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 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.26KNew |
$231K - $289K
|
4.26K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.25KNew |
$231K - $289K
|
4.25K
$319K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.24KNew |
$230K - $288K
|
4.24K
$318K
|
|
|
Oct 30, 2023
Q3 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
4.2K+ 4.44% |
$228K - $286K
|
98.9K
$7.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.17K+ 32107.69% |
$226K - $284K
|
4.19K
$314K
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.16KNew |
$225K - $283K
|
4.16K
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
4.14K+ 13.14% |
$224K - $281K
|
35.6K
$2.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.08KNew |
$221K - $277K
|
4.08K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.08KNew |
$221K - $277K
|
4.08K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.07K+ 8.69% |
$220K - $276K
|
50.8K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4K+ 1.08% |
$217K - $272K
|
373K
$28M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
4KNew |
$217K - $272K
|
4K
$300K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$213K - $267K
|
3.93K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.91K+ 2181.56% |
$212K - $265K
|
4.08K
$307K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.91K+ 2181.56% |
$212K - $265K
|
4.08K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
3.89KNew |
$211K - $264K
|
3.89K
$292K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.87KNew |
$210K - $263K
|
3.87K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.86KNew |
$209K - $262K
|
3.86K
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.84KNew |
$208K - $261K
|
3.84K
$288K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.81KNew |
$207K - $259K
|
3.81K
$286K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3.81K+ 13.31% |
$207K - $259K
|
32.5K
$2.44M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.8K+ 3.2% |
$206K - $258K
|
122K
$9.19M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79K+ 15.69% |
$205K - $257K
|
27.9K
$2.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.78K+ 4.25% |
$205K - $257K
|
92.6K
$6.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.78K+ 4.99% |
$205K - $257K
|
79.4K
$5.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.78KNew |
$205K - $256K
|
3.78K
$283K
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
3.77KNew |
$204K - $256K
|
3.77K
$283K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.75KNew |
$203K - $255K
|
3.75K
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.71KNew |
$201K - $252K
|
3.71K
$279K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.7KNew |
$201K - $251K
|
3.7K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.69K+ 67.59% |
$200K - $251K
|
9.15K
$687K
|
|
|
Nov 06, 2023
Q3 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
3.67KNew |
$199K - $249K
|
3.67K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.67KNew |
$199K - $249K
|
3.67K
$275K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
3.63K+ 7.29% |
$197K - $247K
|
53.5K
$4.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.62K+ 9.49% |
$196K - $246K
|
41.8K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.61K+ 3.11% |
$196K - $245K
|
120K
$8.98M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.52K+ 5.72% |
$191K - $239K
|
65K
$4.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.52K+ 37.65% |
$191K - $239K
|
12.9K
$965K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.49K+ 8.04% |
$189K - $237K
|
46.9K
$3.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3.47K+ 1.86% |
$188K - $236K
|
190K
$14.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.43K+ 67.45% |
$186K - $233K
|
8.51K
$639K
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
3.43K+ 14.82% |
$186K - $233K
|
26.5K
$1.99M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.41K+ 48.95% |
$185K - $232K
|
10.4K
$779K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
3.39K+ 2.85% |
$184K - $230K
|
122K
$9.18M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.38K+ 27.78% |
$183K - $229K
|
15.5K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.34K+ 5.0% |
$181K - $227K
|
70.2K
$5.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.33K+ 114.49% |
$180K - $226K
|
6.23K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 1.77% |
$178K - $224K
|
189K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3.27K+ 1.96% |
$177K - $222K
|
170K
$12.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.27K+ 2.9% |
$177K - $222K
|
116K
$8.69M
|