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
|
Biechele Royce Advisors
|
BUY
|
- |
870+ 0.75% |
$41.2K - $49.7K
|
118K
$8.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
867+ 22.37% |
$41.1K - $49.5K
|
4.74K
$354K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
860+ 22.06% |
$40.7K - $49.1K
|
4.76K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
841+ 4.54% |
$39.8K - $48.1K
|
19.3K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
839+ 16.5% |
$39.7K - $47.9K
|
5.93K
$443K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
833+ 16.16% |
$39.5K - $47.6K
|
5.99K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
827+ 38.06% |
$39.2K - $47.3K
|
3K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
826+ 0.95% |
$39.1K - $47.2K
|
87.6K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
795+ 0.46% |
$37.7K - $45.4K
|
173K
$13M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
779+ 83.58% |
$36.9K - $44.5K
|
1.71K
$128K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
776+ 1.51% |
$36.8K - $44.3K
|
52.1K
$3.89M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
759+ 2.18% |
$36K - $43.4K
|
35.7K
$2.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
752+ 2.37% |
$35.6K - $43K
|
32.5K
$2.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
750+ 13.97% |
$35.5K - $42.9K
|
6.12K
$457K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
740+ 4.08% |
$35.1K - $42.3K
|
18.9K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
727+ 7.73% |
$34.4K - $41.5K
|
10.1K
$757K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
725+ 8.38% |
$34.3K - $41.4K
|
9.37K
$700K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
712+ 13.19% |
$33.7K - $40.7K
|
6.11K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
706+ 8.91% |
$33.4K - $40.3K
|
8.63K
$645K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
700+ 32.83% |
$33.2K - $40K
|
2.83K
$212K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
684New |
$32.4K - $39.1K
|
684
$51.1K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
677+ 21.41% |
$32.1K - $38.7K
|
3.84K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
675+ 1.44% |
$32K - $38.6K
|
47.6K
$3.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
668+ 3.52% |
$31.6K - $38.2K
|
19.7K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
665+ 6.66% |
$31.5K - $38K
|
10.6K
$796K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
663+ 8.16% |
$31.4K - $37.9K
|
8.78K
$657K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
650+ 15.59% |
$30.8K - $37.1K
|
4.82K
$360K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
BUY
|
- |
646+ 0.68% |
$30.6K - $36.9K
|
95.4K
$7.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
643+ 6.54% |
$30.5K - $36.7K
|
10.5K
$783K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
642+ 5.99% |
$30.4K - $36.7K
|
11.4K
$850K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
639New |
$30.3K - $36.5K
|
639
$47.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
638+ 3.06% |
$30.2K - $36.5K
|
21.5K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
630+ 315.0% |
$29.8K - $36K
|
830
$62K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
626+ 1.76% |
$29.7K - $35.8K
|
36.2K
$2.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
620+ 4.96% |
$29.4K - $35.4K
|
13.1K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
616+ 0.03% |
$29.2K - $35.2K
|
1.87M
$140M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
611+ 3.22% |
$28.9K - $34.9K
|
19.6K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
600+ 13.95% |
$28.4K - $34.3K
|
4.9K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
599+ 0.23% |
$28.4K - $34.2K
|
259K
$19.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
598+ 10.67% |
$28.3K - $34.2K
|
6.2K
$464K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
577+ 1.53% |
$27.3K - $33K
|
38.2K
$2.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
576+ 6.45% |
$27.3K - $32.9K
|
9.5K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
570+ 14.09% |
$27K - $32.6K
|
4.61K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
548+ 4.91% |
$26K - $31.3K
|
11.7K
$876K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
538+ 63.37% |
$25.5K - $30.7K
|
1.39K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
532+ 135.37% |
$25.2K - $30.4K
|
925
$69.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
525+ 7.29% |
$24.9K - $30K
|
7.73K
$578K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
517+ 132.9% |
$24.5K - $29.5K
|
906
$67.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
514+ 0.45% |
$24.3K - $29.4K
|
114K
$8.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
508+ 5.8% |
$24.1K - $29K
|
9.27K
$693K
|