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 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 4.42% |
$114K - $143K
|
49.7K
$3.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.06K+ 1.75% |
$111K - $140K
|
119K
$8.97M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.03K+ 325.8% |
$110K - $138K
|
2.66K
$199K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2K+ 28.2% |
$108K - $136K
|
9.09K
$682K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
1.98K+ 22.02% |
$107K - $135K
|
11K
$824K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 9.95% |
$104K - $131K
|
21.3K
$1.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.9K+ 6.27% |
$103K - $129K
|
32.3K
$2.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.88K+ 329.95% |
$102K - $128K
|
2.46K
$184K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1.88K+ 7.92% |
$102K - $128K
|
25.7K
$1.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.88K+ 522.28% |
$102K - $127K
|
2.23K
$168K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84K+ 8.14% |
$99.9K - $125K
|
24.5K
$1.84M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 6.07% |
$99.9K - $125K
|
32.2K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.84KNew |
$99.9K - $125K
|
1.84K
$138K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.84K+ 2.7% |
$99.6K - $125K
|
69.8K
$5.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.83K+ 27.13% |
$99.3K - $125K
|
8.59K
$645K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.82K+ 7.92% |
$98.8K - $124K
|
24.8K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.82K+ 1.45% |
$98.6K - $124K
|
127K
$9.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.81K+ 4.57% |
$97.8K - $123K
|
41.3K
$3.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.79KNew |
$97.2K - $122K
|
1.79K
$135K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.79K+ 0.65% |
$96.8K - $121K
|
278K
$20.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.76K+ 5.45% |
$95.6K - $120K
|
34.1K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.76K+ 5.06% |
$95.4K - $120K
|
36.6K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.76K+ 9.3% |
$95.2K - $119K
|
20.6K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.74K+ 3.55% |
$94.1K - $118K
|
50.7K
$3.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.73K+ 20.62% |
$93.9K - $118K
|
10.1K
$760K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.72K+ 0.73% |
$93.3K - $117K
|
236K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
1.71K+ 0.47% |
$92.8K - $116K
|
366K
$27.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.67K+ 16.19% |
$90.4K - $113K
|
12K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.67K+ 21.54% |
$90.2K - $113K
|
9.39K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.64K+ 4.12% |
$89K - $112K
|
41.5K
$3.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.61K+ 14.51% |
$87.4K - $110K
|
12.7K
$956K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.6K+ 4.04% |
$86.9K - $109K
|
41.3K
$3.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 39.05% |
$86.8K - $109K
|
5.7K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 14.31% |
$85.2K - $107K
|
12.6K
$942K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.54K+ 11.35% |
$83.7K - $105K
|
15.2K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.54K+ 1.08% |
$83.5K - $105K
|
144K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.51K+ 90.33% |
$82.1K - $103K
|
3.19K
$239K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.51K+ 35.55% |
$81.7K - $102K
|
5.75K
$432K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.49K+ 3.56% |
$80.8K - $101K
|
43.4K
$3.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.49K+ 15.56% |
$80.6K - $101K
|
11.1K
$829K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 5.95% |
$79.9K - $100K
|
26.3K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.47K+ 4.36% |
$79.4K - $99.5K
|
35.1K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.46K+ 23.93% |
$79.3K - $99.4K
|
7.58K
$569K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.46K+ 54.15% |
$79.2K - $99.3K
|
4.16K
$312K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.46KNew |
$79.2K - $99.3K
|
1.46K
$110K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.46K+ 2.3% |
$78.9K - $98.9K
|
64.8K
$4.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.72% |
$78.5K - $98.4K
|
40.3K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.43K+ 14.0% |
$77.2K - $96.8K
|
11.6K
$871K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.42K+ 0.24% |
$77K - $96.5K
|
596K
$44.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.41K+ 6.56% |
$76.4K - $95.7K
|
22.9K
$1.72M
|