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 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
29.4K+ 42.68% |
$1.39M - $1.68M
|
98.4K
$7.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
29.4K+ 617.4% |
$1.39M - $1.68M
|
34.1K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29.2K+ 147.91% |
$1.38M - $1.67M
|
48.9K
$3.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
28.8K+ 9.21% |
$1.36M - $1.65M
|
341K
$25.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
BUY
|
- |
28.3KNew |
$1.34M - $1.62M
|
28.3K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28K+ 28.84% |
$1.33M - $1.6M
|
125K
$9.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
27.9K+ 107.89% |
$1.32M - $1.6M
|
53.8K
$4.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27.8K+ 45.76% |
$1.32M - $1.59M
|
88.4K
$6.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
27.7K+ 57.53% |
$1.31M - $1.58M
|
75.8K
$5.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.5K+ 34.18% |
$1.3M - $1.57M
|
108K
$8.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.2K+ 72.93% |
$1.29M - $1.56M
|
64.6K
$4.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
27K+ 10.21% |
$1.28M - $1.54M
|
291K
$21.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
26.8KNew |
$1.27M - $1.53M
|
26.8K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
26.6KNew |
$1.26M - $1.52M
|
26.6K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.4K+ 11.9% |
$1.25M - $1.51M
|
249K
$18.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
26.4K+ 85.99% |
$1.25M - $1.51M
|
57.1K
$4.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
26.1K+ 9.25% |
$1.24M - $1.49M
|
308K
$23.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
25.9KNew |
$1.23M - $1.48M
|
25.9K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25.6KNew |
$1.21M - $1.46M
|
25.6K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
25.4K+ 67.74% |
$1.2M - $1.45M
|
62.8K
$4.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
25.2KNew |
$1.2M - $1.44M
|
25.2K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
25KNew |
$1.18M - $1.43M
|
25K
$1.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25K+ 39.53% |
$1.18M - $1.43M
|
88.1K
$6.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
24.8K+ 20.61% |
$1.18M - $1.42M
|
145K
$10.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
24.8K+ 328.8% |
$1.18M - $1.42M
|
32.4K
$2.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
24.6KNew |
$1.16M - $1.4M
|
24.6K
$1.85M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
24.5KNew |
$1.16M - $1.4M
|
24.5K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24.4K+ 195.91% |
$1.16M - $1.4M
|
36.9K
$2.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
24.3K+ 162.91% |
$1.15M - $1.39M
|
39.3K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.5K+ 16.46% |
$1.11M - $1.34M
|
166K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
23.1KNew |
$1.09M - $1.32M
|
23.1K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
23.1KNew |
$1.09M - $1.32M
|
23.1K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
23K+ 95.61% |
$1.09M - $1.31M
|
47K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
22.7KNew |
$1.08M - $1.3M
|
22.7K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
22.6K+ 559.78% |
$1.07M - $1.29M
|
26.6K
$2M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.5K+ 48.88% |
$1.07M - $1.29M
|
68.6K
$5.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.5KNew |
$1.07M - $1.29M
|
22.5K
$1.69M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
22.4KNew |
$1.06M - $1.28M
|
22.4K
$1.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22.3K+ 92.55% |
$1.06M - $1.27M
|
46.4K
$3.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
21.8K+ 161.99% |
$1.03M - $1.25M
|
35.3K
$2.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21.6K+ 546.54% |
$1.02M - $1.24M
|
25.6K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.4KNew |
$1.02M - $1.22M
|
21.4K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
21.2K+ 3728.7% |
$1M - $1.21M
|
21.7K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 27.83% |
$988K - $1.19M
|
95.8K
$7.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
20.8KNew |
$985K - $1.19M
|
20.8K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 28.46% |
$963K - $1.16M
|
91.7K
$6.88M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
20.3KNew |
$961K - $1.16M
|
20.3K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20.1K+ 30.02% |
$951K - $1.15M
|
86.9K
$6.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20.1KNew |
$950K - $1.15M
|
20.1K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
20K+ 76.67% |
$946K - $1.14M
|
46K
$3.45M
|