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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.88K+ 28.21% |
$461K - $760K
|
40.4K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.86KNew |
$460K - $759K
|
8.86K
$662K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
8.85KNew |
$459K - $757K
|
8.85K
$661K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.78K+ 10.17% |
$456K - $752K
|
95.2K
$7.11M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.78K+ 32.41% |
$456K - $751K
|
35.9K
$2.68M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
8.76KNew |
$455K - $750K
|
8.76K
$655K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.76KNew |
$455K - $750K
|
8.76K
$655K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.51K+ 16.9% |
$442K - $728K
|
58.9K
$4.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
8.45K+ 11.35% |
$439K - $723K
|
82.9K
$6.2M
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
8.44K+ 6.79% |
$438K - $722K
|
133K
$9.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
8.3K+ 2.6% |
$431K - $710K
|
328K
$24.5M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
8.26KNew |
$429K - $707K
|
8.26K
$618K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
8.24K+ 19.01% |
$428K - $705K
|
51.6K
$3.86M
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
8.2K+ 62.72% |
$426K - $702K
|
21.3K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
8.11K+ 53.84% |
$421K - $694K
|
23.2K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$418K - $689K
|
8.05K
$602K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.05K+ 181.02% |
$418K - $689K
|
12.5K
$934K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
8.04K+ 53.99% |
$417K - $688K
|
22.9K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.03KNew |
$417K - $688K
|
8.03K
$600K
|
|
|
Apr 28, 2023
Q1 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8.02KNew |
$416K - $686K
|
8.02K
$599K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
7.98KNew |
$414K - $683K
|
7.98K
$597K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.86K+ 5.03% |
$408K - $673K
|
164K
$12.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7.77KNew |
$403K - $665K
|
7.77K
$581K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.76K+ 3.02% |
$403K - $664K
|
264K
$19.8M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.75K+ 15.76% |
$402K - $663K
|
56.9K
$4.25M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
7.72K+ 40.29% |
$400K - $660K
|
26.9K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
7.71K+ 3.39% |
$400K - $660K
|
235K
$17.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
7.7K+ 10.17% |
$400K - $659K
|
83.4K
$6.23M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.7K+ 33.13% |
$400K - $659K
|
30.9K
$2.31M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.62KNew |
$396K - $652K
|
7.62K
$570K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.61KNew |
$395K - $652K
|
7.61K
$569K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
7.61K+ 45.99% |
$395K - $652K
|
24.2K
$1.81M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.6K+ 217.14% |
$395K - $651K
|
11.1K
$830K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.6K+ 201.01% |
$394K - $650K
|
11.4K
$850K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.5K+ 22.77% |
$389K - $642K
|
40.4K
$3.02M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.48K+ 104.53% |
$388K - $640K
|
14.6K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
7.47K+ 2584.08% |
$388K - $639K
|
7.76K
$580K
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
7.41K+ 2.48% |
$385K - $634K
|
306K
$22.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.37KNew |
$382K - $631K
|
7.37K
$551K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7.33K+ 50.49% |
$380K - $627K
|
21.8K
$1.63M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7.28K+ 139.0% |
$378K - $623K
|
12.5K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
7.23K+ 0.48% |
$375K - $618K
|
1.53M
$114M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
7.14K+ 26.15% |
$371K - $611K
|
34.4K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.08K+ 8.67% |
$367K - $606K
|
88.7K
$6.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.07K+ 39.44% |
$367K - $605K
|
25K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.07K+ 191.27% |
$367K - $605K
|
10.8K
$805K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
7K+ 5.55% |
$363K - $599K
|
133K
$9.95M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
6.96K+ 10.88% |
$361K - $596K
|
70.9K
$5.3M
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
6.93K+ 56.31% |
$359K - $593K
|
19.2K
$1.44M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6.84KNew |
$355K - $585K
|
6.84K
$511K
|