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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
252+ 4.01% |
$15.1K - $21.1K
|
6.54K
$489K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
249New |
$14.9K - $20.9K
|
249
$18.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
246+ 52.9% |
$14.8K - $20.6K
|
711
$53.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
243+ 1.95% |
$14.6K - $20.4K
|
12.7K
$951K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
241+ 5.31% |
$14.5K - $20.2K
|
4.78K
$357K
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
239+ 0.87% |
$14.3K - $20K
|
27.7K
$2.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
236+ 0.13% |
$14.2K - $19.8K
|
185K
$13.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
235+ 1.29% |
$14.1K - $19.7K
|
18.4K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
230+ 1.09% |
$13.8K - $19.3K
|
21.3K
$1.59M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
214+ 1945.45% |
$12.8K - $17.9K
|
225
$16.8K
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
213+ 1.69% |
$12.8K - $17.9K
|
12.8K
$958K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
204+ 2.71% |
$12.2K - $17.1K
|
7.72K
$577K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
203+ 12.65% |
$12.2K - $17K
|
1.81K
$135K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
201+ 2.28% |
$12.1K - $16.8K
|
9.01K
$673K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
BUY
|
- |
200+ 6.93% |
$12K - $16.8K
|
3.09K
$231K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$12K - $16.8K
|
200
$14.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
195+ 3.17% |
$11.7K - $16.3K
|
6.35K
$475K
|
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
195+ 3.48% |
$11.7K - $16.3K
|
5.8K
$433K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
194+ 1.21% |
$11.6K - $16.3K
|
16.3K
$1.22M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
193+ 5.34% |
$11.6K - $16.2K
|
3.81K
$285K
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
183+ 2.59% |
$11K - $15.3K
|
7.25K
$542K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
182+ 0.93% |
$10.9K - $15.3K
|
19.9K
$1.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
178+ 1.65% |
$10.7K - $14.9K
|
11K
$819K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
177+ 0.59% |
$10.6K - $14.8K
|
30.2K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
177+ 2.89% |
$10.6K - $14.8K
|
6.29K
$470K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
169+ 0.65% |
$10.1K - $14.2K
|
26K
$1.94M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
167+ 53.02% |
$10K - $14K
|
482
$36K
|
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
166+ 0.81% |
$9.96K - $13.9K
|
20.7K
$1.55M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
165New |
$9.9K - $13.8K
|
165
$12.3K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
162+ 8.73% |
$9.72K - $13.6K
|
2.02K
$151K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
161+ 3.07% |
$9.66K - $13.5K
|
5.4K
$403K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
158+ 17.95% |
$9.48K - $13.2K
|
1.04K
$77.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
155+ 4.7% |
$9.3K - $13K
|
3.45K
$258K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
155+ 0.03% |
$9.3K - $13K
|
480K
$35.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
154+ 1.81% |
$9.24K - $12.9K
|
8.64K
$646K
|
|
|
Jul 28, 2022
Q2 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
150+ 2.29% |
$9K - $12.6K
|
6.7K
$501K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
142+ 3.37% |
$8.52K - $11.9K
|
4.36K
$326K
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
140+ 0.35% |
$8.4K - $11.7K
|
40K
$2.99M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
139+ 2.18% |
$8.34K - $11.7K
|
6.52K
$487K
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
136+ 2.76% |
$8.16K - $11.4K
|
5.06K
$378K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
135+ 3.26% |
$8.1K - $11.3K
|
4.27K
$319K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 1.07% |
$7.5K - $10.5K
|
11.8K
$881K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
121+ 5.18% |
$7.26K - $10.1K
|
2.46K
$184K
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
120+ 1.51% |
$7.2K - $10.1K
|
8.08K
$604K
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.2% |
$6.6K - $9.22K
|
54.3K
$4.06M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
110+ 0.28% |
$6.6K - $9.22K
|
39.1K
$2.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
109+ 3.04% |
$6.54K - $9.14K
|
3.69K
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
107+ 0.86% |
$6.42K - $8.97K
|
12.6K
$941K
|
|
|
Jul 20, 2022
Q2 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
105+ 0.61% |
$6.3K - $8.8K
|
17.4K
$1.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
100+ 1.93% |
$6K - $8.38K
|
5.28K
$395K
|