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 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
189+ 0.18% |
$10.2K - $12.8K
|
102K
$7.65M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
185+ 0.2% |
$10K - $12.6K
|
93.4K
$6.98M
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
BUY
|
- |
185New |
$10K - $12.6K
|
185
$13.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
182New |
$9.86K - $12.4K
|
182
$13.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
172New |
$9.32K - $11.7K
|
172
$12.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
170+ 0.22% |
$9.21K - $11.5K
|
75.9K
$5.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
169New |
$9.16K - $11.5K
|
169
$12.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
168+ 3.98% |
$9.11K - $11.4K
|
4.39K
$328K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
165+ 0.57% |
$8.94K - $11.2K
|
29K
$2.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
163+ 3.99% |
$8.83K - $11.1K
|
4.25K
$317K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
163+ 0.63% |
$8.83K - $11.1K
|
26.1K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
162+ 1.46% |
$8.78K - $11K
|
11.2K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
162+ 0.03% |
$8.78K - $11K
|
490K
$36.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
157+ 3.93% |
$8.51K - $10.7K
|
4.15K
$310K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
155+ 1.91% |
$8.4K - $10.5K
|
8.29K
$620K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
151+ 1.78% |
$8.18K - $10.3K
|
8.65K
$646K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
151+ 18.0% |
$8.18K - $10.3K
|
990
$74K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
150+ 2.44% |
$8.13K - $10.2K
|
6.31K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
150+ 1.01% |
$8.13K - $10.2K
|
15.1K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 3.4% |
$8.13K - $10.2K
|
4.57K
$341K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
146+ 0.28% |
$7.91K - $9.92K
|
51.6K
$3.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
141+ 2.35% |
$7.64K - $9.58K
|
6.13K
$458K
|
|
|
Oct 13, 2023
Q3 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
141+ 0.04% |
$7.64K - $9.58K
|
361K
$27M
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
140+ 0.31% |
$7.59K - $9.51K
|
44.7K
$3.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
123+ 1.09% |
$6.67K - $8.36K
|
11.5K
$856K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
121+ 1.36% |
$6.56K - $8.22K
|
8.99K
$672K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
118+ 1.93% |
$6.4K - $8.02K
|
6.24K
$467K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
115+ 1.28% |
$6.23K - $7.81K
|
9.13K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
114+ 0.12% |
$6.18K - $7.75K
|
95.4K
$7.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
110+ 1.81% |
$5.96K - $7.47K
|
6.18K
$462K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
108+ 2.79% |
$5.85K - $7.34K
|
3.97K
$297K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
108New |
$5.85K - $7.34K
|
108
$8.07K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
108+ 0.78% |
$5.85K - $7.34K
|
13.9K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
100+ 1.28% |
$5.42K - $6.79K
|
7.91K
$591K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
99+ 0.13% |
$5.37K - $6.73K
|
77.9K
$5.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
94+ 0.29% |
$5.09K - $6.39K
|
32.6K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
94+ 82.46% |
$5.09K - $6.39K
|
208
$15.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
91+ 0.03% |
$4.93K - $6.18K
|
326K
$24.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
89+ 1.99% |
$4.82K - $6.05K
|
4.56K
$341K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
88+ 1.42% |
$4.77K - $5.98K
|
6.29K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
88+ 0.01% |
$4.77K - $5.98K
|
625K
$46.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
87+ 1.18% |
$4.72K - $5.91K
|
7.43K
$555K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
85+ 0.77% |
$4.61K - $5.77K
|
11.2K
$836K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
80+ 2.22% |
$4.34K - $5.44K
|
3.68K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.13% |
$4.34K - $5.44K
|
7.18K
$537K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
79+ 0.17% |
$4.28K - $5.37K
|
46.5K
$3.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
78+ 3.64% |
$4.23K - $5.3K
|
2.22K
$166K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
77+ 2.1% |
$4.17K - $5.23K
|
3.74K
$279K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
77+ 5.75% |
$4.17K - $5.23K
|
1.42K
$106K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
75+ 0.7% |
$4.07K - $5.1K
|
10.7K
$801K
|