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 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
363+ 0.32% |
$19.7K - $24.7K
|
115K
$8.58M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
361+ 1.53% |
$19.6K - $24.5K
|
24K
$1.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
350+ 0.57% |
$19K - $23.8K
|
61.6K
$4.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
340+ 0.99% |
$18.4K - $23.1K
|
34.6K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
339+ 1.73% |
$18.4K - $23K
|
19.9K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
335+ 2.51% |
$18.2K - $22.8K
|
13.7K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
331+ 5.39% |
$17.9K - $22.5K
|
6.47K
$483K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
320+ 3.52% |
$17.3K - $21.7K
|
9.42K
$704K
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
300+ 0.53% |
$16.3K - $20.4K
|
56.6K
$4.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
300+ 1.01% |
$16.3K - $20.4K
|
29.9K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
300+ 0.07% |
$16.3K - $20.4K
|
416K
$31.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
294+ 1.14% |
$15.9K - $20K
|
26K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
293+ 0.68% |
$15.9K - $19.9K
|
43.1K
$3.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
289+ 3.16% |
$15.7K - $19.6K
|
9.44K
$706K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
282+ 0.36% |
$15.3K - $19.2K
|
77.6K
$5.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
279+ 3.49% |
$15.1K - $19K
|
8.28K
$619K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
268+ 5.02% |
$14.5K - $18.2K
|
5.61K
$419K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
264+ 0.59% |
$14.3K - $17.9K
|
45.4K
$3.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
263+ 3.33% |
$14.3K - $17.9K
|
8.16K
$610K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
262+ 3.63% |
$14.2K - $17.8K
|
7.49K
$560K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
BUY
|
- |
260+ 0.46% |
$14.1K - $17.7K
|
57.3K
$4.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
256+ 5.14% |
$13.9K - $17.4K
|
5.24K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
253+ 1.77% |
$13.7K - $17.2K
|
14.5K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
251+ 0.87% |
$13.6K - $17.1K
|
29.2K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
249+ 4.79% |
$13.5K - $16.9K
|
5.45K
$407K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
243New |
$13.2K - $16.5K
|
243
$18.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
239New |
$13K - $16.2K
|
239
$17.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
236+ 5.33% |
$12.8K - $16K
|
4.67K
$349K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
234+ 5.46% |
$12.7K - $15.9K
|
4.52K
$338K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
234+ 225.0% |
$12.7K - $15.9K
|
338
$25.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
228+ 1.67% |
$12.4K - $15.5K
|
13.9K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
228+ 6.14% |
$12.4K - $15.5K
|
3.94K
$294K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
228+ 0.35% |
$12.4K - $15.5K
|
65.9K
$4.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
225+ 1.65% |
$12.2K - $15.3K
|
13.9K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
225+ 0.22% |
$12.2K - $15.3K
|
102K
$7.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
220+ 8.48% |
$11.9K - $14.9K
|
2.82K
$210K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
217+ 4.72% |
$11.8K - $14.7K
|
4.82K
$360K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
213+ 3.17% |
$11.5K - $14.5K
|
6.93K
$518K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
213+ 1.69% |
$11.5K - $14.5K
|
12.9K
$960K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
211+ 5.39% |
$11.4K - $14.3K
|
4.13K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
206+ 1.83% |
$11.2K - $14K
|
11.5K
$857K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
205+ 23.27% |
$11.1K - $13.9K
|
1.09K
$81.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.22% |
$10.8K - $13.6K
|
92.1K
$6.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
200+ 5.19% |
$10.8K - $13.6K
|
4.05K
$303K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
200+ 1.52% |
$10.8K - $13.6K
|
13.4K
$998K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
200New |
$10.8K - $13.6K
|
200
$14.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 35.65% |
$10.8K - $13.6K
|
761
$56.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
200+ 0.87% |
$10.8K - $13.6K
|
23.1K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
196+ 0.09% |
$10.6K - $13.3K
|
211K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
192+ 2.85% |
$10.4K - $13K
|
6.94K
$519K
|