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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
2.84KNew |
$192K - $237K
|
2.84K
$232K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.84K+ 30.37% |
$192K - $237K
|
12.2K
$994K
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.84KNew |
$191K - $236K
|
2.84K
$231K
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.81KNew |
$190K - $234K
|
2.81K
$229K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.8K+ 10.63% |
$189K - $233K
|
29.2K
$2.38M
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$189K - $233K
|
2.8K
$228K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 3.71% |
$189K - $233K
|
78.3K
$6.38M
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.79K+ 1.36% |
$188K - $232K
|
208K
$16.9M
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.78KNew |
$187K - $231K
|
2.78K
$227K
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
2.76KNew |
$186K - $230K
|
2.76K
$225K
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.74KNew |
$184K - $228K
|
2.74K
$223K
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
2.72KNew |
$184K - $227K
|
2.72K
$222K
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.72KNew |
$183K - $226K
|
2.72K
$221K
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.71KNew |
$182K - $225K
|
2.71K
$220K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.7KNew |
$182K - $225K
|
2.7K
$220K
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.7K+ 1.63% |
$182K - $225K
|
168K
$13.7M
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
2.7KNew |
$182K - $225K
|
2.7K
$220K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.67KNew |
$180K - $222K
|
2.67K
$217K
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.66K+ 74.99% |
$179K - $221K
|
6.21K
$506K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.66K+ 11.99% |
$179K - $221K
|
24.8K
$2.02M
|
|
Feb 13, 2023
Q4 2022
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
2.66KNew |
$179K - $221K
|
2.66K
$216K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.64KNew |
$178K - $220K
|
2.64K
$215K
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.64KNew |
$178K - $220K
|
2.64K
$215K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.64KNew |
$178K - $219K
|
2.64K
$215K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.62KNew |
$177K - $218K
|
2.62K
$214K
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
2.62K+ 14.44% |
$177K - $218K
|
20.8K
$1.69M
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
2.61KNew |
$176K - $218K
|
2.61K
$213K
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
2.61K+ 32.58% |
$176K - $217K
|
10.6K
$865K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.61K+ 18.32% |
$176K - $217K
|
16.8K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
2.6KNew |
$176K - $217K
|
2.6K
$212K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
2.59K+ 8.38% |
$175K - $216K
|
33.5K
$2.73M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.58KNew |
$174K - $215K
|
2.58K
$210K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.58KNew |
$174K - $214K
|
2.58K
$210K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.57K+ 5.01% |
$173K - $214K
|
53.9K
$4.39M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.57K+ 2.93% |
$173K - $214K
|
90.1K
$7.34M
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.56KNew |
$173K - $213K
|
2.56K
$209K
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.52KNew |
$170K - $210K
|
2.52K
$206K
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.51K+ 26.43% |
$169K - $209K
|
12K
$979K
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.5KNew |
$169K - $208K
|
2.5K
$204K
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.49KNew |
$168K - $207K
|
2.49K
$203K
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.49KNew |
$168K - $207K
|
2.49K
$203K
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.49K+ 68.63% |
$168K - $207K
|
6.12K
$498K
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.48KNew |
$167K - $207K
|
2.48K
$202K
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.48KNew |
$167K - $206K
|
2.48K
$202K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.47KNew |
$166K - $206K
|
2.47K
$201K
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.47KNew |
$166K - $205K
|
2.47K
$201K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.47KNew |
$166K - $205K
|
2.47K
$201K
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.46KNew |
$166K - $205K
|
2.46K
$200K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
2.45KNew |
$165K - $204K
|
2.45K
$200K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.45K+ 293.52% |
$165K - $204K
|
3.28K
$267K
|