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 19, 2022
Q2 2022
|
Fruth Investment Management
|
BUY
|
- |
100+ 0.65% |
$6K - $8.38K
|
15.5K
$1.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$6K - $8.38K
|
100
$7.47K
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
100+ 2.33% |
$6K - $8.38K
|
4.4K
$329K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$6K - $8.38K
|
100
$7.47K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
95+ 2.59% |
$5.7K - $7.96K
|
3.76K
$281K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
94+ 0.67% |
$5.64K - $7.88K
|
14.1K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
93+ 23.31% |
$5.58K - $7.8K
|
492
$36.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
90+ 3000.0% |
$5.4K - $7.54K
|
93
$6.95K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
82+ 0.48% |
$4.92K - $6.87K
|
17.3K
$1.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
79+ 1.74% |
$4.74K - $6.62K
|
4.61K
$345K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
66+ 0.11% |
$3.96K - $5.53K
|
60.6K
$4.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
63+ 1.28% |
$3.78K - $5.28K
|
4.99K
$373K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
63+ 0.48% |
$3.78K - $5.28K
|
13.2K
$983K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
60+ 29.56% |
$3.6K - $5.03K
|
263
$19.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 8.57% |
$3.6K - $5.03K
|
760
$56.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
59+ 1.59% |
$3.54K - $4.95K
|
3.76K
$281K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
58+ 1.89% |
$3.48K - $4.86K
|
3.12K
$233K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 2.31% |
$3.12K - $4.36K
|
2.3K
$172K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
52+ 0.78% |
$3.12K - $4.36K
|
6.69K
$500K
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
BUY
|
- |
50+ 0.43% |
$3K - $4.19K
|
11.8K
$880K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
50+ 0.4% |
$3K - $4.19K
|
12.5K
$931K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
47+ 0.19% |
$2.82K - $3.94K
|
24.6K
$1.84M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
45+ 0.84% |
$2.7K - $3.77K
|
5.39K
$403K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44+ 3.09% |
$2.64K - $3.69K
|
1.47K
$110K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
42+ 38.89% |
$2.52K - $3.52K
|
150
$11.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
41+ 0.97% |
$2.46K - $3.44K
|
4.26K
$318K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
41New |
$2.46K - $3.44K
|
41
$3.06K
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
36+ 0.97% |
$2.16K - $3.02K
|
3.75K
$280K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
35+ 0.66% |
$2.1K - $2.93K
|
5.31K
$396K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
34+ 0.27% |
$2.04K - $2.85K
|
12.8K
$959K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
34+ 0.15% |
$2.04K - $2.85K
|
22.2K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33+ 0.71% |
$1.98K - $2.77K
|
4.7K
$351K
|
|
|
Aug 15, 2022
Q2 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
32+ 0.08% |
$1.92K - $2.68K
|
40K
$2.99M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
31+ 0.74% |
$1.86K - $2.6K
|
4.21K
$315K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
29+ 0.37% |
$1.74K - $2.43K
|
7.77K
$581K
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
28+ 0.33% |
$1.68K - $2.35K
|
8.58K
$641K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 18.88% |
$1.62K - $2.26K
|
170
$12.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 14.29% |
$1.5K - $2.1K
|
200
$14.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
24+ 0.72% |
$1.44K - $2.01K
|
3.35K
$251K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
22New |
$1.32K - $1.84K
|
22
$1.64K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
21+ 0.18% |
$1.26K - $1.76K
|
11.7K
$877K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
21+ 0.23% |
$1.26K - $1.76K
|
9.21K
$689K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19+ 1.18% |
$1.14K - $1.59K
|
1.64K
$122K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
18+ 0.03% |
$1.08K - $1.51K
|
56.6K
$4.23M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 1.82% |
$1.02K - $1.43K
|
951
$71.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
17+ 0.14% |
$1.02K - $1.43K
|
12.2K
$909K
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
17+ 0.28% |
$1.02K - $1.43K
|
6.19K
$462K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 4.62% |
$900 - $1.26K
|
340
$25.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 1.92% |
$900 - $1.26K
|
795
$59.4K
|
|
|
Aug 23, 2022
Q2 2022
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
15+ 0.37% |
$900 - $1.26K
|
4.12K
$308K
|