Purchases and Sales Made in Q2 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 29, 2022 Q2 2022
Avitas Wealth Management LLC

SELL
 -
-17.8K
Closed
$1.07M - $1.49M
0 $0
Jul 14, 2022 Q2 2022
Spectrum Asset Management, Inc.

SELL
 -
-17.9K
- 30.62%
$1.07M - $1.5M
40.5K $3.04M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

SELL
 -
-18.4K
- 21.68%
$1.11M - $1.55M
66.6K $5M
Jul 26, 2022 Q2 2022
Wilkinson Global Asset Management LLC

SELL
 -
-18.9K
- 4.29%
$1.13M - $1.58M
422K $31.6M
Aug 09, 2022 Q2 2022
Acadian Asset Management LLC

Boston, MA
SELL
 -
-19.3K
- 32.53%
$1.16M - $1.62M
40K $3M
Aug 08, 2022 Q2 2022
Sustainable Insight Capital Management, LLC

New York, NY
SELL
 -
-19.5K
- 47.91%
$1.17M - $1.63M
21.2K $1.59M
Aug 11, 2022 Q2 2022
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
SELL
 -
-19.9K
- 33.98%
$1.19M - $1.67M
38.6K $2.9M
Aug 12, 2022 Q2 2022
Dai Ichi Life Insurance Company, LTD

Tokyo, M0
SELL
 -
-20K
- 18.91%
$1.2M - $1.68M
85.8K $6.44M
Aug 15, 2022 Q2 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-20.4K
- 96.46%
$1.22M - $1.71M
750 $56.3K
Aug 12, 2022 Q2 2022
Mirova

Paris, I0
SELL
 -
-20.6K
- 70.44%
$1.23M - $1.73M
8.64K $648K
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-21.7K
- 4.92%
$1.3M - $1.82M
419K $31.5M
Aug 22, 2022 Q2 2022
Sheets Smith Investment Management

Houston, TX
SELL
 -
-21.8K
Closed
$1.31M - $1.83M
0 $0
Jul 19, 2022 Q2 2022
Genesee Capital Advisors, LLC

SELL
 -
-22K
Closed
$1.32M - $1.85M
0 $0
Aug 12, 2022 Q2 2022
Cadence Bank

Tupelo, MS
SELL
 -
-22.1K
- 24.33%
$1.33M - $1.85M
68.8K $5.16M
Jul 22, 2022 Q2 2022
Altium Wealth Management LLC

SELL
 -
-22.1K
- 23.22%
$1.33M - $1.86M
73.2K $5.49M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-22.4K
- 6.13%
$1.35M - $1.88M
344K $25.8M
Jul 25, 2022 Q2 2022
Pendal Group LTD

SELL
 -
-22.8K
- 42.39%
$1.37M - $1.91M
31K $2.33M
Aug 05, 2022 Q2 2022
Dakota Wealth Management

SELL
 -
-22.8K
Closed
$1.37M - $1.91M
0 $0
Aug 15, 2022 Q2 2022
Allstate Corp

Northbrook, IL
SELL
 -
-22.9K
- 28.16%
$1.37M - $1.92M
58.4K $4.38M
Aug 12, 2022 Q2 2022
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-23.5K
- 65.63%
$1.41M - $1.97M
12.3K $923K
Aug 15, 2022 Q2 2022
Stieven Capital Advisors, L.P.

