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 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
600+ 11.53% |
$32.5K - $40.8K
|
5.81K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.24% |
$32.5K - $40.8K
|
255K
$19.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
591+ 1.88% |
$32K - $40.2K
|
32K
$2.39M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
586+ 6.66% |
$31.8K - $39.8K
|
9.39K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
580+ 1.89% |
$31.4K - $39.4K
|
31.3K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
578+ 10.63% |
$31.3K - $39.3K
|
6.02K
$450K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
570+ 1.31% |
$30.9K - $38.7K
|
43.9K
$3.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
565+ 2.35% |
$30.6K - $38.4K
|
24.6K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
554+ 3.47% |
$30K - $37.6K
|
16.5K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
550+ 4.86% |
$29.8K - $37.4K
|
11.9K
$888K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
550+ 42.74% |
$29.8K - $37.4K
|
1.84K
$137K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
550+ 8.99% |
$29.8K - $37.4K
|
6.67K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
550+ 1.64% |
$29.8K - $37.4K
|
34.1K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
549+ 11.96% |
$29.8K - $37.3K
|
5.14K
$384K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
545+ 6.39% |
$29.5K - $37K
|
9.07K
$678K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
542+ 12.35% |
$29.4K - $36.8K
|
4.93K
$368K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
539+ 10.22% |
$29.2K - $36.6K
|
5.81K
$434K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
537+ 3.0% |
$29.1K - $36.5K
|
18.5K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
535+ 39.63% |
$29K - $36.3K
|
1.89K
$141K
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
535+ 7.83% |
$29K - $36.3K
|
7.37K
$551K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
535+ 39.63% |
$29K - $36.3K
|
1.89K
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
531+ 0.83% |
$28.8K - $36.1K
|
64.7K
$4.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
528+ 9.85% |
$28.6K - $35.9K
|
5.89K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
521New |
$28.2K - $35.4K
|
521
$38.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
520+ 0.57% |
$28.2K - $35.3K
|
92.2K
$6.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
511+ 4.84% |
$27.7K - $34.7K
|
11.1K
$827K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
504+ 5.38% |
$27.3K - $34.2K
|
9.88K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
502New |
$27.2K - $34.1K
|
502
$37.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
487+ 1.12% |
$26.4K - $33.1K
|
43.8K
$3.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
485+ 11.84% |
$26.3K - $33K
|
4.58K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
449+ 10.17% |
$24.3K - $30.5K
|
4.86K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
446+ 18.3% |
$24.2K - $30.3K
|
2.88K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
439+ 2.13% |
$23.8K - $29.8K
|
21K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
437+ 3.23% |
$23.7K - $29.7K
|
14K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
428+ 3.79% |
$23.2K - $29.1K
|
11.7K
$875K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
428+ 3.79% |
$23.2K - $29.1K
|
11.7K
$875K
|
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
425+ 1.71% |
$23K - $28.9K
|
25.3K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
421+ 8.71% |
$22.8K - $28.6K
|
5.26K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
420New |
$22.8K - $28.5K
|
420
$31.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
404+ 2.0% |
$21.9K - $27.4K
|
20.6K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
404+ 9.6% |
$21.9K - $27.4K
|
4.61K
$345K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
403+ 10.82% |
$21.8K - $27.4K
|
4.13K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
400New |
$21.7K - $27.2K
|
400
$29.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
397+ 2.0% |
$21.5K - $27K
|
20.2K
$1.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
396+ 4.48% |
$21.5K - $26.9K
|
9.23K
$690K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
394+ 10.15% |
$21.4K - $26.8K
|
4.27K
$319K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
384+ 4.43% |
$20.8K - $26.1K
|
9.05K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
381+ 9.92% |
$20.7K - $25.9K
|
4.22K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
380+ 4.4% |
$20.6K - $25.8K
|
9.01K
$673K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
377+ 0.63% |
$20.4K - $25.6K
|
60K
$4.48M
|