Purchases and Sales Made in Q3 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.2K+ 2.3% |
$46.6K - $165K
|
97.7K
$8.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.19K+ 10.95% |
$46.3K - $164K
|
22.2K
$1.85M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
2.17K+ 1.72% |
$45.8K - $162K
|
128K
$10.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.16K+ 21.36% |
$45.8K - $162K
|
12.3K
$1.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.14K+ 9.26% |
$45.3K - $161K
|
25.3K
$2.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.13K+ 16.19% |
$45.1K - $160K
|
15.3K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
2.13K+ 0.23% |
$45K - $160K
|
912K
$76.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.13K+ 4.29% |
$45K - $159K
|
51.7K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.11K+ 4.79% |
$44.7K - $158K
|
46.2K
$3.86M
|
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.03K+ 13.73% |
$42.8K - $152K
|
16.8K
$1.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.02K+ 87.78% |
$42.7K - $151K
|
4.32K
$361K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
2K+ 12.35% |
$42.2K - $149K
|
18.2K
$1.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.99K+ 19.04% |
$42K - $149K
|
12.4K
$1.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.94KNew |
$41.1K - $145K
|
1.94K
$162K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.94K+ 0.9% |
$41K - $145K
|
217K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.91K+ 38.2% |
$40.4K - $143K
|
6.91K
$578K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.9K+ 5.67% |
$40.1K - $142K
|
35.3K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.88K+ 7.74% |
$39.7K - $141K
|
26.1K
$2.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.87K+ 0.86% |
$39.5K - $140K
|
219K
$18.3M
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.86K+ 48.23% |
$39.4K - $140K
|
5.73K
$479K
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.85K+ 20.47% |
$39.1K - $138K
|
10.9K
$908K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.81K+ 16.35% |
$38.4K - $136K
|
12.9K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.81K+ 14.83% |
$38.2K - $135K
|
14K
$1.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.81K+ 20.73% |
$38.2K - $135K
|
10.5K
$879K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.78K+ 1.8% |
$37.6K - $133K
|
100K
$8.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.76K+ 0.93% |
$37.3K - $132K
|
191K
$15.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Provident Trust CO
|
BUY
|
- |
1.76K+ 0.03% |
$37.2K - $132K
|
5.99M
$501M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.73K+ 10.29% |
$36.6K - $130K
|
18.5K
$1.55M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.72K+ 39.53% |
$36.5K - $129K
|
6.08K
$508K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.71K+ 9.96% |
$36.3K - $128K
|
18.9K
$1.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.71K+ 1.58% |
$36.2K - $128K
|
110K
$9.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.7K+ 3.25% |
$36K - $127K
|
54K
$4.51M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 5.25% |
$35.1K - $124K
|
33.2K
$2.78M
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.65KNew |
$35K - $124K
|
1.65K
$138K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.64KNew |
$34.7K - $123K
|
1.64K
$137K
|
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
1.64K+ 3.19% |
$34.6K - $122K
|
53K
$4.43M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.63K+ 24.43% |
$34.5K - $122K
|
8.3K
$694K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.62K+ 12.7% |
$34.2K - $121K
|
14.3K
$1.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.61K+ 27.96% |
$34.1K - $121K
|
7.37K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$32.3K - $114K
|
1.53K
$128K
|
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
BUY
|
- |
1.53K+ 1.04% |
$32.3K - $114K
|
148K
$12.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
1.53K+ 1.67% |
$32.3K - $114K
|
92.9K
$7.76M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.47K+ 1.37% |
$31.1K - $110K
|
108K
$9.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.45K+ 0.58% |
$30.7K - $109K
|
253K
$21.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.4K+ 0.93% |
$29.6K - $105K
|
152K
$12.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.4K+ 2.71% |
$29.5K - $105K
|
52.9K
$4.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.39K+ 39.42% |
$29.5K - $104K
|
4.93K
$412K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.39K+ 4.94% |
$29.3K - $104K
|
29.4K
$2.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.38K+ 2.83% |
$29.1K - $103K
|
49.9K
$4.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.36K+ 6.24% |
$28.8K - $102K
|
23.2K
$1.94M
|