Purchases and Sales Made in Q3 2023 in Schwab Charles Corp (SCHW)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
35.3K+ 13.21% |
$1.91M - $2.4M
|
302K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
34.9K+ 1.89% |
$1.89M - $2.37M
|
1.88M
$151M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
34.7K+ 64.55% |
$1.88M - $2.36M
|
88.6K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
34.7K+ 3.61% |
$1.88M - $2.36M
|
995K
$79.8M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
34.7K+ 3.61% |
$1.88M - $2.36M
|
995K
$79.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenstone Partners & Co., LLC
Larkspur, CA |
BUY
|
- |
34.7K+ 20.6% |
$1.88M - $2.36M
|
203K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.2K+ 1.03% |
$1.85M - $2.32M
|
3.35M
$269M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
34.1K+ 1.5% |
$1.85M - $2.32M
|
2.3M
$185M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.8K+ 6.14% |
$1.83M - $2.3M
|
585K
$46.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
31.8K+ 803.79% |
$1.72M - $2.16M
|
35.7K
$2.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
31.7K+ 11.38% |
$1.72M - $2.15M
|
310K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
31K+ 128.99% |
$1.68M - $2.11M
|
55.1K
$4.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
30.5K+ 43.96% |
$1.65M - $2.07M
|
99.9K
$8M
|
|
|
Nov 03, 2023
Q3 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
30.5K+ 2.45% |
$1.65M - $2.07M
|
1.28M
$102M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.4K+ 451.19% |
$1.65M - $2.06M
|
37.1K
$2.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Sixth Street Partners Management Company, L.P.
Dallas, TX |
BUY
|
- |
30KNew |
$1.63M - $2.04M
|
30K
$2.4M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.7K+ 186.44% |
$1.61M - $2.02M
|
45.7K
$3.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
29.5K+ 42.42% |
$1.6M - $2.01M
|
99.2K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
29.4K+ 8.93% |
$1.6M - $2M
|
359K
$28.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.3K+ 157.4% |
$1.59M - $1.99M
|
47.9K
$3.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
28.2K+ 27.46% |
$1.53M - $1.92M
|
131K
$10.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27.9KNew |
$1.51M - $1.9M
|
27.9K
$2.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
27.4KNew |
$1.48M - $1.86M
|
27.4K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
27.2K+ 76.41% |
$1.48M - $1.85M
|
62.9K
$5.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26.6KNew |
$1.44M - $1.8M
|
26.6K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.4K+ 81.17% |
$1.43M - $1.79M
|
58.9K
$4.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
26.3K+ 22.36% |
$1.43M - $1.79M
|
144K
$11.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.2K+ 202.2% |
$1.42M - $1.78M
|
39.1K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
25K+ 100.0% |
$1.36M - $1.7M
|
50K
$4.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
24.7K+ 25.73% |
$1.34M - $1.68M
|
121K
$9.67M
|
|
|
Nov 20, 2023
Q3 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
24.5KNew |
$1.33M - $1.67M
|
24.5K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
24.5K+ 6.2% |
$1.33M - $1.66M
|
420K
$33.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
24.3K+ 0.46% |
$1.32M - $1.65M
|
5.29M
$424M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
24.2K+ 2.1% |
$1.31M - $1.64M
|
1.17M
$94.1M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
24.2K+ 57.94% |
$1.31M - $1.64M
|
65.9K
$5.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
24.1KNew |
$1.31M - $1.64M
|
24.1K
$1.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
23.7K+ 59.32% |
$1.29M - $1.61M
|
63.7K
$5.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
23.6KNew |
$1.28M - $1.6M
|
23.6K
$1.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23.5K+ 12.82% |
$1.28M - $1.6M
|
207K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
23.4K+ 129.69% |
$1.27M - $1.59M
|
41.5K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
23.2K+ 22.05% |
$1.26M - $1.58M
|
128K
$10.3M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
23K+ 102.12% |
$1.25M - $1.56M
|
45.5K
$3.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.9K+ 166.31% |
$1.24M - $1.56M
|
36.7K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
22.2K+ 4.66% |
$1.2M - $1.51M
|
499K
$40M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.1K+ 234.65% |
$1.2M - $1.5M
|
31.5K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
21.6K+ 205.02% |
$1.17M - $1.47M
|
32.2K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21K+ 11.76% |
$1.14M - $1.43M
|
200K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.9K+ 97.76% |
$1.14M - $1.42M
|
42.4K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
20.9K+ 7.1% |
$1.13M - $1.42M
|
315K
$25.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
BUY
|
- |
20.9K+ 80.97% |
$1.13M - $1.42M
|
46.6K
$3.73M
|