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 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 73.47% |
$109K - $179K
|
4.95K
$370K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.06KNew |
$107K - $177K
|
2.06K
$154K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.06K+ 0.98% |
$107K - $176K
|
211K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
2.03K+ 78.0% |
$105K - $174K
|
4.64K
$346K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.03K+ 38.6% |
$105K - $173K
|
7.27K
$543K
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.02K+ 0.97% |
$105K - $173K
|
210K
$15.7M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.01K+ 187.3% |
$104K - $172K
|
3.08K
$230K
|
|
|
Apr 18, 2023
Q1 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2K+ 25.29% |
$104K - $171K
|
9.91K
$741K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 262.6% |
$102K - $168K
|
2.71K
$202K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.96K+ 0.0% |
$102K - $168K
|
127M
$9.52B
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
1.94K+ 78.93% |
$101K - $166K
|
4.39K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.93K+ 34.1% |
$100K - $165K
|
7.59K
$567K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.93K+ 37.11% |
$100K - $165K
|
7.13K
$533K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.92K+ 9.74% |
$99.7K - $164K
|
21.6K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.92K+ 252.63% |
$99.7K - $164K
|
2.68K
$200K
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.9K+ 20.7% |
$98.6K - $163K
|
11.1K
$828K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.89K+ 28.67% |
$98.3K - $162K
|
8.5K
$635K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.87K+ 2.91% |
$97.3K - $160K
|
66.3K
$4.95M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.8K+ 11.98% |
$93.4K - $154K
|
16.8K
$1.26M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.8KNew |
$93.3K - $154K
|
1.8K
$134K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.79K+ 0.4% |
$93K - $153K
|
454K
$34M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.78K+ 8068.18% |
$92.1K - $152K
|
1.8K
$134K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.72K+ 27.73% |
$89.3K - $147K
|
7.93K
$593K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.71K+ 8.24% |
$88.9K - $147K
|
22.5K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 10.2% |
$88.9K - $147K
|
18.5K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.71K+ 44.31% |
$88.7K - $146K
|
5.56K
$416K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.67K+ 7.11% |
$86.8K - $143K
|
25.2K
$1.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.67K+ 54.8% |
$86.6K - $143K
|
4.71K
$352K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.66K+ 152.76% |
$86.1K - $142K
|
2.75K
$205K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.64K+ 1.1% |
$85K - $140K
|
150K
$11.2M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.63KNew |
$84.6K - $140K
|
1.63K
$122K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.63K+ 4.71% |
$84.5K - $139K
|
36.2K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.62K+ 67.2% |
$84.2K - $139K
|
4.04K
$302K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.6K+ 50.75% |
$83.1K - $137K
|
4.75K
$355K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.6K+ 15.06% |
$82.9K - $137K
|
12.2K
$912K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.59KNew |
$82.4K - $136K
|
1.59K
$119K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.54K+ 2.75% |
$79.7K - $131K
|
57.3K
$4.28M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.53K+ 9.2% |
$79.4K - $131K
|
18.1K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.53K+ 15.52% |
$79.3K - $131K
|
11.4K
$850K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.5K+ 22.66% |
$77.9K - $128K
|
8.12K
$607K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.5K+ 8.74% |
$77.6K - $128K
|
18.6K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.49K+ 0.65% |
$77.3K - $127K
|
230K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.47K+ 1.66% |
$76.3K - $126K
|
90.1K
$6.73M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.46K+ 26.69% |
$75.7K - $125K
|
6.93K
$518K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.45K+ 94.03% |
$75.3K - $124K
|
2.99K
$224K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.44K+ 7573.68% |
$74.7K - $123K
|
1.46K
$109K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
1.42K+ 1.38% |
$73.9K - $122K
|
105K
$7.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.4K+ 0.92% |
$72.7K - $120K
|
154K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.4K+ 8.15% |
$72.6K - $120K
|
18.6K
$1.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.38K+ 184.83% |
$71.5K - $118K
|
2.12K
$159K
|