Purchases and Sales Made in Q1 2023 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
11.4KNew |
$592K - $977K
|
11.4K
$856K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
11.4KNew |
$592K - $976K
|
11.4K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
11.4KNew |
$592K - $976K
|
11.4K
$856K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
11.3K+ 15.04% |
$584K - $964K
|
86.1K
$6.46M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.1K+ 25.14% |
$575K - $948K
|
55.1K
$4.14M
|
|
|
May 05, 2023
Q1 2023
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
11KNew |
$571K - $942K
|
11K
$826K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11K+ 24.99% |
$570K - $939K
|
54.9K
$4.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11K+ 1.89% |
$569K - $939K
|
590K
$44.3M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
11KNew |
$568K - $937K
|
11K
$822K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.9KNew |
$567K - $935K
|
10.9K
$820K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
10.9KNew |
$565K - $932K
|
10.9K
$817K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.8KNew |
$563K - $929K
|
10.8K
$814K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8K+ 186.33% |
$562K - $927K
|
16.6K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.8K+ 2.85% |
$560K - $924K
|
390K
$29.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10.8K+ 3307.69% |
$558K - $920K
|
11.1K
$831K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$557K - $918K
|
10.7K
$805K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$546K - $900K
|
10.5K
$789K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$546K - $900K
|
10.5K
$789K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.5K+ 77.19% |
$545K - $899K
|
24.1K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
10.5K+ 6.92% |
$544K - $897K
|
162K
$12.1M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$539K - $889K
|
10.4K
$779K
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.2KNew |
$529K - $873K
|
10.2K
$766K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10.2K+ 1.51% |
$528K - $871K
|
686K
$51.5M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.1K+ 19.26% |
$526K - $868K
|
62.8K
$4.71M
|
|
|
May 04, 2023
Q1 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
10.1K+ 201.98% |
$524K - $864K
|
15.1K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$751K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$751K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10K+ 45.28% |
$519K - $856K
|
32.1K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$519K - $856K
|
10K
$751K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
9.98KNew |
$518K - $855K
|
9.98K
$749K
|
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
9.96KNew |
$517K - $853K
|
9.96K
$748K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.86KNew |
$512K - $844K
|
9.86K
$740K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
9.8K+ 27.47% |
$509K - $839K
|
45.5K
$3.41M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.77KNew |
$507K - $837K
|
9.77K
$734K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
9.75K+ 206.89% |
$506K - $835K
|
14.5K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.72K+ 27.46% |
$504K - $832K
|
45.1K
$3.39M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.41KNew |
$488K - $805K
|
9.41K
$706K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.4K+ 195.36% |
$488K - $804K
|
14.2K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.36K+ 25.78% |
$486K - $802K
|
45.7K
$3.43M
|
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
BUY
|
- |
9.35KNew |
$485K - $800K
|
9.35K
$702K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.29K+ 253.45% |
$482K - $796K
|
13K
$973K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
9.2K+ 152.6% |
$477K - $787K
|
15.2K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.16K+ 131.71% |
$475K - $784K
|
16.1K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.05K+ 73.64% |
$470K - $775K
|
21.3K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
9.03K+ 5.19% |
$469K - $773K
|
183K
$13.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
9KNew |
$467K - $770K
|
9K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
9K+ 19.42% |
$467K - $770K
|
55.3K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
8.89KNew |
$461K - $761K
|
8.89K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.89K+ 4.65% |
$461K - $761K
|
200K
$15M
|