Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.58KNew |
N/A
|
8.58K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.87K+ 1.27% |
N/A
|
310K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
N/A
|
400
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
399+ 2.42% |
N/A
|
16.9K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30New |
N/A
|
30
$0
|