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
May 05, 2023 Q1 2023
Pettee Investors, Inc.

BUY
 -
945
+ 2.19%
$49.1K - $80.9K
44.1K $3.3M
May 12, 2023 Q1 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
936
+ 5.26%
$48.6K - $80.1K
18.7K $1.4M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
934
+ 62.64%
$48.5K - $80K
2.43K $181K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
922
+ 2.02%
$47.9K - $78.9K
46.5K $3.48M
May 11, 2023 Q1 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
915
+ 7.69%
$47.5K - $78.3K
12.8K $958K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
906
+ 6.93%
$47K - $77.6K
14K $1.05M
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
900
+ 0.33%
$46.7K - $77K
271K $20.2M
May 15, 2023 Q1 2023
Brown Capital Management LLC

Baltimore, MD
BUY
 -
899
+ 6.32%
$46.7K - $77K
15.1K $1.13M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
898
+ 43.72%
$46.6K - $76.9K
2.95K $221K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
893
New
$46.4K - $76.4K
893 $66.7K
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
882
+ 420.0%
$45.8K - $75.5K
1.09K $81.6K
May 09, 2023 Q1 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
850
+ 8.78%
$44.1K - $72.8K
10.5K $787K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
849
New
$44.1K - $72.7K
849 $63.5K
May 02, 2023 Q1 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
845
+ 3.59%
$43.9K - $72.3K
24.4K $1.82M
Apr 26, 2023 Q1 2023
Atlas Private Wealth Management

BUY
 -
838
+ 19.53%
$43.5K - $71.7K
5.13K $383K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
832
+ 3.16%
$43.2K - $71.2K
27.2K $2.03M
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
828
+ 1.12%
$43K - $70.9K
74.9K $5.6M
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
810
+ 23.51%
$42K - $69.3K
4.26K $318K
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
809
+ 2.77%
$42K - $69.3K
30K $2.25M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
805
+ 402.5%
$41.8K - $68.9K
1.01K $75.1K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
803
+ 1.84%
$41.7K - $68.7K
44.4K $3.32M
May 09, 2023 Q1 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
777
+ 2.05%
$40.3K - $66.5K
38.7K $2.89M
Aug 14, 2023 Q1 2023
United American Securities Inc. (D

New York, NY
BUY
 -
769
+ 0.48%
$39.9K - $65.8K
160K $12M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
757
+ 18.62%
$39.3K - $64.8K
4.82K $360K
May 09, 2023 Q1 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
749
+ 0.29%
$38.9K - $64.1K
259K $19.3M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
748
+ 28.97%
$38.8K - $64K
3.33K $249K
May 09, 2023 Q1 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
748
+ 13.72%
$38.8K - $64K
6.2K $463K
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
738
+ 4.72%
$38.3K - $63.2K
16.4K $1.22M
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
735
+ 147.0%
$38.2K - $62.9K
1.24K $92.3K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
727
+ 9.53%
$37.7K - $62.2K
8.35K $624K
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
727
+ 24.31%
$37.7K - $62.2K
3.72K $278K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
725
+ 1.47%
$37.6K - $62.1K
50.1K $3.74M
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
721
+ 3.79%
$37.4K - $61.7K
19.7K $1.47M
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
719
+ 13.41%
$37.3K - $61.5K
6.08K $454K
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
715
+ 95.08%
$37.1K - $61.2K
1.47K $110K
Apr 21, 2023 Q1 2023
Traynor Capital Management, Inc.

BUY
 -
712
+ 13.19%
$37K - $60.9K
6.11K $457K
Apr 20, 2023 Q1 2023
Maryland State Retirement & Pension System

BUY
 -
711
+ 0.59%
$36.9K - $60.9K
120K $8.99M
Apr 17, 2023 Q1 2023
Hall Capital Management CO Inc

BUY
 -
705
+ 4.54%
$36.6K - $60.3K
16.2K $1.21M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
653
New
$33.9K - $55.9K
653 $48.8K
May 15, 2023 Q1 2023
Garner Asset Management Corp

BUY
 -
652
+ 2.45%
$33.8K - $55.8K
27.2K $2.04M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
650
+ 792.68%
$33.7K - $55.6K
732 $54.7K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
645
+ 42.21%
$33.5K - $55.2K
2.17K $162K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
632
+ 147.66%
$32.8K - $54.1K
1.06K $79.2K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
625
+ 105.93%
$32.4K - $53.5K
1.22K $90.8K
Apr 20, 2023 Q1 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
621
+ 19.08%
$32.2K - $53.2K
3.88K $290K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
621
+ 4.36%
$32.2K - $53.2K
14.9K $1.11M
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
601
+ 0.47%
$31.2K - $51.4K
128K $9.57M
Apr 07, 2023 Q1 2023
Trust CO Of Vermont

BUY
 -
600
+ 1463.41%
$31.1K - $51.4K
641 $47.9K
Apr 19, 2023 Q1 2023
Louisiana State Employees Retirement System

BUY
 -
600
+ 0.61%
$31.1K - $51.4K
99.2K $7.41M

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