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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
75+ 1.84% |
$4.07K - $5.1K
|
4.16K
$311K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
73+ 0.51% |
$3.96K - $4.96K
|
14.4K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
68+ 251.85% |
$3.69K - $4.62K
|
95
$7.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
64+ 1.75% |
$3.47K - $4.35K
|
3.72K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62+ 2.15% |
$3.36K - $4.21K
|
2.95K
$220K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
61+ 1.68% |
$3.31K - $4.14K
|
3.69K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
60+ 0.72% |
$3.25K - $4.08K
|
8.37K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
58+ 0.12% |
$3.14K - $3.94K
|
46.9K
$3.51M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
57+ 1.32% |
$3.09K - $3.87K
|
4.38K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
57+ 12.64% |
$3.09K - $3.87K
|
508
$38K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
53+ 6.39% |
$2.87K - $3.6K
|
883
$66K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
51+ 0.78% |
$2.76K - $3.46K
|
6.55K
$490K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 1.77% |
$2.71K - $3.4K
|
2.88K
$215K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
49+ 0.92% |
$2.66K - $3.33K
|
5.39K
$403K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
48+ 0.31% |
$2.6K - $3.26K
|
15.5K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46+ 0.97% |
$2.49K - $3.13K
|
4.81K
$359K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
44+ 125.71% |
$2.38K - $2.99K
|
79
$5.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
44+ 1.02% |
$2.38K - $2.99K
|
4.35K
$325K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
43+ 0.32% |
$2.33K - $2.92K
|
13.4K
$998K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
39+ 0.33% |
$2.11K - $2.65K
|
11.9K
$892K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39+ 7.34% |
$2.11K - $2.65K
|
570
$42.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
37+ 0.25% |
$2.01K - $2.51K
|
14.6K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
34+ 0.73% |
$1.84K - $2.31K
|
4.7K
$352K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
33+ 1.14% |
$1.79K - $2.24K
|
2.93K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
33+ 0.43% |
$1.79K - $2.24K
|
7.65K
$572K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
31+ 0.36% |
$1.68K - $2.11K
|
8.57K
$640K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
29+ 10.0% |
$1.57K - $1.97K
|
319
$23.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
27+ 0.13% |
$1.46K - $1.83K
|
21.5K
$1.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
27+ 0.11% |
$1.46K - $1.83K
|
23.9K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
27+ 0.42% |
$1.46K - $1.83K
|
6.4K
$478K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
26+ 0.36% |
$1.41K - $1.77K
|
7.27K
$543K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
24+ 0.19% |
$1.3K - $1.63K
|
12.7K
$951K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23+ 6.23% |
$1.25K - $1.56K
|
392
$29.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
21+ 0.19% |
$1.14K - $1.43K
|
10.8K
$810K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21+ 61.76% |
$1.14K - $1.43K
|
55
$4.11K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$1.08K - $1.36K
|
3.85K
$288K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 37.74% |
$1.08K - $1.36K
|
73
$5.46K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
19+ 0.04% |
$1.03K - $1.29K
|
49.7K
$3.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
19+ 0.25% |
$1.03K - $1.29K
|
7.7K
$575K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
17New |
$921 - $1.15K
|
17
$1.27K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
17+ 0.22% |
$921 - $1.15K
|
7.59K
$567K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
16+ 0.06% |
$867 - $1.09K
|
26K
$1.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
15+ 0.31% |
$813 - $1.02K
|
4.86K
$363K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
15+ 0.2% |
$813 - $1.02K
|
7.5K
$560K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
15+ 0.4% |
$813 - $1.02K
|
3.72K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
15+ 0.41% |
$813 - $1.02K
|
3.7K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14New |
$759 - $951
|
14
$1.05K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
13+ 1.86% |
$705 - $883
|
713
$53.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12+ 0.29% |
$650 - $815
|
4.18K
$312K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11+ 0.22% |
$596 - $747
|
4.96K
$371K
|