Purchases and Sales Made in Q2 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
910
New
$54.6K - $76.3K
910 $68.3K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
891
+ 47.29%
$53.5K - $74.7K
2.78K $208K
Aug 11, 2022 Q2 2022
Rosenbaum Jay D.

Boston, MA
BUY
 -
880
+ 26.91%
$52.8K - $73.8K
4.15K $311K
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
877
+ 4.19%
$52.6K - $73.5K
21.8K $1.64M
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
866
New
$52K - $72.6K
866 $65K
Aug 16, 2022 Q2 2022
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
831
+ 0.77%
$49.9K - $69.7K
108K $8.14M
Jul 19, 2022 Q2 2022
Hanson & Doremus Investment Management

BUY
 -
801
+ 0.75%
$48.1K - $67.1K
108K $8.12M
Aug 12, 2022 Q2 2022
Seeyond

Paris, I0
BUY
 -
801
+ 4.91%
$48.1K - $67.1K
17.1K $1.28M
Jul 20, 2022 Q2 2022
Monte Financial Group, LLC

BUY
 -
794
+ 8.41%
$47.6K - $66.6K
10.2K $768K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
785
+ 1.58%
$47.1K - $65.8K
50.5K $3.79M
Aug 09, 2022 Q2 2022
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
780
+ 22.34%
$46.8K - $65.4K
4.27K $321K
Jul 15, 2022 Q2 2022
Ritholtz Wealth Management

BUY
 -
761
+ 13.47%
$45.7K - $63.8K
6.41K $481K
Jul 14, 2022 Q2 2022
Gofen & Glossberg LLC

BUY
 -
753
+ 0.31%
$45.2K - $63.1K
244K $18.3M
Aug 09, 2022 Q2 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
727
+ 4.68%
$43.6K - $60.9K
16.3K $1.22M
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
717
+ 23.74%
$43K - $60.1K
3.74K $280K
Aug 03, 2022 Q2 2022
Tiedemann Advisors, LLC

BUY
 -
713
+ 14.91%
$42.8K - $59.8K
5.5K $412K
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
704
+ 2.72%
$42.2K - $59K
26.6K $1.99M
Aug 01, 2022 Q2 2022
Maryland State Retirement & Pension System

BUY
 -
685
+ 0.59%
$41.1K - $57.4K
117K $8.79M
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
682
+ 3.32%
$40.9K - $57.2K
21.2K $1.59M
Aug 02, 2022 Q2 2022
Crewe Advisors LLC

BUY
 -
677
New
$40.6K - $56.8K
677 $50.8K
Jul 11, 2022 Q2 2022
Wedmont Private Capital

BUY
 -
662
+ 14.81%
$39.7K - $55.5K
5.13K $385K
Jul 22, 2022 Q2 2022
Harrington Investments, Inc

BUY
 -
660
+ 1.3%
$39.6K - $55.3K
51.3K $3.85M
Aug 10, 2022 Q2 2022
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
656
+ 0.24%
$39.4K - $55K
276K $20.7M
Jul 25, 2022 Q2 2022
Toth Financial Advisory Corp

BUY
 -
655
+ 422.58%
$39.3K - $54.9K
810 $60.8K
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
652
+ 16.67%
$39.1K - $54.7K
4.56K $343K
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
642
+ 6.76%
$38.5K - $53.8K
10.1K $761K
Jul 15, 2022 Q2 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
637
+ 5.5%
$38.2K - $53.4K
12.2K $916K
Aug 03, 2022 Q2 2022
Seneca House Advisors

BUY
 -
631
+ 6.28%
$37.9K - $52.9K
10.7K $802K
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
612
New
$36.7K - $51.3K
612 $45.9K
Jul 20, 2022 Q2 2022
Louisiana State Employees Retirement System

BUY
 -
600
+ 0.63%
$36K - $50.3K
95.5K $7.17M
Jul 28, 2022 Q2 2022
Gryphon Financial Partners LLC

BUY
 -
585
+ 11.75%
$35.1K - $49K
5.56K $417K
Jul 22, 2022 Q2 2022
Sumitomo Life Insurance CO

BUY
 -
567
+ 1.75%
$34K - $47.5K
33K $2.47M
Aug 04, 2022 Q2 2022
Westbourne Investment Advisors, Inc.

BUY
 -
552
+ 0.55%
$33.1K - $46.3K
101K $7.61M
Jul 15, 2022 Q2 2022
Westshore Wealth, LLC

BUY
 -
533
+ 17.59%
$32K - $44.7K
3.56K $267K
Jul 25, 2022 Q2 2022
Bnc Wealth Management, LLC

BUY
 -
504
+ 17.62%
$30.2K - $42.3K
3.36K $252K
Aug 03, 2022 Q2 2022
Keystone Financial Services

BUY
 -
499
+ 7.51%
$29.9K - $41.8K
7.15K $536K
Aug 10, 2022 Q2 2022
Glenview Trust CO

Louisville, KY
BUY
 -
494
+ 5.22%
$29.6K - $41.4K
9.96K $748K
Aug 02, 2022 Q2 2022
First Business Financial Services, Inc.

BUY
 -
492
+ 17.43%
$29.5K - $41.2K
3.32K $249K
Jul 12, 2022 Q2 2022
Diversified Trust CO

BUY
 -
474
+ 4.0%
$28.4K - $39.7K
12.3K $926K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
471
+ 1.27%
$28.3K - $39.5K
37.5K $2.82M
Jul 12, 2022 Q2 2022
Heartland Bank & Trust CO

BUY
 -
463
+ 4.03%
$27.8K - $38.8K
12K $898K
Aug 15, 2022 Q2 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
458
+ 7.54%
$27.5K - $38.4K
6.53K $490K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
456
New
$27.4K - $38.2K
456 $34.2K
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
453
+ 15.58%
$27.2K - $38K
3.36K $252K
Aug 11, 2022 Q2 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
450
+ 13.95%
$27K - $37.7K
3.68K $276K
Aug 09, 2022 Q2 2022
Chemistry Wealth Management LLC

New York, NY
BUY
 -
445
+ 4.66%
$26.7K - $37.3K
9.99K $750K
Jul 11, 2022 Q2 2022
Carmel Capital Partners, LLC

BUY
 -
430
+ 3.03%
$25.8K - $36K
14.6K $1.1M
Aug 02, 2022 Q2 2022
Mount Yale Investment Advisors, LLC

BUY
 -
426
+ 5.5%
$25.6K - $35.7K
8.17K $613K
Aug 04, 2022 Q2 2022
Glassman Wealth Services

BUY
 -
421
+ 19.0%
$25.3K - $35.3K
2.64K $198K

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