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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
691+ 1.69% |
$14.6K - $51.8K
|
41.6K
$3.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
681+ 0.2% |
$14.4K - $51K
|
340K
$26M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
671+ 4.12% |
$14.2K - $50.3K
|
16.9K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
666+ 0.68% |
$14.1K - $49.9K
|
98.7K
$7.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
BUY
|
- |
659+ 0.12% |
$13.9K - $49.4K
|
561K
$42.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
653+ 10.89% |
$13.8K - $48.9K
|
6.65K
$508K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
643+ 1.17% |
$13.6K - $48.2K
|
55.4K
$4.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
635+ 2.44% |
$13.4K - $47.6K
|
26.6K
$2.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
628+ 1.25% |
$13.3K - $47K
|
51K
$3.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
625+ 11.83% |
$13.2K - $46.8K
|
5.91K
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
625+ 6.22% |
$13.2K - $46.8K
|
10.7K
$815K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
616+ 0.43% |
$13K - $46.2K
|
145K
$11.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
615+ 282.11% |
$13K - $46.1K
|
833
$63.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
615+ 9.82% |
$13K - $46.1K
|
6.88K
$526K
|
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
613+ 1.5% |
$13K - $45.9K
|
41.6K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
609+ 2.08% |
$12.9K - $45.6K
|
29.9K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
604+ 11.21% |
$12.8K - $45.3K
|
5.99K
$458K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
602+ 5.13% |
$12.7K - $45.1K
|
12.3K
$942K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
600+ 3.25% |
$12.7K - $45K
|
19.1K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
600+ 0.57% |
$12.7K - $45K
|
106K
$8.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
598+ 16.71% |
$12.7K - $44.8K
|
4.18K
$319K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
597+ 10.54% |
$12.6K - $44.7K
|
6.26K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
595+ 0.2% |
$12.6K - $44.6K
|
299K
$22.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
592New |
$12.5K - $44.4K
|
592
$45.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
589+ 0.54% |
$12.5K - $44.1K
|
110K
$8.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
588+ 1.95% |
$12.4K - $44.1K
|
30.7K
$2.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
583+ 0.1% |
$12.3K - $43.7K
|
590K
$45.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
579+ 51.01% |
$12.3K - $43.4K
|
1.71K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
577+ 9.32% |
$12.2K - $43.2K
|
6.77K
$517K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
571+ 19.66% |
$12.1K - $42.8K
|
3.48K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
569+ 1.07% |
$12K - $42.6K
|
53.6K
$4.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
564+ 1.8% |
$11.9K - $42.3K
|
32K
$2.44M
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
560New |
$11.8K - $42K
|
560
$42.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
559+ 19.3% |
$11.8K - $41.9K
|
3.46K
$264K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
558+ 5.93% |
$11.8K - $41.8K
|
9.97K
$762K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
531+ 0.62% |
$11.2K - $39.8K
|
85.9K
$6.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
531+ 2.93% |
$11.2K - $39.8K
|
18.6K
$1.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
527+ 5.64% |
$11.2K - $39.5K
|
9.87K
$754K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
523+ 0.48% |
$11.1K - $39.2K
|
109K
$8.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
521+ 3.43% |
$11K - $39K
|
15.7K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
521+ 1.54% |
$11K - $39K
|
34.2K
$2.62M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
510+ 53.63% |
$10.8K - $38.2K
|
1.46K
$112K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
509+ 5.02% |
$10.8K - $38.1K
|
10.7K
$814K
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
506+ 3.46% |
$10.7K - $37.9K
|
15.1K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
506+ 0.93% |
$10.7K - $37.9K
|
54.6K
$4.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
502+ 4.46% |
$10.6K - $37.6K
|
11.8K
$899K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
496+ 0.12% |
$10.5K - $37.2K
|
420K
$32.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
495New |
$10.5K - $37.1K
|
495
$37.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
494+ 6.36% |
$10.5K - $37K
|
8.26K
$631K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
493+ 2.38% |
$10.4K - $36.9K
|
21.2K
$1.62M
|