Purchases and Sales Made in Q1 2023 in Schwab Charles Corp New Dp Shs (SCHWPRD)
This table provides information about the institutional ownership of Schwab Charles Corp New Dp Shs (SCHWPRD) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB CHARLES CORP NEW DP SHS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8.05K+ 700.0% |
N/A
|
9.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.5K+ 0.84% |
N/A
|
300K
$0
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.01K+ 6.28% |
N/A
|
17.1K
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
124New |
N/A
|
124
$0
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.71KClosed |
N/A
|
0
$0
|