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 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.37K+ 23.38% |
$71.2K - $117K
|
7.23K
$541K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.37K+ 6.37% |
$70.9K - $117K
|
22.8K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.36K+ 13.99% |
$70.5K - $116K
|
11.1K
$827K
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.36K+ 5.09% |
$70.5K - $116K
|
28K
$2.1M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.36K+ 1.57% |
$70.4K - $116K
|
87.5K
$6.54M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.35K+ 41.7% |
$70.3K - $116K
|
4.6K
$344K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.34K+ 36.21% |
$69.5K - $115K
|
5.04K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.33K+ 46.88% |
$69.1K - $114K
|
4.17K
$312K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.33K+ 21.74% |
$69K - $114K
|
7.45K
$557K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.31K+ 2.73% |
$67.8K - $112K
|
49.2K
$3.68M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.29K+ 30.65% |
$67.2K - $111K
|
5.52K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.29K+ 24.59% |
$66.9K - $110K
|
6.53K
$488K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.26K+ 35.11% |
$65.1K - $107K
|
4.83K
$361K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.23K+ 2.38% |
$64.1K - $106K
|
53K
$3.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.23K+ 7.01% |
$63.8K - $105K
|
18.8K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.22K+ 41.8% |
$63.4K - $105K
|
4.14K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.22K+ 7.01% |
$63.1K - $104K
|
18.6K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.2K+ 334.26% |
$62.3K - $103K
|
1.56K
$117K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.18K+ 28.15% |
$61K - $101K
|
5.35K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 109.42% |
$60.9K - $100K
|
2.25K
$168K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.14K+ 0.64% |
$59.2K - $97.7K
|
180K
$13.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 25.44% |
$58.9K - $97.1K
|
5.59K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.13K+ 0.84% |
$58.6K - $96.6K
|
135K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.12K+ 34.94% |
$58.3K - $96.1K
|
4.34K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.12K+ 34.94% |
$58.3K - $96.1K
|
4.34K
$324K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.12K+ 373.33% |
$58.1K - $95.9K
|
1.42K
$106K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.11K+ 0.51% |
$57.8K - $95.4K
|
219K
$16.4M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.11K+ 6.34% |
$57.7K - $95.2K
|
18.7K
$1.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.11K+ 12.18% |
$57.6K - $95K
|
10.2K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.11K+ 16.32% |
$57.6K - $94.9K
|
7.9K
$591K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.11K+ 8.85% |
$57.4K - $94.7K
|
13.6K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.1K+ 2.44% |
$57.1K - $94.2K
|
46.1K
$3.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.09K+ 3.99% |
$56.6K - $93.3K
|
28.4K
$2.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.09K+ 10.44% |
$56.4K - $93K
|
11.5K
$860K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.09K+ 19.94% |
$56.3K - $92.9K
|
6.53K
$488K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.08K+ 36.19% |
$56K - $92.3K
|
4.06K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06K+ 1.04% |
$55.1K - $90.9K
|
103K
$7.73M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.06KNew |
$54.8K - $90.3K
|
1.06K
$78.9K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.05K+ 24.4% |
$54.7K - $90.2K
|
5.37K
$402K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.05K+ 9.27% |
$54.5K - $89.9K
|
12.4K
$925K
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.05K+ 5.71% |
$54.5K - $89.8K
|
19.4K
$1.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
1.05K+ 1903.64% |
$54.3K - $89.6K
|
1.1K
$82.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 28.57% |
$53.1K - $87.5K
|
4.6K
$344K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.02K+ 1.71% |
$52.8K - $87.1K
|
60.7K
$4.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1K+ 135.5% |
$51.9K - $85.6K
|
1.74K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1K+ 17.21% |
$51.9K - $85.6K
|
6.81K
$509K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
987+ 6.18% |
$51.2K - $84.5K
|
16.9K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
967+ 2.35% |
$50.2K - $82.8K
|
42.1K
$3.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
956+ 1.41% |
$49.6K - $81.8K
|
69K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
950New |
$49.3K - $81.3K
|
950
$71K
|