Purchases and Sales Made in Q2 2023 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4.53K+ 2.49% |
$214K - $259K
|
186K
$14M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.52KNew |
$214K - $259K
|
4.52K
$340K
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.51K+ 16.99% |
$214K - $258K
|
31K
$2.33M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.5KNew |
$213K - $257K
|
4.5K
$338K
|
|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
4.49KNew |
$213K - $256K
|
4.49K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.48KNew |
$212K - $256K
|
4.48K
$336K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.47K+ 2.58% |
$212K - $255K
|
178K
$13.3M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.47K+ 2.58% |
$212K - $255K
|
178K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.43K+ 16.29% |
$210K - $253K
|
31.6K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4.42KNew |
$209K - $252K
|
4.42K
$331K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
4.41KNew |
$209K - $252K
|
4.41K
$331K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$209K - $252K
|
4.41K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.4KNew |
$209K - $252K
|
4.4K
$330K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.39KNew |
$208K - $251K
|
4.39K
$329K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.38K+ 21.11% |
$207K - $250K
|
25.1K
$1.88M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.38K+ 21.11% |
$207K - $250K
|
25.1K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.35KNew |
$206K - $248K
|
4.35K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
4.33KNew |
$205K - $248K
|
4.33K
$325K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.32K+ 31.78% |
$205K - $247K
|
17.9K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
4.31KNew |
$204K - $246K
|
4.31K
$324K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.31K+ 22.41% |
$204K - $246K
|
23.5K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.3KNew |
$204K - $246K
|
4.3K
$323K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.29KNew |
$203K - $245K
|
4.29K
$322K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.28KNew |
$203K - $245K
|
4.28K
$321K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.27K+ 30.04% |
$202K - $244K
|
18.5K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.24KNew |
$201K - $242K
|
4.24K
$318K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.23K+ 1741.15% |
$200K - $242K
|
4.47K
$336K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.23KNew |
$200K - $241K
|
4.23K
$317K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.21KNew |
$199K - $241K
|
4.21K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
4.16K+ 12.52% |
$197K - $238K
|
37.4K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.16KNew |
$197K - $238K
|
4.16K
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.15KNew |
$196K - $237K
|
4.15K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.13K+ 22.37% |
$196K - $236K
|
22.6K
$1.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.1KNew |
$194K - $234K
|
4.1K
$308K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
4.1KNew |
$194K - $234K
|
4.1K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.09KNew |
$194K - $233K
|
4.09K
$307K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.09KNew |
$194K - $233K
|
4.09K
$307K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
4.08KNew |
$193K - $233K
|
4.08K
$307K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.05KNew |
$192K - $231K
|
4.05K
$304K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4KNew |
$189K - $229K
|
4K
$300K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4K+ 100.0% |
$189K - $229K
|
8K
$600K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
3.99K+ 8.71% |
$189K - $228K
|
49.8K
$3.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.99KNew |
$189K - $228K
|
3.99K
$299K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.97K+ 8.35% |
$188K - $227K
|
51.5K
$3.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.96KNew |
$187K - $226K
|
3.96K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.96KNew |
$187K - $226K
|
3.96K
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$186K - $224K
|
3.93K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.88K+ 0.17% |
$184K - $222K
|
2.34M
$176M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
3.88K+ 0.17% |
$184K - $222K
|
2.34M
$176M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.88KNew |
$184K - $222K
|
3.88K
$291K
|