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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.29K+ 8.4% |
$449K - $563K
|
107K
$8.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.18K+ 2.86% |
$443K - $556K
|
294K
$22.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8.13K+ 108.91% |
$441K - $552K
|
15.6K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
8.1KNew |
$439K - $550K
|
8.1K
$608K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.09KNew |
$438K - $549K
|
8.09K
$607K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.01K+ 7.59% |
$434K - $544K
|
113K
$8.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
7.98K+ 84.94% |
$433K - $542K
|
17.4K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.97K+ 64.92% |
$432K - $541K
|
20.2K
$1.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.8KNew |
$422K - $530K
|
7.8K
$585K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.78K+ 6.94% |
$422K - $528K
|
120K
$9M
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
BUY
|
- |
7.73K+ 203.47% |
$419K - $525K
|
11.5K
$865K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.72K+ 0.9% |
$418K - $524K
|
862K
$64.7M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.71K+ 3.55% |
$418K - $524K
|
225K
$16.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.68K+ 40.68% |
$416K - $522K
|
26.6K
$1.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.68KNew |
$416K - $522K
|
7.68K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.67K+ 2236.15% |
$416K - $521K
|
8.01K
$601K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.6K+ 50.85% |
$412K - $516K
|
22.5K
$1.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.55K+ 30.38% |
$409K - $513K
|
32.4K
$2.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.54K+ 1.55% |
$409K - $512K
|
495K
$37.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
7.51K+ 65.26% |
$407K - $510K
|
19K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7.27K+ 26.99% |
$394K - $494K
|
34.2K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
7.23K+ 11.44% |
$392K - $491K
|
70.5K
$5.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7.22K+ 6.56% |
$391K - $490K
|
117K
$8.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.19KNew |
$390K - $488K
|
7.19K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.19KNew |
$390K - $488K
|
7.19K
$539K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
7.16K+ 2.13% |
$388K - $486K
|
343K
$25.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.13KNew |
$387K - $484K
|
7.13K
$535K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.12K+ 15.24% |
$386K - $484K
|
53.8K
$4.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
7.08K+ 5.32% |
$384K - $481K
|
140K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
7.04K+ 32.78% |
$382K - $478K
|
28.5K
$2.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.03K+ 109.29% |
$381K - $478K
|
13.5K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.99K+ 29.35% |
$379K - $475K
|
30.8K
$2.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6.91K+ 6.38% |
$375K - $470K
|
115K
$8.65M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.9K+ 0.43% |
$374K - $469K
|
1.6M
$120M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.83K+ 39.81% |
$370K - $464K
|
24K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
6.71K+ 39.89% |
$363K - $456K
|
23.5K
$1.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.64K+ 30.53% |
$360K - $451K
|
28.4K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
6.59K+ 20.41% |
$357K - $448K
|
38.9K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
6.53K+ 1.71% |
$354K - $444K
|
388K
$29.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
6.32K+ 12.14% |
$343K - $429K
|
58.4K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.3K+ 0.27% |
$341K - $428K
|
2.37M
$178M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6.26KNew |
$339K - $425K
|
6.26K
$470K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
6.25KNew |
$338K - $424K
|
6.25K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.22K+ 2.01% |
$337K - $423K
|
316K
$23.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.21KNew |
$337K - $422K
|
6.21K
$466K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.16K+ 2.36% |
$334K - $418K
|
267K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.13K+ 28.4% |
$332K - $416K
|
27.7K
$2.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.12K+ 81.89% |
$332K - $416K
|
13.6K
$1.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.11K+ 12.63% |
$331K - $415K
|
54.5K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.99K+ 3.94% |
$325K - $407K
|
158K
$11.9M
|