Purchases and Sales Made in Q2 2023 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
43.1K
+ 94.33%
$2.04M - $2.46M
88.8K $6.66M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
42.5K
+ 334.05%
$2.01M - $2.43M
55.3K $4.15M
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
42.5K
+ 18.9%
$2.01M - $2.43M
267K $20.1M
Aug 14, 2023 Q2 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
41.7K
+ 17.77%
$1.98M - $2.39M
277K $20.8M
Aug 08, 2023 Q2 2023
Sepio Capital, LP

BUY
 -
41.5K
+ 117.98%
$1.97M - $2.37M
76.7K $5.76M
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
41.4K
+ 91.73%
$1.96M - $2.37M
86.5K $6.5M
Jul 26, 2023 Q2 2023
Parthenon LLC

BUY
 -
41.1K
+ 42.96%
$1.94M - $2.35M
137K $10.3M
Aug 11, 2023 Q2 2023
1623 Capital LLC

Alexandria, VA
BUY
 -
40.8K
+ 26.42%
$1.93M - $2.33M
195K $14.6M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
40.7K
+ 5.55%
$1.93M - $2.33M
775K $58.2M
Jul 24, 2023 Q2 2023
Vantage Investment Partners, LLC

BUY
 -
40.7K
+ 21.14%
$1.93M - $2.33M
233K $17.5M
Jul 20, 2023 Q2 2023
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
40.5K
+ 73.13%
$1.92M - $2.32M
96K $7.2M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
40.5K
+ 23.04%
$1.92M - $2.32M
216K $16.2M
Aug 15, 2023 Q2 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
40.1K
New
$1.9M - $2.29M
40.1K $3.01M
Aug 14, 2023 Q2 2023
Anson Funds Management LP

Dallas, TX
BUY
 -
40K
New
$1.89M - $2.29M
40K $3M
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
39.9K
+ 5.93%
$1.89M - $2.28M
712K $53.5M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
39.1K
+ 10.39%
$1.85M - $2.24M
416K $31.2M
Aug 07, 2023 Q2 2023
Citizens Business Bank

Ontario, CA
BUY
 -
38.9K
New
$1.84M - $2.22M
38.9K $2.92M
Aug 10, 2023 Q2 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
38.5K
+ 60.49%
$1.82M - $2.2M
102K $7.67M
Aug 10, 2023 Q2 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
36.8K
+ 34.95%
$1.74M - $2.1M
142K $10.7M
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
36.6K
+ 32.33%
$1.73M - $2.09M
150K $11.2M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
35.9K
+ 63.06%
$1.7M - $2.05M
92.8K $6.96M
Aug 14, 2023 Q2 2023
Ariel Investments, LLC

Chicago, IL
BUY
 -
35.8K
+ 3.53%
$1.69M - $2.04M
1.05M $78.8M
Jul 31, 2023 Q2 2023
Strs Ohio

BUY
 -
35.5K
+ 5.5%
$1.68M - $2.03M
680K $51M
Jul 10, 2023 Q2 2023
Peak Financial Advisors LLC

BUY
 -
35.4K
New
$1.67M - $2.02M
35.4K $2.65M
Aug 08, 2023 Q2 2023
Ironwood Investment Counsel, LLC

BUY
 -
35.2K
+ 39.06%
$1.67M - $2.01M
125K $9.4M
Jul 21, 2023 Q2 2023
K.J. Harrison & Partners Inc

BUY
 -
35K
+ 109.09%
$1.66M - $2M
67.1K $5.03M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
34.9K
+ 308.98%
$1.65M - $1.99M
46.1K $3.46M
Jul 25, 2023 Q2 2023
Wt Wealth Management

BUY
 -
34.8K
+ 194.04%
$1.65M - $1.99M
52.7K $3.96M
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
34.7K
+ 18.98%
$1.64M - $1.98M
218K $16.3M
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
33.9K
+ 63.25%
$1.61M - $1.94M
87.5K $6.57M
Jul 25, 2023 Q2 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
33.6K
New
$1.59M - $1.92M
33.6K $2.52M
Aug 03, 2023 Q2 2023
Los Angeles Capital Management LLC

BUY
 -
33.3K
+ 374.55%
$1.58M - $1.9M
42.2K $3.17M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
32.9K
+ 194.53%
$1.56M - $1.88M
49.8K $3.74M
Aug 01, 2023 Q2 2023
Arizona State Retirement System

BUY
 -
32.9K
+ 8.29%
$1.56M - $1.88M
430K $32.2M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
32.8K
+ 3448.0%
$1.55M - $1.88M
33.8K $2.53M
Aug 11, 2023 Q2 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
32.8K
+ 56.72%
$1.55M - $1.87M
90.6K $6.8M
Jul 12, 2023 Q2 2023
Birch Capital Management, LLC

BUY
 -
32.4K
+ 325.64%
$1.54M - $1.85M
42.4K $3.18M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
31.7K
+ 20.91%
$1.5M - $1.81M
184K $13.8M
Aug 02, 2023 Q2 2023
State Of New Jersey Common Pension Fund D

BUY
 -
31.7K
+ 3.68%
$1.5M - $1.81M
891K $66.9M
Aug 09, 2023 Q2 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
31.4K
+ 40.86%
$1.49M - $1.79M
108K $8.13M
Aug 07, 2023 Q2 2023
Ing Groep Nv

BUY
 -
31.3K
+ 341.08%
$1.48M - $1.79M
40.4K $3.03M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
31.1K
+ 29.92%
$1.47M - $1.78M
135K $10.1M
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
31K
+ 9.76%
$1.47M - $1.77M
349K $26.2M
Jul 19, 2023 Q2 2023
Spectrum Financial Alliance LTD LLC

BUY
 -
30.8K
New
$1.46M - $1.76M
30.8K $2.31M
Aug 08, 2023 Q2 2023
American Money Management, LLC

BUY
 -
30.4K
+ 527.9%
$1.44M - $1.74M
36.2K $2.72M
Aug 14, 2023 Q2 2023
Winton Group LTD

London, X0
BUY
 -
30.4K
+ 262.34%
$1.44M - $1.74M
41.9K $3.15M
Jul 27, 2023 Q2 2023
Caliber Wealth Management, LLC

BUY
 -
30K
+ 338.93%
$1.42M - $1.72M
38.9K $2.92M
Jul 27, 2023 Q2 2023
Lgt Fund Management CO Ltd.

BUY
 -
30K
New
$1.42M - $1.71M
30K $2.25M
Jul 24, 2023 Q2 2023
Mount Vernon Associates Inc

BUY
 -
29.6K
New
$1.4M - $1.69M
29.6K $2.22M

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