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 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
100K+ 15.13% |
$4.93M - $7.1M
|
761K
$62.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
99.1K+ 7.19% |
$4.89M - $7.04M
|
1.48M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
97.3K+ 16.61% |
$4.8M - $6.91M
|
683K
$56.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
97KNew |
$4.79M - $6.89M
|
97K
$7.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.9K+ 6.59% |
$4.73M - $6.81M
|
1.55M
$127M
|
|
|
May 15, 2024
Q4 2023
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
94.4KNew |
$4.66M - $6.7M
|
94.4K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
93.6K+ 9.33% |
$4.62M - $6.64M
|
1.1M
$90M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
90.7K+ 4.23% |
$4.48M - $6.44M
|
2.24M
$183M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90.3KNew |
$4.46M - $6.41M
|
90.3K
$7.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89K+ 9.77% |
$4.39M - $6.32M
|
1M
$82.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
88.9K+ 7.98% |
$4.38M - $6.31M
|
1.2M
$98.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
87.4K+ 1.65% |
$4.31M - $6.2M
|
5.39M
$442M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
85.2K+ 224.3% |
$4.2M - $6.05M
|
123K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84.2K+ 91.17% |
$4.16M - $5.98M
|
177K
$14.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
81.5K+ 9.47% |
$4.02M - $5.79M
|
942K
$77.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
80K+ 74.44% |
$3.95M - $5.68M
|
187K
$15.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
79.6K+ 10.02% |
$3.93M - $5.65M
|
874K
$71.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
79.5K+ 19.63% |
$3.92M - $5.64M
|
484K
$39.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
77.9K+ 3.11% |
$3.84M - $5.53M
|
2.58M
$212M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
77.8K+ 22.5% |
$3.84M - $5.52M
|
424K
$34.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
75.6K+ 73.8% |
$3.73M - $5.36M
|
178K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
75.2KNew |
$3.71M - $5.34M
|
75.2K
$6.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
75K+ 6.67% |
$3.7M - $5.32M
|
1.2M
$98.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
71.7KNew |
$3.54M - $5.09M
|
71.7K
$5.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
71.2K+ 130.83% |
$3.51M - $5.05M
|
126K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.4K+ 73.91% |
$3.38M - $4.86M
|
161K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
65KNew |
$3.21M - $4.61M
|
65K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.5K+ 7.32% |
$3.03M - $4.37M
|
902K
$74M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.2K+ 1.12% |
$3.02M - $4.35M
|
5.54M
$455M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
61.2KNew |
$3.02M - $4.34M
|
61.2K
$5.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
60.4K+ 46.74% |
$2.98M - $4.28M
|
190K
$15.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
58K+ 4.54% |
$2.86M - $4.12M
|
1.33M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
58KNew |
$2.86M - $4.12M
|
58K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Harber Asset Management LLC
New York, NY |
BUY
|
- |
57.8K+ 19.71% |
$2.85M - $4.1M
|
351K
$28.8M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
57.6KNew |
$2.84M - $4.09M
|
57.6K
$4.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
55.6K+ 10.89% |
$2.74M - $3.94M
|
566K
$46.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Delta Global Management LP
New York, NY |
BUY
|
- |
55.6KNew |
$2.74M - $3.94M
|
55.6K
$4.56M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
55.1K+ 21.07% |
$2.72M - $3.91M
|
317K
$26M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
54.9K+ 7.44% |
$2.71M - $3.9M
|
793K
$65.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54.3K+ 27.19% |
$2.68M - $3.85M
|
254K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
53.3K+ 491.83% |
$2.63M - $3.78M
|
64.1K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53K+ 7.63% |
$2.61M - $3.76M
|
747K
$61.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
52.9KNew |
$2.61M - $3.75M
|
52.9K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
51.7K+ 154.28% |
$2.55M - $3.67M
|
85.3K
$7M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
51.5K+ 2.24% |
$2.54M - $3.66M
|
2.36M
$193M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
50.8K+ 32.8% |
$2.5M - $3.6M
|
206K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
50.5KNew |
$2.49M - $3.58M
|
50.5K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
50.4K+ 48.61% |
$2.49M - $3.58M
|
154K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
49.7K+ 4.23% |
$2.45M - $3.53M
|
1.22M
$100M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
48.6K+ 13.06% |
$2.4M - $3.45M
|
421K
$34.5M
|