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 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-73- 2.42% |
$1.54K - $5.47K
|
2.95K
$225K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-73- 57.03% |
$1.54K - $5.47K
|
55
$4.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-77- 1.78% |
$1.63K - $5.77K
|
4.26K
$326K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-79- 1.03% |
$1.67K - $5.92K
|
7.56K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-83- 2.2% |
$1.76K - $6.22K
|
3.69K
$282K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-84- 1.23% |
$1.78K - $6.29K
|
6.73K
$514K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-85- 0.37% |
$1.8K - $6.37K
|
22.9K
$1.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-89- 2.65% |
$1.88K - $6.67K
|
3.26K
$249K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-92- 1.02% |
$1.95K - $6.89K
|
8.95K
$684K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-93- 1.3% |
$1.97K - $6.97K
|
7.05K
$539K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-96- 0.65% |
$2.03K - $7.19K
|
14.6K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-97- 0.02% |
$2.05K - $7.27K
|
444K
$34M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-98- 5.12% |
$2.07K - $7.34K
|
1.82K
$139K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 1.89% |
$2.12K - $7.49K
|
5.18K
$396K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-100- 1.21% |
$2.12K - $7.49K
|
8.18K
$625K
|
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-100- 1.31% |
$2.12K - $7.49K
|
7.55K
$577K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-102- 0.12% |
$2.16K - $7.64K
|
84.6K
$6.46M
|
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-105- 1.57% |
$2.22K - $7.87K
|
6.6K
$504K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-106- 2.72% |
$2.24K - $7.94K
|
3.78K
$289K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-106- 2.72% |
$2.24K - $7.94K
|
3.78K
$289K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-108- 15.19% |
$2.29K - $8.09K
|
603
$46.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-111- 0.02% |
$2.35K - $8.32K
|
622K
$47.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-113- 1.39% |
$2.39K - $8.47K
|
8.01K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-123- 25.79% |
$2.6K - $9.22K
|
354
$27K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-128- 1.17% |
$2.71K - $9.59K
|
10.8K
$824K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-130- 1.03% |
$2.75K - $9.74K
|
12.5K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-130- 1.68% |
$2.75K - $9.74K
|
7.59K
$580K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-131- 31.26% |
$2.77K - $9.81K
|
288
$22K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-137- 2.88% |
$2.9K - $10.3K
|
4.62K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-138- 2.99% |
$2.92K - $10.3K
|
4.49K
$343K
|
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-141- 0.81% |
$2.98K - $10.6K
|
17.2K
$1.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-142- 4.27% |
$3K - $10.6K
|
3.18K
$243K
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-147- 0.13% |
$3.11K - $11K
|
117K
$8.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-149- 0.32% |
$3.15K - $11.2K
|
46.6K
$3.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-150- 3.5% |
$3.17K - $11.2K
|
4.14K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 2.73% |
$3.17K - $11.2K
|
5.35K
$409K
|
|
|
Nov 15, 2022
Q3 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-150- 0.87% |
$3.17K - $11.2K
|
17.1K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-152- 67.56% |
$3.22K - $11.4K
|
73
$5.58K
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-152- 0.89% |
$3.22K - $11.4K
|
17K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-152- 3.95% |
$3.22K - $11.4K
|
3.69K
$282K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-153- 4.76% |
$3.24K - $11.5K
|
3.06K
$234K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-156- 2.61% |
$3.3K - $11.7K
|
5.83K
$446K
|
|
|
Nov 04, 2022
Q3 2022
|
Torray LLC
|
SELL
|
- |
-160- 0.22% |
$3.39K - $12K
|
73.1K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-162- 2.37% |
$3.43K - $12.1K
|
6.67K
$510K
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-166- 1.39% |
$3.51K - $12.4K
|
11.8K
$902K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-172- 2.41% |
$3.64K - $12.9K
|
6.95K
$531K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-177- 2.81% |
$3.75K - $13.3K
|
6.11K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-177- 1.42% |
$3.75K - $13.3K
|
12.3K
$938K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-179- 0.68% |
$3.79K - $13.4K
|
26.2K
$2M
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-180- 2.54% |
$3.81K - $13.5K
|
6.9K
$527K
|