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 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-113- 2.9% |
$6.78K - $9.47K
|
3.78K
$282K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-121- 6.7% |
$7.26K - $10.1K
|
1.69K
$126K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-123- 3.23% |
$7.38K - $10.3K
|
3.68K
$275K
|
|
|
Jul 21, 2022
Q2 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-124- 1.72% |
$7.44K - $10.4K
|
7.08K
$529K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-125- 2.39% |
$7.5K - $10.5K
|
5.1K
$381K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-125- 1.07% |
$7.5K - $10.5K
|
11.5K
$862K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-125- 0.51% |
$7.5K - $10.5K
|
24.2K
$1.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-127- 0.9% |
$7.62K - $10.6K
|
14K
$1.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-128Closed |
$7.68K - $10.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-131- 2.51% |
$7.86K - $11K
|
5.08K
$380K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-133- 1.95% |
$7.98K - $11.1K
|
6.7K
$501K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-134- 0.57% |
$8.04K - $11.2K
|
23.6K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-135- 2.69% |
$8.1K - $11.3K
|
4.89K
$365K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-137- 2.36% |
$8.22K - $11.5K
|
5.68K
$425K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-142Closed |
$8.52K - $11.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-146- 2.01% |
$8.76K - $12.2K
|
7.13K
$533K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-150- 1.17% |
$9K - $12.6K
|
12.6K
$944K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-150Closed |
$9K - $12.6K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-152- 0.51% |
$9.12K - $12.7K
|
29.5K
$2.21M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-153- 74.27% |
$9.18K - $12.8K
|
53
$3.96K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-159- 0.04% |
$9.54K - $13.3K
|
444K
$33.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-160- 3.37% |
$9.6K - $13.4K
|
4.59K
$343K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-168- 4.74% |
$10.1K - $14.1K
|
3.38K
$252K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-169- 0.83% |
$10.1K - $14.2K
|
20.2K
$1.51M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-170Closed |
$10.2K - $14.3K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-173- 0.23% |
$10.4K - $14.5K
|
75K
$5.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-176- 8.42% |
$10.6K - $14.8K
|
1.92K
$143K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-180- 4.53% |
$10.8K - $15.1K
|
3.79K
$283K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-183- 1.39% |
$11K - $15.3K
|
12.9K
$967K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-184- 64.34% |
$11K - $15.4K
|
102
$7.62K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-190- 0.22% |
$11.4K - $15.9K
|
84.4K
$6.31M
|
|
|
Aug 15, 2022
Q2 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-195- 0.36% |
$11.7K - $16.3K
|
53.4K
$3.99M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-198- 3.73% |
$11.9K - $16.6K
|
5.11K
$382K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-198- 44.49% |
$11.9K - $16.6K
|
247
$18.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200- 2.4% |
$12K - $16.8K
|
8.12K
$607K
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-200- 0.62% |
$12K - $16.8K
|
32.3K
$2.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-200- 3.53% |
$12K - $16.8K
|
5.46K
$408K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-201- 0.23% |
$12.1K - $16.8K
|
87.9K
$6.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-202- 0.88% |
$12.1K - $16.9K
|
22.9K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-204- 3.09% |
$12.2K - $17.1K
|
6.4K
$478K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-205Closed |
$12.3K - $17.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-207- 4.11% |
$12.4K - $17.4K
|
4.83K
$361K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-209- 0.53% |
$12.5K - $17.5K
|
39K
$2.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-216- 0.07% |
$13K - $18.1K
|
302K
$22.5M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-216- 0.07% |
$13K - $18.1K
|
302K
$22.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-221- 56.67% |
$13.3K - $18.5K
|
169
$12.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-222- 0.14% |
$13.3K - $18.6K
|
156K
$11.7M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-230- 4.22% |
$13.8K - $19.3K
|
5.22K
$390K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 0.17% |
$13.9K - $19.4K
|
136K
$10.2M
|
|
|
Jul 05, 2022
Q2 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-241- 0.75% |
$14.5K - $20.2K
|
32K
$2.39M
|