Purchases and Sales Made in Q3 2023 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
16.3MNew |
$882M - $1.11B
|
16.3M
$1.22B
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15.2M+ 41.4% |
$825M - $1.03B
|
52M
$3.89B
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.78M+ 28.68% |
$421M - $528M
|
34.9M
$2.61B
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6.2M+ 26.28% |
$336M - $421M
|
29.8M
$2.23B
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.62M+ 186.25% |
$251M - $314M
|
7.11M
$532M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.04M+ 134.34% |
$165M - $206M
|
5.3M
$397M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.72M+ 31.05% |
$93.1M - $117M
|
7.25M
$542M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.45M+ 37.5% |
$78.5M - $98.4M
|
5.31M
$398M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.44M+ 8.26% |
$78M - $97.7M
|
18.8M
$1.41B
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.32M+ 3123.93% |
$71.4M - $89.6M
|
1.36M
$102M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 35.28% |
$61.9M - $77.5M
|
4.38M
$328M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.05M+ 33.82% |
$56.7M - $71.1M
|
4.14M
$310M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
934K+ 10001.92% |
$50.6M - $63.5M
|
944K
$70.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
910K+ 59.43% |
$49.3M - $61.8M
|
2.44M
$183M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
847K+ 205.22% |
$45.9M - $57.5M
|
1.26M
$94.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
828K+ 76.69% |
$44.9M - $56.2M
|
1.91M
$143M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
812K+ 897.3% |
$44M - $55.1M
|
902K
$67.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Theleme Partners LLP
London, X0 |
BUY
|
- |
775K+ 12.82% |
$42M - $52.7M
|
6.82M
$510M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
770KNew |
$41.7M - $52.3M
|
770K
$57.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
723KNew |
$39.2M - $49.1M
|
723K
$54.1M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
653K+ 22.48% |
$35.4M - $44.4M
|
3.56M
$266M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
652KNew |
$35.3M - $44.3M
|
652K
$48.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
549K+ 23.45% |
$29.8M - $37.3M
|
2.89M
$216M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
549K+ 23.45% |
$29.8M - $37.3M
|
2.89M
$216M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
515K+ 15.46% |
$27.9M - $35M
|
3.84M
$288M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
509K+ 1.88% |
$27.6M - $34.6M
|
27.6M
$2.06B
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
502K+ 3.34% |
$27.2M - $34.1M
|
15.6M
$1.16B
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
416K+ 13500.62% |
$22.5M - $28.3M
|
419K
$31.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
414K+ 5.13% |
$22.4M - $28.1M
|
8.48M
$635M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
359KNew |
$19.4M - $24.4M
|
359K
$26.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
356K+ 2.34% |
$19.3M - $24.2M
|
15.6M
$1.16B
|
|
|
Nov 09, 2023
Q3 2023
|
Wafra Inc.
New York, NY |
BUY
|
- |
353KNew |
$19.1M - $24M
|
353K
$26.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
345KNew |
$18.7M - $23.5M
|
345K
$25.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
342K+ 8.76% |
$18.5M - $23.2M
|
4.24M
$318M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
324K+ 1.8% |
$17.6M - $22M
|
18.3M
$1.37B
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
321K+ 688.54% |
$17.4M - $21.8M
|
368K
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
320K+ 74.86% |
$17.3M - $21.7M
|
747K
$55.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
314KNew |
$17M - $21.4M
|
314K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
300K+ 120.95% |
$16.3M - $20.4M
|
548K
$41M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
297KNew |
$16.1M - $20.2M
|
297K
$22.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
273K+ 14.6% |
$14.8M - $18.6M
|
2.14M
$161M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
267K+ 0.22% |
$14.5M - $18.1M
|
123M
$9.21B
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
263K+ 4.06% |
$14.3M - $17.9M
|
6.75M
$505M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
252K+ 25.9% |
$13.7M - $17.1M
|
1.22M
$91.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
243K+ 45.78% |
$13.2M - $16.5M
|
775K
$58M
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
243K+ 1621.97% |
$13.2M - $16.5M
|
258K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
242K+ 29.38% |
$13.1M - $16.5M
|
1.07M
$79.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
238K+ 21.72% |
$12.9M - $16.2M
|
1.34M
$100M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
233KNew |
$12.6M - $15.8M
|
233K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
228K+ 19.11% |
$12.4M - $15.5M
|
1.42M
$106M
|