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 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
654K+ 971.65% |
$34M - $56M
|
722K
$54.2M
|
|
|
May 09, 2023
Q1 2023
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
642K+ 5585.71% |
$33.3M - $55M
|
654K
$49.1M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
595KNew |
$30.9M - $50.9M
|
595K
$44.6M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
566KNew |
$29.4M - $48.5M
|
566K
$42.5M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
546K+ 3.38% |
$28.3M - $46.7M
|
16.7M
$1.25B
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
513K+ 28.1% |
$26.6M - $43.9M
|
2.34M
$176M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
513K+ 28.1% |
$26.6M - $43.9M
|
2.34M
$176M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
506K+ 20.41% |
$26.3M - $43.3M
|
2.99M
$224M
|
|
|
May 05, 2023
Q1 2023
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
467K+ 28.8% |
$24.2M - $40M
|
2.09M
$157M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
438K+ 1567.89% |
$22.8M - $37.5M
|
466K
$35M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
427KNew |
$22.2M - $36.6M
|
427K
$32.1M
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
425K+ 12.53% |
$22.1M - $36.4M
|
3.82M
$287M
|
|
|
May 12, 2023
Q1 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
422K+ 24.4% |
$21.9M - $36.1M
|
2.15M
$162M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
422K+ 17.3% |
$21.9M - $36.1M
|
2.86M
$215M
|
|
|
May 11, 2023
Q1 2023
|
Ruffer LLP
|
BUY
|
- |
412K+ 639.47% |
$21.4M - $35.3M
|
476K
$35.7M
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
408KNew |
$21.2M - $34.9M
|
408K
$30.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
400K+ 66.91% |
$20.8M - $34.3M
|
998K
$74.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
399K+ 84.79% |
$20.7M - $34.2M
|
871K
$65.3M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
399K+ 7.03% |
$20.7M - $34.2M
|
6.08M
$456M
|
|
|
May 15, 2023
Q1 2023
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
398K+ 48.17% |
$20.7M - $34.1M
|
1.23M
$92M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
395K+ 78.53% |
$20.5M - $33.8M
|
899K
$67.4M
|
|
|
May 03, 2023
Q1 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
391K+ 38.24% |
$20.3M - $33.5M
|
1.41M
$106M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
391K+ 1.47% |
$20.3M - $33.5M
|
27.1M
$2.03B
|
|
|
May 15, 2023
Q1 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
390KNew |
$20.2M - $33.4M
|
390K
$29.3M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
384K+ 92.62% |
$20M - $32.9M
|
800K
$60M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
366K+ 10.86% |
$19M - $31.3M
|
3.74M
$280M
|
|
|
Apr 26, 2023
Q1 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
353KNew |
$18.3M - $30.2M
|
353K
$26.5M
|
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
350KNew |
$18.2M - $30M
|
350K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
338K+ 2.15% |
$17.6M - $29M
|
16.1M
$1.21B
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
309K+ 55.55% |
$16.1M - $26.5M
|
867K
$65M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
307K+ 71.83% |
$15.9M - $26.3M
|
734K
$55.1M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
305K+ 10260.36% |
$15.8M - $26.1M
|
308K
$23.1M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
303K+ 19.87% |
$15.7M - $25.9M
|
1.83M
$137M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
303K+ 146218.84% |
$15.7M - $25.9M
|
303K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
300KNew |
$15.6M - $25.7M
|
300K
$22.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
299K+ 4560.96% |
$15.5M - $25.6M
|
305K
$22.9M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
282KNew |
$14.7M - $24.2M
|
282K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
274K+ 23.39% |
$14.2M - $23.4M
|
1.44M
$108M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
270KNew |
$14M - $23.1M
|
270K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
268KNew |
$13.9M - $22.9M
|
268K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Rit Capital Partners PLC
London, X0 |
BUY
|
- |
265KNew |
$13.8M - $22.7M
|
265K
$19.9M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
263K+ 17.2% |
$13.7M - $22.5M
|
1.79M
$135M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
261K+ 94.08% |
$13.6M - $22.4M
|
539K
$40.5M
|
|
|
May 15, 2023
Q1 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
260KNew |
$13.5M - $22.2M
|
260K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
251K+ 286.23% |
$13M - $21.5M
|
339K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
250K+ 4.67% |
$13M - $21.4M
|
5.61M
$421M
|
|
|
May 01, 2023
Q1 2023
|
Provident Trust CO
|
BUY
|
- |
247K+ 4.43% |
$12.8M - $21.1M
|
5.81M
$436M
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
245KNew |
$12.7M - $20.9M
|
245K
$18.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
244K+ 56.09% |
$12.6M - $20.8M
|
678K
$50.9M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
243K+ 1606.24% |
$12.6M - $20.8M
|
258K
$19.4M
|