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 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.6K+ 0.46% |
$1.31M - $1.89M
|
5.81M
$486M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
26.5K+ 18.35% |
$1.31M - $1.88M
|
171K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
25.7KNew |
$1.27M - $1.82M
|
25.7K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
25.3K+ 5.1% |
$1.25M - $1.79M
|
520K
$43.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
25.2K+ 34.3% |
$1.25M - $1.79M
|
98.9K
$8.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
25.1K+ 0.31% |
$1.24M - $1.78M
|
8.13M
$679M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
25.1K+ 7.32% |
$1.24M - $1.78M
|
367K
$30.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.8K+ 570.38% |
$1.22M - $1.76M
|
29.1K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.7K+ 23.48% |
$1.22M - $1.75M
|
130K
$10.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
24.6K+ 4.46% |
$1.21M - $1.75M
|
576K
$48.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
24.4K+ 10.68% |
$1.2M - $1.73M
|
253K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.3K+ 5787.62% |
$1.2M - $1.73M
|
24.7K
$2.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
24.3K+ 24.34% |
$1.2M - $1.73M
|
124K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24K+ 5.84% |
$1.18M - $1.7M
|
435K
$36.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
24KNew |
$1.18M - $1.7M
|
24K
$2.01M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.4K+ 197.22% |
$1.16M - $1.66M
|
35.3K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
23.2K+ 2.0% |
$1.14M - $1.65M
|
1.18M
$99M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
23.1K+ 6.4% |
$1.14M - $1.64M
|
384K
$32.1M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
23.1KNew |
$1.14M - $1.64M
|
23.1K
$1.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
23K+ 16.84% |
$1.13M - $1.63M
|
159K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
22.3KNew |
$1.1M - $1.58M
|
22.3K
$1.87M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
22.1KNew |
$1.09M - $1.57M
|
22.1K
$1.85M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
22.1K+ 96.84% |
$1.09M - $1.57M
|
44.8K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
22K+ 15.31% |
$1.09M - $1.56M
|
166K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
22KNew |
$1.09M - $1.56M
|
22K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.9K+ 571.99% |
$1.08M - $1.55M
|
25.7K
$2.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
21.5KNew |
$1.06M - $1.52M
|
21.5K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
21.4K+ 2.36% |
$1.06M - $1.52M
|
929K
$77.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
21.4KNew |
$1.06M - $1.52M
|
21.4K
$1.79M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
21.3KNew |
$1.05M - $1.51M
|
21.3K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
21.3K+ 89.8% |
$1.05M - $1.51M
|
45K
$3.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
20.6K+ 14.01% |
$1.02M - $1.46M
|
168K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.6K+ 271.05% |
$1.02M - $1.46M
|
28.2K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
20.3K+ 59.96% |
$1M - $1.44M
|
54.2K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
20.2KNew |
$997K - $1.44M
|
20.2K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19.8K+ 174.5% |
$975K - $1.4M
|
31.1K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19.8K+ 12.47% |
$975K - $1.4M
|
178K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
19.7K+ 69.04% |
$971K - $1.4M
|
48.2K
$4.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19.7K+ 5.04% |
$970K - $1.4M
|
410K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
19.6KNew |
$966K - $1.39M
|
19.6K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.4K+ 11.14% |
$959K - $1.38M
|
194K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
19.4KNew |
$958K - $1.38M
|
19.4K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.4KNew |
$957K - $1.38M
|
19.4K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
19.3K+ 110.99% |
$951K - $1.37M
|
36.7K
$3.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
19.2KNew |
$947K - $1.36M
|
19.2K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$933K - $1.34M
|
18.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
18.8K+ 5.46% |
$929K - $1.34M
|
364K
$30.4M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
18.7KNew |
$924K - $1.33M
|
18.7K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.6K+ 39.47% |
$918K - $1.32M
|
65.8K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
18.3KNew |
$902K - $1.3M
|
18.3K
$1.53M
|