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 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
430+ 8.22% |
$29K - $35.8K
|
5.66K
$459K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
428+ 13.21% |
$28.9K - $35.6K
|
3.67K
$298K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
426+ 5.64% |
$28.7K - $35.5K
|
7.98K
$648K
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
425+ 5.64% |
$28.7K - $35.4K
|
7.96K
$646K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
422+ 2.99% |
$28.5K - $35.1K
|
14.5K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
417+ 2.85% |
$28.1K - $34.7K
|
15K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
408+ 13.1% |
$27.5K - $34K
|
3.52K
$286K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
404New |
$27.2K - $33.6K
|
404
$32.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
400+ 1.4% |
$27K - $33.3K
|
29K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
400+ 49.08% |
$27K - $33.3K
|
1.22K
$98.6K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
397+ 3.22% |
$26.8K - $33.1K
|
12.7K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
396+ 4.23% |
$26.7K - $33K
|
9.75K
$792K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
396New |
$26.7K - $33K
|
396
$32.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
395+ 2.0% |
$26.6K - $32.9K
|
20.2K
$1.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
388+ 1.58% |
$26.2K - $32.3K
|
25K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
384+ 2.84% |
$25.9K - $32K
|
13.9K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
383+ 0.61% |
$25.8K - $31.9K
|
63.5K
$5.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
377+ 7.5% |
$25.4K - $31.4K
|
5.41K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
365New |
$24.6K - $30.4K
|
365
$29.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
363+ 5.28% |
$24.5K - $30.2K
|
7.24K
$588K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
358+ 5.72% |
$24.1K - $29.8K
|
6.62K
$537K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
354New |
$23.9K - $29.5K
|
354
$28.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
349+ 29.96% |
$23.5K - $29.1K
|
1.51K
$123K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
347+ 0.39% |
$23.4K - $28.9K
|
88.6K
$7.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
341+ 0.82% |
$23K - $28.4K
|
41.9K
$3.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
335+ 74.94% |
$22.6K - $27.9K
|
782
$63.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
333+ 4.52% |
$22.5K - $27.7K
|
7.69K
$624K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
325+ 3.98% |
$21.9K - $27.1K
|
8.49K
$689K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
316+ 9.68% |
$21.3K - $26.3K
|
3.58K
$291K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
314+ 4.83% |
$21.2K - $26.1K
|
6.81K
$553K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
310+ 3.59% |
$20.9K - $25.8K
|
8.94K
$726K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
308+ 10.22% |
$20.8K - $25.6K
|
3.32K
$270K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
305+ 1.19% |
$20.6K - $25.4K
|
25.9K
$2.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
304+ 0.14% |
$20.5K - $25.3K
|
218K
$17.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
302+ 30.78% |
$20.4K - $25.1K
|
1.28K
$104K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
300New |
$20.2K - $25K
|
300
$24.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
300+ 7.89% |
$20.2K - $25K
|
4.1K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
300New |
$20.2K - $25K
|
300
$24.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
295+ 7.7% |
$19.9K - $24.6K
|
4.13K
$335K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
291+ 10.78% |
$19.6K - $24.2K
|
2.99K
$243K
|
|
|
Feb 15, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
289New |
$19.5K - $24.1K
|
289
$23.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
288+ 2.28% |
$19.4K - $24K
|
12.9K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
284+ 9.71% |
$19.2K - $23.6K
|
3.21K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
284New |
$19.2K - $23.6K
|
284
$23.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
283+ 152.97% |
$19.1K - $23.6K
|
468
$38K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
283+ 3.65% |
$19.1K - $23.6K
|
8.04K
$653K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
283+ 7.75% |
$19.1K - $23.6K
|
3.93K
$319K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
282+ 2.2% |
$19K - $23.5K
|
13.1K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
263+ 4.49% |
$17.7K - $21.9K
|
6.12K
$496K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
261+ 0.36% |
$17.6K - $21.7K
|
72K
$5.84M
|