Purchases and Sales Made in Q1 2023 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 15, 2023 Q1 2023
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
67.1K
+ 19.3%
$3.48M - $5.74M
415K $31.1M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
66.7K
+ 127.39%
$3.46M - $5.71M
119K $8.93M
Apr 03, 2023 Q1 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
66.4K
New
$3.45M - $5.69M
66.4K $4.99M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
64.2K
+ 81.75%
$3.33M - $5.5M
143K $10.7M
May 11, 2023 Q1 2023
National Pension Service

Jeonju Si, Jeollabuk Do, M5
BUY
 -
63.6K
+ 3.12%
$3.3M - $5.44M
2.1M $158M
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
63.2K
+ 768.77%
$3.28M - $5.41M
71.4K $5.36M
May 15, 2023 Q1 2023
Armor Advisors, L.L.C.

New York, NY
BUY
 -
63K
New
$3.27M - $5.39M
63K $4.73M
May 16, 2023 Q1 2023
Fort Pitt Capital Group, LLC

BUY
 -
62K
+ 8.45%
$3.22M - $5.3M
795K $59.7M
Apr 28, 2023 Q1 2023
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
61.9K
New
$3.21M - $5.3M
61.9K $4.65M
May 15, 2023 Q1 2023
Mezzasalma Advisors, LLC

BUY
 -
61.8K
New
$3.21M - $5.29M
61.8K $4.63M
Dec 13, 2023 Q1 2023
Polar Capital Holdings PLC

London, X0
BUY
 -
61.1K
New
$3.17M - $5.23M
61.1K $4.59M
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
61K
+ 829.31%
$3.17M - $5.22M
68.4K $5.13M
Apr 19, 2023 Q1 2023
Gilman Hill Asset Management, LLC

BUY
 -
60.8K
New
$3.16M - $5.21M
60.8K $4.56M
Apr 03, 2023 Q1 2023
Park National Corp

BUY
 -
60.7K
+ 36.99%
$3.15M - $5.2M
225K $16.9M
Apr 28, 2023 Q1 2023
Wisconsin Capital Management LLC

BUY
 -
60.5K
+ 1513.15%
$3.14M - $5.18M
64.5K $4.84M
May 15, 2023 Q1 2023
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
60.4K
New
$3.14M - $5.17M
60.4K $4.53M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
60.3K
+ 1036.18%
$3.13M - $5.16M
66.1K $4.96M
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
59.4K
+ 41.29%
$3.08M - $5.08M
203K $15.2M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
58.5K
+ 23.18%
$3.04M - $5M
311K $23.3M
May 30, 2023 Q1 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
58.1K
New
$3.02M - $4.97M
58.1K $4.36M
May 22, 2023 Q1 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
57.8K
New
$3M - $4.95M
57.8K $4.34M
Apr 26, 2023 Q1 2023
Lincoln Capital LLC

BUY
 -
57.3K
New
$2.97M - $4.9M
57.3K $4.3M
May 05, 2023 Q1 2023
Paragon Advisors, LLC

BUY
 -
56.6K
New
$2.94M - $4.84M
56.6K $4.25M
May 12, 2023 Q1 2023
Candriam S.C.A.

BUY
 -
56.5K
+ 35.51%
$2.93M - $4.84M
216K $16.2M
Apr 13, 2023 Q1 2023
Delta Capital Management LLC

BUY
 -
56.2K
New
$2.92M - $4.81M
56.2K $4.21M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
55.9K
+ 71.45%
$2.9M - $4.79M
134K $10.1M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
54.7K
+ 45.17%
$2.84M - $4.69M
176K $13.2M
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
54.1K
+ 565.1%
$2.81M - $4.63M
63.7K $4.78M
Dec 14, 2023 Q1 2023
One River Asset Management, LLC

Stamford, CT
BUY
 -
53.7K
New
$2.79M - $4.6M
53.7K $4.03M
May 15, 2023 Q1 2023
Lakehouse Capital Pty LTD

Sydney Nsw, C3
BUY
 -
53K
+ 51.17%
$2.75M - $4.53M
156K $11.7M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
52.9K
+ 146.73%
$2.74M - $4.52M
88.9K $6.67M
May 12, 2023 Q1 2023
Vancity Investment Management LTD

Vancouver, A1
BUY
 -
52.8K
+ 27.11%
$2.74M - $4.52M
248K $18.6M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
52K
+ 794.97%
$2.7M - $4.45M
58.5K $4.39M
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
51.9K
New
$2.7M - $4.45M
51.9K $3.9M
Jun 27, 2023 Q1 2023
Duality Advisers, LP

Miami, FL
BUY
 -
51.3K
New
$2.66M - $4.39M
51.3K $3.85M
May 08, 2023 Q1 2023
Wolverine Asset Management LLC

BUY
 -
50.9K
+ 1570.89%
$2.64M - $4.36M
54.1K $4.06M
May 03, 2023 Q1 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
50.7K
+ 193.36%
$2.63M - $4.34M
76.9K $5.77M
May 10, 2023 Q1 2023
Ergoteles LLC

New York, NY
BUY
 -
50.2K
New
$2.61M - $4.3M
50.2K $3.77M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
49.3K
+ 68.72%
$2.56M - $4.22M
121K $9.08M
May 11, 2023 Q1 2023
Vinva Investment Management LTD

Sydney, C3
BUY
 -
48.9K
New
$2.54M - $4.19M
48.9K $3.67M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
48.9K
+ 25.23%
$2.54M - $4.18M
243K $18.2M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
48.1K
+ 46.36%
$2.5M - $4.12M
152K $11.4M
Apr 27, 2023 Q1 2023
Sterling Investment Management, LLC

BUY
 -
47K
New
$2.44M - $4.02M
47K $3.53M
May 15, 2023 Q1 2023
American Trust Investment Advisors, LLC

BUY
 -
47K
New
$2.44M - $4.02M
47K $3.52M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
46.6K
New
$2.42M - $3.99M
46.6K $3.5M
Apr 28, 2023 Q1 2023
Canvas Wealth Advisors, LLC

BUY
 -
46.4K
New
$2.41M - $3.97M
46.4K $3.48M
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
46.3K
+ 79.5%
$2.41M - $3.97M
105K $7.85M
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
45.8K
+ 7.3%
$2.38M - $3.92M
673K $50.5M
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
45.4K
New
$2.36M - $3.88M
45.4K $3.41M

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