Purchases and Sales Made in Q2 2023 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.8K+ 59.38% |
$275K - $332K
|
15.6K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.79K+ 8.44% |
$274K - $331K
|
74.4K
$5.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.76K+ 14.67% |
$273K - $329K
|
45K
$3.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
5.74KNew |
$272K - $328K
|
5.74K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5.73K+ 16.97% |
$271K - $327K
|
39.5K
$3.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.71K+ 106.72% |
$271K - $326K
|
11.1K
$890K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.7K+ 74.88% |
$270K - $326K
|
13.3K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.65K+ 32.89% |
$267K - $323K
|
22.8K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.61KNew |
$266K - $320K
|
5.61K
$451K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.53K+ 49.04% |
$262K - $316K
|
16.8K
$1.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.53K+ 29.82% |
$262K - $316K
|
24.1K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.46K+ 64.28% |
$259K - $312K
|
14K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
5.45K+ 2.6% |
$258K - $311K
|
215K
$17.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
5.44KNew |
$258K - $311K
|
5.44K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5.43K+ 15.93% |
$257K - $310K
|
39.5K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
5.4K+ 50.94% |
$256K - $309K
|
16K
$1.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.39KNew |
$255K - $308K
|
5.39K
$433K
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
5.38K+ 0.46% |
$255K - $308K
|
1.17M
$94.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5.36K+ 10.89% |
$254K - $306K
|
54.5K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.28KNew |
$250K - $302K
|
5.28K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5.22K+ 93.83% |
$247K - $298K
|
10.8K
$867K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
5.2KNew |
$246K - $297K
|
5.2K
$418K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.19K+ 20.63% |
$246K - $297K
|
30.4K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.18K+ 9.31% |
$246K - $296K
|
60.9K
$4.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.08KNew |
$241K - $290K
|
5.08K
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
5.04K+ 360.63% |
$239K - $288K
|
6.44K
$518K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.04KNew |
$239K - $288K
|
5.04K
$405K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
5.02KNew |
$238K - $287K
|
5.02K
$404K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5K+ 50.0% |
$237K - $286K
|
15K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
5K+ 100.0% |
$237K - $286K
|
10K
$804K
|
|
|
Aug 07, 2023
Q2 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
5K+ 6.12% |
$237K - $286K
|
86.7K
$6.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5KNew |
$237K - $286K
|
5K
$402K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
BUY
|
- |
4.96KNew |
$235K - $284K
|
4.96K
$399K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.95KNew |
$235K - $283K
|
4.95K
$398K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.88K+ 12.2% |
$231K - $279K
|
44.9K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.87K+ 36.17% |
$231K - $279K
|
18.4K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
4.86KNew |
$230K - $278K
|
4.86K
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.85KNew |
$230K - $277K
|
4.85K
$390K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.84KNew |
$229K - $276K
|
4.84K
$389K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.82KNew |
$228K - $276K
|
4.82K
$388K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
4.81K+ 40.35% |
$228K - $275K
|
16.7K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
4.79KNew |
$227K - $274K
|
4.79K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.76K+ 59.22% |
$225K - $272K
|
12.8K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.74K+ 4.95% |
$224K - $271K
|
100K
$8.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.73KNew |
$224K - $270K
|
4.73K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.7K+ 14.22% |
$222K - $268K
|
37.7K
$3.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4.66K+ 2.88% |
$221K - $266K
|
167K
$13.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
4.65K+ 17.3% |
$220K - $266K
|
31.5K
$2.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.63K+ 120.7% |
$219K - $265K
|
8.46K
$681K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.59K+ 4.25% |
$217K - $262K
|
112K
$9.05M
|