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 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.48K+ 29.38% |
$165K - $199K
|
15.3K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.39K+ 100.5% |
$160K - $194K
|
6.76K
$505K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.38K+ 29.24% |
$160K - $193K
|
14.9K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.33K+ 25.81% |
$158K - $190K
|
16.2K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.3KNew |
$156K - $188K
|
3.3K
$246K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.18K+ 15.66% |
$151K - $182K
|
23.5K
$1.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
3.18K+ 42.0% |
$151K - $182K
|
10.7K
$803K
|
|
|
Aug 01, 2023
Q2 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
3.16K+ 13.06% |
$149K - $180K
|
27.3K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 23.97% |
$147K - $178K
|
16.1K
$1.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
3.09K+ 4.04% |
$146K - $177K
|
79.6K
$5.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
3.05KNew |
$144K - $174K
|
3.05K
$228K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.03K+ 6.13% |
$144K - $173K
|
52.5K
$3.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.01K+ 28.45% |
$143K - $172K
|
13.6K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.01K+ 27.96% |
$143K - $172K
|
13.8K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.99K+ 70.21% |
$142K - $171K
|
7.24K
$541K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.99K+ 0.1% |
$142K - $171K
|
3.08M
$230M
|
|
|
Aug 10, 2023
Q2 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
2.97K+ 0.76% |
$141K - $170K
|
393K
$29.4M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.93K+ 4.41% |
$139K - $167K
|
69.4K
$5.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
2.84KNew |
$135K - $162K
|
2.84K
$212K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.83K+ 9.0% |
$134K - $162K
|
34.2K
$2.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.83K+ 16.99% |
$134K - $161K
|
19.5K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.79K+ 17.19% |
$132K - $159K
|
19K
$1.42M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.79K+ 34.65% |
$132K - $159K
|
10.8K
$810K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.78K+ 5.25% |
$132K - $159K
|
55.7K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.77K+ 25.97% |
$131K - $159K
|
13.5K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.77KNew |
$131K - $158K
|
2.77K
$207K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.76K+ 45.24% |
$131K - $158K
|
8.87K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.74K+ 35.88% |
$130K - $156K
|
10.4K
$774K
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 11.09% |
$128K - $155K
|
27.1K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.7K+ 6.64% |
$128K - $154K
|
43.4K
$3.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
BUY
|
- |
2.69K+ 1.79% |
$127K - $154K
|
153K
$11.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 41.44% |
$127K - $153K
|
9.15K
$684K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.67K+ 3.9% |
$126K - $152K
|
71.1K
$5.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
2.65K+ 10.49% |
$126K - $152K
|
27.9K
$2.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
2.64K+ 2048.84% |
$125K - $151K
|
2.77K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.64K+ 2.73% |
$125K - $151K
|
99.5K
$7.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.63K+ 16.2% |
$125K - $150K
|
18.9K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.62K+ 54.21% |
$124K - $150K
|
7.46K
$557K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.6K+ 62.58% |
$123K - $148K
|
6.75K
$504K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.57K+ 7.27% |
$122K - $147K
|
37.9K
$2.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.56K+ 2.16% |
$121K - $146K
|
121K
$9.06M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.56K+ 3.0% |
$121K - $146K
|
87.6K
$6.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.55K+ 37.47% |
$121K - $145K
|
9.34K
$698K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.52K+ 19.54% |
$119K - $144K
|
15.4K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.52K+ 4.13% |
$119K - $144K
|
63.3K
$4.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
2.46K+ 21.82% |
$116K - $141K
|
13.7K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.4K+ 49.82% |
$114K - $137K
|
7.23K
$540K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.39K+ 46.94% |
$113K - $136K
|
7.48K
$559K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.38K+ 1.76% |
$113K - $136K
|
137K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.36K+ 6.27% |
$112K - $135K
|
40K
$2.99M
|