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
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.26K+ 3416.88% |
$260K - $373K
|
5.42K
$453K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.23K+ 23.2% |
$258K - $371K
|
27.8K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.22K+ 36.24% |
$257K - $370K
|
19.6K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.21K+ 49.15% |
$257K - $370K
|
15.8K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5.2K+ 140.54% |
$257K - $369K
|
8.9K
$744K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.18K+ 80.09% |
$256K - $368K
|
11.7K
$974K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
5.18K+ 17.64% |
$255K - $367K
|
34.5K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
5.16K+ 1.75% |
$254K - $366K
|
300K
$25.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.12K+ 25.28% |
$252K - $363K
|
25.4K
$2.12M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.12K+ 24.14% |
$252K - $363K
|
26.3K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.09K+ 5.15% |
$251K - $361K
|
104K
$8.69M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.04KNew |
$249K - $358K
|
5.04K
$421K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.02KNew |
$248K - $356K
|
5.02K
$420K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 55.56% |
$247K - $355K
|
14K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5K+ 109.48% |
$247K - $355K
|
9.57K
$800K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.98KNew |
$246K - $354K
|
4.98K
$417K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.97K+ 17.52% |
$245K - $353K
|
33.4K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.89K+ 1.5% |
$241K - $347K
|
331K
$27.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$237K - $341K
|
4.81K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.76K+ 54.56% |
$235K - $338K
|
13.5K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.73KNew |
$233K - $336K
|
4.73K
$396K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.73K+ 5.27% |
$233K - $336K
|
94.5K
$7.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.73KNew |
$233K - $336K
|
4.73K
$395K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
4.7K+ 3.03% |
$232K - $334K
|
160K
$13.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
4.7K+ 3.68% |
$232K - $334K
|
133K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.67K+ 4.02% |
$230K - $331K
|
121K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.62K+ 45.08% |
$228K - $328K
|
14.9K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.62K+ 2.35% |
$228K - $328K
|
201K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.61KNew |
$228K - $328K
|
4.61K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
4.61K+ 0.92% |
$227K - $327K
|
508K
$42.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.59K+ 496.65% |
$227K - $326K
|
5.52K
$461K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.58KNew |
$226K - $325K
|
4.58K
$383K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
4.58K+ 9.26% |
$226K - $325K
|
54.1K
$4.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.58K+ 6.22% |
$226K - $325K
|
78.2K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.56K+ 8.09% |
$225K - $324K
|
61K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.5K+ 26.47% |
$222K - $319K
|
21.5K
$1.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.45K+ 47.45% |
$220K - $316K
|
13.8K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.32KNew |
$213K - $306K
|
4.32K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.31KNew |
$213K - $306K
|
4.31K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.3KNew |
$212K - $305K
|
4.3K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.28KNew |
$211K - $304K
|
4.28K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.28K+ 23.35% |
$211K - $304K
|
22.6K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.27K+ 3.2% |
$210K - $303K
|
138K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.26K+ 1.18% |
$210K - $302K
|
364K
$30.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
4.2K+ 7.23% |
$207K - $298K
|
62.3K
$5.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.19K+ 1.22% |
$207K - $297K
|
348K
$29.1M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.17KNew |
$206K - $296K
|
4.17K
$349K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.15KNew |
$205K - $295K
|
4.15K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.15K+ 10.37% |
$205K - $295K
|
44.2K
$3.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
4.13K+ 3.7% |
$204K - $293K
|
116K
$9.68M
|