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 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
243KNew |
$12.6M - $20.8M
|
243K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
241KNew |
$12.5M - $20.6M
|
241K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
- |
240KNew |
$12.5M - $20.5M
|
240K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
239KNew |
$12.4M - $20.5M
|
239K
$17.9M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
232K+ 24.43% |
$12.1M - $19.9M
|
1.18M
$88.9M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
228K+ 331.74% |
$11.8M - $19.5M
|
296K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
227K+ 12.42% |
$11.8M - $19.5M
|
2.06M
$154M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
226K+ 244.65% |
$11.7M - $19.4M
|
319K
$23.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
225K+ 553.23% |
$11.7M - $19.3M
|
266K
$19.9M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
219KNew |
$11.4M - $18.8M
|
219K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
217K+ 86.57% |
$11.3M - $18.6M
|
468K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
211K+ 96.73% |
$11M - $18.1M
|
429K
$32.2M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
202K+ 478.44% |
$10.5M - $17.3M
|
244K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
202KNew |
$10.5M - $17.3M
|
202K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
200K+ 36.12% |
$10.4M - $17.1M
|
755K
$56.6M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
200K+ 25.65% |
$10.4M - $17.1M
|
978K
$73.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
193KNew |
$10M - $16.5M
|
193K
$14.5M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
192K+ 458.74% |
$9.99M - $16.5M
|
234K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Harber Asset Management LLC
New York, NY |
BUY
|
- |
186KNew |
$9.64M - $15.9M
|
186K
$13.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
185K+ 45.01% |
$9.61M - $15.8M
|
596K
$44.8M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
184K+ 29.55% |
$9.53M - $15.7M
|
805K
$60.4M
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
182KNew |
$9.44M - $15.6M
|
182K
$13.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
180KNew |
$9.36M - $15.4M
|
180K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
175K+ 25.76% |
$9.06M - $14.9M
|
852K
$63.9M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
174KNew |
$9.03M - $14.9M
|
174K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
173K+ 4.95% |
$8.99M - $14.8M
|
3.67M
$275M
|
|
|
May 15, 2023
Q1 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
173KNew |
$8.96M - $14.8M
|
173K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
168K+ 889.24% |
$8.7M - $14.3M
|
186K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
163K+ 26.89% |
$8.46M - $14M
|
769K
$57.7M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
163K+ 26.89% |
$8.46M - $14M
|
769K
$57.7M
|
|
|
May 08, 2023
Q1 2023
|
Cooke & Bieler LP
|
BUY
|
- |
163K+ 13.14% |
$8.44M - $13.9M
|
1.4M
$105M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
161K+ 2.65% |
$8.37M - $13.8M
|
6.25M
$469M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
161K+ 37.81% |
$8.37M - $13.8M
|
587K
$44.1M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Hill Capital Management, LP
New York, NY |
BUY
|
- |
159KNew |
$8.24M - $13.6M
|
159K
$11.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 8.22% |
$8.17M - $13.5M
|
2.07M
$155M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 0.71% |
$8.15M - $13.4M
|
22.4M
$1.68B
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
150K+ 28.67% |
$7.78M - $12.8M
|
673K
$50.5M
|
|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
149KNew |
$7.76M - $12.8M
|
149K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
143K+ 114.77% |
$7.43M - $12.3M
|
268K
$20.1M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
142K+ 561.76% |
$7.35M - $12.1M
|
167K
$12.5M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
139KNew |
$7.23M - $11.9M
|
139K
$10.5M
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
138K+ 19.18% |
$7.16M - $11.8M
|
857K
$64.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
136K+ 150.96% |
$7.06M - $11.6M
|
226K
$17M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
132K+ 260.88% |
$6.86M - $11.3M
|
183K
$13.7M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
132K+ 3905.38% |
$6.86M - $11.3M
|
136K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
132K+ 8.66% |
$6.84M - $11.3M
|
1.65M
$124M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 58.55% |
$6.73M - $11.1M
|
351K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
129K+ 431.53% |
$6.72M - $11.1M
|
159K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
129K+ 14.63% |
$6.72M - $11.1M
|
1.01M
$76.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
127K+ 39.04% |
$6.57M - $10.8M
|
451K
$33.8M
|