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 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
14+ 0.05% |
$840 - $1.17K
|
29.4K
$2.2M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
13+ 0.17% |
$780 - $1.09K
|
7.49K
$560K
|
|
|
Aug 10, 2022
Q2 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.28% |
$600 - $838
|
3.64K
$272K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
9+ 0.25% |
$540 - $754
|
3.68K
$275K
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
7+ 0.1% |
$420 - $587
|
7.15K
$534K
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.15% |
$420 - $587
|
4.62K
$346K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.29% |
$360 - $503
|
2.05K
$153K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6+ 0.28% |
$360 - $503
|
2.17K
$162K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
5+ 0.06% |
$300 - $419
|
8.71K
$651K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.32% |
$240 - $335
|
1.24K
$93K
|
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
4+ 0.04% |
$240 - $335
|
10.3K
$771K
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$240 - $335
|
10.6K
$794K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4+ 1.57% |
$240 - $335
|
259
$19.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.07% |
$180 - $251
|
4.45K
$333K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3+ 0.09% |
$180 - $251
|
3.37K
$252K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$180 - $251
|
12.6K
$940K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
3+ 5.26% |
$180 - $251
|
60
$4.48K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.21% |
$120 - $168
|
972
$72.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2+ 0.05% |
$120 - $168
|
3.81K
$285K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.13% |
$120 - $168
|
1.51K
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.02% |
$120 - $168
|
8.95K
$669K
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.03% |
$120 - $168
|
7.64K
$571K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.2% |
$60 - $83.8
|
503
$37.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.06% |
$60 - $83.8
|
1.77K
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$60 - $83.8
|
4.75K
$355K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.46% |
$60 - $83.8
|
218
$16.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.02% |
$60 - $83.8
|
5.41K
$404K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$60 - $83.8
|
9.5K
$710K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1Closed |
$60 - $83.8
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.09% |
$60 - $83.8
|
1.12K
$83.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 0.92% |
$60 - $83.8
|
108
$8.07K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-2- 0.04% |
$120 - $168
|
5.49K
$411K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.84% |
$120 - $168
|
237
$17.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-3- 0.02% |
$180 - $251
|
14.6K
$1.09M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-4- 0.02% |
$240 - $335
|
19K
$1.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4- 0.02% |
$240 - $335
|
16.6K
$1.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Ycg, LLC
|
SELL
|
- |
-5- -0.0% |
$300 - $419
|
217K
$16.2M
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-8- 0.17% |
$480 - $671
|
4.76K
$355K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
SELL
|
- |
-8- 1.18% |
$480 - $671
|
669
$50K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-8- 0.23% |
$480 - $671
|
3.41K
$255K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8- 0.7% |
$480 - $671
|
1.14K
$85.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9- 0.21% |
$540 - $754
|
4.36K
$326K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-10Closed |
$600 - $838
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-10- 0.12% |
$600 - $838
|
8.55K
$639K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-14- 0.03% |
$840 - $1.17K
|
43K
$3.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-15- 0.34% |
$900 - $1.26K
|
4.4K
$328K
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-16- 0.3% |
$960 - $1.34K
|
5.39K
$403K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-17- 0.11% |
$1.02K - $1.43K
|
15.9K
$1.19M
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-17Closed |
$1.02K - $1.43K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-20- 0.4% |
$1.2K - $1.68K
|
4.96K
$370K
|