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
|
Concord Wealth Partners
|
BUY
|
- |
81+ 5.62% |
$4.2K - $6.93K
|
1.52K
$114K
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
80+ 0.16% |
$4.15K - $6.85K
|
48.7K
$3.64M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
70+ 2.36% |
$3.63K - $5.99K
|
3.03K
$226K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
70+ 0.65% |
$3.63K - $5.99K
|
10.8K
$804K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
65+ 1.29% |
$3.37K - $5.56K
|
5.12K
$383K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
65+ 1.35% |
$3.37K - $5.56K
|
4.86K
$363K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
63+ 38.41% |
$3.27K - $5.39K
|
227
$17K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
62New |
$3.22K - $5.31K
|
62
$4.63K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
61+ 77.22% |
$3.17K - $5.22K
|
140
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
60+ 0.57% |
$3.11K - $5.14K
|
10.5K
$788K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
60+ 19.67% |
$3.11K - $5.14K
|
365
$27.3K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
59New |
$3.06K - $5.05K
|
59
$4.41K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
58New |
$3.01K - $4.96K
|
58
$4.33K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
55+ 29.26% |
$2.86K - $4.71K
|
243
$18.2K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54New |
$2.8K - $4.62K
|
54
$4.04K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
52New |
$2.7K - $4.45K
|
52
$3.89K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
50+ 0.8% |
$2.6K - $4.28K
|
6.29K
$470K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50New |
$2.6K - $4.28K
|
50
$3.74K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
50+ 0.24% |
$2.6K - $4.28K
|
20.7K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
50+ 28.41% |
$2.6K - $4.28K
|
226
$16.9K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50New |
$2.6K - $4.28K
|
50
$3.74K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
48New |
$2.49K - $4.11K
|
48
$3.59K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
40+ 15.21% |
$2.08K - $3.42K
|
303
$22.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
38+ 33.33% |
$1.97K - $3.25K
|
152
$11.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
37+ 0.05% |
$1.92K - $3.17K
|
76.5K
$5.72M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35+ 6.24% |
$1.82K - $3K
|
596
$44.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
34+ 0.17% |
$1.76K - $2.91K
|
20.6K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
33New |
$1.71K - $2.82K
|
33
$2.47K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
32+ 0.35% |
$1.66K - $2.74K
|
9.18K
$686K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31New |
$1.61K - $2.65K
|
31
$2.32K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
30+ 0.51% |
$1.56K - $2.57K
|
5.92K
$442K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 81.82% |
$1.4K - $2.31K
|
60
$4.48K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
26+ 25.49% |
$1.35K - $2.23K
|
128
$9.57K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
25+ 0.44% |
$1.3K - $2.14K
|
5.71K
$427K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 1.23% |
$1.25K - $2.05K
|
1.98K
$148K
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
22+ 0.53% |
$1.14K - $1.88K
|
4.17K
$312K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20New |
$1.04K - $1.71K
|
20
$1.49K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
20New |
$1.04K - $1.71K
|
20
$1.49K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17New |
$882 - $1.46K
|
17
$1.27K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 1.5% |
$831 - $1.37K
|
1.09K
$81.1K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 21.74% |
$519 - $856
|
56
$4.19K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$519 - $856
|
10
$747
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$363 - $599
|
29K
$2.17M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.3% |
$260 - $428
|
1.65K
$123K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$208 - $342
|
10.4K
$780K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$104 - $171
|
3.94K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$104 - $171
|
5.28K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2+ 0.78% |
$104 - $171
|
258
$19.3K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1+ 0.01% |
$51.9 - $85.6
|
9.44K
$705K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$51.9 - $85.6
|
1
$74.7
|