Purchases and Sales Made in Q3 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 24, 2022 Q3 2022
Eagle Global Advisors LLC

Houston, TX
BUY
 -
80.3K
New
$1.7M - $6.02M
80.3K $6.14M
Nov 14, 2022 Q3 2022
Soapstone Management L.P.

Chevy Chase, MD
BUY
 -
75K
+ 25.0%
$1.59M - $5.62M
375K $28.7M
Nov 14, 2022 Q3 2022
Vestor Capital, LLC

Chicago, IL
BUY
 -
71.5K
New
$1.51M - $5.36M
71.5K $5.46M
Oct 18, 2024 Q3 2022
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
70K
+ 277.81%
$1.48M - $5.24M
95.2K $7.27M
Nov 14, 2022 Q3 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
68.8K
+ 6.09%
$1.46M - $5.15M
1.2M $91.5M
Nov 14, 2022 Q3 2022
Steel Canyon Capital, LLC

Phoenix, AZ
BUY
 -
68.5K
New
$1.45M - $5.13M
68.5K $5.24M
Nov 14, 2022 Q3 2022
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
68.4K
+ 0.4%
$1.45M - $5.13M
17.1M $1.3B
Nov 14, 2022 Q3 2022
Panagora Asset Management Inc

Boston, MA
BUY
 -
67.1K
+ 194.76%
$1.42M - $5.03M
102K $7.76M
Nov 09, 2022 Q3 2022
Employees Retirement System Of Texas

BUY
 -
65.9K
+ 24.65%
$1.39M - $4.93M
333K $25.4M
Nov 14, 2022 Q3 2022
Axa S.A.

Paris, I0
BUY
 -
64.1K
+ 25.71%
$1.36M - $4.8M
314K $24M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
63.2K
+ 514.91%
$1.34M - $4.73M
75.5K $5.77M
Oct 14, 2022 Q3 2022
Jb Capital LLC

BUY
 -
62.7K
New
$1.33M - $4.7M
62.7K $4.79M
Nov 17, 2022 Q3 2022
National Pension Service

Jeonju Si, Jeollabuk Do, M5
BUY
 -
62.3K
+ 3.16%
$1.32M - $4.67M
2.03M $155M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
58.2K
+ 3.84%
$1.23M - $4.36M
1.57M $120M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
55.3K
+ 15.36%
$1.17M - $4.14M
415K $31.7M
Nov 10, 2022 Q3 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
54.4K
+ 776.72%
$1.15M - $4.07M
61.4K $4.69M
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
54.1K
+ 93.18%
$1.15M - $4.06M
112K $8.57M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
53.9K
+ 27.09%
$1.14M - $4.03M
253K $19.3M
Nov 14, 2022 Q3 2022
Mount Capital LTD

BUY
 -
53.7K
+ 19.65%
$1.14M - $4.02M
327K $25M
Nov 14, 2022 Q3 2022
Hst Ventures, LLC

BUY
 -
51.9K
New
$1.1M - $3.88M
51.9K $3.96M
Nov 14, 2022 Q3 2022
Atlanta Capital Management CO L L C

Atlanta, GA
BUY
 -
51.5K
+ 4.48%
$1.09M - $3.86M
1.2M $91.7M
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
48.3K
+ 1425.63%
$1.02M - $3.62M
51.7K $3.95M
Nov 07, 2022 Q3 2022
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
47.6K
+ 382.12%
$1.01M - $3.57M
60.1K $4.59M
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
46.4K
+ 48.85%
$983K - $3.48M
142K $10.8M
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
46.4K
+ 302.43%
$982K - $3.48M
61.8K $4.72M
Nov 14, 2022 Q3 2022
Shelton Capital Management

Denver, CO
BUY
 -
44.3K
+ 29.08%
$937K - $3.32M
197K $15M
Oct 28, 2022 Q3 2022
Cambiar Investors LLC

BUY
 -
41.9K
+ 9.39%
$886K - $3.14M
488K $37.3M
Nov 10, 2022 Q3 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
41.3K
+ 22.11%
$874K - $3.09M
228K $17.4M
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
39.8K
+ 51.24%
$843K - $2.98M
118K $8.99M
Nov 04, 2022 Q3 2022
Aia Group LTD

Hong Kong, K3
BUY
 -
39.6K
New
$838K - $2.97M
39.6K $3.03M
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
38.1K
+ 28.84%
$807K - $2.86M
170K $13M
Nov 14, 2022 Q3 2022
Hudson Way Capital Management LLC

Dallas, TX
BUY
 -
36.6K
+ 16.39%
$774K - $2.74M
260K $19.9M
Nov 09, 2022 Q3 2022
Kovitz Investment Group Partners, LLC

BUY
 -
35.6K
+ 1.93%
$753K - $2.67M
1.88M $144M
Nov 14, 2022 Q3 2022
Rafferty Asset Management, LLC

New York, NY
BUY
 -
35.6K
+ 7.27%
$752K - $2.66M
524K $40.1M
Nov 10, 2022 Q3 2022
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
35K
+ 20.59%
$741K - $2.62M
205K $15.7M
Nov 14, 2022 Q3 2022
Francois Rochon Giverny Capital Inc. | Montreal, A8
BUY
 -
34.8K
+ 2.92%
$737K - $2.61M
1.23M $93.9M
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
34.3K
New
$726K - $2.57M
34.3K $2.62M
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
33.8K
New
$715K - $2.53M
33.8K $2.58M
Nov 04, 2022 Q3 2022
F

BUY
 -
33.6K
New
$710K - $2.51M
33.6K $2.56M
Nov 14, 2022 Q3 2022
Ossiam

Paris, I0
BUY
 -
33.2K
+ 599.49%
$703K - $2.49M
38.8K $2.96M
Oct 28, 2022 Q3 2022
Chatham Capital Group, Inc.

BUY
 -
32.7K
+ 747.77%
$693K - $2.45M
37.1K $2.84M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
31.7K
+ 8.11%
$671K - $2.37M
423K $32.3M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
31.1K
+ 154.11%
$659K - $2.33M
51.3K $3.92M
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
29.8K
+ 21.09%
$631K - $2.24M
171K $13.1M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
29.2K
+ 4.53%
$618K - $2.19M
674K $51.5M
Oct 24, 2022 Q3 2022
Cumberland Advisors Inc

BUY
 -
28K
+ 48.98%
$592K - $2.1M
85.1K $6.51M
Nov 23, 2022 Q3 2022
Aurora Investment Counsel

Atlanta, GA
BUY
 -
28K
New
$592K - $2.1M
28K $2.14M
Nov 09, 2022 Q3 2022
Equity Investment Corp

Atlanta, GA
BUY
 -
27.9K
+ 2.82%
$590K - $2.09M
1.02M $77.7M
Nov 07, 2022 Q3 2022
Allen Investment Management LLC

BUY
 -
27.5K
+ 0.49%
$582K - $2.06M
5.67M $433M

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