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 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.84KNew |
$147K - $243K
|
2.84K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.81K+ 1.06% |
$146K - $240K
|
268K
$20M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
2.8K+ 100.14% |
$146K - $240K
|
5.6K
$419K
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
2.79K+ 1.89% |
$145K - $238K
|
150K
$11.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.78K+ 9.14% |
$144K - $238K
|
33.1K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.7K+ 11.27% |
$140K - $231K
|
26.7K
$1.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.7K+ 53.65% |
$140K - $231K
|
7.72K
$577K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.7K+ 11.55% |
$140K - $231K
|
26K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.67K+ 8.19% |
$139K - $228K
|
35.3K
$2.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.67K+ 40.26% |
$138K - $228K
|
9.29K
$694K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.64K+ 0.97% |
$137K - $226K
|
276K
$20.6M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.64K+ 3.83% |
$137K - $226K
|
71.5K
$5.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.64K+ 19.02% |
$137K - $226K
|
16.5K
$1.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.64K+ 20.72% |
$137K - $226K
|
15.4K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.63K+ 20.67% |
$136K - $225K
|
15.3K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.63K+ 82.47% |
$136K - $225K
|
5.81K
$434K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.62K+ 19.99% |
$136K - $224K
|
15.7K
$1.17M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.61K+ 20.18% |
$136K - $224K
|
15.6K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
2.6K+ 96.3% |
$135K - $223K
|
5.3K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.6K+ 86666.67% |
$135K - $223K
|
2.6K
$195K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2.59K+ 77.16% |
$134K - $221K
|
5.94K
$444K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 49.22% |
$133K - $219K
|
7.77K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.56K+ 47.81% |
$133K - $219K
|
7.92K
$592K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.56K+ 40.18% |
$133K - $219K
|
8.93K
$667K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2.56K+ 90.83% |
$133K - $219K
|
5.37K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.55K+ 66.16% |
$132K - $218K
|
6.39K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.54K+ 21.06% |
$132K - $217K
|
14.6K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.51KNew |
$130K - $215K
|
2.51K
$188K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 2975.61% |
$127K - $209K
|
2.52K
$188K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.43K+ 50.41% |
$126K - $208K
|
7.24K
$541K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.42K+ 26.24% |
$126K - $207K
|
11.6K
$870K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.4K+ 7.83% |
$124K - $205K
|
33K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.4K+ 68.65% |
$124K - $205K
|
5.89K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 48.82% |
$123K - $203K
|
7.24K
$541K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.36K+ 68.25% |
$123K - $202K
|
5.82K
$435K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.35K+ 41.03% |
$122K - $201K
|
8.06K
$602K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.34K+ 2.89% |
$122K - $200K
|
83.4K
$6.24M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.33K+ 84.16% |
$121K - $199K
|
5.09K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.32K+ 37.56% |
$120K - $198K
|
8.49K
$634K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2.31K+ 77.94% |
$120K - $197K
|
5.27K
$394K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.3K+ 40.88% |
$119K - $196K
|
7.91K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.29K+ 44.39% |
$119K - $196K
|
7.44K
$556K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.28K+ 6.04% |
$118K - $195K
|
40K
$2.99M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.26K+ 24.62% |
$117K - $193K
|
11.4K
$855K
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.24KNew |
$116K - $191K
|
2.24K
$167K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.23K+ 40.13% |
$116K - $191K
|
7.77K
$581K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.15K+ 20.85% |
$112K - $184K
|
12.5K
$933K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.11K+ 18.41% |
$110K - $181K
|
13.6K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.11K+ 11.59% |
$110K - $181K
|
20.3K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.11K+ 64.34% |
$109K - $181K
|
5.39K
$403K
|