St. Louis, MO
SELL
 -
-23.5K
- 18.3%
$1.41M - $1.97M
105K $7.87M
Jul 26, 2022 Q2 2022
Dupont Capital Management Corp

SELL
 -
-23.8K
- 27.28%
$1.43M - $2M
63.5K $4.76M
Jul 20, 2022 Q2 2022
Ibm Retirement Fund

SELL
 -
-24K
Closed
$1.44M - $2.01M
0 $0
Jul 20, 2022 Q2 2022
Dorsey Wright & Associates

SELL
 -
-24.1K
Closed
$1.45M - $2.02M
0 $0
Jul 26, 2022 Q2 2022
Amf Tjanstepension Ab

SELL
 -
-24.3K
- 4.02%
$1.46M - $2.03M
579K $43.4M
Aug 12, 2022 Q2 2022
Alerus Financial Na

Grand Forks, ND
SELL
 -
-25.1K
Closed
$1.5M - $2.1M
0 $0
Jul 22, 2022 Q2 2022
Teamwork Financial Advisors, LLC

SELL
 -
-25.1K
- 76.6%
$1.51M - $2.11M
7.67K $576K
Aug 12, 2022 Q2 2022
Yost Capital Management, LP

Fort Worth, TX
SELL
 -
-25.5K
- 24.05%
$1.53M - $2.14M
80.5K $6.04M
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-25.7K
Closed
$1.54M - $2.16M
0 $0
Aug 09, 2022 Q2 2022
Shell Asset Management CO

The Hague, P7
SELL
 -
-25.8K
- 6.29%
$1.54M - $2.16M
384K $28.8M
Aug 12, 2022 Q2 2022
Aurora Investment Counsel

Atlanta, GA
SELL
 -
-27.4K
Closed
$1.64M - $2.3M
0 $0
Aug 12, 2022 Q2 2022
Oak Associates LTD

Akron, OH
SELL
 -
-28.7K
- 3.88%
$1.72M - $2.41M
711K $53.3M
Aug 11, 2022 Q2 2022
Clearbridge Investments, LLC

New York, NY
SELL
 -
-29.7K
- 0.84%
$1.78M - $2.49M
3.49M $262M
Aug 09, 2022 Q2 2022
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-30.2K
- 7.08%
$1.81M - $2.53M
396K $29.7M
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
SELL
 -
-31K
- 1.34%
$1.86M - $2.59M
2.29M $171M
Aug 09, 2022 Q2 2022
Virtu Financial LLC

New York, NY
SELL
 -
-31K
Closed
$1.86M - $2.6M
0 $0
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-31.2K
Closed
$1.87M - $2.61M
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-31.4K
- 86.48%
$1.88M - $2.63M
4.91K $369K
Aug 24, 2022 Q2 2022
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-32.2K
Closed
$1.93M - $2.7M
0 $0
Jul 29, 2022 Q2 2022
Enlightenment Research, LLC

Saddle Brook, NJ
SELL
 -
-34.1K
- 88.34%
$2.05M - $2.86M
4.5K $338K
Aug 16, 2022 Q2 2022
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-37.2K
Closed
$2.23M - $3.12M
0 $0
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-38.1K
- 13.58%
$2.29M - $3.19M
242K $18.2M
Jul 28, 2022 Q2 2022
First Long Island Investors, LLC

SELL
 -
-38.4K
- 10.09%
$2.3M - $3.22M
342K $25.7M
Aug 15, 2022 Q2 2022
M.D. Sass Investors Services, Inc.

New York, NY
SELL
 -
-40.1K
Closed
$2.41M - $3.36M
0 $0
Aug 10, 2022 Q2 2022
Cumberland Partners LTD

Toronto, A6
SELL
 -
-43.6K
Closed
$2.62M - $3.66M
0 $0
Jul 19, 2022 Q2 2022
Tcw Group Inc

SELL
 -
-46.6K
- 2.84%
$2.8M - $3.91M
1.6M $120M
Aug 08, 2022 Q2 2022
Allen Investment Management LLC

SELL
 -
-46.8K
- 0.82%
$2.81M - $3.92M
5.64M $423M
Aug 05, 2022 Q2 2022
Illinois Municipal Retirement Fund

SELL
 -
-47K
- 51.72%
$2.82M - $3.94M
43.9K $3.29M
Aug 15, 2022 Q2 2022
London CO Of Virginia

Richmond, VA
SELL
 -
-47.2K
- 4.35%
$2.83M - $3.95M
1.04M $77.8M

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