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 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-900- 3.15% |
$54K - $75.4K
|
27.7K
$2.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-905- 7.13% |
$54.3K - $75.9K
|
11.8K
$880K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-931- 1.2% |
$55.9K - $78K
|
76.9K
$5.75M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-954- 1.31% |
$57.2K - $80K
|
71.8K
$5.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-960- 0.47% |
$57.6K - $80.5K
|
202K
$15.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-969- 3.3% |
$58.1K - $81.2K
|
28.4K
$2.13M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-996- 2.18% |
$59.8K - $83.5K
|
44.7K
$3.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1KClosed |
$60K - $83.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.01K- 13.73% |
$60.8K - $84.9K
|
6.37K
$476K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-1.02KClosed |
$61.2K - $85.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.03K- 16.09% |
$61.7K - $86.2K
|
5.36K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.04KClosed |
$62.4K - $87.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.06K- 0.44% |
$63.4K - $88.6K
|
238K
$17.8M
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.07K- 21.15% |
$64.3K - $89.9K
|
4K
$299K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.08K- 11.5% |
$64.6K - $90.3K
|
8.29K
$620K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.1K- 0.86% |
$66.2K - $92.5K
|
127K
$9.48M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 25.61% |
$66.3K - $92.7K
|
3.21K
$240K
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.11K- 9.55% |
$66.5K - $93K
|
10.5K
$785K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.13K- 59.64% |
$67.9K - $94.9K
|
766
$57.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.14K- 4.94% |
$68.1K - $95.1K
|
21.9K
$1.63M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.15K- 0.9% |
$68.7K - $96K
|
126K
$9.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.15K- 2.81% |
$68.9K - $96.2K
|
39.6K
$2.96M
|
|
|
Jul 28, 2022
Q2 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.17K- 2.8% |
$69.9K - $97.7K
|
40.5K
$3.02M
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.17K- 22.67% |
$70.3K - $98.2K
|
4K
$299K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.2K- 14.27% |
$71.7K - $100K
|
7.19K
$537K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.24K- 17.0% |
$74.1K - $104K
|
6.03K
$451K
|
|
|
Aug 12, 2022
Q2 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.25K- 18.38% |
$74.9K - $105K
|
5.54K
$414K
|
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.28K- 35.78% |
$76.8K - $107K
|
2.3K
$172K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.28K- 4.65% |
$77K - $108K
|
26.4K
$1.97M
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-1.3K- 3.95% |
$77.7K - $109K
|
31.5K
$2.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.3K- 10.53% |
$78K - $109K
|
11.1K
$827K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.32KClosed |
$79.4K - $111K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.34K- 3.5% |
$80.4K - $112K
|
36.9K
$2.76M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.38K- 3.0% |
$82.5K - $115K
|
44.4K
$3.32M
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.39K- 10.29% |
$83.4K - $117K
|
12.1K
$906K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.39KClosed |
$83.4K - $117K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.39K- 2.11% |
$83.6K - $117K
|
64.6K
$4.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 13.83% |
$83.9K - $117K
|
8.71K
$651K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.41K- 8.36% |
$84.7K - $118K
|
15.5K
$1.16M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.44K- 98.69% |
$86.1K - $120K
|
19
$1.42K
|
|
|
Jul 13, 2022
Q2 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-1.44K- 0.99% |
$86.3K - $121K
|
143K
$10.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.45K- 9.82% |
$86.7K - $121K
|
13.3K
$991K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.46K- 3.7% |
$87.7K - $123K
|
38.1K
$2.85M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.48K- 10.35% |
$88.9K - $124K
|
12.8K
$959K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.51K- 14.65% |
$90.5K - $126K
|
8.79K
$657K
|
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.54K- 5.5% |
$92.6K - $129K
|
26.6K
$1.98M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.55K- 22.68% |
$93K - $130K
|
5.29K
$395K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.55K- 13.98% |
$93K - $130K
|
9.55K
$713K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-1.55KClosed |
$93.1K - $130K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 8.36% |
$95.9K - $134K
|
17.5K
$1.31M
|