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 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.55K+ 78.49% |
$73.5K - $88.6K
|
3.53K
$264K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.52K+ 0.76% |
$71.9K - $86.7K
|
201K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1.5K+ 379.75% |
$71.1K - $85.7K
|
1.9K
$142K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.49K+ 20.79% |
$70.7K - $85.3K
|
8.67K
$648K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.49KNew |
$70.7K - $85.3K
|
1.49K
$112K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.49K+ 0.99% |
$70.6K - $85.1K
|
151K
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.46KNew |
$69.3K - $83.5K
|
1.46K
$109K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.45KNew |
$68.8K - $83K
|
1.45K
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1.45K+ 27.59% |
$68.8K - $83K
|
6.72K
$502K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.44K+ 4.81% |
$68.4K - $82.5K
|
31.5K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.43K+ 2.28% |
$67.8K - $81.8K
|
64.2K
$4.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.43K+ 15.19% |
$67.5K - $81.5K
|
10.8K
$808K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.42K+ 50.64% |
$67.2K - $81.1K
|
4.22K
$315K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.42K+ 21.88% |
$67.2K - $81K
|
7.9K
$590K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.35KNew |
$63.8K - $76.9K
|
1.35K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 9.49% |
$63.3K - $76.4K
|
15.4K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 4.59% |
$63.1K - $76.2K
|
30.4K
$2.27M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.32K+ 3.42% |
$62.4K - $75.3K
|
39.8K
$2.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.3K+ 28.79% |
$61.5K - $74.2K
|
5.81K
$434K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.29K+ 20.24% |
$61.3K - $73.9K
|
7.69K
$575K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.29K+ 5.07% |
$61.1K - $73.7K
|
26.7K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.29K+ 149.42% |
$60.9K - $73.4K
|
2.15K
$160K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 21.5% |
$60.8K - $73.3K
|
7.25K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.28K+ 6.98% |
$60.7K - $73.2K
|
19.6K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.27K+ 5.95% |
$60.2K - $72.6K
|
22.6K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.26K+ 1094.78% |
$59.6K - $71.9K
|
1.37K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.2K+ 1.56% |
$56.7K - $68.3K
|
77.8K
$5.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 23.78% |
$55.8K - $67.3K
|
6.13K
$458K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 46.39% |
$55.4K - $66.9K
|
3.69K
$276K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.14K+ 9.45% |
$54K - $65.2K
|
13.2K
$987K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.13K+ 15.34% |
$53.5K - $64.6K
|
8.5K
$635K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.13K+ 10.3% |
$53.3K - $64.3K
|
12.1K
$901K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.13K+ 10.3% |
$53.3K - $64.3K
|
12K
$901K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.11K+ 4.88% |
$52.7K - $63.5K
|
23.9K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.06K+ 2.06% |
$50.3K - $60.6K
|
52.7K
$3.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.06K+ 1.77% |
$50.1K - $60.4K
|
60.7K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.01K+ 8.43% |
$47.9K - $57.8K
|
13K
$973K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1K+ 298.81% |
$47.6K - $57.4K
|
1.34K
$100K
|
|
|
Jul 25, 2023
Q2 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 10.09% |
$47.4K - $57.1K
|
10.9K
$815K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
989+ 15.27% |
$46.8K - $56.5K
|
7.47K
$558K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
980+ 10.65% |
$46.4K - $56K
|
10.2K
$761K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
960+ 20.69% |
$45.5K - $54.9K
|
5.6K
$419K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
948+ 12.49% |
$44.9K - $54.2K
|
8.54K
$638K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
945+ 2.54% |
$44.8K - $54K
|
38.1K
$2.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
930+ 11.52% |
$44.1K - $53.1K
|
9K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
929+ 293.06% |
$44K - $53.1K
|
1.25K
$93.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
920+ 11.64% |
$43.6K - $52.6K
|
8.82K
$660K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
894+ 2.47% |
$42.3K - $51.1K
|
37.1K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
885+ 7.43% |
$41.9K - $50.6K
|
12.8K
$956K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
879+ 1.68% |
$41.6K - $50.2K
|
53.3K
$3.98M
|