Purchases and Sales Made in Q4 2023 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.09KNew |
$153K - $219K
|
3.09K
$248K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
3.08K+ 24.07% |
$152K - $218K
|
15.9K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.04KNew |
$150K - $216K
|
3.04K
$244K
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.03K+ 42.55% |
$150K - $215K
|
10.2K
$814K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.03KNew |
$150K - $215K
|
3.03K
$243K
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.03KNew |
$150K - $215K
|
3.03K
$243K
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.01KNew |
$148K - $214K
|
3.01K
$241K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.01K+ 1.7% |
$148K - $214K
|
180K
$14.4M
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3K+ 22.48% |
$148K - $213K
|
16.4K
$1.31M
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
3KNew |
$148K - $213K
|
3K
$240K
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
3KNew |
$148K - $213K
|
3K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3K+ 2.34% |
$148K - $213K
|
131K
$10.5M
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.99KNew |
$147K - $212K
|
2.99K
$239K
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
2.99KNew |
$147K - $212K
|
2.99K
$239K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.98K+ 6.12% |
$147K - $212K
|
51.7K
$4.14M
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.97K+ 30.2% |
$147K - $211K
|
12.8K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.97KNew |
$147K - $211K
|
2.97K
$238K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 21.66% |
$146K - $210K
|
16.7K
$1.33M
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
2.95KNew |
$146K - $209K
|
2.95K
$236K
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
2.95KNew |
$146K - $209K
|
2.95K
$236K
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.94KNew |
$145K - $209K
|
2.94K
$236K
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.94KNew |
$145K - $209K
|
2.94K
$235K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.94KNew |
$145K - $208K
|
2.94K
$235K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.93K+ 12.24% |
$144K - $208K
|
26.8K
$2.15M
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.92KNew |
$144K - $207K
|
2.92K
$234K
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.92KNew |
$144K - $207K
|
2.92K
$234K
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.91KNew |
$144K - $207K
|
2.91K
$233K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.91K+ 1.8% |
$143K - $206K
|
164K
$13.1M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.9K+ 90.82% |
$143K - $206K
|
6.09K
$488K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.9K+ 20.63% |
$143K - $206K
|
16.9K
$1.36M
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
2.87K+ 46.68% |
$142K - $204K
|
9.02K
$723K
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
2.87K+ 11.42% |
$142K - $204K
|
28K
$2.24M
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.85K+ 18.17% |
$141K - $202K
|
18.6K
$1.49M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.84K+ 3.0% |
$140K - $202K
|
97.6K
$7.82M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.81K+ 10.14% |
$139K - $199K
|
30.5K
$2.44M
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.78K+ 0.37% |
$137K - $198K
|
748K
$59.9M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.78KNew |
$137K - $197K
|
2.78K
$222K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.72K+ 46.93% |
$134K - $193K
|
8.51K
$682K
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.71K+ 755.99% |
$134K - $193K
|
3.07K
$246K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.65K+ 0.84% |
$131K - $188K
|
318K
$25.5M
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.64KNew |
$130K - $187K
|
2.64K
$211K
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.6K+ 26.96% |
$128K - $184K
|
12.2K
$979K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 1.36% |
$125K - $180K
|
189K
$15.2M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.54K+ 3.11% |
$125K - $180K
|
84.3K
$6.75M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.54K+ 4.99% |
$125K - $180K
|
53.4K
$4.28M
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.52K+ 2.15% |
$124K - $179K
|
120K
$9.59M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 7.21% |
$123K - $177K
|
37.1K
$2.97M
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.49K+ 8.52% |
$123K - $176K
|
31.6K
$2.54M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.48K+ 8.86% |
$122K - $176K
|
30.4K
$2.44M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.48KNew |
$122K - $176K
|
2.48K
$198K
|