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 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.31K+ 4.61% |
$276K - $455K
|
121K
$9.01M
|
|
|
May 15, 2023
Q1 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$273K - $449K
|
5.25K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
5.25K+ 11.52% |
$272K - $449K
|
50.8K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.24KNew |
$272K - $449K
|
5.24K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.22KNew |
$271K - $446K
|
5.22K
$390K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
5.19KNew |
$270K - $445K
|
5.19K
$388K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.18KNew |
$269K - $443K
|
5.18K
$387K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.16KNew |
$268K - $441K
|
5.16K
$385K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
5.14K+ 197.85% |
$267K - $440K
|
7.74K
$579K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.09K+ 22.6% |
$264K - $436K
|
27.6K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
5.09KNew |
$264K - $435K
|
5.09K
$380K
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
5.08K+ 60.46% |
$263K - $435K
|
13.5K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.04K+ 50.37% |
$262K - $432K
|
15K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
5KNew |
$260K - $428K
|
5K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Soapstone Management L.P.
Chevy Chase, MD |
BUY
|
- |
5K+ 1.56% |
$260K - $428K
|
325K
$24.3M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.99K+ 2.74% |
$259K - $427K
|
187K
$14M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.99K+ 128.48% |
$259K - $427K
|
8.87K
$663K
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
4.98K+ 25.46% |
$258K - $426K
|
24.5K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.97KNew |
$258K - $426K
|
4.97K
$372K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.96K+ 66.7% |
$258K - $425K
|
12.4K
$927K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.96K+ 32.29% |
$257K - $424K
|
20.3K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
4.94KNew |
$257K - $423K
|
4.94K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.89K+ 154.68% |
$254K - $419K
|
8.06K
$602K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
4.89K+ 23.96% |
$254K - $418K
|
25.3K
$1.89M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.87KNew |
$253K - $417K
|
4.87K
$364K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
4.83KNew |
$251K - $414K
|
4.83K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4.79K+ 53.52% |
$249K - $410K
|
13.7K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.77K+ 4.85% |
$247K - $408K
|
103K
$7.7M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
4.72K+ 0.55% |
$245K - $404K
|
867K
$64.8M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.7KNew |
$244K - $402K
|
4.7K
$351K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
4.7K+ 64.94% |
$244K - $402K
|
11.9K
$891K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.66K+ 26.71% |
$242K - $399K
|
22.1K
$1.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.65K+ 15.17% |
$241K - $398K
|
35.3K
$2.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 45.95% |
$240K - $395K
|
14.7K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.58KNew |
$238K - $392K
|
4.58K
$342K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.57K+ 605.84% |
$237K - $391K
|
5.32K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.56K+ 77.29% |
$237K - $390K
|
10.5K
$782K
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.55KNew |
$236K - $389K
|
4.55K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.53KNew |
$235K - $387K
|
4.53K
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.51KNew |
$234K - $386K
|
4.51K
$337K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
4.5KNew |
$234K - $385K
|
4.5K
$336K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.47K+ 12.0% |
$232K - $383K
|
41.7K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.46K+ 443.88% |
$232K - $382K
|
5.47K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 122.8% |
$230K - $379K
|
8.03K
$600K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.42KNew |
$230K - $379K
|
4.42K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.32KNew |
$224K - $370K
|
4.32K
$323K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
4.3K+ 1.04% |
$223K - $368K
|
419K
$31.3M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.27KNew |
$221K - $365K
|
4.27K
$319K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.26KNew |
$221K - $365K
|
4.26K
$318K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.2K+ 57.01% |
$218K - $359K
|
11.6K
$864K
|