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 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-458- 3.65% |
$27.5K - $38.4K
|
12.1K
$972K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-470- 7.06% |
$28.2K - $39.4K
|
6.18K
$497K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-479- 1.41% |
$28.7K - $40.2K
|
33.4K
$2.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-484- 5.49% |
$29K - $40.6K
|
8.33K
$670K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-489- 3.83% |
$29.3K - $41K
|
12.3K
$987K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-511- 5.49% |
$30.7K - $42.8K
|
8.8K
$708K
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-512- 2.37% |
$30.7K - $42.9K
|
21.1K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-513- 74.89% |
$30.8K - $43K
|
172
$13.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-516- 10.0% |
$31K - $43.3K
|
4.65K
$374K
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-522- 6.14% |
$31.3K - $43.8K
|
7.98K
$642K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-547- 4.45% |
$32.8K - $45.9K
|
11.8K
$945K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-550- 7.8% |
$33K - $46.1K
|
6.5K
$523K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-569- 2.55% |
$34.1K - $47.7K
|
21.7K
$1.75M
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-571- 4.4% |
$34.3K - $47.9K
|
12.4K
$997K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-574- 1.47% |
$34.4K - $48.1K
|
38.4K
$3.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-578- 1.37% |
$34.7K - $48.5K
|
41.7K
$3.35M
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-590Closed |
$35.4K - $49.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-596- 6.19% |
$35.8K - $50K
|
9.04K
$727K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-599- 8.71% |
$35.9K - $50.2K
|
6.28K
$505K
|
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-600- 2.53% |
$36K - $50.3K
|
23.1K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-604- 12.78% |
$36.2K - $50.6K
|
4.12K
$331K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-606Closed |
$36.4K - $50.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-617- 1.7% |
$37K - $51.7K
|
35.6K
$2.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-623- 11.77% |
$37.4K - $52.2K
|
4.67K
$376K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-625- 2.18% |
$37.5K - $52.4K
|
28K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-628- 0.16% |
$37.7K - $52.6K
|
400K
$32.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-645- 9.32% |
$38.7K - $54.1K
|
6.28K
$505K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-651- 1.55% |
$39.1K - $54.6K
|
41.4K
$3.33M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-690- 2.82% |
$41.4K - $57.8K
|
23.8K
$1.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-702- 6.03% |
$42.1K - $58.8K
|
10.9K
$880K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-707- 0.11% |
$42.4K - $59.3K
|
645K
$51.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-732- 2.19% |
$43.9K - $61.4K
|
32.8K
$2.64M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-740- 5.44% |
$44.4K - $62K
|
12.9K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-753- 18.11% |
$45.2K - $63.1K
|
3.4K
$274K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-753- 49.57% |
$45.2K - $63.1K
|
766
$61.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-760Closed |
$45.6K - $63.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-763- 16.4% |
$45.8K - $64K
|
3.89K
$313K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-763- 16.4% |
$45.8K - $64K
|
3.89K
$313K
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-767- 15.78% |
$46K - $64.3K
|
4.1K
$329K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-773- 1.03% |
$46.4K - $64.8K
|
74.4K
$5.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-797- 19.05% |
$47.8K - $66.8K
|
3.39K
$272K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-800- 3.34% |
$48K - $67.1K
|
23.1K
$1.86M
|
|
|
Jul 18, 2022
Q2 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-810- 1.55% |
$48.6K - $67.9K
|
51.5K
$4.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-811- 6.11% |
$48.7K - $68K
|
12.5K
$1M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-850- 3.79% |
$51K - $71.3K
|
21.6K
$1.73M
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-876- 0.56% |
$52.6K - $73.4K
|
154K
$12.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-879- 6.77% |
$52.7K - $73.7K
|
12.1K
$974K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-880- 16.57% |
$52.8K - $73.8K
|
4.43K
$356K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-882- 2.62% |
$52.9K - $73.9K
|
32.7K
$2.63M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-891- 1.04% |
$53.5K - $74.7K
|
84.7K
$6.81M
|