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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.39KNew |
$633K - $782K
|
9.39K
$769K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.38K+ 11.27% |
$632K - $781K
|
92.6K
$7.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
9.18KNew |
$619K - $764K
|
9.18K
$751K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
9KNew |
$607K - $749K
|
9K
$737K
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
9K+ 11.97% |
$607K - $749K
|
84.2K
$6.89M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.93K+ 16.32% |
$602K - $744K
|
63.7K
$5.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.84K+ 12.68% |
$596K - $736K
|
78.5K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.83K+ 19.2% |
$595K - $735K
|
54.8K
$4.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.44K+ 82.42% |
$569K - $703K
|
18.7K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
8.4KNew |
$566K - $699K
|
8.4K
$688K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8.34K+ 7.48% |
$563K - $695K
|
120K
$9.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.22KNew |
$554K - $684K
|
8.22K
$673K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
8.1K+ 7.67% |
$546K - $675K
|
114K
$9.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8.01K+ 178.51% |
$540K - $667K
|
12.5K
$1.02M
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
7.96K+ 0.39% |
$537K - $663K
|
2.04M
$167M
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
7.96K+ 0.39% |
$537K - $663K
|
2.04M
$167M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.94K+ 3.62% |
$535K - $661K
|
227K
$18.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.87K+ 12.81% |
$531K - $655K
|
69.3K
$5.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
BUY
|
- |
7.85K+ 1.08% |
$529K - $654K
|
736K
$60.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.83K+ 0.52% |
$528K - $652K
|
1.52M
$125M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
7.6K+ 5.16% |
$512K - $632K
|
155K
$12.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.47K+ 47.09% |
$504K - $622K
|
23.3K
$1.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.43K+ 917.28% |
$501K - $619K
|
8.24K
$675K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.39K+ 3.88% |
$499K - $616K
|
198K
$16.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.21KNew |
$486K - $600K
|
7.21K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.18K+ 115.54% |
$484K - $598K
|
13.4K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.18KNew |
$484K - $598K
|
7.18K
$588K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
7.05K+ 93.41% |
$475K - $587K
|
14.6K
$1.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.04K+ 50.31% |
$475K - $586K
|
21K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
7.01K+ 0.69% |
$473K - $584K
|
1.02M
$83.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.92K+ 3.79% |
$467K - $576K
|
190K
$15.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.84K+ 81.89% |
$461K - $569K
|
15.2K
$1.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.8KNew |
$458K - $566K
|
6.8K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.74K+ 189.09% |
$455K - $561K
|
10.3K
$844K
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
6.66K+ 57.75% |
$449K - $554K
|
18.2K
$1.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.61K+ 33.33% |
$446K - $550K
|
26.4K
$2.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.6KNew |
$445K - $550K
|
6.6K
$541K
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.58K+ 2.31% |
$444K - $548K
|
291K
$23.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.56K+ 271.96% |
$442K - $546K
|
8.97K
$734K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
6.55KNew |
$442K - $545K
|
6.55K
$536K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.48KNew |
$437K - $540K
|
6.48K
$531K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
6.48K+ 3.06% |
$437K - $539K
|
218K
$17.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.45K+ 39.4% |
$435K - $537K
|
22.8K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
6.45K+ 7.5% |
$435K - $537K
|
92.4K
$7.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.43K+ 1.84% |
$433K - $535K
|
356K
$29.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.37KNew |
$429K - $530K
|
6.37K
$521K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.36K+ 5.84% |
$429K - $529K
|
115K
$9.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.34KNew |
$428K - $528K
|
6.34K
$519K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.24K+ 13.67% |
$421K - $520K
|
51.9K
$4.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.21KNew |
$419K - $517K
|
6.21K
$508K
|