Purchases and Sales Made in Q1 2023 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
6.79K
+ 13.76%
$353K - $581K
56.2K $4.2M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
6.78K
+ 7.9%
$352K - $580K
92.6K $6.92M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
6.76K
+ 41.64%
$351K - $578K
23K $1.72M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
6.75K
New
$350K - $578K
6.75K $505K
Apr 25, 2023 Q1 2023
Busey Wealth Management

BUY
 -
6.68K
+ 7.37%
$347K - $572K
97.3K $7.27M
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
6.61K
New
$343K - $565K
6.61K $494K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
6.5K
+ 13.8%
$338K - $557K
53.6K $4.01M
May 10, 2023 Q1 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
6.49K
New
$337K - $555K
6.49K $485K
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
6.49K
+ 15.1%
$337K - $555K
49.4K $3.69M
Apr 10, 2023 Q1 2023
Trinity Financial Advisors LLC

BUY
 -
6.48K
New
$336K - $555K
6.48K $484K
May 15, 2023 Q1 2023
Mitchell Sinkler & Starr

BUY
 -
6.39K
+ 226.97%
$332K - $547K
9.2K $688K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
6.38K
New
$331K - $546K
6.38K $477K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
6.38K
+ 117.92%
$331K - $546K
11.8K $881K
Apr 17, 2023 Q1 2023
Hills Bank & Trust CO

BUY
 -
6.37K
+ 363.13%
$331K - $546K
8.13K $607K
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
6.35K
+ 100.05%
$330K - $544K
12.7K $949K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
6.35K
+ 38.21%
$330K - $543K
23K $1.72M
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
6.32K
New
$328K - $541K
6.32K $473K
May 12, 2023 Q1 2023
Long Focus Capital Management, LLC

San Juan, PR
BUY
 -
6.3K
New
$327K - $540K
6.3K $471K
May 05, 2023 Q1 2023
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
6.24K
+ 30.75%
$324K - $534K
26.5K $1.98M
Apr 12, 2023 Q1 2023
Riverwater Partners LLC

BUY
 -
6.21K
+ 60.55%
$322K - $531K
16.5K $1.23M
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
6.17K
+ 120.68%
$320K - $528K
11.3K $843K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
6.01K
New
$312K - $515K
6.01K $449K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
6.01K
+ 265.23%
$312K - $514K
8.28K $619K
May 15, 2023 Q1 2023
Credit Capital Investments LLC

Short Hills, NJ
BUY
 -
6K
New
$311K - $514K
6K $448K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6K
+ 9.85%
$311K - $513K
66.9K $5M
May 15, 2023 Q1 2023
Cornerstone Capital, Inc.

Palo Alto, CA
BUY
 -
6K
+ 2.46%
$311K - $513K
250K $18.6M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
5.99K
+ 101.96%
$311K - $513K
11.9K $887K
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

BUY
 -
5.89K
+ 22.3%
$306K - $504K
32.3K $2.41M
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
5.87K
+ 90.66%
$304K - $502K
12.3K $922K
May 11, 2023 Q1 2023
Bbr Partners, LLC

New York, NY
BUY
 -
5.86K
New
$304K - $501K
5.86K $438K
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
5.83K
+ 9.17%
$303K - $499K
69.5K $5.19M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
5.79K
+ 144.45%
$300K - $495K
9.8K $732K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
5.78K
+ 92.51%
$300K - $495K
12K $899K
May 09, 2023 Q1 2023
Gs Investments, Inc.

BUY
 -
5.75K
+ 11.19%
$298K - $492K
57.2K $4.27M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
5.75K
+ 4.86%
$298K - $492K
124K $9.28M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
5.65K
+ 66.94%
$293K - $484K
14.1K $1.05M
May 15, 2023 Q1 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
5.65K
New
$293K - $483K
5.65K $422K
May 15, 2023 Q1 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
5.62K
+ 20.0%
$292K - $481K
33.7K $2.52M
May 02, 2023 Q1 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
5.61K
+ 1.09%
$291K - $480K
521K $38.9M
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
5.56K
+ 69.11%
$289K - $476K
13.6K $1.02M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.53K
New
$287K - $474K
5.53K $414K
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
5.52K
New
$287K - $473K
5.52K $413K
Jun 25, 2024 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
5.49K
New
$285K - $470K
5.49K $410K
May 17, 2023 Q1 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
5.45K
+ 9.07%
$283K - $466K
65.5K $4.89M
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
5.4K
New
$280K - $462K
5.4K $404K
May 04, 2023 Q1 2023
Israel Discount Bank Of New York

New York, NY
BUY
 -
5.39K
New
$280K - $461K
5.39K $403K
May 15, 2023 Q1 2023
Cinctive Capital Management LP

New York, NY
BUY
 -
5.37K
New
$279K - $460K
5.37K $401K
May 15, 2023 Q1 2023
Malaga Cove Capital, LLC

BUY
 -
5.34K
+ 12.34%
$277K - $457K
48.7K $3.64M
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
5.33K
New
$277K - $456K
5.33K $398K

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