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 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$338K - $487K
|
6.86K
$524K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
6.83K+ 17.86% |
$337K - $485K
|
45.1K
$3.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.83K+ 4.12% |
$337K - $485K
|
173K
$13.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
6.78K+ 27.62% |
$334K - $481K
|
31.3K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
6.73KNew |
$332K - $478K
|
6.73K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.72K+ 72.02% |
$332K - $477K
|
16.1K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.62K+ 0.84% |
$327K - $470K
|
794K
$60.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.61K+ 4.18% |
$326K - $469K
|
165K
$12.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.57K+ 462.39% |
$324K - $466K
|
7.99K
$610K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.56K+ 27.04% |
$324K - $466K
|
30.8K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.53KNew |
$322K - $463K
|
6.53K
$499K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.51KNew |
$321K - $462K
|
6.51K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6.42K+ 71.55% |
$317K - $455K
|
15.4K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.38K+ 50.15% |
$315K - $453K
|
19.1K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.13K+ 20.48% |
$303K - $435K
|
36.1K
$2.76M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
5.99KNew |
$296K - $425K
|
5.99K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.97KNew |
$294K - $423K
|
5.97K
$456K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.91KNew |
$292K - $419K
|
5.91K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.9K+ 21.45% |
$291K - $419K
|
33.4K
$2.55M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.9KNew |
$291K - $418K
|
5.9K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.82K+ 0.87% |
$287K - $413K
|
676K
$51.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.82KNew |
$287K - $413K
|
5.82K
$445K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
5.82K+ 137.3% |
$287K - $413K
|
10.1K
$768K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.76K+ 15.31% |
$284K - $409K
|
43.4K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.76K+ 3.59% |
$284K - $409K
|
166K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.76KNew |
$284K - $409K
|
5.76K
$440K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.72KNew |
$282K - $406K
|
5.72K
$437K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.71K+ 3.79% |
$282K - $405K
|
156K
$11.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.66K+ 11.47% |
$279K - $401K
|
55K
$4.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.62KNew |
$277K - $399K
|
5.62K
$430K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.62K+ 4.62% |
$277K - $399K
|
127K
$9.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.61K+ 26.02% |
$277K - $398K
|
27.2K
$2.08M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
5.57K+ 107.92% |
$275K - $396K
|
10.7K
$821K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.57K+ 102.22% |
$275K - $395K
|
11K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.51K+ 29.01% |
$272K - $391K
|
24.5K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.51K+ 4.38% |
$272K - $391K
|
131K
$10M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.5K+ 37.68% |
$271K - $390K
|
20.1K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.49KNew |
$271K - $390K
|
5.49K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.48K+ 17.77% |
$270K - $389K
|
36.3K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.47K+ 35.11% |
$270K - $389K
|
21.1K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.45K+ 0.99% |
$269K - $387K
|
559K
$42.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
5.45K+ 3.89% |
$269K - $387K
|
146K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5.43K+ 61.55% |
$268K - $385K
|
14.3K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.41K+ 30.35% |
$267K - $384K
|
23.2K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.37KNew |
$265K - $381K
|
5.37K
$410K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
5.36K+ 4.09% |
$264K - $380K
|
136K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.34K+ 1.87% |
$264K - $379K
|
291K
$22.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
5.34K+ 21.5% |
$263K - $379K
|
30.2K
$2.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.33KNew |
$263K - $378K
|
5.33K
$407K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.28KNew |
$260K - $375K
|
5.28K
$403K
|