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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-15- 1.55% |
$813 - $1.02K
|
955
$71.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.21% |
$921 - $1.15K
|
8.01K
$599K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-17- 0.41% |
$921 - $1.15K
|
4.1K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.09% |
$921 - $1.15K
|
19.5K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-17- 0.15% |
$921 - $1.15K
|
11.3K
$846K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-19- 0.38% |
$1.03K - $1.29K
|
4.95K
$370K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 0.08% |
$1.08K - $1.36K
|
25.6K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.0% |
$1.14K - $1.43K
|
2.07K
$155K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-22- 0.04% |
$1.19K - $1.49K
|
51.6K
$3.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-24- 5.03% |
$1.3K - $1.63K
|
453
$33.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-27- 0.55% |
$1.46K - $1.83K
|
4.85K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-29- 0.52% |
$1.57K - $1.97K
|
5.6K
$418K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-31- 0.03% |
$1.68K - $2.11K
|
92.8K
$6.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-33- 0.36% |
$1.79K - $2.24K
|
9.22K
$689K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-34- 0.05% |
$1.84K - $2.31K
|
66.6K
$4.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-34- 0.11% |
$1.84K - $2.31K
|
29.9K
$2.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-35- 0.43% |
$1.9K - $2.38K
|
8.19K
$612K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-36- 0.49% |
$1.95K - $2.45K
|
7.31K
$547K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-39- 6.87% |
$2.11K - $2.65K
|
529
$39.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-40- 0.01% |
$2.17K - $2.72K
|
411K
$30.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-40- 1.08% |
$2.17K - $2.72K
|
3.67K
$274K
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-42- 1.09% |
$2.28K - $2.85K
|
3.8K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-45- 0.46% |
$2.44K - $3.06K
|
9.73K
$727K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-48- 1.0% |
$2.6K - $3.26K
|
4.77K
$357K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-48- 0.44% |
$2.6K - $3.26K
|
10.8K
$808K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-48- 1.09% |
$2.6K - $3.26K
|
4.35K
$325K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.7% |
$2.71K - $3.4K
|
7.06K
$527K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-50- 0.69% |
$2.71K - $3.4K
|
7.23K
$541K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-50- 5.52% |
$2.71K - $3.4K
|
856
$64K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-50- 0.66% |
$2.71K - $3.4K
|
7.52K
$562K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-51- 1.21% |
$2.76K - $3.46K
|
4.18K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-52- 1.12% |
$2.82K - $3.53K
|
4.58K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-55- 16.67% |
$2.98K - $3.74K
|
275
$20.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-56- 0.97% |
$3.04K - $3.8K
|
5.74K
$429K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-56- 98.25% |
$3.04K - $3.8K
|
1
$74.7
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-58- 4.91% |
$3.14K - $3.94K
|
1.12K
$83.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-59- 0.3% |
$3.2K - $4.01K
|
19.9K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-60- 0.39% |
$3.25K - $4.08K
|
15.3K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-63- 0.08% |
$3.41K - $4.28K
|
83.4K
$6.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-65- 0.58% |
$3.52K - $4.42K
|
11.1K
$828K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-66- 17.05% |
$3.58K - $4.48K
|
321
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-66- 0.96% |
$3.58K - $4.48K
|
6.8K
$508K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-67- 0.88% |
$3.63K - $4.55K
|
7.55K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-75- 1.45% |
$4.07K - $5.1K
|
5.08K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-76- 0.56% |
$4.12K - $5.16K
|
13.5K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-79- 0.15% |
$4.28K - $5.37K
|
52.3K
$3.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-86- 27.04% |
$4.66K - $5.84K
|
232
$17.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 0.22% |
$4.77K - $5.98K
|
39.5K
$2.95M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-93- 0.96% |
$5.04K - $6.32K
|
9.58K
$716K
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.65% |
$5.42K - $6.79K
|
15.3K
$1.15M
|