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 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
600+ 10.5% |
$31.1K - $51.4K
|
6.31K
$472K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
600+ 18.18% |
$31.1K - $51.4K
|
3.9K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
600+ 11.58% |
$31.1K - $51.4K
|
5.78K
$432K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
595+ 1.44% |
$30.9K - $50.9K
|
41.9K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
585+ 5.19% |
$30.4K - $50.1K
|
11.9K
$886K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
583+ 7.24% |
$30.3K - $49.9K
|
8.63K
$645K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
582New |
$30.2K - $49.8K
|
582
$43.5K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
576+ 4.46% |
$29.9K - $49.3K
|
13.5K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
574New |
$29.8K - $49.1K
|
574
$42.9K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
568New |
$29.5K - $48.6K
|
568
$42.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
554+ 4.44% |
$28.8K - $47.4K
|
13K
$974K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
554+ 8.33% |
$28.8K - $47.4K
|
7.2K
$538K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
551+ 0.46% |
$28.6K - $47.2K
|
121K
$9.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
549+ 4.48% |
$28.5K - $47K
|
12.8K
$958K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
546+ 12.38% |
$28.3K - $46.7K
|
4.96K
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
540+ 15.78% |
$28K - $46.2K
|
3.96K
$296K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
538+ 6.52% |
$27.9K - $46.1K
|
8.79K
$657K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
536+ 2.62% |
$27.8K - $45.9K
|
21K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
529+ 13.97% |
$27.5K - $45.3K
|
4.32K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
526+ 0.5% |
$27.3K - $45K
|
106K
$7.9M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
516+ 95.73% |
$26.8K - $44.2K
|
1.06K
$78.9K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
508+ 166.56% |
$26.4K - $43.5K
|
813
$60.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
503+ 26.84% |
$26.1K - $43.1K
|
2.38K
$178K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
500+ 704.23% |
$26K - $42.8K
|
571
$42.7K
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
500+ 3.11% |
$26K - $42.8K
|
16.6K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
491+ 72.74% |
$25.5K - $42K
|
1.17K
$87.1K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
480New |
$24.9K - $41.1K
|
480
$35.9K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
475+ 3.43% |
$24.7K - $40.7K
|
14.3K
$1.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
472+ 11.88% |
$24.5K - $40.4K
|
4.44K
$332K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
470New |
$24.4K - $40.2K
|
470
$35.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
470New |
$24.4K - $40.2K
|
470
$35.1K
|
|
|
May 15, 2023
Q1 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
440+ 0.32% |
$22.8K - $37.7K
|
140K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
438+ 194.67% |
$22.7K - $37.5K
|
663
$49.6K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
435+ 8.16% |
$22.6K - $37.2K
|
5.76K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
434+ 3.95% |
$22.5K - $37.2K
|
11.4K
$853K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
433+ 6.08% |
$22.5K - $37.1K
|
7.56K
$565K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
432New |
$22.4K - $37K
|
432
$32.3K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
430+ 8.31% |
$22.3K - $36.8K
|
5.6K
$419K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
421+ 3.92% |
$21.9K - $36K
|
11.2K
$835K
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
BUY
|
- |
420+ 0.81% |
$21.8K - $36K
|
52K
$3.89M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
414+ 5.83% |
$21.5K - $35.4K
|
7.51K
$561K
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
411+ 9.79% |
$21.3K - $35.2K
|
4.61K
$344K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
409+ 5.34% |
$21.2K - $35K
|
8.07K
$603K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
405+ 5.89% |
$21K - $34.7K
|
7.28K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
405+ 8.32% |
$21K - $34.7K
|
5.27K
$394K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
404+ 0.1% |
$21K - $34.6K
|
397K
$29.6M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
404+ 0.73% |
$21K - $34.6K
|
56.1K
$4.19M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400+ 1.14% |
$20.8K - $34.2K
|
35.4K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
397+ 5.55% |
$20.6K - $34K
|
7.55K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
387+ 1.45% |
$20.1K - $33.1K
|
27K
$2.02M
|