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 07, 2022
Q3 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
13.9K+ 8.56% |
$294K - $1.04M
|
176K
$14.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 563.52% |
$293K - $1.04M
|
16.3K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
13.7KNew |
$289K - $1.02M
|
13.7K
$1.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
13.1K+ 34.39% |
$277K - $981K
|
51.2K
$4.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
13K+ 1.18% |
$275K - $974K
|
1.12M
$93.3M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
13K+ 3.04% |
$275K - $973K
|
440K
$36.8M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.9K+ 39.58% |
$274K - $970K
|
45.6K
$3.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.8K+ 3.38% |
$271K - $959K
|
391K
$32.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 3.66% |
$266K - $943K
|
356K
$29.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
12.5KNew |
$264K - $936K
|
12.5K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
12.4K+ 14.5% |
$263K - $931K
|
98.1K
$8.2M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.3KNew |
$261K - $924K
|
12.3K
$1.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
12.2K+ 5.11% |
$258K - $912K
|
250K
$20.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12KNew |
$253K - $897K
|
12K
$1M
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
11.5K+ 15.0% |
$244K - $863K
|
88.3K
$7.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11.5K+ 0.76% |
$242K - $858K
|
1.52M
$127M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 5.04% |
$242K - $857K
|
238K
$19.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 41.34% |
$238K - $842K
|
38.4K
$3.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
11.2K+ 1.1% |
$237K - $840K
|
1.04M
$86.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
11.2K+ 15.5% |
$236K - $836K
|
83.2K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
10.9K+ 11.64% |
$231K - $818K
|
105K
$8.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
10.9K+ 9.77% |
$231K - $817K
|
122K
$10.2M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 29.25% |
$230K - $813K
|
47.9K
$4.01M
|
|
|
Dec 09, 2024
Q3 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
10.8K+ 1.91% |
$228K - $808K
|
576K
$48.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.7K+ 20.75% |
$227K - $803K
|
62.4K
$5.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
10.7K+ 7.6% |
$225K - $798K
|
151K
$12.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10.6K+ 20.79% |
$224K - $792K
|
61.4K
$5.14M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
10.6K+ 34.76% |
$224K - $792K
|
41K
$3.43M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.5K+ 19.89% |
$223K - $789K
|
63.4K
$5.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 39.05% |
$220K - $781K
|
37.1K
$3.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$217K - $767K
|
10.2K
$856K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.2K+ 14.62% |
$216K - $766K
|
80.2K
$6.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10K+ 119.27% |
$213K - $753K
|
18.5K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
10KNew |
$212K - $749K
|
10K
$836K
|
|
|
Nov 08, 2022
Q3 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
9.81K+ 0.74% |
$208K - $735K
|
1.34M
$112M
|
|
|
Nov 14, 2022
Q3 2022
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
9.65K+ 193.0% |
$204K - $723K
|
14.7K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
9.61K+ 1.21% |
$203K - $720K
|
804K
$67.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9.54K+ 2.43% |
$202K - $715K
|
402K
$33.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9.5KNew |
$201K - $712K
|
9.5K
$794K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.46K+ 22.94% |
$200K - $709K
|
50.7K
$4.24M
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.39K+ 9.45% |
$199K - $704K
|
109K
$9.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.33K+ 22.21% |
$198K - $699K
|
51.4K
$4.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9.06K+ 11.43% |
$192K - $679K
|
88.3K
$7.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.98K+ 20.22% |
$190K - $673K
|
53.4K
$4.46M
|
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
8.95KNew |
$189K - $671K
|
8.95K
$748K
|
|
|
Oct 18, 2022
Q3 2022
|
William Allan, LLC
|
BUY
|
- |
8.91K+ 22.38% |
$188K - $667K
|
48.7K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.88K+ 3.22% |
$188K - $666K
|
285K
$23.8M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.85K+ 21.07% |
$187K - $663K
|
50.9K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
8.75K+ 264.04% |
$185K - $656K
|
12.1K
$1.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
8.66K+ 3.75% |
$183K - $648K
|
239K
$20M
|