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
Nov 14, 2022 Q3 2022
Cipher Capital LP

New York, NY
BUY
 -
5.32K
New
$113K - $399K
5.32K $445K
Nov 21, 2022 Q3 2022
Integrated Investment Consultants, LLC

BUY
 -
5.19K
New
$110K - $389K
5.19K $434K
Nov 09, 2022 Q3 2022
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
5.14K
+ 1.3%
$109K - $385K
401K $33.5M
Nov 15, 2022 Q3 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
5.12K
+ 2.0%
$108K - $384K
262K $21.9M
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
5.11K
+ 7.11%
$108K - $383K
76.9K $6.43M
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.1K
+ 111.66%
$108K - $382K
9.66K $808K
Nov 04, 2022 Q3 2022
Regency Capital Management Inc.\De

BUY
 -
5.09K
New
$108K - $381K
5.09K $426K
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

BUY
 -
5.04K
+ 99.78%
$107K - $378K
10.1K $843K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
4.86K
+ 2.77%
$103K - $364K
180K $15.1M
Nov 01, 2022 Q3 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
4.85K
New
$103K - $363K
4.85K $405K
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
4.84K
+ 2.87%
$102K - $362K
174K $14.5M
Oct 03, 2022 Q3 2022
Confluence Investment Management LLC

BUY
 -
4.84K
+ 1.81%
$102K - $362K
272K $22.8M
Nov 02, 2022 Q3 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
4.79K
New
$101K - $359K
4.79K $401K
Nov 17, 2023 Q3 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
4.75K
New
$101K - $356K
4.75K $397K
Nov 14, 2022 Q3 2022
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
4.73K
New
$100K - $354K
4.73K $395K
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.72K
+ 37.14%
$99.8K - $353K
17.4K $1.46M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.72K
+ 37.14%
$99.8K - $353K
17.4K $1.46M
Nov 14, 2022 Q3 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
4.68K
New
$99K - $351K
4.68K $391K
Oct 21, 2022 Q3 2022
Greenup Street Wealth Management LLC

BUY
 -
4.63K
+ 30.5%
$97.9K - $347K
19.8K $1.65M
Nov 14, 2022 Q3 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
4.58K
New
$97K - $343K
4.58K $383K
Nov 14, 2022 Q3 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
4.55K
+ 25.81%
$96.3K - $341K
22.2K $1.85M
Nov 15, 2022 Q3 2022
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
4.52K
New
$95.6K - $339K
4.52K $378K
Nov 04, 2022 Q3 2022
Yorktown Management & Research CO Inc

BUY
 -
4.5K
New
$95.2K - $337K
4.5K $376K
Nov 14, 2022 Q3 2022
Par Capital Management Inc

Boston, MA
BUY
 -
4.5K
+ 0.39%
$95.2K - $337K
1.15M $96.5M
Oct 21, 2022 Q3 2022
Everett Harris & CO

BUY
 -
4.48K
+ 1.4%
$94.8K - $336K
323K $27M
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
4.48K
New
$94.8K - $336K
4.48K $375K
Oct 27, 2022 Q3 2022
Handelsbanken Fonder Ab

BUY
 -
4.47K
+ 1.32%
$94.7K - $335K
345K $28.8M
Nov 10, 2022 Q3 2022
Goelzer Investment Management, Inc.

BUY
 -
4.42K
+ 11.52%
$93.6K - $331K
42.8K $3.58M
Jul 31, 2024 Q3 2022
First American Bank

Dundee, IL
BUY
 -
4.42K
+ 7.06%
$93.5K - $331K
67K $5.6M
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
4.35K
+ 12.63%
$92.1K - $326K
38.8K $3.24M
Nov 08, 2022 Q3 2022
9258 Wealth Management, LLC

BUY
 -
4.35K
New
$92K - $326K
4.35K $364K
Nov 14, 2022 Q3 2022
Alps Advisors Inc

Denver, CO
BUY
 -
4.34K
New
$91.9K - $325K
4.34K $363K
Oct 25, 2022 Q3 2022
First Merchants Corp

BUY
 -
4.26K
+ 4.21%
$90.2K - $319K
106K $8.83M
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
4.19K
New
$88.6K - $314K
4.19K $350K
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
4.15K
+ 25.09%
$87.9K - $311K
20.7K $1.73M
Nov 09, 2022 Q3 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
4.1K
New
$86.8K - $307K
4.1K $343K
Oct 19, 2022 Q3 2022
Heron Bay Capital Management

BUY
 -
4.05K
+ 6.1%
$85.7K - $304K
70.4K $5.89M
Nov 07, 2022 Q3 2022
Inspire Investing, LLC

Meridian, ID
BUY
 -
4.05K
New
$85.7K - $303K
4.05K $338K
Oct 28, 2022 Q3 2022
Alta Advisers LTD

BUY
 -
4K
New
$84.6K - $300K
4K $334K
Nov 14, 2022 Q3 2022
Aureus Asset Management, LLC

Boston, MA
BUY
 -
4K
+ 0.7%
$84.6K - $300K
572K $47.8M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.93K
New
$83.2K - $295K
3.93K $329K
Oct 13, 2022 Q3 2022
Retirement Planning Group

BUY
 -
3.91K
New
$82.8K - $293K
3.91K $327K
Nov 09, 2022 Q3 2022
Allen Capital Group, LLC

BUY
 -
3.88K
+ 10.15%
$82.2K - $291K
42.2K $3.52M
Nov 08, 2022 Q3 2022
Metis Global Partners, LLC

BUY
 -
3.86K
+ 14.86%
$81.6K - $289K
29.8K $2.49M
Oct 31, 2022 Q3 2022
Graypoint LLC

BUY
 -
3.85K
New
$81.5K - $289K
3.85K $322K
Nov 14, 2022 Q3 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
3.85K
+ 0.76%
$81.4K - $288K
513K $42.9M
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

BUY
 -
3.83K
+ 46.93%
$81.1K - $287K
12K $1M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
3.83K
+ 1.58%
$81.1K - $287K
246K $20.6M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
3.83K
+ 9.25%
$81K - $287K
45.2K $3.78M

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