Purchases and Sales Made in Q2 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 2022. 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 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-20Closed |
$1.2K - $1.68K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-21- 2.01% |
$1.26K - $1.76K
|
1.03K
$82.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-22- 50.0% |
$1.32K - $1.84K
|
22
$1.77K
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-24- 0.71% |
$1.44K - $2.01K
|
3.36K
$271K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-24Closed |
$1.44K - $2.01K
|
0
$0
|
|
|
Jun 21, 2024
Q2 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-25- 0.58% |
$1.5K - $2.1K
|
4.3K
$346K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-26- 0.08% |
$1.56K - $2.18K
|
32.6K
$2.62M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-30Closed |
$1.8K - $2.51K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-30- 0.5% |
$1.8K - $2.51K
|
5.99K
$482K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-31Closed |
$1.86K - $2.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-31Closed |
$1.86K - $2.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-31- 0.08% |
$1.86K - $2.6K
|
37.4K
$3.01M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-32- 8.79% |
$1.92K - $2.68K
|
332
$26.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-34- 6.65% |
$2.04K - $2.85K
|
477
$38.4K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-34- 2.61% |
$2.04K - $2.85K
|
1.27K
$102K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-35- 6.14% |
$2.1K - $2.93K
|
535
$43K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-36- 0.96% |
$2.16K - $3.02K
|
3.71K
$299K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-36- 0.6% |
$2.16K - $3.02K
|
6K
$482K
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-37Closed |
$2.22K - $3.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-38- 0.27% |
$2.28K - $3.19K
|
14.2K
$1.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-39- 2.96% |
$2.34K - $3.27K
|
1.28K
$103K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-40- 17.02% |
$2.4K - $3.35K
|
195
$15.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 6.72% |
$2.46K - $3.44K
|
569
$45.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-47Closed |
$2.82K - $3.94K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-50- 1.16% |
$3K - $4.19K
|
4.28K
$344K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-54- 1.81% |
$3.24K - $4.53K
|
2.94K
$236K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-57- 1.46% |
$3.42K - $4.78K
|
3.84K
$309K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-59- 0.02% |
$3.54K - $4.95K
|
256K
$20.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-65Closed |
$3.9K - $5.45K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-65Closed |
$3.9K - $5.45K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-69- 0.38% |
$4.14K - $5.78K
|
18.1K
$1.46M
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-73- 41.71% |
$4.38K - $6.12K
|
102
$8.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-75- 0.43% |
$4.5K - $6.29K
|
17.2K
$1.39M
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-77- 0.02% |
$4.62K - $6.45K
|
398K
$32M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-85- 0.56% |
$5.1K - $7.13K
|
15.2K
$1.22M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-85- 2.06% |
$5.1K - $7.13K
|
4.04K
$325K
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-87- 0.69% |
$5.22K - $7.29K
|
12.5K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-88- 1.13% |
$5.28K - $7.38K
|
7.72K
$621K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-89- 0.22% |
$5.34K - $7.46K
|
40.9K
$3.29M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-90- 3.33% |
$5.4K - $7.54K
|
2.61K
$210K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-90- 0.58% |
$5.4K - $7.54K
|
15.3K
$1.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-95- 63.33% |
$5.7K - $7.96K
|
55
$4.42K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-96- 1.43% |
$5.76K - $8.05K
|
6.61K
$531K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-97- 2.6% |
$5.82K - $8.13K
|
3.64K
$292K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-98- 10.16% |
$5.88K - $8.22K
|
867
$69.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-99Closed |
$5.94K - $8.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 5.61% |
$6K - $8.38K
|
1.68K
$135K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-101- 1.78% |
$6.06K - $8.47K
|
5.57K
$448K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-102- 1.03% |
$6.12K - $8.55K
|
9.78K
$787K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-110Closed |
$6.6K - $9.22K
|
0
$0
|