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
Shaolin Capital Management LLC

Miami, FL
BUY
 -
12.5K
New
$678K - $849K
12.5K $938K
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
12.5K
+ 31.76%
$676K - $848K
51.8K $3.89M
Nov 09, 2023 Q3 2023
Cove Street Capital, LLC

El Segundo, CA
BUY
 -
12.4K
+ 60.49%
$672K - $842K
32.9K $2.47M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
12.2K
+ 34.88%
$661K - $829K
47.2K $3.54M
Nov 07, 2023 Q3 2023
Qsemble Capital Management, LP

New York, NY
BUY
 -
12.1K
New
$656K - $822K
12.1K $908K
Nov 09, 2023 Q3 2023
Act Two Investors LLC

Santa Cruz, CA
BUY
 -
11.5K
+ 4.84%
$624K - $782K
249K $18.7M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
11.4K
+ 176.47%
$616K - $773K
17.8K $1.34M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
11.3K
+ 5605.94%
$614K - $769K
11.5K $865K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
11.2K
+ 19.34%
$608K - $763K
69.3K $5.2M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
11K
+ 0.25%
$596K - $747K
4.41M $331M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
10.8K
+ 2.44%
$583K - $731K
452K $33.9M
Oct 30, 2023 Q3 2023
Tandem Capital Management Corp

BUY
 -
10.7K
+ 38.61%
$578K - $724K
38.3K $2.87M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
10.4K
New
$563K - $706K
10.4K $780K
Oct 30, 2023 Q3 2023
Portman Square Capital LLP

London, X0
BUY
 -
10.4K
New
$562K - $705K
10.4K $779K
Nov 08, 2023 Q3 2023
Campbell & CO Investment Adviser LLC

Baltimore, MD
BUY
 -
10.3K
New
$559K - $700K
10.3K $774K
Oct 18, 2023 Q3 2023
Timber Creek Capital Management LLC

BUY
 -
10.3K
+ 10.09%
$558K - $700K
112K $8.43M
Oct 25, 2023 Q3 2023
Means Investment Co., Inc.

BUY
 -
10.3K
+ 22.22%
$557K - $699K
56.6K $4.24M
Nov 02, 2023 Q3 2023
Machina Capital S.A.S.

Paris, I0
BUY
 -
10.2K
New
$553K - $694K
10.2K $766K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
10.2K
+ 7.54%
$551K - $691K
145K $10.9M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
10.2K
+ 187.41%
$551K - $691K
15.6K $1.17M
Nov 14, 2023 Q3 2023
Nebula Research & Development LLC

New York, NY
BUY
 -
10.1K
New
$547K - $686K
10.1K $758K
Nov 14, 2023 Q3 2023
United American Securities Inc. (D

New York, NY
BUY
 -
10K
New
$542K - $679K
10K $751K
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
9.97K
New
$540K - $677K
9.97K $748K
Nov 14, 2023 Q3 2023
Crawford Investment Counsel Inc

Atlanta, GA
BUY
 -
9.88K
+ 4.21%
$536K - $671K
245K $18.4M
Nov 13, 2023 Q3 2023
Garda Capital Partners LP

Wayzata, MN
BUY
 -
9.88K
New
$535K - $671K
9.88K $741K
Oct 17, 2023 Q3 2023
Coastline Trust CO

BUY
 -
9.83K
+ 67.88%
$533K - $668K
24.3K $1.82M
Nov 14, 2023 Q3 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
9.75K
New
$529K - $663K
9.75K $732K
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
9.7K
+ 92.28%
$526K - $659K
20.2K $1.52M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
9.59K
+ 5.81%
$520K - $652K
175K $13.1M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
9.52K
+ 841.25%
$516K - $647K
10.7K $800K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
9.42K
+ 17.97%
$511K - $640K
61.9K $4.64M
Nov 07, 2023 Q3 2023
Metis Global Partners, LLC

BUY
 -
9.35K
+ 14.02%
$506K - $635K
76K $5.71M
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
9.34K
+ 17.75%
$506K - $635K
62K $4.65M
Nov 14, 2023 Q3 2023
Atom Investors LP

Austin, TX
BUY
 -
9.33K
New
$506K - $634K
9.33K $701K
Nov 13, 2023 Q3 2023
Thornburg Investment Management Inc

BUY
 -
9.14K
+ 0.92%
$495K - $621K
998K $74.9M
Oct 27, 2023 Q3 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
9.09K
+ 46.41%
$493K - $618K
28.7K $2.15M
Oct 26, 2023 Q3 2023
Ifm Investors Pty LTD

BUY
 -
9.05K
+ 3.1%
$490K - $615K
300K $22.6M
Nov 07, 2023 Q3 2023
Corda Investment Management, Llc.

Houston, TX
BUY
 -
8.86K
+ 1.36%
$480K - $602K
660K $49.5M
Nov 14, 2023 Q3 2023
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
8.82K
New
$478K - $600K
8.82K $662K
Nov 13, 2023 Q3 2023
Cramer Rosenthal Mcglynn LLC

Greenwich, CT
BUY
 -
8.79K
+ 19.21%
$476K - $597K
54.5K $4.09M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
8.75K
+ 9.89%
$474K - $594K
97.2K $7.29M
Oct 17, 2023 Q3 2023
Garrison Bradford & Associates Inc

New York, NY
BUY
 -
8.7K
+ 31.84%
$471K - $591K
36K $2.7M
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
8.68K
+ 14.26%
$470K - $590K
69.6K $5.22M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
8.64K
+ 9.02%
$468K - $587K
104K $7.84M
Nov 15, 2023 Q3 2023
Annandale Capital, LLC

Dallas, TX
BUY
 -
8.64K
+ 24.94%
$468K - $587K
43.3K $3.25M
Nov 13, 2023 Q3 2023
Blue Whale Capital LLP

London, X0
BUY
 -
8.6K
+ 0.7%
$466K - $584K
1.23M $92.6M
Oct 20, 2023 Q3 2023
Ami Asset Management Corp

BUY
 -
8.56K
+ 0.8%
$464K - $582K
1.08M $81.1M
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
8.36K
+ 42.17%
$453K - $568K
28.2K $2.11M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
8.34K
+ 63.0%
$452K - $566K
21.6K $1.62M

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