Purchases and Sales Made in Q4 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.65K+ 6.68% |
$111K - $137K
|
26.4K
$2.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.64KNew |
$111K - $137K
|
1.64K
$134K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.64K+ 1.39% |
$111K - $137K
|
120K
$9.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.64K+ 4.23% |
$111K - $137K
|
40.5K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.59KNew |
$107K - $132K
|
1.59K
$130K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.58K+ 11.02% |
$106K - $131K
|
15.9K
$1.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.58K+ 13.76% |
$106K - $131K
|
13K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.56K+ 1.82% |
$105K - $130K
|
87.3K
$7.15M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.55K+ 40.8% |
$104K - $129K
|
5.34K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.54KNew |
$104K - $128K
|
1.54K
$126K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.5K+ 4.69% |
$101K - $125K
|
33.5K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.49K+ 4.21% |
$100K - $124K
|
36.8K
$3.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.48KNew |
$99.8K - $123K
|
1.48K
$121K
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.46K+ 0.16% |
$98.7K - $122K
|
913K
$74.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.46K+ 40.93% |
$98.7K - $122K
|
5.04K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.46K+ 39.52% |
$98.4K - $122K
|
5.15K
$422K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1.46K+ 13.5% |
$98.4K - $121K
|
12.3K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.44KNew |
$97.2K - $120K
|
1.44K
$118K
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.44K+ 12.21% |
$97.2K - $120K
|
13.2K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.42K+ 0.25% |
$95.8K - $118K
|
570K
$46.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.41K+ 13.57% |
$95.2K - $118K
|
11.8K
$967K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 29.18% |
$95.1K - $117K
|
6.25K
$511K
|
|
|
Feb 07, 2023
Q4 2022
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
1.41K+ 13.93% |
$94.8K - $117K
|
11.5K
$941K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.4K+ 16.84% |
$94.1K - $116K
|
9.68K
$793K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.39K+ 4.04% |
$93.6K - $116K
|
35.8K
$2.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.39K+ 38.14% |
$93.6K - $116K
|
5.03K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.37K+ 12.8% |
$92.1K - $114K
|
12K
$986K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.36K+ 2.03% |
$91.8K - $113K
|
68.3K
$5.6M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.34K+ 0.59% |
$90.2K - $111K
|
227K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.33K+ 23.8% |
$89.7K - $111K
|
6.92K
$566K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1.33KNew |
$89.6K - $111K
|
1.33K
$109K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.31% |
$87.7K - $108K
|
415K
$33.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.28K+ 4.36% |
$86.6K - $107K
|
30.7K
$2.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.27K+ 6.81% |
$85.7K - $106K
|
19.9K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.25K+ 7.51% |
$84.4K - $104K
|
17.9K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.22K+ 7.5% |
$82.5K - $102K
|
17.5K
$1.44M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.22KNew |
$82.3K - $102K
|
1.22K
$99.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$82.1K - $101K
|
1.22K
$99.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.19K+ 9.54% |
$79.9K - $98.7K
|
13.6K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 8.26% |
$79.8K - $98.6K
|
15.5K
$1.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$79.1K - $97.7K
|
1.17K
$96K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.17K+ 26.61% |
$78.6K - $97.1K
|
5.55K
$454K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.15K+ 0.65% |
$77.2K - $95.3K
|
179K
$14.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.13K+ 2.5% |
$76.2K - $94.1K
|
46.3K
$3.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.1K+ 0.28% |
$74.1K - $91.5K
|
396K
$32.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.08K+ 23.24% |
$72.7K - $89.8K
|
5.72K
$468K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.08K+ 4.8% |
$72.6K - $89.6K
|
23.5K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$72.3K - $89.3K
|
1.07K
$87.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 35.92% |
$70.5K - $87K
|
3.95K
$324K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.03K+ 0.75% |
$69.6K - $85.9K
|
138K
$11.3M
|