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
|
Sabal Trust CO
|
BUY
|
- |
13.4KNew |
$637K - $768K
|
13.4K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
13.4KNew |
$635K - $766K
|
13.4K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Unio Capital LLC
|
BUY
|
- |
13.4KNew |
$633K - $764K
|
13.4K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
13.3K+ 7.25% |
$628K - $758K
|
196K
$14.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.2K+ 80.72% |
$627K - $756K
|
29.6K
$2.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13.2K+ 106.73% |
$626K - $755K
|
25.6K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12.9K+ 598.23% |
$609K - $735K
|
15K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
12.8K+ 40.19% |
$607K - $733K
|
44.7K
$3.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.8K+ 23.7% |
$607K - $732K
|
66.9K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.7K+ 6.36% |
$603K - $727K
|
213K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
12.7K+ 1.89% |
$601K - $725K
|
686K
$51.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
12.6K+ 3.23% |
$596K - $718K
|
402K
$30.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12.6K+ 1156.96% |
$595K - $717K
|
13.6K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
12.5K+ 0.89% |
$593K - $716K
|
1.43M
$107M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
12.5K+ 1.6% |
$592K - $714K
|
792K
$59.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 84.52% |
$587K - $708K
|
27.1K
$2.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12.3K+ 27.36% |
$584K - $705K
|
57.4K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12.2K+ 2.55% |
$577K - $696K
|
490K
$36.8M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
12.2KNew |
$576K - $694K
|
12.2K
$912K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
12.1K+ 195.93% |
$575K - $694K
|
18.3K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.9K+ 2.2% |
$562K - $678K
|
551K
$41.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.8K+ 25.36% |
$559K - $675K
|
58.4K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
11.8KNew |
$559K - $675K
|
11.8K
$886K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.8KNew |
$559K - $674K
|
11.8K
$885K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
11.8K+ 13.29% |
$558K - $674K
|
100K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7K+ 132.19% |
$553K - $667K
|
20.5K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
11.6K+ 245.25% |
$547K - $660K
|
16.3K
$1.22M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
11.5KNew |
$545K - $658K
|
11.5K
$864K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
11.5K+ 71.47% |
$545K - $657K
|
27.6K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.4K+ 10.92% |
$541K - $653K
|
116K
$8.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4K+ 32.28% |
$540K - $651K
|
46.7K
$3.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 27.05% |
$535K - $645K
|
53K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.3KNew |
$534K - $644K
|
11.3K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
11.2K+ 3.65% |
$530K - $639K
|
317K
$23.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
BUY
|
- |
11.1KNew |
$528K - $637K
|
11.1K
$836K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.1KNew |
$527K - $635K
|
11.1K
$834K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11.1KNew |
$526K - $634K
|
11.1K
$833K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
11KNew |
$522K - $629K
|
11K
$826K
|
|
|
Aug 02, 2023
Q2 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
11K+ 72.82% |
$521K - $628K
|
26.1K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 5.98% |
$516K - $622K
|
193K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 235.74% |
$515K - $621K
|
15.5K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$511K - $617K
|
10.8K
$810K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$509K - $614K
|
10.8K
$807K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.7KNew |
$509K - $614K
|
10.7K
$806K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 389.24% |
$499K - $602K
|
13.2K
$993K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 389.24% |
$499K - $602K
|
13.2K
$993K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10.5K+ 14.38% |
$497K - $599K
|
83.4K
$6.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
10.5KNew |
$496K - $598K
|
10.5K
$785K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
10.4KNew |
$494K - $596K
|
10.4K
$783K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
10.3KNew |
$488K - $589K
|
10.3K
$773K
|