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 12, 2023 Q1 2023
Aviva PLC

BUY
 -
45.1K
+ 9.59%
$2.34M - $3.86M
515K $38.6M
May 12, 2023 Q1 2023
Gabelli Funds LLC

Rye, NY
BUY
 -
45K
+ 16.81%
$2.33M - $3.85M
312K $23.5M
May 12, 2023 Q1 2023
Bi Asset Management Fondsmaeglerselskab A

Kobenhavn, G7
BUY
 -
44.4K
+ 28.59%
$2.31M - $3.8M
200K $15M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
44.1K
+ 426.1%
$2.29M - $3.77M
54.4K $4.08M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
43.8K
+ 51.98%
$2.27M - $3.75M
128K $9.61M
May 01, 2023 Q1 2023
Sfmg, LLC

BUY
 -
43.4K
+ 1787.24%
$2.25M - $3.72M
45.8K $3.44M
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
43.4K
+ 3893.99%
$2.25M - $3.71M
44.5K $3.34M
May 15, 2023 Q1 2023
Baxter Bros Inc

BUY
 -
43.4K
+ 1130.18%
$2.25M - $3.71M
47.2K $3.54M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
43.2K
+ 5.87%
$2.24M - $3.7M
779K $58.5M
May 12, 2023 Q1 2023
1623 Capital LLC

Alexandria, VA
BUY
 -
42.8K
+ 38.31%
$2.22M - $3.66M
154K $11.6M
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
42.1K
+ 76.72%
$2.18M - $3.6M
96.9K $7.27M
May 10, 2023 Q1 2023
Principle Wealth Partners LLC

BUY
 -
41.9K
+ 747.91%
$2.17M - $3.59M
47.5K $3.56M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
41.9K
+ 0.57%
$2.17M - $3.59M
7.4M $556M
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
41.6K
New
$2.16M - $3.56M
41.6K $3.12M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
40.4K
New
$2.1M - $3.46M
40.4K $3.03M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
40.4K
+ 12.88%
$2.1M - $3.46M
354K $26.6M
Feb 22, 2024 Q1 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
40.2K
New
$2.09M - $3.44M
40.2K $3.02M
May 15, 2023 Q1 2023
Mark Asset Management LP

New York, NY
BUY
 -
40K
New
$2.08M - $3.42M
40K $3M
May 12, 2023 Q1 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
40K
+ 76.26%
$2.08M - $3.42M
92.4K $6.94M
May 12, 2023 Q1 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
39.7K
+ 15.18%
$2.06M - $3.4M
301K $22.6M
Apr 11, 2023 Q1 2023
Buckingham Capital Management, Inc.

BUY
 -
39.1K
New
$2.03M - $3.35M
39.1K $2.93M
May 12, 2023 Q1 2023
Venator Management LLC

Pittsburgh, PA
BUY
 -
38.8K
New
$2.01M - $3.32M
38.8K $2.91M
May 15, 2023 Q1 2023
Hsbc Holdings PLC

London, X0
BUY
 -
38.7K
+ 1.61%
$2.01M - $3.31M
2.44M $183M
May 05, 2023 Q1 2023
Coombe, Bender & CO LLC

BUY
 -
38.5K
New
$2M - $3.3M
38.5K $2.89M
May 15, 2023 Q1 2023
Beck Capital Management, LLC

Austin, TX
BUY
 -
38.4K
New
$1.99M - $3.28M
38.4K $2.88M
May 10, 2023 Q1 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
37.7K
New
$1.96M - $3.22M
37.7K $2.83M
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
37.5K
New
$1.94M - $3.21M
37.5K $2.81M
May 15, 2023 Q1 2023
Black Maple Capital Management LP

Milwaukee, WI
BUY
 -
37.3K
New
$1.94M - $3.19M
37.3K $2.8M
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
37K
+ 63.94%
$1.92M - $3.16M
94.8K $7.11M
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
35.5K
+ 175.83%
$1.84M - $3.04M
55.7K $4.18M
May 22, 2023 Q1 2023
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
35.4K
New
$1.84M - $3.03M
35.4K $2.65M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
35.3K
+ 28704.88%
$1.83M - $3.02M
35.4K $2.66M
May 10, 2023 Q1 2023
Sepio Capital, LP

BUY
 -
35.2K
New
$1.83M - $3.01M
35.2K $2.64M
May 12, 2023 Q1 2023
Natixis

Paris, I0
BUY
 -
34.7K
New
$1.8M - $2.97M
34.7K $2.61M
May 12, 2023 Q1 2023
Hfr Wealth Management, LLC

Niskayuna, NY
BUY
 -
34.6K
+ 24.18%
$1.8M - $2.96M
178K $13.3M
May 15, 2023 Q1 2023
Axa S.A.

Paris, I0
BUY
 -
34.6K
+ 10.24%
$1.8M - $2.96M
373K $28M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
34.3K
+ 230.17%
$1.78M - $2.94M
49.3K $3.7M
May 12, 2023 Q1 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
34.1K
+ 235.27%
$1.77M - $2.92M
48.6K $3.65M
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
34.1K
New
$1.77M - $2.92M
34.1K $2.56M
May 04, 2023 Q1 2023
Ota Financial Group L.P.

BUY
 -
34K
New
$1.77M - $2.91M
34K $2.55M
May 08, 2023 Q1 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
34K
+ 8.93%
$1.77M - $2.91M
415K $31.2M
May 11, 2023 Q1 2023
Pro Share Advisors LLC

BUY
 -
33.7K
+ 10.36%
$1.75M - $2.88M
359K $26.9M
Apr 11, 2023 Q1 2023
Grassi Investment Management

BUY
 -
33.7K
+ 1054.65%
$1.75M - $2.88M
36.9K $2.77M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
33.5K
+ 84.42%
$1.74M - $2.87M
73.2K $5.5M
May 11, 2023 Q1 2023
First Long Island Investors, LLC

BUY
 -
33.1K
+ 10.48%
$1.72M - $2.83M
349K $26.2M
Apr 27, 2023 Q1 2023
Marietta Wealth Management, LLC

BUY
 -
32.6K
New
$1.69M - $2.79M
32.6K $2.45M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
32.3K
+ 9.37%
$1.67M - $2.76M
377K $28.3M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
32.3K
New
$1.67M - $2.76M
32.3K $2.42M
Apr 27, 2023 Q1 2023
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
32K
+ 0.72%
$1.66M - $2.74M
4.48M $336M

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