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 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-449- 8.53% |
$24.3K - $30.5K
|
4.82K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-452- 2.49% |
$24.5K - $30.7K
|
17.7K
$1.32M
|
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-455- 0.57% |
$24.7K - $30.9K
|
79.1K
$5.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-460- 7.39% |
$24.9K - $31.3K
|
5.76K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-462- 7.48% |
$25K - $31.4K
|
5.71K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-462- 6.3% |
$25K - $31.4K
|
6.88K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-465- 2.64% |
$25.2K - $31.6K
|
17.2K
$1.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-466- 1.8% |
$25.3K - $31.7K
|
25.4K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-469- 0.48% |
$25.4K - $31.9K
|
97.6K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-470- 46.08% |
$25.5K - $31.9K
|
550
$41.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-473- 2.87% |
$25.6K - $32.1K
|
16K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-474- 3.45% |
$25.7K - $32.2K
|
13.3K
$991K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-475- 1.54% |
$25.7K - $32.3K
|
30.4K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-488- 3.62% |
$26.4K - $33.2K
|
13K
$972K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-497- 2.04% |
$26.9K - $33.8K
|
23.9K
$1.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 0.93% |
$27.1K - $34K
|
53.4K
$3.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-500- 47.39% |
$27.1K - $34K
|
555
$41.5K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-500- 47.39% |
$27.1K - $34K
|
555
$41.5K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-510- 36.82% |
$27.6K - $34.6K
|
875
$65.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-514- 2.78% |
$27.9K - $34.9K
|
18K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-521- 1.53% |
$28.2K - $35.4K
|
33.6K
$2.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-524- 36.06% |
$28.4K - $35.6K
|
929
$69.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-532- 4.87% |
$28.8K - $36.1K
|
10.4K
$777K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-550- 9.0% |
$29.8K - $37.4K
|
5.56K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-550- 0.07% |
$29.8K - $37.4K
|
772K
$57.7M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-550- 0.07% |
$29.8K - $37.4K
|
772K
$57.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-554- 3.08% |
$30K - $37.6K
|
17.4K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-565- 2.57% |
$30.6K - $38.4K
|
21.5K
$1.6M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-582- 11.79% |
$31.5K - $39.5K
|
4.35K
$325K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-588- 7.41% |
$31.9K - $39.9K
|
7.35K
$549K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-601- 4.24% |
$32.6K - $40.8K
|
13.6K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-609- 4.15% |
$33K - $41.4K
|
14.1K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-612- 3.36% |
$33.2K - $41.6K
|
17.6K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-618- 3.61% |
$33.5K - $42K
|
16.5K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-652- 7.54% |
$35.3K - $44.3K
|
7.99K
$597K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-659- 7.7% |
$35.7K - $44.8K
|
7.9K
$590K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-661- 3.36% |
$35.8K - $44.9K
|
19K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-662- 11.82% |
$35.9K - $45K
|
4.94K
$369K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-663- 0.26% |
$35.9K - $45K
|
253K
$18.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-683- 8.66% |
$37K - $46.4K
|
7.21K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-695- 55.78% |
$37.7K - $47.2K
|
551
$41.2K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-697- 3.44% |
$37.8K - $47.4K
|
19.6K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-702- 2.26% |
$38K - $47.7K
|
30.3K
$2.27M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-706- 1.43% |
$38.3K - $48K
|
48.5K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-710- 2.83% |
$38.5K - $48.2K
|
24.4K
$1.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-715- 5.17% |
$38.8K - $48.6K
|
13.1K
$979K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-731- 10.57% |
$39.6K - $49.7K
|
6.19K
$462K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-732- 0.98% |
$39.7K - $49.7K
|
73.6K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-735- 3.93% |
$39.8K - $49.9K
|
18K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-738- 2.16% |
$40K - $50.1K
|
33.5K
$2.5M
|