Purchases and Sales Made in Q3 2023 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
20.7K
+ 478.86%
$1.12M - $1.41M
25.1K $1.88M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
20.7K
+ 74.17%
$1.12M - $1.41M
48.7K $3.66M
Nov 14, 2023 Q3 2023
Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL
BUY
 -
20.5K
+ 117.13%
$1.11M - $1.39M
38K $2.85M
Nov 13, 2023 Q3 2023
Bnp Paribas Asset Management Holding S.A.

BUY
 -
20.4K
+ 15.85%
$1.11M - $1.39M
149K $11.2M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
20.2K
New
$1.1M - $1.37M
20.2K $1.52M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
19.9K
+ 56.46%
$1.08M - $1.35M
55.3K $4.15M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
19.9K
New
$1.08M - $1.35M
19.9K $1.5M
Nov 09, 2023 Q3 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
19.8K
+ 45.25%
$1.07M - $1.35M
63.6K $4.77M
Nov 07, 2023 Q3 2023
Equity Investment Corp

Atlanta, GA
BUY
 -
19.6K
+ 1.37%
$1.06M - $1.33M
1.45M $109M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
19.4K
+ 14.04%
$1.05M - $1.32M
158K $11.8M
Nov 09, 2023 Q3 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
18.9K
+ 50.51%
$1.03M - $1.29M
56.4K $4.24M
Nov 13, 2023 Q3 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
18.3K
+ 2.52%
$992K - $1.24M
744K $55.8M
Nov 22, 2023 Q3 2023
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
17.8K
+ 5.41%
$964K - $1.21M
346K $26M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
17.8K
New
$962K - $1.21M
17.8K $1.33M
Oct 12, 2023 Q3 2023
Addenda Capital Inc.

BUY
 -
17.4K
+ 13.83%
$943K - $1.18M
143K $10.7M
Nov 14, 2023 Q3 2023
Barr E S & CO

Lexington, KY
BUY
 -
17.1K
+ 2.45%
$926K - $1.16M
715K $53.6M
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

BUY
 -
16.9K
+ 44.28%
$914K - $1.15M
54.9K $4.12M
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
16.8K
New
$911K - $1.14M
16.8K $1.26M
Oct 23, 2023 Q3 2023
Ulland Investment Advisors, LLC

BUY
 -
16.6K
+ 450.03%
$901K - $1.13M
20.3K $1.52M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
16.6K
+ 19.08%
$899K - $1.13M
104K $7.77M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
16.6K
New
$897K - $1.13M
16.6K $1.24M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
16.1K
+ 38.33%
$874K - $1.1M
58.2K $4.37M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
15.9K
+ 29.95%
$861K - $1.08M
68.9K $5.17M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
15.6K
+ 8.93%
$847K - $1.06M
191K $14.3M
Nov 14, 2023 Q3 2023
Neos Investment Management LLC

Westport, CT
BUY
 -
15.6K
New
$845K - $1.06M
15.6K $1.17M
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
15.6K
New
$844K - $1.06M
15.6K $1.17M
Nov 01, 2023 Q3 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
15.4K
+ 10.22%
$834K - $1.05M
166K $12.4M
Nov 08, 2023 Q3 2023
Greatmark Investment Partners, Inc.

BUY
 -
15.3K
+ 5.66%
$831K - $1.04M
286K $21.5M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
15.3K
+ 12.64%
$830K - $1.04M
136K $10.2M
Nov 01, 2023 Q3 2023
Heron Bay Capital Management

BUY
 -
15.1K
+ 4.96%
$820K - $1.03M
320K $24M
Nov 07, 2023 Q3 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
15K
+ 2.79%
$814K - $1.02M
554K $41.5M
Nov 14, 2023 Q3 2023
Lmr Partners LLP

London, X0
BUY
 -
14.9K
New
$808K - $1.01M
14.9K $1.12M
Nov 14, 2023 Q3 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
14.8K
+ 10.59%
$803K - $1.01M
155K $11.6M
Nov 01, 2023 Q3 2023
Kinsale Capital Group, Inc.

BUY
 -
14.5K
+ 55.4%
$783K - $982K
40.5K $3.04M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
14K
New
$758K - $950K
14K $1.05M
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
13.9K
New
$754K - $945K
13.9K $1.04M
Oct 25, 2023 Q3 2023
Mn Services Vermogensbeheer B.V.

BUY
 -
13.9K
+ 1.93%
$753K - $944K
735K $55.2M
Nov 03, 2023 Q3 2023
Summitry LLC

Foster City, CA
BUY
 -
13.8K
+ 1.52%
$749K - $939K
926K $69.5M
Oct 26, 2023 Q3 2023
North Star Asset Management Inc

BUY
 -
13.8K
+ 3.16%
$747K - $936K
450K $33.8M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
13.6K
New
$739K - $927K
13.6K $1.02M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
13.6K
+ 7.47%
$739K - $926K
196K $14.7M
Nov 07, 2023 Q3 2023
J. L. Bainbridge & Co., Inc.

BUY
 -
13.6K
+ 233.22%
$739K - $926K
19.5K $1.46M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
13.3K
+ 157.48%
$722K - $906K
21.8K $1.64M
Oct 17, 2023 Q3 2023
Advocate Group LLC

BUY
 -
13.2K
+ 13.45%
$718K - $900K
112K $8.38M
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
13K
+ 339.77%
$703K - $882K
16.8K $1.26M
Oct 13, 2023 Q3 2023
Seneca House Advisors

BUY
 -
12.9K
+ 18.57%
$701K - $879K
82.6K $6.2M
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
12.8K
New
$692K - $868K
12.8K $959K
Nov 01, 2023 Q3 2023
Empowered Funds, LLC

BUY
 -
12.8K
+ 108.2%
$692K - $867K
24.6K $1.84M
Oct 31, 2023 Q3 2023
Wolf Group Capital Advisors

BUY
 -
12.7K
New
$691K - $866K
12.7K $956K

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