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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
38.5K+ 75.69% |
$2.6M - $3.21M
|
89.4K
$7.32M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
38.3K+ 1.55% |
$2.58M - $3.19M
|
2.51M
$206M
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
37.9KNew |
$2.56M - $3.16M
|
37.9K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
37.5K+ 8.64% |
$2.53M - $3.12M
|
471K
$38.6M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
37.1K+ 6.52% |
$2.5M - $3.08M
|
605K
$49.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
34.8K+ 24.51% |
$2.35M - $2.9M
|
177K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
34.8K+ 41.5% |
$2.35M - $2.9M
|
119K
$9.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
34.5K+ 15.44% |
$2.33M - $2.87M
|
258K
$21.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
34.4KNew |
$2.32M - $2.87M
|
34.4K
$2.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
34.3K+ 9.96% |
$2.31M - $2.86M
|
379K
$31M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$2.21M - $2.72M
|
32.7K
$2.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
32.7K+ 19.06% |
$2.2M - $2.72M
|
204K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
32.3K+ 30.12% |
$2.18M - $2.69M
|
140K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
32.1K+ 24.94% |
$2.17M - $2.68M
|
161K
$13.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
31.9K+ 4.94% |
$2.15M - $2.66M
|
677K
$55.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.11M - $2.61M
|
31.4K
$2.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
30.9K+ 12.4% |
$2.09M - $2.57M
|
280K
$22.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
30.4KNew |
$2.05M - $2.53M
|
30.4K
$2.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.1K+ 18.68% |
$2.03M - $2.51M
|
191K
$15.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
30KNew |
$2.03M - $2.5M
|
30K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
29.4KNew |
$1.99M - $2.45M
|
29.4K
$2.41M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
28.6K+ 204.91% |
$1.93M - $2.39M
|
42.6K
$3.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28K+ 9.81% |
$1.89M - $2.33M
|
314K
$25.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28KNew |
$1.89M - $2.33M
|
28K
$2.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
27.6K+ 23.76% |
$1.86M - $2.3M
|
144K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
27K+ 43.3% |
$1.82M - $2.25M
|
89.4K
$7.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 37.52% |
$1.81M - $2.23M
|
98.3K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
26.8K+ 107.38% |
$1.81M - $2.23M
|
51.8K
$4.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
26.5K+ 297.71% |
$1.79M - $2.21M
|
35.4K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
26.1K+ 1.44% |
$1.76M - $2.18M
|
1.85M
$151M
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
25.8K+ 96.77% |
$1.74M - $2.15M
|
52.4K
$4.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
25.5KNew |
$1.72M - $2.12M
|
25.5K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
25KNew |
$1.69M - $2.08M
|
25K
$2.05M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
24.9KNew |
$1.68M - $2.07M
|
24.9K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
24.4K+ 7.78% |
$1.65M - $2.03M
|
338K
$27.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
23.8K+ 4452.71% |
$1.61M - $1.98M
|
24.4K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.7K+ 6.04% |
$1.59M - $1.97M
|
415K
$34M
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
23.6K+ 464.4% |
$1.59M - $1.97M
|
28.7K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
22.7KNew |
$1.53M - $1.89M
|
22.7K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
21.6K+ 3.6% |
$1.45M - $1.8M
|
621K
$50.8M
|
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
21.5K+ 1.76% |
$1.45M - $1.79M
|
1.24M
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
21.1K+ 3.68% |
$1.42M - $1.75M
|
593K
$48.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
21KNew |
$1.41M - $1.74M
|
21K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9K+ 692.03% |
$1.41M - $1.74M
|
24K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.2K+ 40.92% |
$1.36M - $1.68M
|
69.4K
$5.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
20KNew |
$1.35M - $1.67M
|
20K
$1.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
20KNew |
$1.35M - $1.66M
|
20K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.8K+ 61.8% |
$1.33M - $1.65M
|
51.7K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$1.33M - $1.64M
|
19.7K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
19.7K+ 18.8% |
$1.33M - $1.64M
|
124K
$10.2M
|