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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 25.6% |
$80.6K - $285K
|
18.7K
$1.43M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.78KNew |
$80K - $283K
|
3.78K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.76K+ 1.71% |
$79.5K - $281K
|
223K
$17.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.76K+ 16.15% |
$79.5K - $281K
|
27K
$2.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
3.74K+ 13.23% |
$79K - $280K
|
32K
$2.44M
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.71K+ 0.43% |
$78.5K - $278K
|
858K
$65.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Fosun International LTD
|
BUY
|
- |
3.69K+ 9.72% |
$78.1K - $276K
|
41.7K
$3.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.66KNew |
$77.4K - $274K
|
3.66K
$280K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.62K+ 96.95% |
$76.7K - $271K
|
7.36K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.58KNew |
$75.7K - $268K
|
3.58K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.57KNew |
$75.4K - $267K
|
3.57K
$272K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
3.52K+ 9.89% |
$74.5K - $264K
|
39.1K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.52K+ 10.52% |
$74.4K - $264K
|
36.9K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.41KNew |
$72.1K - $255K
|
3.41K
$260K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.38KNew |
$71.6K - $253K
|
3.38K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.38K+ 26.37% |
$71.6K - $253K
|
16.2K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.37KNew |
$71.4K - $253K
|
3.37K
$258K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.36K+ 28.66% |
$71.2K - $252K
|
15.1K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.36K+ 27.2% |
$71.1K - $252K
|
15.7K
$1.2M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
3.35KNew |
$70.9K - $251K
|
3.35K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.35K+ 7.48% |
$70.8K - $251K
|
48.1K
$3.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.33K+ 3.08% |
$70.4K - $249K
|
112K
$8.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.32K+ 21.65% |
$70.3K - $249K
|
18.7K
$1.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.32K+ 5.5% |
$70.2K - $248K
|
63.6K
$4.86M
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
3.3K+ 30.85% |
$69.7K - $247K
|
14K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.27K+ 8.41% |
$69.2K - $245K
|
42.2K
$3.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.26K+ 12.85% |
$69K - $244K
|
28.6K
$2.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.24K+ 1.8% |
$68.6K - $243K
|
183K
$14M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.24KNew |
$68.5K - $243K
|
3.24K
$247K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.24KNew |
$68.5K - $242K
|
3.24K
$247K
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.2K+ 6.2% |
$67.6K - $239K
|
54.7K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.17K+ 12.07% |
$67.1K - $237K
|
29.4K
$2.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.15KNew |
$66.7K - $236K
|
3.15K
$241K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.13KNew |
$66.3K - $235K
|
3.13K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.13K+ 37.58% |
$66.2K - $234K
|
11.5K
$876K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.12K+ 3.7% |
$66.1K - $234K
|
87.5K
$6.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.12K+ 3.66% |
$66K - $234K
|
88.3K
$6.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.12KNew |
$65.9K - $233K
|
3.12K
$238K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$65.6K - $232K
|
3.1K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.09KNew |
$65.4K - $232K
|
3.09K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.08KNew |
$65.2K - $231K
|
3.08K
$235K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.05K+ 17.41% |
$64.6K - $229K
|
20.6K
$1.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.05KNew |
$64.5K - $229K
|
3.05K
$233K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.03KNew |
$64.2K - $227K
|
3.03K
$232K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.03KNew |
$64.2K - $227K
|
3.03K
$232K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.02KNew |
$64K - $227K
|
3.02K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.02KNew |
$64K - $227K
|
3.02K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.01KNew |
$63.8K - $226K
|
3.01K
$230K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.01KNew |
$63.7K - $226K
|
3.01K
$230K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3KNew |
$63.5K - $225K
|
3K
$229K
|