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
|
Private Wealth Partners, LLC
|
SELL
|
- |
-250- 0.84% |
$15K - $21K
|
29.6K
$2.21M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-250- 48.36% |
$15K - $21K
|
267
$20K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-255- 3.28% |
$15.3K - $21.4K
|
7.52K
$562K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-257- 7.56% |
$15.4K - $21.5K
|
3.14K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-260- 5.02% |
$15.6K - $21.8K
|
4.92K
$368K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-264- 0.44% |
$15.8K - $22.1K
|
59.2K
$4.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-268Closed |
$16.1K - $22.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-270- 1.55% |
$16.2K - $22.6K
|
17.1K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-275- 33.95% |
$16.5K - $23.1K
|
535
$40K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-276- 5.04% |
$16.6K - $23.1K
|
5.2K
$389K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-285- 6.34% |
$17.1K - $23.9K
|
4.21K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-291- 0.11% |
$17.5K - $24.4K
|
258K
$19.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-296Closed |
$17.8K - $24.8K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-297- 6.49% |
$17.8K - $24.9K
|
4.28K
$320K
|
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-307- 0.21% |
$18.4K - $25.7K
|
147K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-307- 1.6% |
$18.4K - $25.7K
|
18.9K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-308Closed |
$18.5K - $25.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-311- 2.77% |
$18.7K - $26.1K
|
10.9K
$816K
|
|
|
Aug 03, 2022
Q2 2022
|
Torray LLC
|
SELL
|
- |
-314- 0.43% |
$18.8K - $26.3K
|
73.2K
$5.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-314- 7.54% |
$18.8K - $26.3K
|
3.85K
$288K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-319- 2.93% |
$19.1K - $26.7K
|
10.6K
$789K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-325- 83.33% |
$19.5K - $27.2K
|
65
$4.86K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-325- 1.97% |
$19.5K - $27.2K
|
16.2K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-339Closed |
$20.3K - $28.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-340- 45.21% |
$20.4K - $28.5K
|
412
$30.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-341- 6.86% |
$20.5K - $28.6K
|
4.63K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-341Closed |
$20.5K - $28.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-348- 2.63% |
$20.9K - $29.2K
|
12.9K
$965K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-350Closed |
$21K - $29.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-351- 0.71% |
$21.1K - $29.4K
|
49K
$3.66M
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-354- 8.43% |
$21.2K - $29.7K
|
3.84K
$287K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-354- 12.19% |
$21.2K - $29.7K
|
2.55K
$191K
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-356- 7.77% |
$21.4K - $29.8K
|
4.23K
$316K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-358- 1.12% |
$21.5K - $30K
|
31.5K
$2.36M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-376- 7.52% |
$22.6K - $31.5K
|
4.62K
$345K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-377- 1.37% |
$22.6K - $31.6K
|
27.1K
$2.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-378- 25.0% |
$22.7K - $31.7K
|
1.13K
$84.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-394- 0.06% |
$23.6K - $33K
|
622K
$46.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-400- 8.44% |
$24K - $33.5K
|
4.34K
$324K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-401- 8.79% |
$24.1K - $33.6K
|
4.16K
$311K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-411- 1.65% |
$24.7K - $34.5K
|
24.4K
$1.83M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-414- 2.35% |
$24.8K - $34.7K
|
17.2K
$1.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-419- 6.69% |
$25.1K - $35.1K
|
5.84K
$437K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-446- 1.29% |
$26.8K - $37.4K
|
34.1K
$2.55M
|
|
|
Aug 03, 2022
Q2 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-447- 0.23% |
$26.8K - $37.5K
|
194K
$14.5M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-449- 31.53% |
$26.9K - $37.6K
|
975
$72.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-450- 2.13% |
$27K - $37.7K
|
20.7K
$1.55M
|
|
|
Jul 29, 2022
Q2 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-450- 5.45% |
$27K - $37.7K
|
7.8K
$583K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-451- 0.36% |
$27.1K - $37.8K
|
126K
$9.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-456- 7.34% |
$27.4K - $38.2K
|
5.76K
$430K
|