $21.9K
|
13.7K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-311- 0.67% |
$15.3K - $22.1K
|
46.4K
$3.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-313- 6.83% |
$15.4K - $22.2K
|
4.27K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-317- 7.67% |
$15.6K - $22.5K
|
3.82K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-325- 1.35% |
$16K - $23.1K
|
23.7K
$1.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-335- 3.63% |
$16.5K - $23.8K
|
8.89K
$744K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-336- 7.14% |
$16.6K - $23.8K
|
4.37K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-339- 1.41% |
$16.7K - $24.1K
|
23.7K
$1.98M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-340- 2.36% |
$16.8K - $24.1K
|
14.1K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-340- 51.13% |
$16.8K - $24.1K
|
325
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-342- 1.05% |
$16.9K - $24.3K
|
32.2K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-343- 4.28% |
$16.9K - $24.3K
|
7.67K
$641K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-347- 4.25% |
$17.1K - $24.6K
|
7.82K
$653K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-350- 0.94% |
$17.3K - $24.8K
|
36.7K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-350- 63.64% |
$17.3K - $24.8K
|
200
$16.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-359- 5.64% |
$17.7K - $25.5K
|
6.01K
$502K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-370- 4.75% |
$18.3K - $26.3K
|
7.43K
$621K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-375- 2.15% |
$18.5K - $26.6K
|
17.1K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-379- 3.97% |
$18.7K - $26.9K
|
9.17K
$767K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-385- 5.44% |
$19K - $27.3K
|
6.69K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-387- 6.52% |
$19.1K - $27.5K
|
5.55K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-397- 0.8% |
$19.6K - $28.2K
|
49.5K
$4.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-400- 8.61% |
$19.7K - $28.4K
|
4.25K
$355K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-400- 0.88% |
$19.7K - $28.4K
|
45.1K
$3.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-401- 7.26% |
$19.8K - $28.5K
|
5.12K
$428K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-420- 3.92% |
$20.7K - $29.8K
|
10.3K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-429- 2.46% |
$21.2K - $30.5K
|
17K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-432- 1.85% |
$21.3K - $30.7K
|
22.9K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-433- 4.25% |
$21.4K - $30.7K
|
9.76K
$816K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-437- 5.85% |
$21.6K - $31K
|
7.04K
$588K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-448- 0.58% |
$22.1K - $31.8K
|
77.2K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-448- 4.46% |
$22.1K - $31.8K
|
9.6K
$802K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-466- 2.7% |
$23K - $33.1K
|
16.8K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-466- 6.15% |
$23K - $33.1K
|
7.11K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-468- 0.91% |
$23.1K - $33.2K
|
51.1K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-471- 0.53% |
$23.2K - $33.4K
|
88.1K
$7.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-484- 4.86% |
$23.9K - $34.4K
|
9.48K
$792K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-485- 9.77% |
$23.9K - $34.4K
|
4.48K
$374K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-486- 4.4% |
$24K - $34.5K
|
10.6K
$883K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-492- 10.13% |
$24.3K - $34.9K
|
4.36K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-495- 11.92% |
$24.4K - $35.1K
|
3.66K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-500- 2.77% |
$24.7K - $35.5K
|
17.5K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-500- 2.22% |
$24.7K - $35.5K
|
22K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-514- 2.91% |
$25.4K - $36.5K
|
17.2K
$1.44M
|