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 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
78.9KNew |
$3.74M - $4.51M
|
78.9K
$6.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
78.6K+ 57.95% |
$3.72M - $4.49M
|
214K
$17.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
78.4K+ 90.61% |
$3.72M - $4.48M
|
165K
$13.3M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
77.8K+ 21.69% |
$3.68M - $4.44M
|
436K
$35.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
77.7K+ 1.23% |
$3.68M - $4.44M
|
6.37M
$513M
|
|
|
Aug 14, 2023
Q2 2023
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
75K+ 21.08% |
$3.55M - $4.29M
|
431K
$34.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
74.5K+ 27.82% |
$3.53M - $4.26M
|
342K
$27.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
73.9K+ 14.19% |
$3.5M - $4.22M
|
594K
$47.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
72.1K+ 17.37% |
$3.42M - $4.12M
|
487K
$39.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
70KNew |
$3.32M - $4M
|
70K
$5.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.6K+ 19.64% |
$3.3M - $3.98M
|
424K
$34.1M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
68.4K+ 1280.45% |
$3.24M - $3.91M
|
73.7K
$5.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
66.9KNew |
$3.17M - $3.82M
|
66.9K
$5.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
66.3K+ 8.69% |
$3.14M - $3.79M
|
829K
$66.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
65.2K+ 623.06% |
$3.09M - $3.72M
|
75.6K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
64.1K+ 4.98% |
$3.04M - $3.66M
|
1.35M
$109M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
63.7K+ 10.84% |
$3.02M - $3.64M
|
651K
$52.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
63.5KNew |
$3.01M - $3.63M
|
63.5K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
63.4K+ 306.12% |
$3M - $3.62M
|
84.1K
$6.76M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
61.5KNew |
$2.91M - $3.51M
|
61.5K
$4.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
61.3K+ 138.89% |
$2.9M - $3.5M
|
105K
$8.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
61.3K+ 8.87% |
$2.9M - $3.5M
|
752K
$60.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
60.4K+ 0.03% |
$2.86M - $3.45M
|
226M
$18.2B
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
59.2K+ 45.85% |
$2.8M - $3.38M
|
188K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
58.4K+ 7.35% |
$2.77M - $3.34M
|
854K
$68.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
54.7K+ 135.67% |
$2.59M - $3.13M
|
95.1K
$7.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
53KNew |
$2.51M - $3.03M
|
53K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
52.6K+ 413.11% |
$2.49M - $3.01M
|
65.3K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
52.5K+ 62.97% |
$2.49M - $3M
|
136K
$10.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
52.4K+ 20.24% |
$2.48M - $2.99M
|
311K
$25M
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
52.2KNew |
$2.47M - $2.98M
|
52.2K
$4.2M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
52K+ 21.45% |
$2.46M - $2.97M
|
295K
$23.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
52KNew |
$2.46M - $2.97M
|
52K
$4.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.1K+ 8.56% |
$2.42M - $2.92M
|
647K
$52.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenstone Partners & Co., LLC
Larkspur, CA |
BUY
|
- |
51.1K+ 43.49% |
$2.42M - $2.92M
|
168K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
50.9K+ 615.6% |
$2.41M - $2.91M
|
59.2K
$4.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
50.4K+ 434.76% |
$2.39M - $2.88M
|
62K
$4.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
50.1K+ 7.74% |
$2.37M - $2.86M
|
697K
$56.1M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50KNew |
$2.37M - $2.86M
|
50K
$4.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
49.5K+ 59.15% |
$2.34M - $2.83M
|
133K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
48.4K+ 623.85% |
$2.29M - $2.77M
|
56.1K
$4.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47.8K+ 54.22% |
$2.26M - $2.73M
|
136K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
47.2K+ 46.01% |
$2.24M - $2.7M
|
150K
$12M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46.9K+ 90.48% |
$2.22M - $2.68M
|
98.7K
$7.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
46.6KNew |
$2.21M - $2.66M
|
46.6K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Harber Asset Management LLC
New York, NY |
BUY
|
- |
46K+ 24.77% |
$2.18M - $2.63M
|
232K
$18.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
45.6K+ 5.26% |
$2.16M - $2.61M
|
912K
$73.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
45.1KNew |
$2.13M - $2.58M
|
45.1K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Sixth Street Partners Management Company, L.P.
Dallas, TX |
BUY
|
- |
44KNew |
$2.08M - $2.51M
|
44K
$3.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43.4K+ 32.08% |
$2.05M - $2.48M
|
179K
$14.4M
|