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 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
149New |
$7.06K - $8.51K
|
149
$11.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
147+ 80.33% |
$6.96K - $8.4K
|
330
$24.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
144+ 44.44% |
$6.82K - $8.23K
|
468
$35K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
143+ 5.21% |
$6.77K - $8.17K
|
2.89K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
141+ 3.07% |
$6.68K - $8.06K
|
4.74K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
137+ 2.5% |
$6.49K - $7.83K
|
5.63K
$421K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
137+ 2.5% |
$6.49K - $7.83K
|
5.63K
$421K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
134+ 0.19% |
$6.35K - $7.66K
|
69.2K
$5.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
126+ 0.04% |
$5.97K - $7.2K
|
344K
$25.7M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
125New |
$5.92K - $7.14K
|
125
$9.34K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
125+ 0.3% |
$5.92K - $7.14K
|
42.2K
$3.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
123+ 1.7% |
$5.83K - $7.03K
|
7.35K
$549K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
123+ 5.32% |
$5.83K - $7.03K
|
2.44K
$182K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
121+ 10.38% |
$5.73K - $6.91K
|
1.29K
$96.2K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
119+ 1.36% |
$5.64K - $6.8K
|
8.88K
$664K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
118New |
$5.59K - $6.74K
|
118
$8.82K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
116New |
$5.49K - $6.63K
|
116
$8.67K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
115New |
$5.45K - $6.57K
|
115
$8.6K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114New |
$5.4K - $6.51K
|
114
$8.52K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
112+ 0.89% |
$5.31K - $6.4K
|
12.6K
$945K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
112+ 2.58% |
$5.31K - $6.4K
|
4.45K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
112+ 2.58% |
$5.31K - $6.4K
|
4.45K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
106+ 1.46% |
$5.02K - $6.06K
|
7.34K
$549K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
104+ 2.04% |
$4.93K - $5.94K
|
5.2K
$388K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
103+ 177.59% |
$4.88K - $5.89K
|
161
$12K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
100+ 7.78% |
$4.74K - $5.71K
|
1.39K
$104K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 0.35% |
$4.74K - $5.71K
|
28.8K
$2.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$4.74K - $5.71K
|
100
$7.47K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
100+ 0.15% |
$4.74K - $5.71K
|
65.3K
$4.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
100+ 33.33% |
$4.74K - $5.71K
|
400
$29.9K
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
100+ 1.34% |
$4.74K - $5.71K
|
7.57K
$565K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
99+ 0.68% |
$4.69K - $5.66K
|
14.7K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
95+ 0.19% |
$4.5K - $5.43K
|
50.8K
$3.8M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
94+ 1.82% |
$4.45K - $5.37K
|
5.27K
$394K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
94+ 2.46% |
$4.45K - $5.37K
|
3.92K
$293K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 4.29% |
$4.36K - $5.26K
|
2.24K
$167K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
87New |
$4.12K - $4.97K
|
87
$6.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
81+ 0.88% |
$3.84K - $4.63K
|
9.26K
$692K
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
81+ 0.13% |
$3.84K - $4.63K
|
62K
$4.63M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
81+ 10.13% |
$3.84K - $4.63K
|
881
$65.8K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
79New |
$3.74K - $4.51K
|
79
$5.9K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
79New |
$3.74K - $4.51K
|
79
$5.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
79+ 1.3% |
$3.74K - $4.51K
|
6.16K
$460K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 0.58% |
$3.6K - $4.34K
|
13.1K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
76+ 1.21% |
$3.6K - $4.34K
|
6.38K
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
74+ 0.16% |
$3.51K - $4.23K
|
46.4K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
70+ 7.37% |
$3.32K - $4K
|
1.02K
$76.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
64+ 0.86% |
$3.03K - $3.66K
|
7.48K
$559K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
59+ 9.2% |
$2.79K - $3.37K
|
700
$52.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
58+ 3.06% |
$2.75K - $3.31K
|
1.96K
$146K
|