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 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.3K+ 42.63% |
$109K - $131K
|
7.7K
$575K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.3K+ 90.44% |
$109K - $131K
|
4.84K
$362K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.28K+ 6.25% |
$108K - $130K
|
38.8K
$2.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
2.28K+ 25.93% |
$108K - $130K
|
11.1K
$828K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.28K+ 8.12% |
$108K - $130K
|
30.3K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.26K+ 2.84% |
$107K - $129K
|
81.8K
$6.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.25KNew |
$107K - $129K
|
2.25K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.24K+ 5.04% |
$106K - $128K
|
46.8K
$3.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.24K+ 7.88% |
$106K - $128K
|
30.6K
$2.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
2.23K+ 48.29% |
$105K - $127K
|
6.83K
$511K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.21K+ 17.36% |
$104K - $126K
|
14.9K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.19K+ 22.39% |
$104K - $125K
|
12K
$896K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.11K+ 3.83% |
$100K - $121K
|
57.2K
$4.28M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.11K+ 3.83% |
$100K - $121K
|
57.2K
$4.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.09K+ 706.76% |
$99.1K - $120K
|
2.39K
$178K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
2.08K+ 1.6% |
$98.6K - $119K
|
132K
$9.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.07K+ 3.38% |
$97.9K - $118K
|
63.2K
$4.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.06K+ 27.62% |
$97.4K - $118K
|
9.51K
$710K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
2.03K+ 16.56% |
$96.4K - $116K
|
14.3K
$1.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.03K+ 4.36% |
$96.1K - $116K
|
48.5K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2K+ 50.0% |
$94.7K - $114K
|
6K
$448K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 17.19% |
$93.7K - $113K
|
13.5K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.98K+ 3.22% |
$93.6K - $113K
|
63.2K
$4.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.98K+ 16.19% |
$93.6K - $113K
|
14.2K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
1.92K+ 1.44% |
$90.7K - $109K
|
135K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.91K+ 2.95% |
$90.4K - $109K
|
66.7K
$4.98M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
1.88K+ 15.92% |
$88.8K - $107K
|
13.7K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86K+ 23.89% |
$88K - $106K
|
9.63K
$720K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.85K+ 44.69% |
$87.7K - $106K
|
5.99K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 40.06% |
$87.3K - $105K
|
6.44K
$482K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.83K+ 11.58% |
$86.7K - $105K
|
17.6K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.83K+ 9.72% |
$86.5K - $104K
|
20.6K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.79KNew |
$84.8K - $102K
|
1.79K
$134K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.79K+ 17.15% |
$84.8K - $102K
|
12.2K
$914K
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
1.76K+ 13.77% |
$83.5K - $101K
|
14.6K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.76K+ 13.73% |
$83.3K - $100K
|
14.6K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.76K+ 7.87% |
$83.2K - $100K
|
24.1K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.76K+ 0.73% |
$83.1K - $100K
|
241K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.71K+ 3.09% |
$81.1K - $97.8K
|
57K
$4.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
1.71K+ 5.95% |
$81K - $97.7K
|
30.4K
$2.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.69K+ 2.55% |
$80.1K - $96.6K
|
68K
$5.08M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.68K+ 316.98% |
$79.6K - $96K
|
2.21K
$165K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.65KNew |
$78.1K - $94.2K
|
1.65K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.64K+ 2.31% |
$77.7K - $93.7K
|
72.6K
$5.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.63K+ 12.0% |
$77.4K - $93.3K
|
15.2K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.63KNew |
$77.3K - $93.3K
|
1.63K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
1.6K+ 25.39% |
$75.7K - $91.3K
|
7.89K
$590K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.58K+ 13.4% |
$74.8K - $90.2K
|
13.4K
$999K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.56KNew |
$74.1K - $89.4K
|
1.56K
$117K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.56K+ 35.23% |
$73.8K - $89K
|
5.98K
$447K
|