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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
507+ 1236.59% |
$24K - $29K
|
548
$41K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
506+ 2.57% |
$24K - $28.9K
|
20.2K
$1.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$23.7K - $28.6K
|
500
$37.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
499+ 0.29% |
$23.6K - $28.5K
|
175K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
495+ 6.59% |
$23.4K - $28.3K
|
8.01K
$598K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
488+ 4.28% |
$23.1K - $27.9K
|
11.9K
$889K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
477+ 2.56% |
$22.6K - $27.3K
|
19.1K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
471+ 11.61% |
$22.3K - $26.9K
|
4.53K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
467+ 3.38% |
$22.1K - $26.7K
|
14.3K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
465+ 1.35% |
$22K - $26.6K
|
34.8K
$2.6M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
452New |
$21.4K - $25.8K
|
452
$33.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
450+ 633.8% |
$21.3K - $25.7K
|
521
$38.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
450+ 3.51% |
$21.3K - $25.7K
|
13.3K
$991K
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
450+ 1.02% |
$21.3K - $25.7K
|
44.5K
$3.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
448+ 2.66% |
$21.2K - $25.6K
|
17.3K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
444+ 1.44% |
$21K - $25.4K
|
31.4K
$2.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
431+ 10.78% |
$20.4K - $24.6K
|
4.43K
$331K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
430+ 5.42% |
$20.4K - $24.6K
|
8.36K
$625K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
428New |
$20.3K - $24.5K
|
428
$32K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
423+ 1.18% |
$20K - $24.2K
|
36.4K
$2.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
417+ 0.16% |
$19.8K - $23.8K
|
253K
$18.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
415+ 9.2% |
$19.7K - $23.7K
|
4.93K
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
410+ 4.59% |
$19.4K - $23.4K
|
9.34K
$698K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
407+ 2.61% |
$19.3K - $23.3K
|
16K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
400New |
$18.9K - $22.9K
|
400
$29.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
397+ 5.45% |
$18.8K - $22.7K
|
7.68K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
392+ 0.27% |
$18.6K - $22.4K
|
147K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
379+ 1.4% |
$18K - $21.7K
|
27.4K
$2.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
375+ 1.53% |
$17.8K - $21.4K
|
24.9K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
375+ 9.68% |
$17.8K - $21.4K
|
4.25K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
373+ 6.76% |
$17.7K - $21.3K
|
5.89K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
365+ 8.54% |
$17.3K - $20.9K
|
4.64K
$347K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
360+ 6.3% |
$17.1K - $20.6K
|
6.07K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
358+ 1.01% |
$17K - $20.5K
|
35.8K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
354New |
$16.8K - $20.2K
|
354
$26.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
346+ 15.38% |
$16.4K - $19.8K
|
2.6K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
346+ 4.76% |
$16.4K - $19.8K
|
7.62K
$569K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
345+ 4.32% |
$16.3K - $19.7K
|
8.33K
$622K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
342+ 8.37% |
$16.2K - $19.5K
|
4.43K
$331K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
331+ 7.51% |
$15.7K - $18.9K
|
4.74K
$354K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
317+ 8.0% |
$15K - $18.1K
|
4.28K
$320K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
314+ 20.63% |
$14.9K - $17.9K
|
1.84K
$137K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
312+ 0.64% |
$14.8K - $17.8K
|
49K
$3.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
311+ 8.07% |
$14.7K - $17.8K
|
4.16K
$311K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
305+ 2.34% |
$14.4K - $17.4K
|
13.4K
$998K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
302+ 7.47% |
$14.3K - $17.3K
|
4.35K
$325K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
301+ 24.57% |
$14.3K - $17.2K
|
1.53K
$114K
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
300+ 0.04% |
$14.2K - $17.1K
|
721K
$53.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
300+ 7.46% |
$14.2K - $17.1K
|
4.32K
$323K
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
BUY
|
- |
278+ 0.53% |
$13.2K - $15.9K
|
52.3K
$3.91M
|