Purchases and Sales Made in Q2 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
2.96K+ 109.31% |
$178K - $248K
|
5.67K
$425K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.85K+ 60.42% |
$171K - $239K
|
7.57K
$568K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.84K+ 3.45% |
$170K - $238K
|
85.2K
$6.39M
|
|
|
Jul 27, 2022
Q2 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.84K+ 2.99% |
$170K - $238K
|
97.6K
$7.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.66K+ 4.11% |
$160K - $223K
|
67.4K
$5.05M
|
|
|
Jul 25, 2022
Q2 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
2.64K+ 16.37% |
$158K - $221K
|
18.7K
$1.41M
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.6K+ 0.97% |
$156K - $218K
|
271K
$20.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.6K+ 3.11% |
$156K - $218K
|
86.1K
$6.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.58K+ 0.49% |
$155K - $217K
|
526K
$39.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
BUY
|
- |
2.58K+ 87.87% |
$155K - $216K
|
5.51K
$414K
|
|
|
Aug 12, 2022
Q2 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
2.57K+ 0.22% |
$154K - $216K
|
1.15M
$86.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.54K+ 411.69% |
$152K - $213K
|
3.15K
$237K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
2.53K+ 10.82% |
$152K - $212K
|
26K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.5K+ 2.74% |
$150K - $210K
|
93.8K
$7.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 19.67% |
$150K - $210K
|
15.2K
$1.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.5K+ 44.88% |
$150K - $210K
|
8.07K
$606K
|
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
2.45K+ 84.12% |
$147K - $205K
|
5.36K
$402K
|
|
|
Jul 13, 2022
Q2 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.36K+ 13.6% |
$142K - $198K
|
19.7K
$1.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.33K+ 1.64% |
$140K - $195K
|
144K
$10.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.29K+ 1.07% |
$137K - $192K
|
217K
$16.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.28K+ 0.25% |
$137K - $191K
|
928K
$69.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
2.26K+ 46.78% |
$136K - $189K
|
7.09K
$532K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
2.26K+ 53.26% |
$135K - $189K
|
6.49K
$487K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.24K+ 8.69% |
$134K - $188K
|
28K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.24K+ 15.34% |
$134K - $187K
|
16.8K
$1.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.23K+ 27.25% |
$133K - $187K
|
10.4K
$780K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.19K+ 11.9% |
$132K - $184K
|
20.6K
$1.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.18K+ 21.4% |
$131K - $183K
|
12.4K
$927K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.16K+ 4.66% |
$130K - $181K
|
48.5K
$3.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.16K+ 10.12% |
$130K - $181K
|
23.5K
$1.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
2.13K+ 4.32% |
$127K - $178K
|
51.3K
$3.85M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.1K+ 1.58% |
$126K - $176K
|
135K
$10.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.07KNew |
$124K - $174K
|
2.07K
$156K
|
|
|
Aug 15, 2022
Q2 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
2.04K+ 4.0% |
$122K - $171K
|
53K
$3.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.02K+ 3.72% |
$121K - $169K
|
56.3K
$4.22M
|
|
|
Jul 28, 2022
Q2 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.01KNew |
$121K - $169K
|
2.01K
$151K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
2K+ 734.19% |
$120K - $167K
|
2.27K
$170K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.99K+ 23.58% |
$119K - $167K
|
10.4K
$783K
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.93K+ 18.25% |
$116K - $162K
|
12.5K
$939K
|
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.9K+ 13.6% |
$114K - $159K
|
15.9K
$1.19M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.9K+ 7.06% |
$114K - $159K
|
28.8K
$2.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
1.89K+ 0.22% |
$114K - $159K
|
874K
$65.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.86K+ 3.89% |
$111K - $156K
|
49.6K
$3.72M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.85K+ 129.5% |
$111K - $155K
|
3.28K
$246K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 12.43% |
$108K - $150K
|
16.2K
$1.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 38.94% |
$104K - $146K
|
6.19K
$465K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.71K+ 3.8% |
$103K - $144K
|
46.8K
$3.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.66K+ 133.82% |
$99.5K - $139K
|
2.9K
$217K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
1.64K+ 0.23% |
$98.4K - $137K
|
724K
$54.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.64K+ 6.31% |
$98.1K - $137K
|
27.6K
$2.07M
|