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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.35% |
$51.9 - $85.6
|
284
$21.2K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.02% |
$51.9 - $85.6
|
5.41K
$404K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 2.22% |
$208 - $342
|
176
$13.2K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9- 3.11% |
$467 - $770
|
280
$20.9K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 17.74% |
$571 - $942
|
51
$3.81K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 7.45% |
$623 - $1.03K
|
149
$11.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-12- 0.31% |
$623 - $1.03K
|
3.9K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-13- 0.23% |
$675 - $1.11K
|
5.69K
$425K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17- 5.43% |
$882 - $1.46K
|
296
$22.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-18- 1.64% |
$934 - $1.54K
|
1.08K
$80.8K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-24- 0.17% |
$1.25K - $2.05K
|
13.9K
$1.04M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 5.36% |
$1.56K - $2.57K
|
530
$39.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-31- 43.06% |
$1.61K - $2.65K
|
41
$3.06K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-31- 0.52% |
$1.61K - $2.65K
|
5.97K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-31- 37.35% |
$1.61K - $2.65K
|
52
$3.89K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-33- 0.45% |
$1.71K - $2.82K
|
7.34K
$548K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-34- 3.39% |
$1.76K - $2.91K
|
970
$72.5K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-35- 0.41% |
$1.82K - $3K
|
8.55K
$639K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-35- 0.64% |
$1.82K - $3K
|
5.46K
$408K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 2.09% |
$1.82K - $3K
|
1.64K
$122K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-36- 0.33% |
$1.87K - $3.08K
|
10.9K
$816K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-36Closed |
$1.87K - $3.08K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.55% |
$2.23K - $3.68K
|
7.83K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-44- 0.69% |
$2.28K - $3.77K
|
6.3K
$471K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-46- 0.12% |
$2.39K - $3.94K
|
37.1K
$2.78M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 23.53% |
$2.49K - $4.11K
|
156
$11.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-50- 1.0% |
$2.6K - $4.28K
|
4.97K
$371K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-57- 26.76% |
$2.96K - $4.88K
|
156
$11.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-58- 3.83% |
$3.01K - $4.96K
|
1.46K
$109K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-69- 0.13% |
$3.58K - $5.91K
|
51.3K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-70- 0.22% |
$3.63K - $5.99K
|
31.9K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-71- 0.19% |
$3.69K - $6.08K
|
37.8K
$2.83M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-72- 1.1% |
$3.74K - $6.16K
|
6.48K
$484K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-76- 1.37% |
$3.95K - $6.51K
|
5.48K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-78- 0.66% |
$4.05K - $6.68K
|
11.7K
$877K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-85- 76.58% |
$4.41K - $7.28K
|
26
$1.94K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-85- 58.22% |
$4.41K - $7.28K
|
61
$4.56K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-86- 0.06% |
$4.46K - $7.36K
|
134K
$9.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-88- 0.27% |
$4.57K - $7.53K
|
32.6K
$2.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-90- 0.42% |
$4.67K - $7.7K
|
21.2K
$1.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-93- 0.39% |
$4.83K - $7.96K
|
23.9K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-96- 1.28% |
$4.98K - $8.22K
|
7.42K
$555K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-99- 0.64% |
$5.14K - $8.47K
|
15.4K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-100- 10.0% |
$5.19K - $8.56K
|
900
$67.3K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-106- 10.85% |
$5.5K - $9.07K
|
871
$65.1K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-119- 97.54% |
$6.18K - $10.2K
|
3
$224
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-120- 1.3% |
$6.23K - $10.3K
|
9.13K
$683K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-123- 0.56% |
$6.38K - $10.5K
|
21.8K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-124- 1.09% |
$6.44K - $10.6K
|
11.3K
$845K
|