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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 08, 2022
Q2 2022
|
Ing Groep Nv
|
BUY
|
- |
25.3K+ 10.6% |
$1.52M - $2.12M
|
264K
$21.5M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25K+ 393.22% |
$1.5M - $2.1M
|
31.4K
$2.56M
|
|
Aug 12, 2022
Q2 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
24.4K+ 82.23% |
$1.46M - $2.04M
|
54K
$4.4M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
24.2K+ 172.69% |
$1.45M - $2.03M
|
38.3K
$3.12M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.1KNew |
$1.44M - $2.02M
|
24.1K
$1.96M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.39M - $1.95M
|
23.3K
$1.89M
|
|
Aug 04, 2022
Q2 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
22.1K+ 0.64% |
$1.32M - $1.85M
|
3.49M
$284M
|
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
21.6KNew |
$1.3M - $1.81M
|
21.6K
$1.76M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
21.5KNew |
$1.29M - $1.8M
|
21.5K
$1.75M
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
20.7K+ 7.23% |
$1.24M - $1.73M
|
307K
$25M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.6K+ 66.14% |
$1.23M - $1.72M
|
51.6K
$4.21M
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
20.5K+ 29.99% |
$1.23M - $1.71M
|
88.7K
$7.23M
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
20.4K+ 8.19% |
$1.22M - $1.71M
|
270K
$22M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.1K+ 4.41% |
$1.21M - $1.69M
|
477K
$38.8M
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
19.4K+ 14.59% |
$1.16M - $1.63M
|
152K
$12.4M
|
|
Aug 12, 2022
Q2 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
19.1KNew |
$1.15M - $1.6M
|
19.1K
$1.56M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
19.1K+ 15.77% |
$1.15M - $1.6M
|
140K
$11.4M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
19K+ 6.78% |
$1.14M - $1.59M
|
298K
$24.3M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$1.12M - $1.57M
|
18.7K
$1.53M
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
18.7K+ 5.37% |
$1.12M - $1.57M
|
367K
$29.9M
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
18.4K+ 9.16% |
$1.11M - $1.55M
|
220K
$17.9M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.1K+ 13.07% |
$1.08M - $1.51M
|
156K
$12.7M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18K+ 74.74% |
$1.08M - $1.51M
|
42K
$3.42M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.7K+ 26.87% |
$1.06M - $1.48M
|
83.5K
$6.81M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
17.6K+ 11.04% |
$1.05M - $1.47M
|
177K
$14.4M
|
|
Aug 10, 2022
Q2 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
17K+ 0.23% |
$1.02M - $1.42M
|
7.56M
$616M
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
16.8KNew |
$1.01M - $1.41M
|
16.8K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16.6K+ 17.81% |
$998K - $1.39M
|
110K
$8.96M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.6K+ 28.72% |
$997K - $1.39M
|
74.5K
$6.07M
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
16.5KNew |
$989K - $1.38M
|
16.5K
$1.34M
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
16.1K+ 16.81% |
$966K - $1.35M
|
112K
$9.12M
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16K+ 106.37% |
$958K - $1.34M
|
31K
$2.52M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.7K+ 4.34% |
$944K - $1.32M
|
379K
$30.9M
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
15.6K+ 641.45% |
$936K - $1.31M
|
18K
$1.47M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15.4KNew |
$922K - $1.29M
|
15.4K
$1.25M
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.2KNew |
$910K - $1.27M
|
15.2K
$1.24M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 10.88% |
$909K - $1.27M
|
154K
$12.6M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
15.1K+ 40.32% |
$907K - $1.27M
|
52.6K
$4.29M
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
15KNew |
$900K - $1.26M
|
15K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
14.9K+ 104.33% |
$897K - $1.25M
|
29.3K
$2.39M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
14.9K+ 39.41% |
$892K - $1.25M
|
52.6K
$4.29M
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
14.9K+ 23.42% |
$892K - $1.25M
|
78.4K
$6.39M
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
14.9K+ 1265.98% |
$891K - $1.24M
|
16K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
14.8KNew |
$885K - $1.24M
|
14.8K
$1.2M
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
14.7K+ 2.25% |
$881K - $1.23M
|
667K
$54.3M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
14.7KNew |
$879K - $1.23M
|
14.7K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$878K - $1.23M
|
14.6K
$1.19M
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
BUY
|
- |
14.4K+ 1.99% |
$862K - $1.2M
|
735K
$59.9M
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
14.3K+ 3.77% |
$856K - $1.2M
|
393K
$32M
|
|
Nov 16, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
14.2K+ 4.28% |
$854K - $1.19M
|
347K
$28.2M
|