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 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
276+ 1.41% |
$13.1K - $15.8K
|
19.8K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
269+ 0.41% |
$12.7K - $15.4K
|
65.7K
$4.91M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
265+ 5.44% |
$12.6K - $15.1K
|
5.14K
$384K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
264+ 144.26% |
$12.5K - $15.1K
|
447
$33.4K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
259+ 70.96% |
$12.3K - $14.8K
|
624
$46.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
257+ 4.88% |
$12.2K - $14.7K
|
5.53K
$413K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
256+ 3.29% |
$12.1K - $14.6K
|
8.03K
$600K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
252+ 1.42% |
$11.9K - $14.4K
|
18K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
251New |
$11.9K - $14.3K
|
251
$18.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
250+ 2.26% |
$11.8K - $14.3K
|
11.3K
$846K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
BUY
|
- |
250+ 3.35% |
$11.8K - $14.3K
|
7.71K
$576K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
240+ 2.05% |
$11.4K - $13.7K
|
11.9K
$891K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
239+ 26.76% |
$11.3K - $13.7K
|
1.13K
$84.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
238+ 1.86% |
$11.3K - $13.6K
|
13K
$974K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
230+ 4.48% |
$10.9K - $13.1K
|
5.36K
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
229+ 1.99% |
$10.8K - $13.1K
|
11.7K
$877K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
225+ 15.43% |
$10.7K - $12.9K
|
1.68K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
224+ 0.29% |
$10.6K - $12.8K
|
77.4K
$5.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
222+ 0.35% |
$10.5K - $12.7K
|
64.1K
$4.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
220+ 8.21% |
$10.4K - $12.6K
|
2.9K
$217K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
216+ 123.43% |
$10.2K - $12.3K
|
391
$29.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
209New |
$9.9K - $11.9K
|
209
$15.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
209+ 0.23% |
$9.9K - $11.9K
|
92.8K
$6.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
207+ 3.78% |
$9.81K - $11.8K
|
5.69K
$425K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
202+ 4.24% |
$9.57K - $11.5K
|
4.97K
$371K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
202+ 4.08% |
$9.57K - $11.5K
|
5.16K
$385K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
200+ 0.95% |
$9.47K - $11.4K
|
21.2K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200New |
$9.47K - $11.4K
|
200
$14.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
199+ 0.43% |
$9.43K - $11.4K
|
46.1K
$3.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
198+ 1.19% |
$9.38K - $11.3K
|
16.8K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
195+ 4.02% |
$9.24K - $11.1K
|
5.05K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
193New |
$9.14K - $11K
|
193
$14.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
191+ 0.38% |
$9.05K - $10.9K
|
50.3K
$3.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
190+ 172.73% |
$9K - $10.9K
|
300
$22.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185+ 7.63% |
$8.76K - $10.6K
|
2.61K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
180+ 81.82% |
$8.53K - $10.3K
|
400
$29.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
180New |
$8.53K - $10.3K
|
180
$13.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
177+ 37.66% |
$8.38K - $10.1K
|
647
$48.4K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
173+ 0.5% |
$8.2K - $9.89K
|
34.8K
$2.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
172+ 0.44% |
$8.15K - $9.83K
|
38.9K
$2.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
165New |
$7.82K - $9.43K
|
165
$12.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
162+ 0.57% |
$7.67K - $9.26K
|
28.5K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
162+ 2.57% |
$7.67K - $9.26K
|
6.48K
$484K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
160+ 2.84% |
$7.58K - $9.14K
|
5.8K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
159+ 2.09% |
$7.53K - $9.09K
|
7.77K
$581K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
158New |
$7.48K - $9.03K
|
158
$11.8K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
158+ 1.79% |
$7.48K - $9.03K
|
9K
$673K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
154+ 592.31% |
$7.29K - $8.8K
|
180
$13.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
150+ 0.72% |
$7.11K - $8.57K
|
20.9K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
150+ 3.59% |
$7.11K - $8.57K
|
4.33K
$324K
|