Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
500+ 2.96% |
N/A
|
17.4K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
405New |
N/A
|
405
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
405New |
N/A
|
405
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.44K- 1.43% |
N/A
|
305K
$0
|