Purchases and Sales Made in Q3 2023 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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
Oct 20, 2023 Q3 2023
Signet Investment Advisory Group, Inc.

BUY
 -
939
+ 5.76%
$50.9K - $63.8K
17.3K $1.39M
Oct 10, 2023 Q3 2023
Hall Capital Management CO Inc

BUY
 -
933
+ 4.91%
$50.6K - $63.4K
20K $1.6M
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

BUY
 -
932
+ 0.82%
$50.5K - $63.3K
114K $9.18M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
929
+ 1.47%
$50.4K - $63.1K
64.1K $5.16M
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

BUY
 -
918
+ 134.21%
$49.8K - $62.4K
1.6K $129K
Oct 24, 2023 Q3 2023
Arlington Partners LLC

BUY
 -
914
+ 22.7%
$49.5K - $62.1K
4.94K $397K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
888
New
$48.1K - $60.3K
888 $71.4K
Oct 23, 2023 Q3 2023
Boyd Watterson Asset Management LLC

BUY
 -
886
+ 10.05%
$48K - $60.2K
9.7K $780K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
883
+ 4.53%
$47.9K - $60K
20.4K $1.64M
Oct 25, 2023 Q3 2023
Hixon Zuercher, LLC

BUY
 -
876
+ 1.69%
$47.5K - $59.5K
52.9K $4.25M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
862
New
$46.7K - $58.6K
862 $69.3K
Nov 07, 2023 Q3 2023
Harfst & Associates, Inc.

BUY
 -
861
+ 1.93%
$46.7K - $58.5K
45.6K $3.67M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
858
New
$46.5K - $58.3K
858 $69K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
853
+ 2.7%
$46.2K - $58K
32.5K $2.61M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
851
+ 4.04%
$46.1K - $57.8K
21.9K $1.76M
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
830
+ 12.41%
$45K - $56.4K
7.52K $605K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
823
+ 3.66%
$44.6K - $55.9K
23.3K $1.87M
Nov 08, 2023 Q3 2023
Davidson Investment Advisors

BUY
 -
821
+ 0.38%
$44.5K - $55.8K
215K $17.3M
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
813
+ 13.75%
$44.1K - $55.2K
6.73K $541K
Oct 24, 2023 Q3 2023
Eagle Ridge Investment Management

BUY
 -
812
+ 0.23%
$44K - $55.2K
359K $28.9M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
811
+ 10.87%
$44K - $55.1K
8.27K $665K
Oct 19, 2023 Q3 2023
Sol Capital Management CO

BUY
 -
800
+ 1.65%
$43.4K - $54.4K
49.3K $3.97M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
796
+ 5.7%
$43.1K - $54.1K
14.8K $1.19M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
796
+ 3.11%
$43.1K - $54.1K
26.4K $2.12M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
781
+ 1.74%
$42.3K - $53.1K
45.8K $3.68M
Nov 09, 2023 Q3 2023
Tredje Ap Fonden

BUY
 -
773
+ 0.57%
$41.9K - $52.5K
135K $10.9M
Nov 15, 2023 Q3 2023
Elmwood Wealth Management, Inc.

BUY
 -
750
+ 4.87%
$40.7K - $51K
16.1K $1.3M
Nov 14, 2023 Q3 2023
Georgetown University

Washington, DC
BUY
 -
746
+ 0.43%
$40.4K - $50.7K
174K $14M
Oct 17, 2023 Q3 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
744
+ 7.13%
$40.3K - $50.5K
11.2K $899K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
737
+ 0.94%
$39.9K - $50.1K
79K $6.35M
Oct 11, 2023 Q3 2023
Birch Capital Management, LLC

BUY
 -
725
+ 1.71%
$39.3K - $49.3K
43.1K $3.47M
Nov 07, 2023 Q3 2023
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
713
+ 0.48%
$38.6K - $48.4K
148K $11.9M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
710
+ 0.8%
$38.5K - $48.2K
89.5K $7.2M
Oct 17, 2023 Q3 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
708
+ 14.93%
$38.4K - $48.1K
5.45K $438K
Nov 13, 2023 Q3 2023
1623 Capital LLC

Alexandria, VA
BUY
 -
700
+ 0.36%
$37.9K - $47.6K
196K $15.8M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
693
+ 2.94%
$37.6K - $47.1K
24.2K $1.95M
Oct 31, 2023 Q3 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
692
+ 12.16%
$37.5K - $47K
6.38K $513K
Oct 19, 2023 Q3 2023
Harrington Investments, Inc

BUY
 -
690
+ 1.32%
$37.4K - $46.9K
53K $4.26M
Jan 28, 2025 Q3 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
685
+ 6.83%
$37.1K - $46.5K
10.7K $862K
Nov 13, 2023 Q3 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
681
+ 7.17%
$36.9K - $46.3K
10.2K $819K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
679
+ 5.08%
$36.8K - $46.1K
14K $1.13M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
673
+ 2.02%
$36.5K - $45.7K
34K $2.73M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
659
+ 3.88%
$35.7K - $44.8K
17.6K $1.42M
Nov 08, 2023 Q3 2023
Washburn Capital Management, Inc.

BUY
 -
650
+ 6.21%
$35.2K - $44.2K
11.1K $894K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
646
+ 4.19%
$35K - $43.9K
16.1K $1.29M
Oct 19, 2023 Q3 2023
Mason & Associates Inc

BUY
 -
630
+ 10.98%
$34.1K - $42.8K
6.37K $512K
Nov 09, 2023 Q3 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
620
+ 1.47%
$33.6K - $42.1K
42.8K $3.44M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
617
+ 17.49%
$33.4K - $41.9K
4.14K $333K
Oct 16, 2023 Q3 2023
Wood Trust Financial Corp

BUY
 -
616
+ 3.18%
$33.4K - $41.9K
20K $1.61M

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