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 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
56+ 0.37% |
$2.65K - $3.2K
|
15.4K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
53+ 0.7% |
$2.51K - $3.03K
|
7.61K
$569K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
51+ 0.94% |
$2.42K - $2.91K
|
5.46K
$408K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
51+ 10.63% |
$2.42K - $2.91K
|
531
$39.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
50+ 0.69% |
$2.37K - $2.86K
|
7.28K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
46+ 1.36% |
$2.18K - $2.63K
|
3.43K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
45+ 0.21% |
$2.13K - $2.57K
|
21.4K
$1.6M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
44+ 14.92% |
$2.08K - $2.51K
|
339
$25.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
42+ 0.92% |
$1.99K - $2.4K
|
4.6K
$344K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
40+ 0.81% |
$1.89K - $2.29K
|
4.97K
$371K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
38+ 0.23% |
$1.8K - $2.17K
|
16.5K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36+ 0.52% |
$1.71K - $2.06K
|
6.97K
$521K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
36+ 211.76% |
$1.71K - $2.06K
|
53
$3.96K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
35+ 0.17% |
$1.66K - $2K
|
20.3K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
35+ 0.41% |
$1.66K - $2K
|
8.58K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
35+ 0.65% |
$1.66K - $2K
|
5.41K
$404K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
33+ 0.8% |
$1.56K - $1.89K
|
4.14K
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
31+ 2.7% |
$1.47K - $1.77K
|
1.18K
$88.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
29+ 0.46% |
$1.37K - $1.66K
|
6.37K
$476K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
27+ 0.72% |
$1.28K - $1.54K
|
3.79K
$283K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$1.18K - $1.43K
|
25
$1.87K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24+ 8.57% |
$1.14K - $1.37K
|
304
$22.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23+ 14.74% |
$1.09K - $1.31K
|
179
$13.4K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23+ 14.74% |
$1.09K - $1.31K
|
179
$13.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22+ 6.03% |
$1.04K - $1.26K
|
387
$28.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 0.36% |
$947 - $1.14K
|
5.63K
$421K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 0.34% |
$853 - $1.03K
|
5.34K
$399K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.39% |
$758 - $914
|
4.11K
$307K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
15+ 12.0% |
$711 - $857
|
140
$10.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15+ 0.28% |
$711 - $857
|
5.34K
$399K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 1.55% |
$711 - $857
|
985
$73.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
14+ 0.47% |
$663 - $800
|
2.97K
$222K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
14+ 0.05% |
$663 - $800
|
27.3K
$2.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
13+ 0.3% |
$616 - $743
|
4.4K
$329K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
13+ 0.1% |
$616 - $743
|
12.7K
$949K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 17.86% |
$474 - $571
|
66
$4.93K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$474 - $571
|
10
$747
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$379 - $457
|
18.7K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 17.95% |
$332 - $400
|
46
$3.44K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7+ 1.49% |
$332 - $400
|
477
$35.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.43% |
$332 - $400
|
1.65K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$332 - $400
|
3.83K
$286K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
5+ 0.12% |
$237 - $286
|
4.26K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 9.62% |
$237 - $286
|
57
$4.26K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 12.9% |
$189 - $229
|
35
$2.62K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.23% |
$189 - $229
|
1.74K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3New |
$142 - $171
|
3
$224
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3+ 0.53% |
$142 - $171
|
571
$42.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2New |
$94.7 - $114
|
2
$149
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.01% |
$47.4 - $57.1
|
10.5K
$788K
|